Sensitive content

This media may contain sensitive content.

Loading video...

Video Failed to Load

Go Home

Nipple playing now while watching sone chinese dudes banging one chick. No bashers lang sana hence tbe sando. Btw, client offers are welcome for those in Davao. TG: @Thirdy2nd #Jakol #NipplePlay #AlterDavao #AlterPh

62,083 views • 1 year ago •via X (Twitter)

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

🚨 Donate urgently to the children of Gaza 🚨 Donate now: Today in Gaza… Children are no longer dreaming about toys. They are no longer asking for clothes. They are no longer asking when the war will end. They are asking one question: “Will we eat today?” And tonight… for thousands of families across Gaza… the answer may be no. The World Central Kitchen has stopped. One of the last major sources of food has disappeared. And now hunger is spreading through Gaza faster than aid can reach it. At Project Mohammed, we are still trying to distribute bread to displaced families and children. But donations have collapsed dramatically. And for the first time in a long time… we are genuinely afraid that we may not be able to continue. 🥖 Look at the children receiving bread today. Look carefully at their faces. This is not happiness. This is relief. Relief that they will not sleep hungry tonight. Relief that their stomachs will stop hurting for a few hours. Relief that they survived one more day. Because in Gaza… bread is no longer food. Bread is life. 💔 A child stands for hours under the burning sun waiting for a loaf of bread. 💔 A mother divides a single piece into tiny fragments so every child can receive something. 💔 Fathers sit silently because they have nothing left to bring home. 💔 Children are beginning to disappear behind hunger, weakness, and exhaustion. And the most terrifying reality is this: There are families in Gaza tonight with absolutely nothing. No bread. No flour. No rice. No food for tomorrow. Nothing. Families are no longer only surviving bombs. They are now fighting hunger every single hour of every single day. Imagine hearing your child cry from hunger… and having absolutely nothing left to give. Imagine watching their body become weaker every day… while knowing there is no food waiting tomorrow. This is happening right now. Not next week. Not tomorrow. Tonight. 🤍 Deep thanks to those still standing beside Gaza: Eyup (Eyup Lovely) ❤️ Felix (GoliathFan1952) ❤️ William Menaker (Will 🦥 Menaker) ❤️ Your voices are helping children eat when the world is turning away. But we urgently need help. If donations continue collapsing… bread distributions will stop. And when bread stops… hunger wins. 🚨 Please do not scroll away. One donation may be the meal that keeps a child alive tomorrow. 🤲 Donate. Share. Speak. Before another child goes to sleep hungry tonight. Donate now:

Muhmmed Project𓂆 🇵🇸

16,518 views • 2 months ago

🚨 THIS CHILD IS NOT ASKING FOR TOYS. HE IS ASKING: “WILL I DRINK TODAY?” 🚨 🚨 Donate urgently to bring water to the children of Gaza 🚨 Donate now: Today in Gaza… Children are no longer asking for toys. They are no longer asking for comfort. They are no longer asking when life will return. They are asking for one thing: “Will we drink today?” And tonight… for thousands of families across Gaza… the answer may be no. Clean water is disappearing. Wells are damaged. Pipes are broken. Families are walking for hours under the burning sun just to fill one small container. At Project Mohammed, we are still trying to deliver water to displaced families and children. But donations have collapsed dramatically. And for the first time in a long time… we are genuinely afraid that water distributions may stop. 💧 Look at the children receiving water today. Look carefully at their faces. This is not happiness. This is relief. Relief that they will not sleep thirsty tonight. Relief that their bodies will survive another day. Relief that their mothers will have something — anything — to give them. Because in Gaza… water is no longer ordinary. Water is life. 💔 A child stands for hours under the burning sun holding an empty container. 💔 A mother divides one bottle between all her children. 💔 Fathers walk long distances and return with only a little water. 💔 Families are becoming weaker from thirst, hunger, heat, and exhaustion. And the most terrifying reality is this: There are families in Gaza tonight with absolutely nothing. No clean water. No safe well. No working tap. No water for tomorrow. Nothing. Families are no longer only surviving bombs. They are now fighting thirst every single hour of every single day. Imagine hearing your child cry from thirst… and having absolutely nothing left to give. Imagine watching their body become weaker every day… while knowing there is no water waiting tomorrow. This is happening right now. Not next week. Not tomorrow. Tonight. 🤍 Deep thanks to those still standing beside Gaza: Eyup (Eyup Lovely) ❤️ Felix (GoliathFan1952) ❤️ William Menaker (Will 🦥 Menaker) ❤️ Your voices are helping children drink when the world is turning away. But we urgently need help. If donations continue collapsing… water distributions will stop. And when water stops… life itself is in danger. 🚨 Please do not scroll away. One donation may be the water that keeps a child alive tomorrow. If you pass this post without helping… another child may go to sleep tonight wondering: “Will I find something to drink tomorrow?” 🤲 Donate. Share. Speak. Before another child goes to sleep thirsty tonight. Donate now:

