Back in 2017, Sun Ge mentioned a few picks, but you’ve got to consider the context. At that time, AI had breakthroughs like AlphaGo, and both US and Chinese VCs were focused on AI (Cambrian, CloudWalk, SenseTime, Yitu, Megvii) and FinTech (China leaned more towards P2P). Musk was already being idolized, and China’s new EV players were just starting out during those years. It’s not that Sun Ge’s predictions weren’t impressive, but they didn’t go beyond the era’s consensus—they were mainstream ideas, not contrarian ones. His niche back then was as an entrepreneur, so his direction was inevitably influenced by VC trends. What’s intriguing about his advice is that it was aimed at regular people investing in the secondary market. If his niche had been as a VC giving primary market investment advice, chances are his calls would’ve been way off.