NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen

Wall Street’s major financiers are backing a landmark $500 billion AI infrastructure investment, signaling unprecedented demand for compute capacity despite concerns over profitability and energy constraints. Paramount faces a potential relocation from California while navigating a contentious antitrust battle over its Warner Brothers Discovery merger, with significant financial penalties looming. Elon Musk’s compensation structure could see a massive windfall if Tesla undergoes a change of control, potentially bypassing operational milestones. Beyond corporate maneuvering, the American travel sector is experiencing a historic surge, with record passport issuance and increased international tourism. Carvana CEO Ernie Garcia details the company’s operational evolution, Slipstream founder Alex Edelson analyzes venture capital strategies, and Clair founder Nico Simko explains the push for real-time payroll access to improve workforce financial efficiency.