Don Wilson on the GPU Market's Trillion Dollar Question | Odd Lots - YouTube

Follow along using the transcript. Follow along using the transcript.

When we spoke to Don Wilson, founder and CEO of DRW, in Chicago last year, he told us he wanted to build a market for GPUs that would eventually be bigger than oil. A year's time in the age of AI is an eternity, and so for the first episode of this year's Chicago live show - recorded at City Winery - Wilson joins us on stage again to talk about what's changed and what hasn't in his quest to help build this market. We get his take on the recent tech selloff, including credit concerns around neocloud CoreWeave. And we also discuss how DRW is developing a “crunch spread” (the GPU version of a…

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