DŌNGXii.com

Just 2 Entrepreneurs with a focus on China 🇨🇳. Check our YouTube channel Tweets by @_mm85

[Marcel Münch @_mm85]

$NIO bet never was just about cars ...

📺👉 https://t.co/Bw30DgnVnz

[Marcel Münch @_mm85]

Chinese Stocks Are Crashing — But @ahern_brendan Says Are Missing the Real Story

📺👉 https://t.co/8kv4MeTPSS

$HSI $KWEB $BABA $NIO @YouTube

[Marcel Münch @_mm85]

Same Shenzhen startup (MindOn) that stunned the robotics world a while back demonstrating real household chores on a humanoid has leaped further with a new breakthrough:

Orchestrating different embodied form factors that work together, enabled by one single model, no robot-collected data, only human-centric learning! 🤯

I’ve visited the company in April and saw their R&D firsthand.

Logistics industry should watch closely!

[Marcel Münch @_mm85]

Yesterday at the Big Bang Management Summit in Nuremberg, I brought a Chinese humanoid robot to a German industrial leadership event.

For many participants, it was the first time they could directly interact with a real humanoid robot from China. Not a hype video, not a polished booth demo, but hands-on the joystick steering our @dongxii_com @boosterrobotics K1 robot with all its current limitations and potential.

The idea is to change how we debate robotics: Away from abstract fear, away from demos, and towards quick, iterative learning by doing.

The first question should not be: “Which humanoid robot should we buy?” The better question is: “How can we establish a learning system that gets us up to speed and ahead?”

The real added value will not sit in the robot hardware, which will become more capable, cheaper and more commoditised, but in the deployment stack: suitable tasks, realistic environments, safety requirements, process integration, industrial data and economic KPIs.
As I said during my fireside panel participation: This is where Germany has potential, opportunity and leverage with China: Our factories, process knowledge, quality and local standards and real production complexity.

In automotive, Germany is facing the consequences of underestimating China for too long. But in robotics, automation and Physical AI, the story could be quite different and win-win opportunities can arise where China and Germany work together.

Based on how I understood Siemens CEO @BuschRo opening remarks, @siemens has already identified exactly this opportunity for themselves.

[Marcel Münch @_mm85]

Price can only stay detached from earnings trajectory for so long ...

$NIO

[Marcel Münch @_mm85]

Great moment with @Herbert_Diess at the CATL Booth during Beijing Autoshow.

Diess pushed important transformation strategies at VW, is telling important truths about Business and China on German TV shows and now working on Vehicle to Grid solutions (V2G) and energy solutions!

[Marcel Münch @_mm85]

What a warm “Welcome to Shanghai” by @AGIBOTofficial

Wasn’t necessary to put on such a big show in your brand new building - but it really made my visit well worth it!

[Marcel Münch @_mm85]

How many $NIO shares do you own?

[Marcel Münch @_mm85]

4 weeks ago @CathieDWood talked about Iran war:

She was bullish Iran’s youth will topple the regime, now that they had depleted 90% of rockets.

Even in the unlikely scenario that the regime could hold the line, this would only mean one thing: back to status quo before the war.

1 month later:

the US tries to pressure Iran into any type of last-minute withdrawal deal by threatening ground invasion, which will be a devastating outcome for everyone involved.

The Strait of Hormuz is under control of Iran - ships only crossing if paying fees in Chinese RMB.

The US just lost 2 modern aircraft within 48 hours. Casualties underreported may have reached more than 700 on US side already. Billions in AWACS planes, radars and military bases destroyed in the region.

> 80% US military leadership purged.

Israel, UAE, Dubai, etc. hit daily by missiles - unprotected by US Military. Europe showing cold shoulder for joining the war. Japan, South Korea et al highly affected by oil blockade.

Dubai and Middle East airport hubs and tax heavens in shambles.

Iran threatening to strike American AI datacenters (which we now know, are able to)

.. the list goes on.

Begs the question:

Has wider US Capital massively underestimate the long-term shifts and disruption this conflict has on geopolitics and the world going forward?

We are very certainly far beyond “back to status quo” in whichever scenario, imho.

It seems the US might have to literally go “all in” by now to even win back the status it had before starting the war.

The markets may have to weaken the USD long-term to price in lost dominance - as well as other re-pricing implications that may not even be obvious as of today!

Maybe one prediction was true (but that was always the case): The world can no longer rely on oil, and where there is no demand, prices have to come down.

The war has shown the following learnings:

Don’t rely on neither energy nor protection from your peers.

Never underestimate your enemies.

Never hype yourself up on your own ideology to turn a blind eye on realities on the ground.

Seek truth in an ocean of multipolar viewpoints, instead of following one doctrine.

The world has changed significantly and will not be the same again!

$QQQ $ARKK

[Marcel Münch @_mm85]

This Chinese company gave a paralysed patient a Neuralink-like brain interface to link up AliPay / WeChat Pay for ...

shopping on Taobao 🛍️
sending Hongbaos 🧧

🤯

Fun facts aside, this is very impressive, life-changing med tech obviously!

[Marcel Münch @_mm85]

At $JD Headquarters in Beijing earlier today.

[Marcel Münch @_mm85]

@NXT4EU Unfollowed.

There is “no security” concerns here and it is a free business transaction.

Go to the US if you want nationalistic protectionism.

Europe should have thriving open markets that encourage competition and business.

[Louis-Vincent Gave @gave_vincent]

Looking fwd to having you back @_mm85. I enjoyed our visit last time around. Can’t believe it’s already been a year. And yes, HK has bounced back in this past year. The vibe around town is now much more upbeat…

[Marcel Münch @_mm85]

Many said Hong Kong was finished - but we didn't.

Last year, I met @gave_vincent from @Gavekal in HK after having him on our @dongxii_com YouTube channel.

We both felt the narrative had swung too far. 30K people watched that episode.

Now HK is cutting taxes to attract capital again, just as global wealth is looking for stability.

China doesn’t bounce back. It engineers a slow, steady bull market where capital markets, wealth creation, and managed investor expectations got a new long-term role.

HK will be a different place, when I re-visit this April.

📺 Re-watch our discussions here 👉 https://t.co/YqNe7tBfGX

$HSI $KWEB $BABA $NIO $CSI $TCEHY $PDD

[Marcel Münch @_mm85]

🇨🇳🤖 Can We Trust Chinese Humanoid Robots?

We @dongxii_com Captured Its Network Traffic

📺👉 https://t.co/1P3n4DW4XP

$TSLA

[Marcel Münch @_mm85]

I will live stream the $NIO Earnings Call with CEO Li Bin

📺 here: https://t.co/WG0Zvr4HUA

[Marcel Münch @_mm85]

There is no need for China to continue allowing gasoline cars to be sold.

Supply can totally shift to 100% EV, if needed.

Especially now.

[Marcel Münch @_mm85]

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 @_mm85]

We @dongxii_com bought this Humanoid Robot from 🇨🇳

Unboxing soon to see how far we can vibe code it:

int main() {
std::cout << "Hello World! 🤖";
return 0;
}

🚨 If my X account becomes even weirder than usual, then Chinese AGI has taken over!

Run!

🫡 为机器人服务!

[Marcel Münch @_mm85]

So you are saying $NIO is turning the profit corner exactly at the same spot in time, where $TSLA historically did - and might follow their trajectory?

Too funny, I had to borrow the chart of the NIO shorts for this one, as it now works against them.