Shanghai based. Commerce from China. I help build supplement brands. Get on a call at "thesupguy dot com" link below
Shanghai
Joined March 2008
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Visited this factory in China.
Before they needed 10 people, now only one is in charge🤦♂️
If you buy supplements from China (like we do) be careful when the price is too cheap!
I know the temptation is to buy, but the reality is that they will put 50-60% of the requested ingredients
Spend a bit more
There are lots of serious Chinese factories with integrity
Reminder that automotive is a super tough business
Hyper competitive Chinese competition (and global), cyclical and you always have to spend on new models that may or may not sell well
That’s why Musk is focusing on data centers
Tesla's total Q3 revenues of $28 billion were flat year over year (Automotive -3% YoY). Net Income of $787 million was down 43% from a year ago. Operating margins fell to 2.6% from 5.8% a year ago. Free cash flow of $1.5 billion was down 62% YoY due to a spike in capital expenditures (up 110% YoY to $4.7 billion). $TSLA
$SPCX is an interesting case study we can learn from:
Started with Space where the TAM is (relatively) limited, moved to Internet service provider (bigger TAM), then in the last year went all in on datacenters (huge)
Lesson: don't get stuck in your niche!
(we can do the same)
After the Chinese AI wrapper, now the Chinese robots wrapper
I think it's a model that can work (like it works for many other products ex: phones, cars etc)
At the end of the day you just focus on functionality, distribution and service
xitter.cf/clayhaight/status/2112…
European banking system down, apparently due to a Google outage
Not only Revolut, but i see other banks too
If tomorrow even 30% of the customer want to withdraw cash, the banking system collapses....
xitter.cf/Revolut/status/2112452…
HK/China experts what is the best HK Sim that can be used in China for both data and calls/SMS?
Any suggestion also where to buy? Can i buy in China or only in HK?
DMs are open
Many people don't know but a big part of Chinese export to EU are intermediate products, i.e. goods that are used to manufacture or assemble final products
Shutting down China will result in inflation
Tariffs do exist already, some up to 80% and more
xitter.cf/jimcramer/status/21121…
Right now i am shocked that the EU isn't just totally shutting down China with what will be a $1.2 trillion surplus given that it has become an export behemoth on the backs of the workers in the EU.
Another year of growth for China economy
For the most part is generated by export
This growth helps the government buy time to fix the asphyxiated domestic market
As i have being saying for a while export is where the opportunity is now in China
xitter.cf/spectatorindex/status/…
Only Italians can do great super cars, sorry guys!
Ferrari, Lambo, Zonda, Maserati and now Alfa
We are back
xitter.cf/SaP011/status/21114127…
Alfa Romeo CUOREROSSO 🇮🇹
6.5L naturally aspirated V12 engine, 725 hp, 716 Nm of torque. No hybrid. Pure Italian engineering.
Italy could rise again.
Readers added context they thought people might want to know
The Alfa Romeo Cuorerosso is a concept car powered by a 2.9-liter twin-turbo V6 full-hybrid system of around 565 hp, not a 6.5L naturally aspirated V12 producing 725 hp and 716 Nm of torque with no hybrid. alfaromeo.com/models/special…
Amazing what Italians did 50 years ago
I guess we are not good at marketing...
xitter.cf/luusssso/status/211119…
Just heard that containerships from China will soon start to pass through Red Sea and Suez
Perhaps 30 to 40% of ships
Hope it's true and it puts an end to this farce that is shipping in the last two years
Chinese friends and followers: do you know anyone working for Bytedance/Seedance?
Need a contact for AI video production at Seedance
DM me here then weixin
Another new industry coming out of China
AI video production
Keep an eye on this, as there are companies building apps and content for mini drama that are printing money....
xitter.cf/interr_x/status/211023…
Have AI platforms been taken over by legal counsels??
Lots of guardrails, warnings almost paternalistic
I'm a grown up i don't need AI to tell me what's right or wrong
Need an AI that thinks outside the box!
Maybe we still have hope as humans....
Many people were waiting for a Chinese spy to get caught....but surprise the guy is Saudi
I don't think spying AI means bugging the office tbh
Maybe the guy was working for some investor or competitor that wanted some heads up?
Ah who knows...
xitter.cf/Geiger_Capital/status/…
New Chinese suppliers be like this:
fight to charge 2 dollars for a domestic sample delivery (sample also paid but it’s normal)
Then if you visit them they invite you to restaurant and spend 100 dollars 🤦♂️🤣
Yes! Chinese competition is working!
Finally Stellantis trying to do something new and original
Don't close the markets, let companies compete and consumers have more choices
Let's see how the consumers behave
If the new quota are reached within the first 6 months of the year and then consumers wait till next year or if they have enough money to buy local cars at inflated prices...
Market decides
xitter.cf/business/status/210927…
Renault says the European Union reached an initial “major milestone” with its deal to slow the onslaught of hybrid cars from China that will help foster a future for Europe’s automotive industry bloomberg.com/news/articles/…
