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Marcel Münch

@_mm85 • 44,146 subscribers

China, Innovation & Investment

Shorts

400+ Robotics Companies here in Shenzhen today! If you are here, let me know!

400+ Robotics Companies here in Shenzhen today! If you are here, let me know!

232,703 Aufrufe

When they said the $NIO brands would merge into just one booth I thought it is about decreasing footprint. But look at this massive joint booth. It is the entire hall.

When they said the $NIO brands would merge into just one booth I thought it is about decreasing footprint. But look at this massive joint booth. It is the entire hall.

32,357 Aufrufe

On my last day in Beijing I saw how robots get manufactured and China’s biggest humanoid data collection spaces.

On my last day in Beijing I saw how robots get manufactured and China’s biggest humanoid data collection spaces.

20,703 Aufrufe

Have to say Guangzhou is growing on me. Have been here for a couple of times. Never really enjoyed it that much compared to other Chinese cities. Difficult to grasp it when only here for a few days. Appreciating it more now and with that .. Greater Bay Area is such a gem.

Have to say Guangzhou is growing on me. Have been here for a couple of times. Never really enjoyed it that much compared to other Chinese cities. Difficult to grasp it when only here for a few days. Appreciating it more now and with that .. Greater Bay Area is such a gem.

20,118 Aufrufe

3 Minutes and 3 Seconds and that Swap is done … Meanwhile some $NIO bears still say the company is over promising 😂

3 Minutes and 3 Seconds and that Swap is done … Meanwhile some $NIO bears still say the company is over promising 😂

34,921 Aufrufe

Test riding this $NIO ET9. Ask me anything in the comments!

Test riding this $NIO ET9. Ask me anything in the comments!

14,158 Aufrufe

Often seeing such videos of weird broken out wheels for this Huawei brand AITO (video below), LI Auto and Xiaomi. 🧐

12,771 Aufrufe

Taxi driver told me that square meter prices in this area of Shenzhen are about 30000 USD. 🤯

Taxi driver told me that square meter prices in this area of Shenzhen are about 30000 USD. 🤯

10,393 Aufrufe

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Too bad for American customers, that they’ll never be able to get this quality at affordable prices.

Too bad for American customers, that they’ll never be able to get this quality at affordable prices.

2,871,346 Aufrufe • vor 2 Jahren

The Chinese New Year Gala CCTV State Broadcast has become a proxy for humanoid robot advancements and industry watchers can compare the progress between the years.

The Chinese New Year Gala CCTV State Broadcast has become a proxy for humanoid robot advancements and industry watchers can compare the progress between the years.

116,480 Aufrufe • vor 3 Monaten

While Credit Suisse $CS and other banks are fighting for survival following $SIVB … this is a “meeting” at Bank of China. 😂

While Credit Suisse $CS and other banks are fighting for survival following $SIVB … this is a “meeting” at Bank of China. 😂

614,267 Aufrufe • vor 3 Jahren

$NIO CEO Li Bin just livestreamed a 1000km ride in an ET7 with Hybrid Solid State Battery (150 kWh). He still got 7% of charge left before he needs to charge or swap. 916 km have been driven on NIO Pilot. Congrats to this successful launch and demonstration of tech leadership!

$NIO CEO Li Bin just livestreamed a 1000km ride in an ET7 with Hybrid Solid State Battery (150 kWh). He still got 7% of charge left before he needs to charge or swap. 916 km have been driven on NIO Pilot. Congrats to this successful launch and demonstration of tech leadership!

383,706 Aufrufe • vor 2 Jahren

Chinese Trump Sketch has better summary of current affairs than any Doomberg article out there.

Chinese Trump Sketch has better summary of current affairs than any Doomberg article out there.

151,836 Aufrufe • vor 1 Jahr

The Chinese already have escooter that can balance and be remote controlled by app, while the Italians still pollute their cities with Vespa noise and exhaust fumes 🤭

The Chinese already have escooter that can balance and be remote controlled by app, while the Italians still pollute their cities with Vespa noise and exhaust fumes 🤭

269,944 Aufrufe • vor 2 Jahren

🚨 Attention Please: Chinese Washing Machine maker Mijia just came out with a Washing Machine that features an additional compartment for underwear. This type of Chinese innovation should be nipped in the bud. As I publish this, I fully expect Raimondo has already gathered a task force of US lawmakers looking into sanctions and bans of such products and prevent imports into the US. Several things come to my mind: - Overcapacity of Chinese laundry and dirty underwear might flood overseas markets - As can be seen this laundromat can be remote controlled via app. We can't have potential national security risks hidden in our homes - imagine if our dirty underwear blows up in an orchestrated attack! - We've all seen what role washing machines played in the Russian invasion of Ukraine - I am not sure how much information this smart device gathers about our ordinary citizen. American underpants first! With that, I also think we should make American washing machines great again and introduce 3 washing compartments to out-innovate the Chinese!

🚨 Attention Please: Chinese Washing Machine maker Mijia just came out with a Washing Machine that features an additional compartment for underwear. This type of Chinese innovation should be nipped in the bud. As I publish this, I fully expect Raimondo has already gathered a task force of US lawmakers looking into sanctions and bans of such products and prevent imports into the US. Several things come to my mind: - Overcapacity of Chinese laundry and dirty underwear might flood overseas markets - As can be seen this laundromat can be remote controlled via app. We can't have potential national security risks hidden in our homes - imagine if our dirty underwear blows up in an orchestrated attack! - We've all seen what role washing machines played in the Russian invasion of Ukraine - I am not sure how much information this smart device gathers about our ordinary citizen. American underpants first! With that, I also think we should make American washing machines great again and introduce 3 washing compartments to out-innovate the Chinese!

