China, Innovation & Investment

BLN 🇩🇪 SHZ 🇨🇳 MIL 🇮🇹
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Building a humanoid demo taught me something surprisingly simple: individual robot capabilities are becoming increasingly accessible. Making them work together reliably as a process is still the hard part.
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🇺🇸 ChatGPT 🇨🇳 DeepSeek 🇮🇹 AI Cereali
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Marcel Münch retweeted
Unfortunately another banger
President Trump to China’s President Xi at the White House today: "This is the autopen... it's BIDEN."
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I can’t wait for the US to take a piss on this diplomacy effort one day after Xi left the building … What will it be this time? Another export ban? Bombing a new country? Spying cranes? I’m sure they’ll find something very quickly …
Chinese President Xi Jinping just said “Make America Great Again” in The White House
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Marcel Münch retweeted
Building a humanoid demo taught me something surprisingly simple: individual robot capabilities are becoming increasingly accessible. Making them work together reliably as a process is still the hard part.
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Marcel Münch retweeted
Huawei Watch D3 Unboxing With an integrated inflatable airbag cuff for medical-grade blood pressure monitoring 🤯 Price is £399.99
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Marcel Münch retweeted
End the war.
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What 10 Year bonds at 🇨🇳 1,67% vs 🇺🇸 5,12% looks like.
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Marcel Münch retweeted
Trump is going to announce a fake China trade deal to pump the stock market I can sense it in my bones
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Marcel Münch retweeted
The US 10Y Note Yield is now moving in a literal straight-line higher, up to 5.13%. This is no longer an issue that we have months or years to address. This is unsustainable.
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Marcel Münch retweeted
Foreign buying of T-Bills has fallen -80% YoY, per U.S. Treasury data
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Marcel Münch retweeted
I mean, this is basically a failed auction Bessent aka "the house" gonna need to call his insurance agent because the house is flooding
US 5-Year Note Auction High Yield 5.033% (Tailed by 3.1 basis points) Bid-to-cover 2.21 Sells $70 bln Awards 30.34% of bids at high Primary Dealers take 15.77% Direct 29.92% Indirect 54.31%
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Prototyping some "industrial logistics cases" 😅 with our little humanoid right now .. fun
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Interesting how this kind of mirrors XPeng’s car assist which was always able to recognise voice commands fast and in a messy environment. Cool demo video $XPEV
Xiaopeng He
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Marcel Münch retweeted
$NIO Nio doing $20 Billion a year in revenue & the market cap of entire company is $8 Billion 🤦‍♂️🤣 You really can’t make this shit up. A $20 stock being held down to oblivion
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Our daughter Cali is growing up in a slightly unusual environment: Last week she joined us at the Big Bang KI Festival in Berlin. Just one of many conference she been to already. At home, there’s our humanoid robot standing around, walking through the room or being used for one of our smart home experiments. For us, this is “Physical AI”, robotics, human-machine interaction. Technologies we analyse, discuss at conferences and try to understand. For her, it’s increasingly just… normal. Watching her interact with the robot that she calls "RalCox" is fascinating because she comes with almost none of the categories adults have built up around robots. She treats him as a natural being. Tells us when he is tired. Gives him a kiss when she says goodbye. Learns the same dances, laughs with and at him. We need to get ready for a generation growing up with completely different expectations of what technology is supposed to be. The smartphone was something my generation had to adopt. Maybe embodied AI will simply be part of hers.
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Somebody has briefed @bundeskanzler @_FriedrichMerz already on “ze realities”?
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fun times, just downloading the latest firmware for our humanoid robot. last time, the way the robot walked dramatically changed / improved. what will be the changes this time?
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Marcel Münch retweeted
Beijing drone owners are lining up to sell their devices, AFP has reported. A revised municipal rule is said to take effect on 15 November 2026. From that date, Beijing is reported to ban not only flying drones, but also possessing, storing or bringing drones and core parts into the city, except in cases provided for by law. Owners are said to be able to sell at official buyback points, scrap the device, ship it out free via EMS, or take it out themselves. A 30% buyback subsidy, capped at 3,000 yuan, is reported for eligible verified personal drones sold by 31 October. After that, the extra subsidy is said to drop to 15%. Some owners are reported to complain about low valuations. China is home to DJI, but private owners in the capital now have to move, sell or scrap their drones. Source: AFP, Beijing Daily
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looks like all of those wars are not very popular with the German voter, eh?
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