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tavit i döven ira ablanın apaçi oğlu..

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levent tarr

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11,843 次观看 • 3 个月前 •via X (Twitter)

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Ira Tzourou-(Հերա Ցուրու) Tavit Nişanyan Nisanyan Himself Alexi Zorba Goruntulere ulastik. Dehset verici.
0:10

Ira Tzourou-(Հերա Ցուրու) Tavit Nişanyan Nisanyan Himself Alexi Zorba Goruntulere ulastik. Dehset verici.

Can Nefesoğlu

21,706 次观看 • 3 个月前

this lack of tax stuff within an ira is why i like iTrustCapital
0:17

this lack of tax stuff within an ira is why i like iTrustCapital

Shibetoshi Nakamoto

10,568 次观看 • 6 个月前

Ben bu Sadakat i de anlamıyorum artık. Madem Boran Ecmel'in oğlu diye lider olmasını istemedi, Cihan'ı öyle yetiştirdi, Albora'nın reisi dedi, şimdi niye Cihan'ı bu kadar yok sayıyor. Boran'ı yine idare edebilir ama Cihan'ın lider olduğunu da belli etmeli
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Ben bu Sadakat i de anlamıyorum artık. Madem Boran Ecmel'in oğlu diye lider olmasını istemedi, Cihan'ı öyle yetiştirdi, Albora'nın reisi dedi, şimdi niye Cihan'ı bu kadar yok sayıyor. Boran'ı yine idare edebilir ama Cihan'ın lider olduğunu da belli etmeli

Mavi⚡️

92,959 次观看 • 10 个月前

I am 27 years old. Fully funded emergency fund. Take my 401k match. Max my Roth IRA. Invest in the S&P 500 religiously. Own a whole Bitcoin Own a few stocks and silver. I feel so ahead yet so behind.
0:14

I am 27 years old. Fully funded emergency fund. Take my 401k match. Max my Roth IRA. Invest in the S&P 500 religiously. Own a whole Bitcoin Own a few stocks and silver. I feel so ahead yet so behind.

Investing Addict

195,354 次观看 • 4 个月前

The extraordinary story of the FBI/MI5 agent who went inside the Real IRA and sent their leader to jail: David Rupert gives his first TV interview to Jennifer O'Leary. Watch Spotlight - I Spy on BBC One Northern Ireland tomorrow at 10.40pm.
0:15

The extraordinary story of the FBI/MI5 agent who went inside the Real IRA and sent their leader to jail: David Rupert gives his first TV interview to Jennifer O'Leary. Watch Spotlight - I Spy on BBC One Northern Ireland tomorrow at 10.40pm.

BBC Spotlight NI

82,597 次观看 • 3 年前

I am a monarchist, but the current lot have lost me. There is one exception, Princess Anne. Forthright and unflinching, direct and unvarnished, even when the IRA trying to kidnap her. Here she is passing her umbrella to a Dean because she had a hat and the Dean didn’t. Brilliant.
0:19

I am a monarchist, but the current lot have lost me. There is one exception, Princess Anne. Forthright and unflinching, direct and unvarnished, even when the IRA trying to kidnap her. Here she is passing her umbrella to a Dean because she had a hat and the Dean didn’t. Brilliant.

Rush

1,684,238 次观看 • 4 个月前

In Kamala’s America, it is easier for me as a 17-year-old to have an abortion, get access to birth control, and receive “gender affirming care” than it is for me to start a Roth IRA or an LLC. I want to live in a country where it is easier for me to thrive financially, than it is for me to have an abortion. This is one of the many reasons why I support Donald Trump for President and why every young person should vote Trump-Vance 🗳️🇺🇸
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In Kamala’s America, it is easier for me as a 17-year-old to have an abortion, get access to birth control, and receive “gender affirming care” than it is for me to start a Roth IRA or an LLC. I want to live in a country where it is easier for me to thrive financially, than it is for me to have an abortion. This is one of the many reasons why I support Donald Trump for President and why every young person should vote Trump-Vance 🗳️🇺🇸

