AI Deals Go Round and Round & Cava’s CEO 8/12/26

Nvidia’s $500 billion deal with top Wall Street firms has sparked a debate about circular spending in the AI ecosystem. Ed Zitron is a critic of the investments pouring into the industry, and he shares his bearish take on AI. Brett Schulman, CEO of fast casual chain Cava, is keeping his eye on consumer confidence amid salmonella and cyclospora outbreaks in the U.S. Schulman discusses the impact foodborne illness has had on the restaurants, despite Cava’s food supply chain being unimpacted by issues. Plus, former FDA Commissioner Dr. Scott Gottlieb discusses President Trump’s Executive Order on childhood vaccines and the pressure it may create for state leadership. Ed Zitron - 03:47 Brett Schulman - 14:03 Dr. Scott Gottlieb - 22:41 In this episode: Leslie Picker, @LesliePicker Michael Santoli, @michaelsantoli Brian Sullivan, @SullyCNBC Katie Kramer, @Kramer_Katie