Marcel Münch
@_mm85
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China, Innovation & Investment
BLN 🇩🇪 SHZ 🇨🇳 MIL 🇮🇹
Joined December 2009
Recipe for disaster. Not much different in Europe. Boomer generation has the keys, literally.
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Anybody else having more of such pro 🇪🇺 European movements and voices in their X feed lately? Almost as if EU waking up to strengthen our position in this Multipolar Order. Might be my algo though …
I’m at an European Tech Progress event and every second panel mentions EU–INC as must-have solution, without them even knowing I am in the audience. Memetic breakout velocity achieved. ❤️🔥🇪🇺
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Welcome to the Dark video is live for Halloween! Jenna Ortega as Wednesday Addams. Link in Bio ☝🏼
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A guy just used @AnthropicAI Claude to turn a $195,000 hospital bill into $33,000. Not with a lawyer. Not with a hospital admin insider. With a $20/month Claude Plus subscription. He uploaded the itemized bill. Claude spotted duplicate procedure codes, illegal “double
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The Xiaohongshu-for-foreigners bubble has burst🎈💨Ten months after the “TikTok refugee” hype, when thousands of Americans flocked to RedNote, the app now seems riddled with new loopholes: accounts are being flagged as “security risks” for no reason, and users must submit foreign
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I just finished the first day of my last week at Subway. It’s been along time since I’ve been without two jobs and I loved all the experiences that came along with having them.
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Germany to invest in data center. there you go, top is in...
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Another example of Chinese (AI) innovation born out of constraint (US Chip sanctions):
Holy shit... this might be the next big paradigm shift in AI. 🤯 Tencent + Tsinghua just dropped a paper called Continuous Autoregressive Language Models (CALM) and it basically kills the “next-token” paradigm every LLM is built on. Instead of predicting one token at a time,
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They’ll probably first scoop up Burry’s puts, before they tank it.
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Don’t cry foul: Chinese state lowers the external cost (energy) on one hand and companies themselves increasing efficiencies (algos, pooling, R&D) on the other hand. China reinstates conditions of a level playing field, where the other side tried to gain an unfair advantage.
🇨🇳China Offers ByteDance, Alibaba and Tencent Cheap Power to Boost Domestic AI Chips China has expanded subsidies covering up to 50% of electricity costs for major data centres using domestic chips, part of a broader push to strengthen its semiconductor industry and compete with
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Just spent a week and change in Hong Kong/Shenzhen/Macau visiting companies and sharing notes with fellow investors. Was surprised by the progress from last time. This meme is a bit old, but still sums up my learnings…
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Trump NOMI Mod. Would love if $NIO could also add a Trump voice extension for NOMI. That would be too funny!
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NetChoice's Digital Safety Shield for America offers a real plan for kids safety online. It calls policymakers to fund for law enforcement to stop predators, support digital education in schools, and promote resources that empower parents.
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Apparently, $NIO had nearly 15K weekly deliveries last week. Now that others stopped talking about weeklies, I guess I can start talking weeklies again?
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We might get some interesting insight about Huawei due to HKSE disclosures.
Seres raises $1.8 billion in Hong Kong offering, trading to start Nov 5 Seres priced its Hong Kong stock offering at HK$131.50 per share, the upper end of its range. https://t.co/iyFYAQvYd3 👇
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“Bigger, better and stronger when working with them” Smart words by President Trump on China https://t.co/wiOD6HozdB
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Audi and $LI Auto both having battery related recalls announced this week. Turns out going full BEV ain’t that easy …
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Pawsh is coming soon!! With the aim to create beautifully designed, eco- friendly, and Ultra- Absorbent disposable dog pads
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