Starcast Join the waitlist
Odd Lots

Odd Lots

Don Wilson on the GPU Market's Trillion Dollar Question

Oct 19, 2026 · 27m

Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.

On this episode

About this episode

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 crack spread), the latest on his plans to launch GPU futures, and the possibility of token…