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Marcel Münch

@_mm85 • 48,697 subscribers

China, Innovation & Investment

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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 görüntüleme

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 görüntüleme

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 görüntüleme

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 görüntüleme

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 görüntüleme

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

12,771 görüntüleme

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Sums up China travels pretty well …

Sums up China travels pretty well …

2,481,234 görüntüleme • 23 gün önce

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.

2,871,403 görüntüleme • 2 yıl önce

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.

116,560 görüntüleme • 5 ay önce

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. 😂

614,393 görüntüleme • 3 yıl önce

$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!

386,220 görüntüleme • 2 yıl önce

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 görüntüleme • 1 yıl önce

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 görüntüleme • 2 yıl önce

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 görüntüleme • 2 yıl önce

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

201,211 görüntüleme • 3 yıl önce

Like it or not, this is the Chinese Perspective

Like it or not, this is the Chinese Perspective

92,560 görüntüleme • 1 yıl önce

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

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

66,876 görüntüleme • 1 yıl önce

🇨🇳🇺🇸 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 görüntüleme • 1 yıl önce

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 görüntüleme • 3 ay önce

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 görüntüleme • 1 yıl önce

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 görüntüleme • 8 ay önce