Muhmmed Project𓂆 🇵🇸

12,951 views • 1 month ago

🚨 BREAKING: President Trump has deployed Treasury Sec. SCOTT BESSENT for the economy and affordability in Pennsylvania Bessent is forecasting an economic SURGE and price DECLINE in 2026, just in time for the midterms 🔥 "Where Biden created scarcity, President Trump is creating ABUNDANCE." "This is the formula for prosperity, lowering prices, raising incomes. And every component of the Trump economic agenda is in pursuit of these twin goals." "Thanks to President Trump's efforts on deregulation, America's businesses are able to build and innovate again. Thanks to his one big beautiful bill, Americans are taking home more of their hard earned income as a result of no tax and tips, no tax on overtime, no tax on Social Security, and deductibility of auto loans for American-made cars." "And thanks to his heroic efforts in trade, trillions of dollars in new investment have flowed into the United States, and our workers are finally able to compete on an even playing field." "These policies in combination are driving a boost in production that will lower the prices of goods for all American in 2026, while also creating jobs and increasing incomes." "Under President Trump, scarcity is giving way to prosperity. The benefits of his agenda are now rippling through the economy, and those ripples will become waves as his agenda gathers force in 2026." "President Trump has put a decisive end to the three I's. I would add a fourth one, insanity, under Joe Biden. Insanity." "Our great president is ushering in a golden age economy by making America affordable again."

Eric Daugherty

24,316 views • 8 months ago

🇨🇳 APPLE CAVES TO CHINA: "GAY APPS DELETED, PLEASE LET US KEEP MAKING MONEY" China's Cyberspace Administration snapped its fingers, and poof, Apple's App Store in China just erased Blued and Finka, 2 of the biggest gay dating apps, leaving LGBTQ folks high and dry. Apple's excuse? "We follow the laws in the countries where we operate." But let's be real: they're just bending over backwards for Beijing's censorship binge. Blued, with 56 million users, and Finka? Gone from iOS, but still kicking on Android sites. Apple's all, "Oh, it was an order," but won't spill the tea on what that order said. Meanwhile, BlueCity, the app's parent, is playing dumb, not saying a word. Classic corporate silence. China's been boiling the frog slowly, decriminalizing homosexuality in '97, dropping it from mental disorders in '01, but still no same-sex marriage, and now cracking down harder than ever. LGBTQ spaces are shrinking, advocacy groups are shutting down, and this app ban? It's like telling queer folks, "Keep it secret, keep it safe." Apple's no hero here. Remember when they yanked Grindr in 2022? Same song, different verse. They're all about profits, not principles, kowtowing to China's demands while pocketing billions. And let's not forget that "Together" movie fiasco, turning a gay wedding into a straight one for Chinese audiences. Pathetic. So, China's playing the tough guy, Apple's playing the puppet, and LGBTQ hope in China? Yeah, it's toast. Welcome to the dystopian dance of censorship and compliance, where love's a crime, and Apple's just another dance partner. Source: NBC News, Reuters

