Part 08A shortage with a price
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.
AI Lenders Are Financing the End of ScarcityPerson
Geo Chen
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.
In The Buildout
Where Geo Chen appears.
One line per story, from the story itself.
Part 05Cheap intelligence arrives
Geo Chen says cheap intelligence is already eroding the labs’ share and access to capital.
OpenAI and Anthropic Are Not the Same Business
Across the DeepStack reading
How often it comes up.
1517 claims and 157 texts mention Geo Chen, as of Oct 8, 2026. A count of attention, not a judgment.
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