GUEST INTERVIEWS

• Carvana's Ernie Garcia on near-bankruptcy in 2022, same-day delivery, and why AI fits their vertical model
• Slipstream Investors' Alex Edelson on why fund-of-funds discipline means skipping 2021 vintages entirely
• Clair hits $100M ARR embedding earned-wage access inside payroll platforms like Gusto and QuickBooks
• Former CFTC enforcement chief Ian McGinley on prediction market regulation, sports betting litigation, and insider trading risks
• Housing analyst Conor Sen launches The Housing Frame on Substack, calls bottom in Florida and Texas markets

NEWS

• Jensen Huang assembles $500B AI compute financing consortium with Wall Street's biggest names
• Paramount threatens to abandon California HQ by October 1 as antitrust fight over WBD merger drags on
• WSJ: SpaceX acquiring Tesla could let Musk collect $1T pay package without hitting operating milestones
• Bending Spoons surges 50% since IPO after Airtable acquisition, now valued at $33B