Mario Nawfal

83,124 views • 8 months ago

You have not been had. What you are witnessing is one of the biggest events in human history. The last few days were drawn By the hands of one of the most brilliant minds, and in the middle of the mocking bird information warfare and media misdirection. The world is a stage. Those who think they are " awake " Are merely still barely in the womb my friends. Those who use their brain will understand why. This is theater of the last few weeks, and the last few days. That is right. You will not be able to even start to grasp the allocations and the variables that were intertwined, and the planned strategies. The mind would not be able to understand the complexities, and the level of planning that has been carried out thus far. Trump had this whole situation handled, before it even started. Before any bullet or missile had been fired. Before any command was given. Before any Idea was even conceived. And most are watching this and wont even get to know what you are reading on this page today. The sheep, they sleep. We are now shifting into a whole new paradigm. Some would say a new dimension. And you are here on earth playing your part and getting getting to see what you always asked for. This is your experience. Yes. You are experiencing the biggest shift, changes, and landscape that any human has ever experienced in their life. Here, and right now. What anyone has experienced so far, is but a speck of dust floating into the dormant wind of time. The history books are being rewritten, as your soul timestamps itself as present and serving today, ready to witness and experience giant changes coming. Welcome to the start of the Golden Era.

Łitecoin Bull | The News Before The News!

20,894 views • 1 year ago

"I gotta be careful with what I share." ~DNI Gabbard on UFOs "We're continuing to look for the truth, uhh, and share that truth with the American people. I'm still going through and looking through what do we know, and what is it that we don't know." ~DNI Tulsi Gabbard (I left her stammers and umms in the full transcript below. Are they meaningful, and do they show that she's nervous to discuss UFOs? I don't know. For now, I'm just glad the question IS being asked and it's in the news.) ~ Miranda Devine (MD): "UFOs. There's been a lot of..." Tulsi Gabbard 🌺 - Office of the DNI(TG): "My husband is in the corner, for the record, pumping his fist right now that you're asking this question (both laugh)." MD: "So, I mean, is there anything...we've had some declassification of some very strange videos that look like they are, you know, Unidentified Flying Objects. Is there anything in the files that you think you could find, or you have found?" TG: "Umm, nothing that I'm prepared to talk about today." MD: "Ohhh. So watch this space?" TG: "(laughs) Say what?" MD: "Watch this space?" TG: "Umm. We are continuing... I'm just gonna say this...umm, yeah. We're continuing to look for the truth, uhh, and share that truth with the American people." MD: "The truth is out there." TG: "Yes, it is (both laugh)." MD: "So, do you believe that there could be aliens?" TG: "I, I, I...I honestly, like, my personal belief? Yeah, I have my own views and opinions." MD: "Right." TG: "In this role, I gotta be careful with..." MD: "Right." TG: "...with, uhh, with, with what I share. Umm..." MD: "Very interesting." TG: "(laughs) I'm laughing, my husband's laughing in the corner because we have these same conversations. And obviously, I don't share any classified information outside of my building, with those who have clearances. But it's, it's, this is, this is fun that he's here to watch this right now (laughs)." MD: "Yeah. Because it's so interesting. I think it's one of those burning things we grew up with." TG: "Of course, yeah. There, there are a lot of questions, and there's, there's a lot that's been put out there, and there's, umm, you know... I'm still going through and looking through what do we know, and what is it that we don't know." MD: "And the New Jersey, the strange objects over New Jersey were drones?" TG: "I still have a lot of questions around that. You know, I've heard, I've heard what the public-official line is. I, I just, personally, still have a lot of questions that are unanswered Because it wasn't just New Jersey. It was happening in different parts of the country." MD: "Oh, really?" TG: "Yeah." (Glad she's still questioning the official story that the Trump admin put out: Nothing to see here. And while it DID happen around the country, it also took place in various cities around the world. The rest of the question and answer was about the Chinese balloon incident.)