Hannah Faulkner

686,488 次观看 • 1 年前

In 2020, I liquidated my 401k and my wife liquidated her Roth IRA… We paid the penalties and put 20% down on a $430,000 furnished property in Tennessee… (closing costs were $18,161) In 2026 we own 14 Airbnbs that generated $520,000 in bookings in July alone… (over $200,000 in cash flow) We're not against traditional investments like 401k… It simply wasn't going to help us achieve our goals… We didn't want to wait until retirement to have time & freedom to enjoy life… We wanted to travel the world… Be present for our kids every day… And pick and choose how we spend each day… If you want to learn more about our Airbnb business, follow along
0:11

In 2020, I liquidated my 401k and my wife liquidated her Roth IRA… We paid the penalties and put 20% down on a $430,000 furnished property in Tennessee… (closing costs were $18,161) In 2026 we own 14 Airbnbs that generated $520,000 in bookings in July alone… (over $200,000 in cash flow) We're not against traditional investments like 401k… It simply wasn't going to help us achieve our goals… We didn't want to wait until retirement to have time & freedom to enjoy life… We wanted to travel the world… Be present for our kids every day… And pick and choose how we spend each day… If you want to learn more about our Airbnb business, follow along

Michael Elefante

49,221 次观看 • 1 个月前

Ali Hamaney; √ Tahran Cuma imamlığı yaptı, √ Savunma Bakanlığı yaptı, √ İran Irak savaşını yönetti, √ 8 yıl Cumhurbaşkanlığı yaptı, √ 35 yıldır dini liderlik yapıyor, √ 43 yıldır İran'ı yönetiyor, Göreve Geldikten Sonra; √ İran İslâm Cumhuriyetinin II. Cumhurbaşkanı ve II. dinî lideri olarak yaklaşık 43 yıldır İran'ı yöneten Ali Hamaney görev süresi içinde Humeyni'nin tayin ettiği istikamet üzere Güneydoğu Asya'dan Kuzey Afrika'ya kadar Sünnî İslâm Ümmetini Şiileştirme projesi için ülkenin bütün kaynaklarını harcadı, √ İran'da Libral, Sol ve Komünist/Marxist kesimi sindirmek için korkunç zulüm ve baskı uyguladı. Şiiliği geleneksel Pers milliyetçiliğiyle yoğurarak İdeolojik bir Paralel Din kurdu. √ Hukuk, ahlâk ve adaleti teferruât parantezine hapsederek ülkeyi kurduğu Paralel Din'nin kürsü peygamberleri olan Molla sınıfına temlik etti. √ Ülkeyi denge unsuru olmaktan çıkarıp aşırılıkların kutbuna dönüştürdü. √ Kurduğu "Paralel Din" ile kamufle ettiği adaletsizlik, hukuksuzluk ve zulümü İslâm üzerinden izah etti. Böylece İran'da dinsizliği dine dönüştüren, İslam'dan nefret eden ve İslam'dan radikal bir kopuşla küfürde hayat hakkı arayan bir toplum üretti. √ İran'da nüfusun %75'i İslam'la yollarını ayırdığı gibi dinî ve ahlâkî olan tüm değerleri kesin bir şekilde ret ederek rejime bir reddiye olarak ülke ile olan duygusal bağlarını da koparmış durumdadır. √ Kurduğu düzene tehdit oluşturan herkesi ortadan kaldıran Hamaney eski Cumhurbaşkanı Haşimi Rafsancani'nin oğlu ve kızını cezaevine gönderdikten sonra Rafsancani'yi maliknesindeki havuzda