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Odd Lots · October 19, 2026 · 26m

Don Wilson on the GPU Market's Trillion Dollar Question

Don Wilson, founder and CEO of DRW, returns to Odd Lots to discuss his ambitious plan to build a GPU market that could surpass the size of the oil market. He explains the development of a 'crunch spread' for GPUs, analogous to the crack spread in oil refining, and outlines his efforts to launch GPU futures. The conversation also touches on recent tech selloffs and credit concerns around the neocloud provider CoreWeave, as well as the potential for token futures.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

Preview

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Building a GPU Market Bigger Than Oil
Don Wilson aims to create a financial market for GPUs that will eventually be larger than the oil market.
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The 'Crunch Spread' for GPUs
DRW is developing a 'crunch spread' for GPUs, inspired by the crack spread in oil refining.

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