@macastel3

Shanghai based. Commerce from China. I help build supplement brands. Get on a call at "thesupguy dot com" link below

 Shanghai
thesupguy.com/
Joined March 2008
  • Tweets28K
  • Following2.5K
  • Followers30K
1.6KMedia
Visited this factory in China. Before they needed 10 people, now only one is in charge🤦‍♂️
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E-channel at Pudong airport is super fast Few seconds and immigration is done Much faster than in European airports Get a consultation with Chinese suppliers and do the same!
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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
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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
Charlie Bilello
@charliebilelloOct 21
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). $TSLA
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$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)
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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…
clayton
@clayhaightOct 21
if you're wondering how dire robotics manufacturing in the US is: in the last 2 months there have been 3 robotics startups launch that just wrap a Unitree G1
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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…
Revolut
@RevolutOct 20
We are currently experiencing a service disruption affecting multiple services. We can confirm that all our customers’ money and data are safe. We’ve been working to fix the issue since it was identified this morning and apologise to anyone affected and for any inconvenience caused.
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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
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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…
Jim Cramer
@jimcramerOct 19
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.
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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/…
The Spectator Index
@spectatorindexOct 19
BREAKING: China's economy grows at 4.5% year-on-year, beating expectations.
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Only Italians can do great super cars, sorry guys! Ferrari, Lambo, Zonda, Maserati and now Alfa We are back xitter.cf/SaP011/status/21114127…
Francesco 🇮🇹
@SaP011Oct 17
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…
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Amazing what Italians did 50 years ago I guess we are not good at marketing... xitter.cf/luusssso/status/211119…
lusso
@luussssoOct 16
The design heritage of the new Tesla Roadster Countach, Esprit, Stratos Zero and Vector Always thought the wedge was the last time car design had a real moment of genius Took fifty years for someone to pick it back up
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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
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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
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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…
拾习生.X
@interr_xOct 14
TikTok CEO 周受资透露，如今绝大多数短剧已经开始由 AI 制作，视频广告的制作成本更是从 100～1000 美元降至 1～10 美元。 品牌过去制作一条广告，需要聘请团队或制作公司，如今只需向字节跳动的 Seedance 模型提供产品图片和参考视频，就能自动生成广告，成本降低 10～100 倍。 他还特别提到，短剧是一个率先在中国兴起、随后走向全球的行业，而如今，Seedance 等 AI 模型正在大规模改变短剧的制作方式。
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If you want to visit Shanghai the best period of the year is October
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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....
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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/…
Geiger Capital
@Geiger_CapitalOct 13
Holy. Shit. OpenAI engineer and Saudi national, Abdulrahman Alfozan, was just arrested by the FBI after he was caught bugging the OpenAI executive conference room. America needs to get serious.
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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 🤦‍♂️🤣
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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
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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…
Bloomberg
@businessOct 11
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/…

Renault CEO Welcomes EU-China Deal on Hybrids as ‘Milestone’

Renault SA 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
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