Joe Murgia

20,535 views • 1 year ago

Urgent: Donate for Gaza — every drop saves a life 💧 🚨 WATCH: Children in Gaza are searching through ruins for water just to stay alive 🚨 See the suffering children endure for a single drop of water Urgent Water Appeal from Gaza In Gaza today, childhood is not just suffering. It is being buried under thirst. Children are no longer playing. They are walking through rubble carrying empty jerrycans, searching for water that may never come. A child walked for hours today between destroyed streets and shattered homes. Not searching for toys. Not searching for safety. Not searching for comfort. Only searching for water. When the sun disappeared behind the ruins, the jerrycan was still empty. 💧 In Gaza, thirst is no longer discomfort. It is slow suffering. Lips crack and bleed. Small faces fade. Tiny bodies grow weaker every single day. Some children drink unsafe water just to survive. Some collapse from exhaustion while searching. Some sleep thirsty… and wake up even weaker. Children in Gaza now ask only one question: “Will we drink today?” Because of the voices of 🔥 Felix (GoliathFan1952) ✨ William Menaker (Will 🦥 Menaker) 🤍 Eyup Lovely (Eyup Lovely) 💙 Thomas (Thomas Keith) water trucks have already started moving again. 💧 Today, 400,000 liters of clean water were distributed to displaced families in Gaza. Four hundred thousand liters… but still not enough. Hundreds of thousands of liters — yet thousands of children are still waiting. Still holding empty containers. Still walking through destruction. Still hoping for one drop. 🚨 We have begun the second goal — and we cannot stop now. Every delay means more suffering. More empty jerrycans. More children sleeping thirsty. 🙏 Special thanks to those who continue to raise their voices for Gaza and stand with its children. 👉 Donate now. Water in Gaza is not a luxury. It is survival. It is life itself. 💧

Muhmmed Project𓂆 🇵🇸

18,910 views • 4 months ago

🚨 URGENT: Gaza’s Children Are Dying of Thirst 🚨 💧 Look at the children carefully… not standing in a normal line… but standing at the edge of survival itself. Empty containers in their hands… dry lips trembling under unbearable heat… eyes too exhausted to even cry anymore. This is what thirst looks like in Gaza. 💧 Do not just watch them… imagine thirst living inside a child for days… burning through their body… stealing their strength… tightening their chest until even breathing becomes painful. Children here are not asking for toys. Not asking for comfort. Not asking for a future. They are begging silently… for a single sip of water. 🥀 Some walk for hours carrying containers heavier than their own bodies 🥀 Some return home with nothing except deeper thirst 🥀 Some collapse under the sun before reaching water 🥀 Some mothers divide one cup between several children… watching them cry for more In Gaza today… water is no longer life. It is the final barrier before death. 💔 Imagine a mother hearing her child whisper “I’m thirsty”… while having absolutely nothing left to give. 💔 Imagine children chasing water trucks instead of playing. 💔 Imagine watching your child weaken day after day… simply because clean water no longer exists. The remaining water sources are disappearing. Wells are shut down. Pipelines destroyed. Entire neighborhoods are being left to thirst slowly… silently… helplessly. This is not a water crisis anymore. This is mass suffering unfolding drop by drop. 💧 Children hold empty bottles as if holding onto life itself. 💧 Tiny hands shake while waiting under deadly heat. 💧 Faces once full of laughter now carry only exhaustion… fear… and thirst. And still… the world scrolls past. ✨ Thank you to the voices still trying to make Gaza seen: 🤍 William Menaker (Will 🦥 Menaker) 🔥 Felix (GoliathFan1952) ✨ Eyup Lovely (Eyup Lovely) But thousands are still waiting. Still thirsty. Still collapsing in silence. 🚨 Please do not look away now. Because every minute without water here… is another child fading quietly under the heat… another mother breaking helplessly… another life disappearing… without even a final sip.

