u/TEMDO5

Thoughts on how this affects us? I’m thinking if some projects are slowed down, demand for compute power remains high…

🤔

If you haven’t seen this, the premise is the SOUN is a better bet than RZLV.

Why? Because RZLV promotes their company too much.

I’m curious about the group’s opinion here.

DW has lived in the retail space for most of his life. In the retail world, you had better be promoting and selling your product. It’s called “sales and marketing.”

I think the premise is absurd that one company is better because they don’t promote the company or dial back how much they promote it.

I still maintain DW is a maverick and the establishment in some ways hates him for it. He hasn’t and doesn’t play by their rules.

He is a disrupter and change agent. I’m not saying he is always right. The establishment is a well oiled machine. They set the rules and expect everyone to play by them. Everything we see around us “is establishment.” The disrupters and change agents are looked down upon… until and unless their vision and direction “become establishment.”

This is the good, the bad, and the ugly truth. Those who think in future state are wrong until everyone embraces their way.

We don’t know where this will end up but the ride with DW driving is surely entertaining.

Disclaimer: My posts are intended to be a bit provocative and thought provoking. They’re hopefully entertaining, worth engaging and dialogue creating. While I did add more shares yesterday I do so knowing we can swing up or down at a moment’s notice. If you’re so inclined add more shares and enjoy the roller coaster.

Cheers!

Bullish!

Disclaimer: Emotional not financial advice…

There is no compelling reason to invest in an EV manufacturer simply because it makes EVs. The market is crowded, competition is intense, and margins are razor thin.

If you see NIO as just another EV company, you’re missing the bigger picture.

The EVs are the vehicle (pun intended) to help build and scale a battery-swapping network.

The real story may not be NIO at all. It may be CATL.

CATL manufactures roughly 40% of the world’s EV batteries and is evolving into much more than a battery manufacturer. Through its partnership with NIO, CATL is helping develop, improve, standardize, and expand battery swapping infrastructure.

China is the proving ground, and the early results are compelling.

During China’s May Day holiday week, more than 1.03 million battery swaps were completed. That demonstrates real-world adoption at scale. The question isn’t whether the technology works. The question is whether it can become an industry standard.

If CATL and NIO succeed, battery swapping could become the equivalent of a shipping container, ATM network, or propane exchange system for EVs. At that point, competing automakers may need to design vehicles that are compatible with the network rather than trying to build their own.

Every additional compatible vehicle increases the value of every swap station. Every additional swap station increases the value of every compatible vehicle.

That’s a network effect.

The question isn’t whether NIO can outsell Tesla or BYD.

The question is whether CATL and NIO can make battery swapping a foundational layer of EV infrastructure.

If they can, NIO moves from competing in a commodity business (vehicle manufacturing) to participating in a network business where scale, density, and standardization create durable competitive advantages.

That’s where the value creation happens.

I’m not investing because I think NIO will win the EV race.

I’m investing because I think CATL and NIO may be creating an entirely new category.

Bullish.