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Tony Yang

Tony Yang

Taiwanese actor

Jul 20, 2026

9:34
How do valuations look, Tony, when it comes to AI names in China?
9:38
Okay.
9:39
So maybe before that, I answer your question why the model are cheaper in China.
9:43
I think China and US, they adopt two different methods.
9:47
So US, they are more about a powerful model for all.
9:50
So it's very powerful, but it applies to everybody's needs.
9:54
In China, it's about like 80% of the performance, but it's a much cheaper model in terms of parameters.

33 MINS LATER

42:40
Um, talk us through some of the, some of the risks when it comes to, uh, investing in this type of a part of the marketplace and how you try to avoid that risk of ruin, in quotes, from an individual company just not making it.

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