boğdurarak öldürttüğü İran'da herkes tarafından biliniyor. Ancak ölüm nedeni kayıtlara "Kalp Krizi" olarak geçirildi. √ Eski Başbakan Mir Hüseyin Musevi'yi müebbet ev hapsine makûm eden Hamaney Kasım Süleymani'yi kurduğu düzene tehdit olarak gördüğü için ortadan kaldırdığı ve bu amaçla ABD ile ittifak yaptığı İran'da artık açıkça konuşuluyor. √ İbrahim Reisi'nin hayatını kaybettiği Helikopter kazasında bile çok net bir şekilde Hamaney'in ayak izleri bulunmuştu. İran'daki karanlık ve stratejik cinayetlere giden yolların tamamı Hamaney'e çıktı hep. √ Yahudiler gibi döverken ağlayan Hamaney yine Yahudiler gibi sahte dinî anlatılar, ulusal güvenlik krizleri, kontrollü kaos ve kriz üreterek saltanatını sürdürdü. √ Hamaney ABD İran ve İsrail arasında en kötü koşullarda bile gizli bir ittifak zemininu diri tutarken Tel Aviv, #Tehran ve Washington hattında çıkan her gerilimi içeride kendi iktidarını tahkim etmede kullandı. √ Hamaney Devrim'i halktan çalarak İran'ı her türlü imtiyaza mâlik Molla Zümresinin ve Devrim Muhafızlarının çiftliğine dönüştürdü. √ Ülkenin ahlâk ve adâlet ekseninde yapısal olarak yeniden dönüşümünü talep eden her silahsız, sivil ve barışçıl toplumsal talebini kanla bastırmayı tercih ederek meşruiyetini kaybetti. √ Hamaney Koyu ve katı bir mezhep taassubu ile Sünnî Kürtler ve Sünnî Beluçlara karşı ön binlerce siyasî idam cezası uyguladı. Hatta eski bir Kontrgerilla militanı olarak İran istihbaratında görev yapan ve sonra İran Cumhurbaşkanı olan Mahmud Ahmedinejad'a Kürt lider IKDP lideri Dr. Kasımlo'yu Viyana'da öldürten de Hamaney'in kendisi idi. √ Ülkede sekülerizmde yaşanan korkunç artışla birlikte mezhep taassubuyla inşa edilen aidiyet ve asabiyye duygusu yerini etnik/bölücü milliyetçiliğe bırakmış durumda ve artık İran'da Kürtler, Türkler ve Beluçlardaki İranlılık aidiyet duygusu büyük ölçüde erimiş durumdadır. √ Devletin ahlâk ve adâlet ekseninde yapısal olarak dönüşümünü talep eden kitlesel eylemleri kanla bastırarak on binlerce insanı 8-9 Ocak 2026'da katleden Ali Hamaney köprüden önceki son çıkışı fırsat olarak değerlendirmeyi kaçırdı. #Tehran #Iran #Khamenei #Israel
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Ali Hamaney; √ Tahran Cuma imamlığı yaptı, √ Savunma Bakanlığı yaptı, √ İran Irak savaşını yönetti, √ 8 yıl Cumhurbaşkanlığı yaptı, √ 35 yıldır dini liderlik yapıyor, √ 43 yıldır İran'ı yönetiyor, Göreve Geldikten Sonra; √ İran İslâm Cumhuriyetinin II. Cumhurbaşkanı ve II. dinî lideri olarak yaklaşık 43 yıldır İran'ı yöneten Ali Hamaney görev süresi içinde Humeyni'nin tayin ettiği istikamet üzere Güneydoğu Asya'dan Kuzey Afrika'ya kadar Sünnî İslâm Ümmetini Şiileştirme projesi için ülkenin bütün kaynaklarını harcadı, √ İran'da Libral, Sol ve Komünist/Marxist kesimi sindirmek için korkunç zulüm ve baskı uyguladı. Şiiliği geleneksel Pers milliyetçiliğiyle yoğurarak İdeolojik bir Paralel Din kurdu. √ Hukuk, ahlâk ve adaleti teferruât parantezine