{
  "generatedAt": "2026-10-08T17:44:57Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "geo-chen",
  "name": "Geo Chen",
  "role": null,
  "url": "https://deepstack.ltd/people/geo-chen/",
  "api": "https://deepstack.ltd/api/v1/entities/people/geo-chen.json",
  "summary": "Geo Chen appears in Part 5, Part 8 of The Buildout. Part 5: OpenAI and Anthropic Are Not the Same Business; Part 8: AI Lenders Are Financing the End of Scarcity.",
  "parts": [
    {
      "part": 5,
      "headline": "OpenAI and Anthropic Are Not the Same Business",
      "url": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/"
    },
    {
      "part": 8,
      "headline": "AI Lenders Are Financing the End of Scarcity",
      "url": "https://deepstack.ltd/stories/the-scarcity-is-the-collateral/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 5,
      "section": "Cheap intelligence arrives",
      "excerpt": "Geo Chen says cheap intelligence is already eroding the labs’ share and access to capital.",
      "url": "https://deepstack.ltd/stories/anthropic-grew-142-percent-openai/"
    },
    {
      "part": 8,
      "section": "A shortage with a price",
      "excerpt": "Geo Chen, who exited AI positions in June, wrote in September that only one bearish scenario had arrived: token prices fell as cheaper open and Chinese models took share.",
      "url": "https://deepstack.ltd/stories/the-scarcity-is-the-collateral/"
    }
  ],
  "sides": [],
  "coverage": {
    "creators": 0,
    "claims": 1517,
    "texts": 157,
    "asOf": "2026-10-08"
  },
  "lastUpdated": "2026-10-08"
}