Pierre Collet

@1sthand2 No, I like my "metric"😂

@ColletPier96354 More people know about Xiaomi than Nio. Simple as that. Nio has better cars than Xiaomi. But just stop with this silly metric

And this after 8 years. Cult following?

@1sthand2 You may not care about the second chart, but I do. Xiaomi was in business for 14 years before it ever produced a car. I am simply trying to prove a point. My point is to show how quickly Nio has formed or is forming its "cult" following. But hey👏 for Xiaomi

@ColletPier96354 I am replying to the first chart. I don't care what is this second one. Xiaomi won even before they sold a single car. Or more accurately, they won as soon as they sold the first car

Did you know that William Li grew up in a house with a dirt floor, no running water or electricity? Did you know he went on a hunger strike from his parents in order for them to educate him? Did you know that William held 50 part time jobs during his education at Peking University? Did you know that he still holds the record for taking 17 exams in one day? Did you know that he invested his entire fortune into Nio? Pretty good for being a pleb, at birth. In fact, I would call this the proverbial "American Dream." No pun intended. 😂

@ColletPier96354 Gotta get the plebs worshipping the billionaires one way or another

@Tajmerjh Do the search yourself. No lies. Thank you for posting. That tells me I'm on the right track. Sorry we won't be hearing from you again. Goodbye.

@ColletPier96354 Source ? This is just lies. Nio Will go back to 3-4 dollar

How do you know if Nio branding is a success after their initial 8 years? A good indication would be the percentage of non Nio owners buying your Nio Life products, i.e. non Nio owners buying into the "Nio lifestyle". Although they cannot yet afford the car, they still want to be associated with the brand, even if it's just a t-shirt. Ferrari is the global leader with 70% of their "lifestyle" gear purchased by non-owners. (77 year old company) Porsche is about 40% depending on who you ask. (95 year old company) Tesla is at 10-15% which is horrible given that they are the first of this generation to mass produce EV's. (22 year old company.) Maybe Elon should have hired a public relations company. I guess when you're the richest man in the world, these "small" issues don't matter. Drum roll.............................. Nio is at an astonishing 35% ! This is coming from the "new middle class" in China which is LARGER than that of the United States. This is downright amazing for an 8 year old Chinese EV company, which is only one of 120 to 130 active EV brands in China. Instead of worrying about why the stock has not gone up and Wall Street is crooked, remember, you have gold in your hands. Hold on to it and sleep tight.

Nope, Not if you factor in "time" to achieve such a % of non-owner lifestyle purchases. Not even close. Time is everything. Secondly, this is about investing. I want to invest in the "next" Tesla before it's actually Tesla. This is a good indication that I'm in the right company.....early.

@ColletPier96354 Sorry but Xiaomi already won this even before they launch their car 😂😂😂

@NIO_NA_USA You have to figure time, or years in business to achieve such levels. If you do that, Nio wins hands down.

This is very interesting $NIO

@Cgtynji Out of 100% of all Ferrari lifestyle gear, 70% of it is purchased by NON Ferrari owners. I think that's fabulous.

@ColletPier96354 70% ferrari seems low.

@NIO_NA_USA I believe the figures are accurate

@Cgtynji I really tried to research it and give accurate numbers. That's as fair as I can get. All numbers are on the high side.

@jan_dekkers And this after 8 years. Cult following?

@jan_dekkers How do you know if Nio branding is a success after their initial 8 years? A good indication would be the percentage of non Nio owners buying your Nio Life products, i.e. non Nio owners buying into the "Nio lifestyle". Although they cannot yet afford the car, they still want to be associated with the brand, even if it's just a t-shirt. Ferrari is the global leader with 70% of their "lifestyle" gear purchased by non-owners. (77 year old company) Porsche is about 40% depending on who you ask. (95 year old company) Tesla is at 10-15% which is horrible given that they are the first of this generation to mass produce EV's. (22 year old company.) Maybe Elon should have hired a public relations company. I guess when you're the richest man in the world, these "small" issues don't matter. Drum roll.............................. Nio is at an astonishing 35% ! This is coming from the "new middle class" in China which is LARGER than that of the United States. This is downright amazing for an 8 year old Chinese EV company, which is only one of 120 to 130 active EV brands in China. Instead of worrying about why the stock has not gone up and Wall Street is crooked, remember, you have gold in your hands. Hold on to it and sleep tight.

@gennysax William Li found BitAuto in 2000. BitAuto was one of the first with online content and marketing for all things automotive, eventually taking it public. Mr. Li knows more about the automotive consumer than anyone in China, and he's a business genius.