hapsederek ülkeyi kurduğu Paralel Din'nin kürsü peygamberleri olan Molla sınıfına temlik etti. √ Ülkeyi denge unsuru olmaktan çıkarıp aşırılıkların kutbuna dönüştürdü. √ Kurduğu "Paralel Din" ile kamufle ettiği adaletsizlik, hukuksuzluk ve zulümü İslâm üzerinden izah etti. Böylece İran'da dinsizliği dine dönüştüren, İslam'dan nefret eden ve İslam'dan radikal bir kopuşla küfürde hayat hakkı arayan bir toplum üretti. √ İran'da nüfusun %75'i İslam'la yollarını ayırdığı gibi dinî ve ahlâkî olan tüm değerleri kesin bir şekilde ret ederek rejime bir reddiye olarak ülke ile olan duygusal bağlarını da koparmış durumdadır. √ Kurduğu düzene tehdit oluşturan herkesi ortadan kaldıran Hamaney eski Cumhurbaşkanı Haşimi Rafsancani'nin oğlu ve kızını cezaevine gönderdikten sonra Rafsancani'yi maliknesindeki havuzda boğdurarak öldürttüğü İran'da herkes tarafından biliniyor. Ancak ölüm nedeni kayıtlara "Kalp Krizi" olarak geçirildi. √ Eski Başbakan Mir Hüseyin Musevi'yi müebbet ev hapsine makûm eden Hamaney Kasım Süleymani'yi kurduğu düzene tehdit olarak gördüğü için ortadan kaldırdığı ve bu amaçla ABD ile ittifak yaptığı İran'da artık açıkça konuşuluyor. √ İbrahim Reisi'nin hayatını kaybettiği Helikopter kazasında bile çok net bir şekilde Hamaney'in ayak izleri bulunmuştu. İran'daki karanlık ve stratejik cinayetlere giden yolların tamamı Hamaney'e çıktı hep. √ Yahudiler gibi döverken ağlayan Hamaney yine Yahudiler gibi sahte dinî anlatılar, ulusal güvenlik krizleri, kontrollü kaos ve kriz üreterek saltanatını sürdürdü. √ Hamaney ABD İran ve İsrail arasında en kötü koşullarda bile gizli bir ittifak zemininu diri tutarken Tel Aviv, #Tehran ve Washington hattında çıkan her gerilimi içeride kendi iktidarını tahkim etmede kullandı. √ Hamaney Devrim'i halktan çalarak İran'ı her türlü imtiyaza mâlik Molla Zümresinin ve Devrim Muhafızlarının çiftliğine dönüştürdü. √ Ülkenin ahlâk ve adâlet ekseninde yapısal olarak yeniden dönüşümünü talep eden her silahsız, sivil ve barışçıl toplumsal talebini kanla bastırmayı tercih ederek meşruiyetini kaybetti. √ Hamaney Koyu ve katı bir mezhep taassubu ile Sünnî Kürtler ve Sünnî Beluçlara karşı ön binlerce siyasî idam cezası uyguladı. Hatta eski bir Kontrgerilla militanı olarak İran istihbaratında görev yapan ve sonra İran Cumhurbaşkanı olan Mahmud Ahmedinejad'a Kürt lider IKDP lideri Dr. Kasımlo'yu Viyana'da öldürten de Hamaney'in kendisi idi. √ Ülkede sekülerizmde yaşanan korkunç artışla birlikte mezhep taassubuyla inşa edilen aidiyet ve asabiyye duygusu yerini etnik/bölücü milliyetçiliğe bırakmış durumda ve artık İran'da Kürtler, Türkler ve Beluçlardaki İranlılık aidiyet duygusu büyük ölçüde erimiş durumdadır. √ Devletin ahlâk ve adâlet ekseninde yapısal olarak dönüşümünü talep eden kitlesel eylemleri kanla bastırarak on binlerce insanı 8-9 Ocak 2026'da katleden Ali Hamaney köprüden önceki son çıkışı fırsat olarak değerlendirmeyi kaçırdı. #Tehran #Iran #Khamenei #Israel

