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David Einhorn · podgraph

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David Einhorn

Person · mentioned 3 times

Hedge fund manager and founder of Greenlight Capital, a value investing firm.

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TBPN· 17 Nov 2025
Greenlight Capital's AI math chains spending: a $1 ChatGPT subscription becomes OpenAI revenue, OpenAI spends $2 on Microsoft AI infrastructure, Microsoft spends $0.60 leasing CoreWeave GPUs, and CoreWeave spends $2.40 on NVIDIA chips.