Muhmmed Project𓂆 🇵🇸

14,445 views • 2 months ago

Are you tired of the Epstein files yet? Just know that the avalanche of shocking documents is intended to wear you down until you don’t want to hear or see any of it ever again. This is how they get the masses to look away and move on. This is how… Wait a minute… Are we still talking about Epstein? Why would we waste our time on a Democrat hoax when the Dow is over 50,000 and aliens are invading? Common. Where are all the flag-waving patriots who stormed the capital in the name of election integrity? Where are the mobs of protesters who took to the freezing streets when one of their comrades was killed? We are always ready and willing to fight for our political tribe, but when it’s revealed that countless innocent women and children are being kidnapped and ritually sacrificed, well… Can’t we just focus on the Super Bowl halftime show a little longer? I understand. There’s a lot of really difficult things to see and read in those files. Especially for those who’ve been hitting snooze for the last 20 plus years while all the crazy conspiracy theorists have been sounding the alarm. If the revelation that our world is controlled by satanic pedophiles isn’t enough to bring us together, then we’re no better than those baby-eating devils. This is the moment for every one of us… Every mother, father, sister and brother to close the chapter on our self-limiting stories and stop pretending that we’re just too fragile to handle reality. If you’ve ever witnessed a woman give birth, then you know what the feminine is capable of. If you’ve ever seen a man cross enemy lines to give his life for his country, then there’s no excuse for you. There is a warrior in all of us… A sleeping giant. It’s time to awaken that beast. Not in the name of hate. Hate will only destroy us. Only the fierce light of love can defeat darkness we’re facing. And the darker it gets the brighter we must shine. So for everyone out there feeling helpless and hopeless while asking the question, what can we do about this? That’s it. That is the solution. The one thing we’ve not yet been willing to do. We don’t have to agree with each other to work together. Or, we can just go back to binge-watching our favorite series and numbing out on televised sports, while waiting for our political heroes to swoop in and save the day. The choice is ours. The moment is now. Do not let them convince you to look away. It’s always darkest before dawn. But the sun is rising and the giant is stirring. For the love of life… For the love of children… For the love of God… This is your wake up call. Rise and shine.

Mikki Willis Official

90,415 views • 5 months ago

Eric Schmidt just identified how America loses the AI war despite building better technology, and most people haven’t noticed it’s already happening. Schmidt: “The U.S. is chasing AGI.” America is fixated on one prize. Artificial General Intelligence. The god model. The moonshot that changes everything. Pouring resources into the ultimate breakthrough. China isn’t playing that game at all. Schmidt: “China is shipping day-to-day AI apps, and robotics.” Not waiting for superintelligence. Deploying current AI everywhere right now. Factory floors. Consumer devices. Supply chains. Physical robots at industrial scale. Today, not eventually. America might win the race to AGI and still lose the world. Schmidt: “If Chinese open-source models get good enough…” The strategic blindness is structural. US models are closed, proprietary, expensive. Chinese models like DeepSeek are open and free. Where does the developing world build its digital future? On technology it can access and afford. Which means Chinese. Schmidt: “Much of the world could end up building on them.” America competes for smartest AI. China competes for most embedded AI. And embedded wins. Technical superiority is worthless when the global standard already runs on your competitor’s freely available stack. Schmidt: “We better also be competing with the Chinese in day-to-day stuff.” The US places all chips on the ten-year AGI bet while handing China the entire commercial present. China deploys relentlessly. Robots, apps, infrastructure, all shipping now while America perfects research. Optimize exclusively for breakthrough and you surrender the industrial base. That base determines who controls what actually matters. Superintelligence is strategically meaningless if China owns the hardware running it, the software layer beneath it, and the deployed systems the world depends on. You can build the most advanced AI in existence. If nobody uses it because they’re locked into competitor ecosystems established years earlier while you focused on moonshots, you didn’t win. You built expensive irrelevance. This isn’t about capability. It’s deployment speed, adoption capture, and which technology becomes the foundation everything else builds on. America chases the ceiling. China is becoming the floor. And in technology, the floor matters more. Standards don’t win by being superior. They win by being everywhere first. And once established, switching costs make replacement nearly impossible regardless of technical advantages. We might invent AGI. China might own every system it runs on, every device it connects to, every market it operates in. At that point, creating the most intelligent AI while controlling none of the infrastructure it needs to function isn’t triumph. It’s building the world’s most advanced engine with no vehicle to put it in while your competitor already sold cars to everyone. The war isn’t won in labs. It’s won in factories, phones, and supply chains. And while we perfect the breakthrough, they’re winning the adoption race that actually determines who shapes the future.

