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On my last day in Beijing I saw how robots get manufactured and China’s biggest humanoid data collection spaces.
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Marcel Münch
33.7K posts
Marcel Münch
@_mm85
China, Innovation & Investment
BLN 🇩🇪 SHZ 🇨🇳 MIL 🇮🇹 Katılım Aralık 2009
662 Takip Edilen44.1K Takipçiler
Q: Did you talk to Xi about the cyber attacks that he's done in the United States?
TRUMP: I did. And he talked about attacks we did in China. You know, what they do, we do too. We spy like hell on them too. I told him, 'we do a lot of stuff to you that that you don't know about.'
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Marcel Münch retweetledi
🧳 Xi’s long handshake with Stephen Miller? Pure Chinese subtlety >>>
A quiet show of force.
A diplomatic “fuck you.”
In the Beijing receiving line, President Xi deliberately paused longest with Trump’s attack-dog Deputy Chief of Staff. Eye contact locked. Smile gone.
Grip held firm. While Trump watched, Xi was sending a message the old-school Chinese way: I know exactly who you are.
And Miller’s past comments on social media > makes it crystal clear why:
• “The days of China pillaging America are over.”
(Miller’s chest-thumping classic)
• “Saving the West from complete economic domination by another power [China].”
(His Fox News grandstanding)
• Accusing China of “decades of intellectual property theft, industrial espionage, currency manipulation, targeted dumping” >>> all to justify US tariffs, visa bans, and economic bullying.
• Bragging that restrictions will “deliver a significant setback to China’s long term industrial plans.”
Xi wasn’t impressed.
He was staring down the architect of America’s confrontational playbook… and letting him feel the weight. No shouting.
No drama. Just calculated, ice-cold poise >> the Chinese way of saying: your threats don’t scare us.
A subtle power move. America brings the bark. China brings the patience.
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Marcel Münch retweetledi
Elon Musk, Jensen Huang, world leaders… and little X stealing the spotlight in a tiger hat. 🐯✨
Cute moment. Beautiful symbolism. Future generations are watching everything we build.
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Marcel Münch retweetledi
NVIDIA CEO Jensen Huang spotted grabbing a bowl of zhajiangmian (fried sauce noodles) on a Beijing street. He’s back in his signature leather jacket.
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Marcel Münch retweetledi
They way Xi paused and started down Stephen Miller’s Nazi ass is killing me 🤣
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The Thucydides Trap 🇨🇳🇺🇸
I’ve never bought into this concept of Foriegn relations as it relates to 🇨🇳and the 🇺🇸.
Athens and Sparta of course being the model of a rising power and a declining power.
Today, You can drive from Athens to Sparta in 2.5 hours.
The world is huge. Plenty of space for China and the U.S to co-exist.
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Marcel Münch retweetledi
NOW - Xi: "Currently, transformation not seen in a century is accelerating across the globe and the international situation is fluid and turbulent. The world has come to a new crossroads."
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Elon Musk clearly not that amused about Xiaomi CEO Lei Jun asking for a selfie 😇
$TSLA
$XIACF
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Marcel Münch retweetledi
Marcel Münch retweetledi
With President Trump’s visit to Beijing, investors are having to ponder whether the US-China relationship is shifting to something less confrontational (obviously it is, since US attempts to isolate China have failed).
This is hardly the only consequential shift unfolding in China. Specifically:
- China is moving from deflation to inflation
- Chinese companies are no longer all about producing somewhat inferior goods at much cheaper prices. Instead, genuine global leaders like CATL, Hesai, BYD… have emerged in various industries.
- The Poliburo is no longer encouraging banks to send good money after bad in a bid to build up domestic self suffiency across industrial sectors. Instead, “anti involution” is now the key policy buzz word.
- instead of falling, the RMB is now rising. This encourages domestic savings to stay home.
- In a historical first, Chinese corporates are now returning more capital to shareholders (through buybacks and dividends) then taking from investors (through IPOs and rights issues)…
Any one of these shifts would be important.
Together, they make for a potent combination.
For more on this, here is a recently published Gavekal report. Constructive feedback (ie: not cheap cliches) welcomed…
research.gavekal.com/article/the-ch…
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@carlworker but they are only in Beijing for a short period.
Shenzhen/ Bay Area would be more eye opening tbh
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China will be quite an eye opener to Hegseth, and Rubio. First visits to China are normally quite a shock, especially to ignorant and prejudiced folk.
Dennis Wilder偉德寧@dennisw5
Having Secretary Hegseth join the delegation is a positive signal that President Trump wants greater engagement between the militaries. There is certainly no lack of topics to engage on--arms control, SCS, Taiwan, crisis management etc. US defence secretary joins Trump on China trip in rare diplomatic move sc.mp/iiol8?utm_sour… via @scmpnews
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Marcel Münch retweetledi
@elonmusk Got VPN or Hong Kong eSIM or going via Starlink directly? 🤭
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Elon is a part of the Thiel and US VC / Tech Gang that is coordinating policies towards China to defend and extend US Leadership.
He‘ll advice Trump 1:1 and make sure capital is aligned.
Tesla only a sideshow.
Tesla Aaron L@TeslaAaronL
Elon went to China for what? FSD and Optimus?
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Marcel Münch retweetledi
POV: Trump Delegation arrives in Beijing.
„Welcome Mr. President, we‘ve been watching you for a while.
I know … let’s sit down, shall we ..“
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