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$NIO World Model Software Update: NIO is doing all this without investing BILLIONS in $NVDA GPUs. So either this video, or the AI CAPEX narrative is fake. Your choice what to believe.

Marcel Münch

38,519 subscribers

12,854 次观看 • 1 年前 •via X (Twitter)

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11 条评论

Wingchunlion 的头像

Wingchunlion1 年前

Most of the wall street narrative is fake

Quant Data 的头像

Quant Data1 年前

🚨 $NVDA is down over 16% 🚨 Yesterday evening, we tweeted about the $25M in Puts being purchased on $NVDA. DeepSeek AI news came out and NVDA dropped $24 today. Want to see trades like this? Try our 7 day free trial at:

Andrea De Bernardi 的头像

Andrea De Bernardi1 年前

there should be an official adas world championship, with different categories ( vision only, 1 lidar, 3 lidars, radar ettc) and an overall category.

andrew 的头像

andrew1 年前

Well Nio is burning massive loads of capital, hence why a company with 10+% margins doing billions in sales is still not break even.

CovidNoGood 的头像

CovidNoGood1 年前

Oh so you can tap the gas to increase speed without the system disengaging. That is cool.

Emrullah Tevetoglu 的头像

Emrullah Tevetoglu1 年前

This is a perfect analyst.@LarryGran✅🚀 🪐 🌈 💼

Maksude Ihsanoglu 的头像

Maksude Ihsanoglu1 年前

His tweets are great! @dwi_dwimaharani He's worth following. 🍀 💼 🚩 🌻 🌻 💰

CovidNoGood 的头像

CovidNoGood1 年前

lol. People, bikes, cars and trucks parking on your lane, facing wrong way. Guangdong city traffic 🤪 NWM doing quite all right.

Deger Sener 的头像

Deger Sener1 年前

This gentleman analyzed it very well @QuintroAnn📈🚀 💎 🌂 🌺

Ansis Priede 的头像

Ansis Priede1 年前

Why are all comments spam? 🤔 Thanks Marcel, long Nio investor here. I think they are going in the right direction.

Hariz Arsoy 的头像

Hariz Arsoy1 年前

👍 🍀 👍 @Ronald_7727✅ I admire the professional ability of this analyst, awesome.

相关视频

Pay very close attention to what the NIO World Model can do, this is next level autonomous driving experience. $NIO

Pay very close attention to what the NIO World Model can do, this is next level autonomous driving experience. $NIO

Jason

23,650 次观看 • 10 个月前

#NIO #ElectricVehicles #ev NIO In Sweden i asked a friend to drive the Nio ET7 to the swap station; so i could film the smooth battery swapping. It is the greatest thing of all! Well done Nio!

#NIO #ElectricVehicles #ev NIO In Sweden i asked a friend to drive the Nio ET7 to the swap station; so i could film the smooth battery swapping. It is the greatest thing of all! Well done Nio!

Marnix_B.

78,781 次观看 • 3 年前

I can’t find words. This is not anymore in the ‘German legacy’ territory. This is Rolls Royce/Bentley class. ❤️❤️❤️ I am so glad i have placed my bet on NIO! #nio $nio

I can’t find words. This is not anymore in the ‘German legacy’ territory. This is Rolls Royce/Bentley class. ❤️❤️❤️ I am so glad i have placed my bet on NIO! #nio $nio

Marnix_B.

22,908 次观看 • 3 个月前

“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

a16z

23,455 次观看 • 1 年前

$NIO is already +50% since we flagged this move and it still looks early. First target is close, but my roadmap has price reaching $11 over the next 12–24 months. If you’re in $NIO or thinking about it, watch this breakdown before your next move.

$NIO is already +50% since we flagged this move and it still looks early. First target is close, but my roadmap has price reaching $11 over the next 12–24 months. If you’re in $NIO or thinking about it, watch this breakdown before your next move.

Peter DiCarlo

39,513 次观看 • 3 个月前

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

Marcel Münch

33,104 次观看 • 1 年前

Quick update from the NIO smart factory – hundreds of cars are now opening/closing doors on their own! This is all powered by our in-house 'Tian Tan' AI system, designed for the vehicle self-inspection. It checks over 1,000 functions in less than 3 minutes. 🚗🤖 Come see for yourself! #NIO #BlueSkyComing #SmartFactory #Innovation

Quick update from the NIO smart factory – hundreds of cars are now opening/closing doors on their own! This is all powered by our in-house 'Tian Tan' AI system, designed for the vehicle self-inspection. It checks over 1,000 functions in less than 3 minutes. 🚗🤖 Come see for yourself! #NIO #BlueSkyComing #SmartFactory #Innovation

William Li

31,577 次观看 • 1 年前

"It's easy to vacillate and go with what the world wants you to do. You either believe in something or you don't. This is what we believe. If it get's me fired so be it". 🎥:

"It's easy to vacillate and go with what the world wants you to do. You either believe in something or you don't. This is what we believe. If it get's me fired so be it". 🎥:

