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Hey there, Odd Lots listeners. You are about to get a conversation with Don Wilson, founder and CEO of DRW, sometimes called the smartest man in trading. This was recorded live on stage at Chicago's Untitled Supper Club. We had a blast, and we hope you'll enjoy the show. All right, Don. Well, thank you for being here. Really appreciate it.
Great to be here.
Truly the perfect guest
to talk
what's next in trading. Just to begin with, why GPUs?
Well, obviously, AI is becoming more and more useful. And as it becomes more useful, people use more of it, which means they need to use more GPUs to run inference or train new models. And I actually have this theory that within the next ten years, the world will spend more per year on GPUs than it does on crude oil. And that would, of course, make GPUs compute the largest commodity in the world. So it seems like you would kind of need a market for that.
A very modest call. Just the largest market in the world.
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