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Marcel Münch

@_mm85 • 48,697 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!

232,985 views

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.

33,846 views

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.

21,012 views

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 views

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 😂

34,923 views

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

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

12,771 views

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Sums up China travels pretty well …
3:03
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Sums up China travels pretty well …

Marcel Münch

2,481,360 views • 23 days ago

Too bad for American customers, that they’ll never be able to get this quality at affordable prices.
1:00
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Too bad for American customers, that they’ll never be able to get this quality at affordable prices.

Marcel Münch

2,871,403 views • 2 years ago

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.
4:32
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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.

Marcel Münch

116,560 views • 5 months ago

While Credit Suisse $CS and other banks are fighting for survival following $SIVB … this is a “meeting” at Bank of China. 😂
0:21
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While Credit Suisse $CS and other banks are fighting for survival following $SIVB … this is a “meeting” at Bank of China. 😂

Marcel Münch

614,393 views • 3 years ago

$NIO CEO Li Bin just livestreamed a 1000km ride in an ET7 with Hybrid Solid State Battery (150 kWh). He still got 7% of charge left before he needs to charge or swap. 916 km have been driven on NIO Pilot. Congrats to this successful launch and demonstration of tech leadership!
0:48
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$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!

Marcel Münch

386,220 views • 2 years ago

Chinese Trump Sketch has better summary of current affairs than any Doomberg article out there.
1:24
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Chinese Trump Sketch has better summary of current affairs than any Doomberg article out there.

Marcel Münch

151,836 views • 1 year ago

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 🤭
0:27
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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 🤭

Marcel Münch

269,944 views • 2 years ago

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. 😂
0:58
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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. 😂

Marcel Münch

157,883 views • 2 years ago

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
0:29
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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

Marcel Münch

201,211 views • 3 years ago

Like it or not, this is the Chinese Perspective
1:39
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Like it or not, this is the Chinese Perspective

Marcel Münch

92,560 views • 1 year ago

Chinese New Year Celebrations on State TV has Robots 🤖 dancing … 🤓
1:22
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Chinese New Year Celebrations on State TV has Robots 🤖 dancing … 🤓

Marcel Münch

66,876 views • 1 year ago

🇨🇳🇺🇸 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
2:26
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🇨🇳🇺🇸 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

Marcel Münch

58,648 views • 1 year ago

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 ..
0:21
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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 ..

Marcel Münch

15,556 views • 3 months ago

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
11:28
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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

Marcel Münch

33,104 views • 1 year ago

Huawei / AVTR fails the $NIO Champagner test, but shows off smooth self-driving nonetheless :)
0:59
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Huawei / AVTR fails the $NIO Champagner test, but shows off smooth self-driving nonetheless :)

Marcel Münch

22,486 views • 8 months ago