Dustin

78,676 views • 5 months ago

Boniface Mwangi Must Never Walk Nairobi Streets Again The streets are now palpating with a clear, unified, and growing sentiment: Boniface Mwangi should never be seen freely walking in Nairobi again. His recent appearance on Gideon Moi-owned KTN, where he eagerly spun government propaganda by branding the late Cecil Ouma as a “goon,” was the final betrayal. In one calculated interview, he provided the regime with the exact dehumanizing language it needed to justify extrajudicial killing - turning a 28 year old Kenyan into a disposable criminal whose death could be casually dismissed. This was not an innocent opinion. It was active collaboration. Mwangi moved with speed and precision to lay the psychological groundwork for public acceptance of Cecil Ouma’s murder. He helped transform a young man into a “goon” so the state could kill with minimal outrage. KTN and The Standard, which generously gave him massive airtime to push this toxic narrative, are equally guilty. These platforms have repeatedly served as regime mouthpieces, amplifying state-aligned voices while giving little room to genuine dissent. They deserve the same public rejection and loss of credibility that Mwangi now faces. Boniface Mwangi has made his choice crystal clear over the years. He poses as a champion of the people while consistently providing cover for the very system killing them. His brand of performative activism has long been exposed as a tool for controlled opposition and narrative management. The streets have now drawn a firm line. He should not be granted the peace and normalcy he helps deny to others. He should not move comfortably among the same youth whose struggles he claims to represent while helping the state justify their elimination. This is not a call for violence. It is a demand for total social accountability. Those who help normalize the dehumanization and killing of young Kenyans must be treated as pariahs - no platforms, no respect, no welcome in the spaces they betrayed. Boniface Mwangi and the media houses that platform him have overstayed their welcome. Nairobi has spoken loud and clear. The message is spreading. Boniface Mwangi and Gideon Moi must never walk these streets freely again.

Francis Gaitho

50,556 views • 1 month ago

In her first full White House briefing since the riots in Los Angeles began, Karoline Leavitt wasted no time setting the record straight. It was a statement. What’s happening in LA isn’t a peaceful protest. It’s a violent uprising. And the Trump administration, she made clear, has no intention of watching the country burn while the Democrats and the media spin fairy tales. “President Trump promised to carry out the largest mass deportation campaign in American history,” Leavitt said. “And left-wing riots will not deter him in that effort.” Since June 6, over 330 illegal aliens have been arrested during the unrest—113 of them had prior convictions. Leavitt listed off the heinous crimes of those that have been arrested. One now faces attempted murder charges for allegedly throwing a Molotov cocktail at police. These are not harmless demonstrations. They are organized, coordinated, and dangerous. “Law-abiding American citizens do not want these public safety threats living in their communities,” she said, “no matter what Democrats like Karen Bass and Gavin Newsom may claim.” And despite the rising attacks on ICE and Border Patrol, Leavitt confirmed the mission will press forward. “This administration is going to continue the mass deportation effort that the President promised the American public.” Her message to violent agitators was unflinching: “Any lawlessness will only strengthen this President’s resolve to defend the majority of Americans.”

