← Leaderboard
GC
George Chen
The Asia Group (managing director, digital practice chair)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
On Kimi K3 as cheap open-weight alternative: 'This is not good news for companies like Azoropic and OpenEye [Anthropic and OpenAI]... they consider they are the king of the world, but now the position is being challenged' @80:38; expects Washington to tighten: 'It will probably make Jensen Huan more difficult to convince... the commerce and the Congress to continue to explore [export] more... advanced models to China' @79:54; hybrid Chinese-basic/US-advanced usage already a trend @80:28.
“It's like a perfect plan B. So that's a clear challenge to the dominance of US AI models.”
Follow George Chen
One short email when George puts a new call on the record, and when a verdict lands on one. Plain words, free.