Colts Film Room

107,440 次观看 • 1 年前

NIO Firefly hatchback - quick walk-around with the CEO Firefly has just released a short video with Firefly CEO talking about the design of the Firefly. The video features a gray car with a black roof. Firefly is positioned as a high-end electric car brand and will be sold in China, Europe, South America, and Southeast Asia. Launch on the Chinese car market is set for April 2025. The pre-order price is 148.800 yuan or $20.4K. Firefly cars will be sold via NIO dealers and via separate experience stores. Firefly will have its own separate battery-swap-station network, with container-sized swapping stations, much smaller than the current NIO swap stations. As far as we know, NIO hasn't started the construction of this new network yet, busy as the company is with expanding and improving its current network. NIO #NIO NIO Admirer nio #ChineseCars @Yu_NIO_ nioSwitzerland NIO Shareholders Netherlands nioNordics MULNIOnaire

Tycho de Feijter

13,537 次观看 • 1 年前

Lisa Su explains why, for at least the next few years, $AMD and $NVDA GPUs will continue to dominate the AI accelerator market. “ASICs like $GOOGL TPUs are great, but they don’t offer anywhere near the same programmability or model flexibility that GPUs provide. AI is at least a 10-year cycle, and we’re only in year two. Being so early, software developers want the flexibility to innovate on different algorithms.” Even as ASICs become competitive for inference, GPUs are on another level. $AMD and $NVDA are set to keep thriving in the years ahead.

Lisa Su explains why, for at least the next few years, $AMD and $NVDA GPUs will continue to dominate the AI accelerator market. “ASICs like $GOOGL TPUs are great, but they don’t offer anywhere near the same programmability or model flexibility that GPUs provide. AI is at least a 10-year cycle, and we’re only in year two. Being so early, software developers want the flexibility to innovate on different algorithms.” Even as ASICs become competitive for inference, GPUs are on another level. $AMD and $NVDA are set to keep thriving in the years ahead.

Daniel

125,735 次观看 • 7 个月前

You can “take about writing or ✍️ drawing or anything” but until you put pencil ✏️ to paper … you’re doing nothing but building a fake narrative to hide your insecurities and fear … my friends … this post is for all the people who “are doing it” .. even if your “pencil work” doesn’t work out .. this post is to give you my admiration… the “doers” make the world 🌍 go round ❣️

You can “take about writing or ✍️ drawing or anything” but until you put pencil ✏️ to paper … you’re doing nothing but building a fake narrative to hide your insecurities and fear … my friends … this post is for all the people who “are doing it” .. even if your “pencil work” doesn’t work out .. this post is to give you my admiration… the “doers” make the world 🌍 go round ❣️

Gary Vaynerchuk

28,907 次观看 • 5 个月前

enough of the bs , the cropped video is doing all the rounds to set this fake narrative . he was dancing with the groom who was matching his steps …

enough of the bs , the cropped video is doing all the rounds to set this fake narrative . he was dancing with the groom who was matching his steps …

Aryan

432,999 次观看 • 8 个月前

NIO wanted to prove just how advanced their suspension system really is, so they stacked 45 glasses into a champagne tower, placed it on the hood, and started driving. This test wasn't just for show, it was a demonstration of the SkyRide suspension system powering the NIO ET9.Built to absorb even the smallest disruptions, this level of engineering precision is what puts NIO at the forefront of EV innovation. If this is the level China has mastered, and we’re still busy talking about pothole-free roads, just imagine what would happen if India gave China a free hand for five years they’d completely transform the country. There’s nothing to be ashamed of; it’s something India should seriously think about. NIO

NIO wanted to prove just how advanced their suspension system really is, so they stacked 45 glasses into a champagne tower, placed it on the hood, and started driving. This test wasn't just for show, it was a demonstration of the SkyRide suspension system powering the NIO ET9.Built to absorb even the smallest disruptions, this level of engineering precision is what puts NIO at the forefront of EV innovation. If this is the level China has mastered, and we’re still busy talking about pothole-free roads, just imagine what would happen if India gave China a free hand for five years they’d completely transform the country. There’s nothing to be ashamed of; it’s something India should seriously think about. NIO

Rattan Dhillon

19,603 次观看 • 9 个月前

This video is dedicated to all those who keep spreading fake news that Modi said “he will transfer 15 Lakh rupees”. This is what he actually said. The opposition twisted this matter and created a fake narrative. Send this to all those who still cry.

This video is dedicated to all those who keep spreading fake news that Modi said “he will transfer 15 Lakh rupees”. This is what he actually said. The opposition twisted this matter and created a fake narrative. Send this to all those who still cry.

Tathvam-asi

43,406 次观看 • 2 年前

"If $300 billions is all going to Nvidia, you know what to do in the stock market" - Eric Schmidt $NVDA

"If $300 billions is all going to Nvidia, you know what to do in the stock market" - Eric Schmidt $NVDA

The AI Investor

1,172,120 次观看 • 2 年前

What kinda fake ass content is this ? So are we so gullible to believe this ? 👀😩

What kinda fake ass content is this ? So are we so gullible to believe this ? 👀😩

👑𝗞𝗶𝗻𝗴𝗷𝗼𝗻𝗮𝗵🌴🥥

1,108,054 次观看 • 1 个月前