Marcel Münch @_mm85
On a long enough timeline, the survival rate for everyone drops to zero BLN 🇩🇪 SHZ 🇨🇳 MIL 🇮🇹 Joined December 2009-
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Given China’s existing supply chain + STEM force, it is very unlikely that America can catchup on the robotics race, imho. What America still can do is try to develop proprietary tech and application cases that differentiate and have an edge.
Given China’s existing supply chain + STEM force, it is very unlikely that America can catchup on the robotics race, imho. What America still can do is try to develop proprietary tech and application cases that differentiate and have an edge.
When China and Germany (ALDI) work together, the world watches in awe … 🫡😅
People complaining we using Chinese robots. America. Is. Not. Shipping. Figure raised at a 39 billion dollar valuation and hasn’t shipped and sold a SINGLE ROBOT to a 3rd party (or Tesla). Part of the reason we doing fights is to spur competition. US IS BEHIND.
Once only Silicon Valley combined innovation + tech culture + humours marketing + storytelling. Just outsourced manufacturing. No surprise SV feels blindsided by manufacturing China that innovates, has lots of geeky talent & starts to tell fun stories:
Investors complain that there is no transparency & data to be found from China / Chinese companies. While it might be inaccessible to foreign non-Mandarin speaker, it is crazy what kind of data is actually available. Think EV weekly sales, just for other industries and products
Is it me, or have $NIO designs become less European, and more Chinese?
Interesting learning for investors: Not many Chinese companies did go private or delist, during the bear market. Despite of many of them trading well below cash or book value. They just rode it out …
Interesting learning for investors: Not many Chinese companies did go private or delist, during the bear market. Despite of many of them trading well below cash or book value. They just rode it out …
We could see the more refined, better performing humanoid robots coming at scale and affordable price point from China, before any from the US China leverages manufacturing, supply chain & STEM force like no other plus got societal acceptance & adoption.
China’s Caixin has revealed the US-TikTok deal ByteDance Tiktok: 100% ownership of TikTok US. licenses IP to TikTok USDS TikTok USDS: operate Tiktok US. Control US Data. Revenue Sharing: Between US investors & 19.9% ByteDance. Therefore, US investors are operators, not owners
This little self-service stand in Germany runs entirely on trust. It’s pretty common here, not just for pumpkins, also for flowers, potatoes, or honey. Just pick what you need and leave your cash (Kasse). A charming little piece of everyday Germany in contrast to other posts on…
What would be Huawei’s Market Cap, if they were a public, listed company? Worth more than $BABA ?
World's 1st 100MWh digital energy storage power station demonstration plant has entered service in Inner Mongolia Project consists of 46 1.075MW/2.15MWh ESS containers. Includes: digital energy exchange, digital energy storage integration & smart energy management.…
$NIO might be a late follower into (humanoid) robotics. Given NOMI, they should iterate on it and find a pretty unique angle based on where industry is headed. Find what works and add your USP on top and differentiate. Not a bad place and timing, imho.
Like living in 2050 A Shanghai car owner bought two Unitree G1s and turned them into car washers. While they washed their cars, he sat next to them and drank tea. It was a wonderful atmosphere. But the cars weren't clean enough, so the owner had to do it himself. 🤣
There's a guy next to me on the plane, smiling ear to ear, that has spent a whole hour just looking at photos of his kid
Chaos $NIO
1/6 The remarkably dexterous smart bionic hand featured in the video is a product of BrainCo, a company based in Hangzhou, Zhejiang, China. It is a non-invasive brain-computer interface device.

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