@ColletPier96354 🔝

Everybody seems to be missing the point. Car sales by themselves are not the end all. Every car that is purchased is simply a way of access into the Nio cult. "other revenue" for Nio which does NOT include new car sales was over $1.5 billion in 2025, a 41% increase year over year. Purchasing a Nio is not just buying a car, you're buying a life. In fact, for some, leaving this Nio cult would be social suicide. I say it’s socially impossible to leave. Why? Sunk cost, not just in money, but in status, power, and identity. For the wealthiest Nio members, the car is no longer an appliance; it’s their passport into an elite society they’ve spent years "leveling up" in. The "Status Debt" (Nio Points/N) Unlike credits you spend on a t-shirt, Nio Points (N) are permanent. They represent your "XP" or power level within the cult. The Voting Power: Your "N" score directly translates to voting weight in the Nio User Trust. This trust holds 50 million shares and lets top users decide how to spend the money on community projects. Why you can't leave: If you sell your Nio and move to a competitor, you lose that status. You go from being a "General" with voting power in a billion-dollar ecosystem back to being a "Private" with zero influence at another brand. The EP Club: The "Billionaire's Country Club" The EP Club is the peak of the pyramid, reserved for the top 150-200 users by points. The Access: Members get exclusive "Track Days" and private meetings with CEO William Li. They share information, business deals, and high-level networking. The Referral Machine: These members are so locked in that they average 25 vehicle referrals each. One member reportedly referred over 160 sales. Social Suicide: For a wealthy businessman, leaving NIO means leaving that inner circle. It means losing direct access to the CEO and the most influential owners in the country. It’s essentially "social suicide" within that specific high-end demographic. Gamification of Loyalty NIO treats its community like an MMORPG (Massively Multiplayer Online Role-Playing Game) Leaderboards: The App shows the fastest-growing "N" earners each quarter. Exclusive Rewards: Only top earners get the right to "order songs" on NIO Radio or get guaranteed tickets to the massive NIO Day events. Identity: When your profile shows you’ve logged in for 1,000+ days and have 50,000 "N," that becomes your digital identity. Switching brands means deleting that identity and starting from zero. The User Trust: Ownership without the Equity CEO William Li transferred 50 million shares to a User Trust. While Li keeps the voting rights of those shares, the economic benefits belong to the users. This makes top members feel like co-owners of the company, not just customers. You don't "leave" a company you feel you own. By the time you’re an EP Club member, you’ve spent thousands on Nio Life gear, you’ve referred 20 friends, and you have a personal relationship with the leadership. The cost of switching to a Tesla isn't just the price of the car, it’s the loss of the entire social world you built around the Nio brand.

@jan_dekkers Everybody seems to be missing the point. Car sales by themselves are not the end all. Every car that is purchased is simply a way of access into the Nio cult. "other revenue" for Nio which does NOT include new car sales was over $1.5 billion in 2025, a 41% increase year over year. Purchasing a Nio is not just buying a car, you're buying a life. In fact, for some, leaving this Nio cult would be social suicide. I say it’s socially impossible to leave. Why? Sunk cost, not just in money, but in status, power, and identity. For the wealthiest Nio members, the car is no longer an appliance; it’s their passport into an elite society they’ve spent years "leveling up" in. Here is why the EP Club and the Nio Points (N) system create a social lock-in that competitors like Tesla simply cannot match. The "Status Debt" (Nio Points/N) Unlike credits you spend on a t-shirt, Nio Points (N) are permanent. They represent your "XP" or power level within the cult. The Voting Power: Your "N" score directly translates to voting weight in the Nio User Trust . This trust holds 50 million shares and lets top users decide how to spend the money on community projects. Why you can't leave: If you sell your Nio and move to a competitor, you lose that status. You go from being a "General" with voting power in a billion-dollar ecosystem back to being a "Private" with zero influence at another brand. The EP Club: The "Billionaire's Country Club" The EP Club is the peak of the pyramid, reserved for the top 150-200 users by points. The Access: Members get exclusive "Track Days" and private meetings with CEO William Li. They share information, business deals, and high-level networking. The Referral Machine: These members are so locked in that they average 25 vehicle referrals each. One member reportedly referred over 160 sales. Social Suicide: For a wealthy businessman, leaving NIO means leaving that inner circle. It means losing direct access to the CEO and the most influential owners in the country. It’s essentially "social suicide" within that specific high-end demographic. Gamification of Loyalty NIO treats its community like an MMORPG (Massively Multiplayer Online Role-Playing Game) Leaderboards: The App shows the fastest-growing "N" earners each quarter. Exclusive Rewards: Only top earners get the right to "order songs" on NIO Radio or get guaranteed tickets to the massive NIO Day events. Identity: When your profile shows you’ve logged in for 1,000+ days and have 50,000 "N," that becomes your digital identity. Switching brands means deleting that identity and starting from zero. The User Trust: Ownership without the Equity CEO William Li transferred 50 million shares to a User Trust. While Li keeps the voting rights of those shares, the economic benefits belong to the users. This makes top members feel like co-owners of the company, not just customers. You don't "leave" a company you feel you own. You stay and defend it, which is why these members act as an unpaid defense force whenever Nio faces criticism. The Bottom Line: By the time you’re an EP Club member, you’ve spent thousands on Nio Life gear, you’ve referred 20 friends, and you have a personal relationship with the leadership. The cost of switching to a Tesla isn't just the price of the car, it’s the loss of the entire social world you built around the Nio brand.

@jan_dekkers It's all about recurring revenue. No matter what business, if you produce a physical product, in order to keep making ever increasing profits, you must find a way to produce recurring revenue. If you're a traditional automaker, the only sure fire way of getting recurring revenue is to build your product to fail. Nio is the first auto maker in the world to legitimately build their cars to last forever. Why? Because of BaaS. Go ahead, keep your Nio for 40 years, Nio will still make money on you. Recession? No problem for Nio. No other automobile manufacturer on the planet can do this, except Nio. Case in point, the Williamson Company of Cincinnati, Ohio. Their furnaces were built so well that they put themselves out of business. Even to this day, there are still Williamson Company furnaces running from the 1970's.

It's all about recurring revenue. No matter what business, if you produce a physical product, in order to keep making ever increasing profits, you must find a way to produce recurring revenue. If you're a traditional automaker, the only sure fire way of getting recurring revenue is to build your product to fail. Nio is the first auto maker in the world to legitimately build their cars to last forever. Why? Because of BaaS. Go ahead, keep your Nio for 40 years, Nio will still make money on you. Recession? No problem for Nio. No other automobile manufacturer on the planet can do this, except Nio. Case in point, the Williamson Company of Cincinnati, Ohio. Their furnaces were built so well that they put themselves out of business. Even to this day, there are still Williamson Company furnaces running from the 1970's.