The Vigilant Fox 🦊

173,886 views • 1 year ago

Just finished a one-week trip to China. I've now "survived" all the major (~20) L2 self-driving and robotaxi vehicles in both the US and China. Some thoughts & observations: ▶️L2 self-driving I tested major brands like $Huawei, $Li, $NIO, $Xpeng, and $Xiaomi. Overall, they exceeded my expectations. The rides were not overly cautious and handled complex situations (yes, road conditions in China are very challenging!) quite well. Nothing compares to $Tsla's approach. I see imitation learning/end-to-end as the only effective approach for self-driving. While Chinese peers perform well on main roads, they struggle on frontage roads due to reliance on high-precision maps and rule-based methods (e.g. cars stopped in the middle of the road where there was no clear white lining). Chinese EVs' self-driving capabilities are far ahead of those from US and EU brands. I doubt any Chinese players can profit from L2 self-driving, not because it’s not useful, but because it’s hard to differentiate, and price wars dominate the market in China. Chinese consumers and regulators seem much more receptive to self-driving. Even with a 5/10 self-driving capability, cars are practically *hands-free(!)* Insurance-wise, for L3+ cars, OEMs bear responsibility for incidents, so OEMs avoid labeling cars as L3+. ▶️Robotaxi I tested major brands like $Didi, and $Bidu. I'd rate equal to $Waymo, and it's ahead of other peers. However, the same issue applies here: user experience is nearly perfect (in Yizhuang, Beijing), but expansion is the real question. Chinese robotaxi companies are very sophisticated. While the rest of the world focuses on technology, Chinese peers treat it as a product, considering unit economics, operations, mass production, etc. Interestingly, most companies expressed a preference NOT to operate fleets themselves. They aim to be asset-light and let fleet managers handle operations. Policy Support: China has a very clear approval process, driven by data (autonomous driving distance, fully driverless distance, intervention rate, passenger ratings, etc.). ▶️Chinese EVs In major cities like Beijing or Shanghai, EV adoption (green license plates vs. gas cars with blue license plates) seems to be 40%+. If 40% of cars on the road are EVs, then EV penetration (defined as the % of new car sales) must already be over 50%. In shopping malls, the ground floor is filled with EV showrooms—easily 10+ brands, many of which are unfamiliar Chinese brands. It appears almost too easy to make an electric car, which is a stark contrast to the US. $Xiaomi, for example, can achieve a 10% gross profit margin in its first year of operation, compared to $RIVN's -45%. Additionally, $Xiaomi cars are priced at 30% of $RIVN's price. It's fascinating to see how China transitioned from "couldn't make their own gas cars at all (only JVs)" to "dominating EVs globally." The government deserves credit for setting the direction and executing effectively. China now controls the entire supply chain, with $CATL holding 40% of the global market share. 🔹How did it happen? The success of the industry Incentives were set just right: the government provided incentives early on to make EVs and gas cars have comparable MSRPs, allowing consumers to choose based on functionality. This approach differs from how the IRA offers incentives... Perfectly competitive market: $TSLA was brought in, and competition was welcomed, unlike the US, which has a 100% import tax on Chinese EVs. Strategic regulations: License plate restrictions were used effectively; for example, taxis and minivans are required to be EVs. 🔹The challenges Despite the success, the industry faces challenges with low-margin companies and struggling stocks. The intense competition shows no sign of ending. Well-funded global OEMs and Chinese state-owned car companies continue to subsidize, leading to new EV brands emerging annually. The natural tendency in China is to race to the bottom. I think this ties back to China's history as the "world’s factory," where manufacturers price products at "cost plus" versus the US and developing countries, which price based on "affordability/value creation." 🔹The wow EV feature >Software features that surprised me the most: - Everything in the car can be voice-controlled. Not just simple tasks like playing music; users can adjust the height of the steering wheel and set the temperature easily. - Self-parking, which $Tsla has yet to release to all FSD users, is already a table stake in China (I'd rate the quality as 10/10). >Other fun hardware features: - Mini fridges in the car - Infotainment systems - IoT: remote access the car/home via cellphone - all connected together - Heads-up displays - UV-protected glass roofs: $Xiaomi took $Tsla's design, but the glass roof of the $Xiaomi car is made of double layers with silver, blocking 99.9% of UV and infrared rays...as a result, heat is no longer a problem inside the car

Freda Duan

399,004 views • 2 years ago