161,919 Aufrufe • vor 1 Jahr

Respect for these foreign entrepreneurs in Shenzhen. I hope they can make it. Access to rapid prototyping, low cost of living and being challenged by the dynamic Chinese startup scene provides a good environment and might give them a head start.

Respect for these foreign entrepreneurs in Shenzhen. I hope they can make it. Access to rapid prototyping, low cost of living and being challenged by the dynamic Chinese startup scene provides a good environment and might give them a head start.

133,806 Aufrufe • vor 1 Jahr

Wasn’t on my 2024 Bingo Card: 🇺🇸 US Lawmakers: We need to ban $NVDA GPUs sales into China, or else they will lead in AI and boost their military. 🇨🇳 Chinese social meme accounts burns through valuable Huawei Ascend compute, to make Biden and Trump sing Chinese folk songs about the Motherland. 😂

Wasn’t on my 2024 Bingo Card: 🇺🇸 US Lawmakers: We need to ban $NVDA GPUs sales into China, or else they will lead in AI and boost their military. 🇨🇳 Chinese social meme accounts burns through valuable Huawei Ascend compute, to make Biden and Trump sing Chinese folk songs about the Motherland. 😂

157,883 Aufrufe • vor 1 Jahr

STOP BUILDING, CHINA Don’t you know you are collapsing?!

STOP BUILDING, CHINA Don’t you know you are collapsing?!

108,995 Aufrufe • vor 1 Jahr

People should really come here to Shenzhen and take a walk. The scale is insane. I understand why the US Gov wants to ban it away and to pretend this place isn’t real. But ain’t going away anymore …. $BABA $TCEHY $XNET $NIO $KWEB

People should really come here to Shenzhen and take a walk. The scale is insane. I understand why the US Gov wants to ban it away and to pretend this place isn’t real. But ain’t going away anymore …. $BABA $TCEHY $XNET $NIO $KWEB

201,132 Aufrufe • vor 3 Jahren

Like it or not, this is the Chinese Perspective

Like it or not, this is the Chinese Perspective

92,560 Aufrufe • vor 1 Jahr

Been to Huaqiangbei Tech Market today to see what is new and search for specific items. Tbh, the hardware market was - as mostly - underwhelming to me. I don’t understand the hype. Mostly low tech old China things. Couldn’t even get my LicheeRV - maybe my fault but real ..

Been to Huaqiangbei Tech Market today to see what is new and search for specific items. Tbh, the hardware market was - as mostly - underwhelming to me. I don’t understand the hype. Mostly low tech old China things. Couldn’t even get my LicheeRV - maybe my fault but real ..

15,556 Aufrufe • vor 2 Monaten

Chinese New Year Celebrations on State TV has Robots 🤖 dancing … 🤓

Chinese New Year Celebrations on State TV has Robots 🤖 dancing … 🤓

66,829 Aufrufe • vor 1 Jahr

🇨🇳🇺🇸 Interested in Chinese Equities, Macro & Geopolitics? Watch & share my extensive interview with Louis-Vincent Gave from HK Investment firm Gavekal Here: 📺👉 Teaser below! $HSI $BABA $KWEB $NIO $JD $PDD $SPY $QQQ $DXY $JD $XPEV $NVDA $TSLA $SPX $BYDDY

🇨🇳🇺🇸 Interested in Chinese Equities, Macro & Geopolitics? Watch & share my extensive interview with Louis-Vincent Gave from HK Investment firm Gavekal Here: 📺👉 Teaser below! $HSI $BABA $KWEB $NIO $JD $PDD $SPY $QQQ $DXY $JD $XPEV $NVDA $TSLA $SPX $BYDDY

58,648 Aufrufe • vor 1 Jahr

First look at the $NIO ET9 exterior. What do you think? 999 pieces of the founders edition already sold out.

First look at the $NIO ET9 exterior. What do you think? 999 pieces of the founders edition already sold out.

51,296 Aufrufe • vor 1 Jahr

Huawei / AVTR fails the $NIO Champagner test, but shows off smooth self-driving nonetheless :)

Huawei / AVTR fails the $NIO Champagner test, but shows off smooth self-driving nonetheless :)

22,486 Aufrufe • vor 7 Monaten

NIO World Model (NWM) rumoured to launch this weekend. First video that I see of somebody claiming to have tested it. No other leaks so far. NWM said to go beyond end-to-end, integrating predictive modeling and scenario analysis that emulates human-like decision-making. $NIO

NIO World Model (NWM) rumoured to launch this weekend. First video that I see of somebody claiming to have tested it. No other leaks so far. NWM said to go beyond end-to-end, integrating predictive modeling and scenario analysis that emulates human-like decision-making. $NIO

33,104 Aufrufe • vor 1 Jahr

There is no substitute! Porsche sends a message to Xiaomi Lei Jun! Honestly, it is the best booth of this Autoshow so far. Maybe even in commercial terms, as people go shopping in the store. Young, dynamic concept. Though missing a new, exciting car 🤭

There is no substitute! Porsche sends a message to Xiaomi Lei Jun! Honestly, it is the best booth of this Autoshow so far. Maybe even in commercial terms, as people go shopping in the store. Young, dynamic concept. Though missing a new, exciting car 🤭

28,024 Aufrufe • vor 1 Jahr