Mustafa Doğan

858,050 次观看 • 7 个月前

[SBS News] BTS V's self-composed song 'Into the Sun'... appears in G7 Summit welcome video The song "Into the Sun," co-written and composed by BTS V, is garnering attention after being used in a video related to the G7 Summit. On the 16th (local time), French President Emmanuel Macron released a video on his official social media welcoming the leaders attending the G7 Summit held in Evian, France. The video featured the leaders of each country appearing one by one, with music symbolizing their respective national images and cultures used as background music. In particular, BTS's "Into the Sun" played during the scene featuring President Lee Jae-myung, drawing significant attention. The National, a prominent English-language media outlet in the Middle East, reported that President Macron selected music tailored to the nationality, culture, and image of each world leader. According to the report, BTS's "Into the Sun" was used for South Korean President Lee Jae-myung's video; Tom Petty's "Love Is a Long Road" for U.S. President Donald Trump; the James Bond theme song "The World Is Not Enough" for British Prime Minister Keir Starmer; and Celine Dion's "Jueire Ou Tou Ira" for Canadian Prime Minister Mark Carney. "Into the Sun" is a track from BTS's studio album *Arirang*, with V participating in the main songwriting and composition. It is known that V completed the song based on a melody that came to him on his way back from a workout. He previously stated regarding the song, "Although it is a song I created, I thought I needed to make a cold, objective judgment on whether it fit the album," but it was ultimately included due to the active recommendations of the other members. Following the release of 'Arirang,' 'Into the Sun' received favorable reviews from major international media outlets. The U.S. daily newspaper The New York Times described it as "a hypnotic song that puts the mind at ease," while the music magazine Rolling Stone noted that "the falsetto harmonies and sparkling tempo demonstrate BTS's infinite potential." The BBC in the UK also introduced the track as "an experimental yet intriguing song that adds a mysterious atmosphere through digital effects." (Article: #BTSV #INTOTHESUN #ARIRANG
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[SBS News] BTS V's self-composed song 'Into the Sun'... appears in G7 Summit welcome video The song "Into the Sun," co-written and composed by BTS V, is garnering attention after being used in a video related to the G7 Summit. On the 16th (local time), French President Emmanuel Macron released a video on his official social media welcoming the leaders attending the G7 Summit held in Evian, France. The video featured the leaders of each country appearing one by one, with music symbolizing their respective national images and cultures used as background music. In particular, BTS's "Into the Sun" played during the scene featuring President Lee Jae-myung, drawing significant attention. The National, a prominent English-language media outlet in the Middle East, reported that President Macron selected music tailored to the nationality, culture, and image of each world leader. According to the report, BTS's "Into the Sun" was used for South Korean President Lee Jae-myung's video; Tom Petty's "Love Is a Long Road" for U.S. President Donald Trump; the James Bond theme song "The World Is Not Enough" for British Prime Minister Keir Starmer; and Celine Dion's "Jueire Ou Tou Ira" for Canadian Prime Minister Mark Carney. "Into the Sun" is a track from BTS's studio album *Arirang*, with V participating in the main songwriting and composition. It is known that V completed the song based on a melody that came to him on his way back from a workout. He previously stated regarding the song, "Although it is a song I created, I thought I needed to make a cold, objective judgment on whether it fit the album," but it was ultimately included due to the active recommendations of the other members. Following the release of 'Arirang,' 'Into the Sun' received favorable reviews from major international media outlets. The U.S. daily newspaper The New York Times described it as "a hypnotic song that puts the mind at ease," while the music magazine Rolling Stone noted that "the falsetto harmonies and sparkling tempo demonstrate BTS's infinite potential." The BBC in the UK also introduced the track as "an experimental yet intriguing song that adds a mysterious atmosphere through digital effects." (Article: #BTSV #INTOTHESUN #ARIRANG

Taehyung Naver

25,780 次观看 • 3 个月前

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
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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

399,164 次观看 • 2 年前