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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.
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