Donald Wilson

Person

Heard in 3 episodes across 2 shows since Sep 2026

Episodes

across 2 shows

First heard

Sep 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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27 statements

on AI demandNeutralOct 19, 2026· Odd Lots
Rapidly growing AI demand will experience expected volatility rather than constant growth.
“that's growing this fast is not going to grow at a constant rate. It's not going to grow at a, you know, the first derivative isn't going to be constant. The second derivative isn't going to be constant. So to me, this is just kind of expected volatility.”
Listen at 3:20
Open the episode · Don Wilson on the GPU Market's Trillion Dollar Question
on Neocloud compute salesNegativeOct 19, 2026· Odd Lots
Selling compute to less creditworthy customers raises neoclouds’ cost of capital.
“if you're selling on-demand compute or you're selling to less credit-worthy entities, then your cost of capital is just going to be higher.”
Listen at 4:48
Open the episode · Don Wilson on the GPU Market's Trillion Dollar Question
on GPU compute future contractsPositiveOct 19, 2026· Odd Lots
GPU futures can substantially lower neoclouds’ cost of capital.
“Their cost of capital is going to... It's going to be much lower.”
Listen at 5:34
Open the episode · Don Wilson on the GPU Market's Trillion Dollar Question

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3 episodes featuring Donald Wilson, newest first

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