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

2026-08-11 · 135 min · episode 638 · 39 entities

episode page audio

Asserted relationships

  • → hosted by John Coogan & Jordi Hays person
    0.55
    evidence rules-v5
    Feed author/publisher: John Coogan & Jordi Hays
  • → works at Carvana company
    0.50
    evidence rules-v5
    CEO of Carvana
  • → works at Clair company
    0.50
    evidence rules-v5
    CEO of Clair
  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Technology company
    0.40
    evidence rules-v5
    Feed category: Technology
  • → discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • → hosted by TBPN Corp company
    0.40
    evidence rules-v5
    Feed author/publisher: TBPN Corp
  • → references figma.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://figma.com/
  • → references ramp.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://ramp.com/
  • → references nyse.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://nyse.com/
  • → references shopify.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://shopify.com/
  • → references Codex website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": http://openai.com/codex
  • → references mongodb.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://mongodb.com/
  • → references cisco.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://cisco.com/
  • → references public.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://public.com/
  • → references railway.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://railway.com/
  • → references @TBPNLive website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://youtube.com/@TBPNLive
  • → references console.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://console.com/
  • → references crowdstrike.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://crowdstrike.com/

Entities found in this episode

websites 26

  • mentioned Entrepreneurship website
    0.50
    evidence rules-v5
    Feed category: Entrepreneurship
  • mentioned figma.com website
    0.45
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://figma.com/
  • mentioned ramp.com website
    0.45
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://ramp.com/
  • mentioned nyse.com website
    0.45
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://nyse.com/
  • mentioned shopify.com website
    0.45
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://shopify.com/
  • mentioned Codex website
    0.45
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": http://openai.com/codex
  • mentioned mongodb.com website
    0.45
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://mongodb.com/
  • mentioned cisco.com website
    0.45
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://cisco.com/
  • mentioned public.com website
    0.45
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://public.com/
  • mentioned railway.com website
    0.45
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://railway.com/
  • mentioned @TBPNLive website
    0.45
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://youtube.com/@TBPNLive
  • mentioned console.com website
    0.45
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://console.com/
  • mentioned crowdstrike.com website
    0.45
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://crowdstrike.com/
  • discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • references figma.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://figma.com/
  • references ramp.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://ramp.com/
  • references nyse.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://nyse.com/
  • references shopify.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://shopify.com/
  • references Codex website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": http://openai.com/codex
  • references mongodb.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://mongodb.com/
  • references cisco.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://cisco.com/
  • references public.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://public.com/
  • references railway.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://railway.com/
  • references @TBPNLive website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://youtube.com/@TBPNLive
  • references console.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://console.com/
  • references crowdstrike.com website
    0.38
    evidence rules-v5
    Link in episode "NVIDIA's $500B Compute Deal, Paramount Threatens to Bounce, Record Europe Tourism | Ernie Garcia, Alex Edelson, Nico Simko, Ian McGinley, Conor Sen": https://crowdstrike.com/

companys 11

  • mentioned TBPN Corp company
    0.70
    evidence rules-v5
    Feed author/publisher: TBPN Corp
  • mentioned Carvana company
    0.62
    evidence rules-v5
    CEO of Carvana
  • mentioned Clair company
    0.62
    evidence rules-v5
    CEO of Clair
  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • mentioned Technology company
    0.50
    evidence rules-v5
    Feed category: Technology
  • works at Carvana company
    0.50
    evidence rules-v5
    CEO of Carvana
  • works at Clair company
    0.50
    evidence rules-v5
    CEO of Clair
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • discusses Technology company
    0.40
    evidence rules-v5
    Feed category: Technology
  • hosted by TBPN Corp company
    0.40
    evidence rules-v5
    Feed author/publisher: TBPN Corp
  • mentioned NVIDIA company
    0.35
    evidence rules-v5
    NVIDIA

persons 2

Episode description as stored
(00:28) - NVIDIA's $500B Compute Deal (10:46) - Paramount Threatens to Bounce (14:30) - Tesla Deal Could Shortcut Musk's Pay (31:34) - Europe Gets Record US Tourists (45:17) - Ernie Garcia, founder and CEO of Carvana, discusses building the online used-car retailer, navigating its volatile growth through COVID and the 2022 downturn, and strengthening its vertically integrated business model. He also highlights Carvana’s focus on operational improvement, nationwide expansion, AI-enabled customer experiences, and the resilience required to lead through shifting investor sentiment. (01:13:23) - Alex Edelson discusses his role as founder and GP of Slipstream Investors, a fund of funds that backs emerging venture managers and helps LPs build venture portfolios. He explains Slipstream’s disciplined approach to market cycles, manager selection, diversification, and co-investments, emphasizing patience and long-term returns over rapid deployment or fund growth. (01:38:29) - Nico Simko, co-founder and CEO of Clair, discusses building an embedded payroll platform that gives employees early access to earned wages and recently surpassed a $100 million revenue run rate. He explains how his own difficulty accessing credit inspired Clair and how the company pivoted from a standalone digital bank to integrating its services directly into trusted payroll systems. (01:44:26) - Ian McGinley discusses his experience as a Sidley Austin partner and former CFTC enforcement chief. He examines prediction markets’ growing popularity, regulatory status, benefits, and risks, including insider trading, manipulation, sports betting, and the CFTC’s evolving oversight. (01:58:40) - Conor Sen discusses his background in housing and financial markets, including his decade at Bloomberg and the launch of his Substack, The Housing Frame. He argues that the housing market may be bottoming while examining affordability, development financing, regulation, demographic shifts, institutional buyers, and the divide between wealthy cash buyers and mortgage-dependent households. (02:11:41) - 𝕏 Timeline Reactions TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com Codex - http://openAI.com/codex Follow TBPN:  https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/tbpn/id1772360235 https://www.youtube.com/@TBPNLive