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HUGE NEWS FROM CHINA!!! From 1st March 2025 all EV's will have to have an Annual BATTERY Health Check the Chinese government have announced. With NIO the onus is on them to ensure each battery is 'FIT FOR THE PURPOSE'. So every time you battery swap you know they are providing you with a battery that will pass that test, and even if it doesn't, you go to a battery swap station and get another one. Surely, from here on in, any consumers buying an New EV will be wanting ABatterySwapVehicle!!! Massive advantage NIO!!!

Nio needed to have the onvo 6 mtha ago and the firefly at this moment. Every chinese company seems to already to be undercutting the Onvo brand, this will hurt sales. We will see, but battery swap is main difference , hopefully product quality and style is better. Stock is getting destroyed wk. After wk.

FSD doesn't work and isn't safe as a result. Why? No Lidar. So this will come back to bite their arse. Teslas FSD has been blocked by safety concerns in China. Let it play out.

Thanks Obie 😊

Competition really pushing comping like crazy !!!

Thank you Obi. This is one video the Tesla Fanboys won’t like to watch but the truth is the truth. It’s time for people to get real but they are still eating promise from Musk that won’t come to fruition for years to come.

Insight is insane big dog thanks for painting the picture 👍

Canada u.s putting an embargo on themselves. Cuba gunna be laughing when they swapping batteries watching Americans drive pucids and riviasses

How many shares are you holding?

Appreciate your video keep it up! Let’s go Onvo!😊

Great content Obi

Another banger of an interview. Thanks again Crude-Deli

They will not beat Tesla. No matter these guys are way behind in a winner takes most race. This story is about who gets 2nd place and who is wise enough to buy it from Tesla.

Taylor Charles Jones Sarah Hernandez William

Hello my BROTHER Please check out Playing For Change It has people from all over the world playing together 😊 Please watch and get back with me Any and all kinds of MUSIC

Battery swapping is like the VHS vs Beta tapes all over again........or maybe even worse? I can see USA telling it's manufacturers to build a USA standard battery to exclude foreign evs.

Nio ofc!

Great videos, very informative, thank you!

Love am Obi upload, it makes me happy. Enjoy the film, sir!

China market alone can make NIO’s chips successful

EP9 framed! Bulishhhhh!

Thank you Obie, I beleive it will be a great move for Nio but may take time to see the true advantage and benifit.

Thanks OBIE 😊

The question is can Nio trust the USA to not stop China from getting first rate quality chips. How did that trust work out for Huawei?

Along with the growing EV (electric vehicle) market, it is estimated that new EVs will have 3,000 or more computer chips-at least double that of today's traditional vehicles. NIO doing the right move.

Who’s going to produce the NIO chips TSMC? That’s who Nvidia uses. The Chinese EV manufactures like dongfeng and Changan and others may be more likely to use NIO Shenji chip over nvidia.

Nio learn from Huawei that China has to depend on itself to avoid sanctions. Hence it needs to develop its own chips for existential reasons.

NIO decision on whether to continue to use Nvidia chip has a lot to do with it's strategy for autonomous driving. What NIO is doing seems to be different from the rest of the industry. Partnering with Nvidia for AD chip development meaning sharing technology secret with Nvidia which Nvidia will then use to make it's own chip which then sells to other automakers who will compete with NIO. Subsequently NIO will continue to depend on Nvidia for chips. If I know that I have an ultimate AD solution, I will develop my own chip.

Great video as always, Obi. My opinion…I don’t think NIO’s primary goal is to compete with Nvidia. I think the primary goal for NIO is to cut costs (more vertically integrate as well as to protect itself against possible future US chip bans). As far as I know, there are four ORIN chips per NIO vehicle) not to mention in each of their swap stations (and potentially the mass market ONVO brand, which most likely be able to do self driving). So the need/demand is definitely there. NIO is one of NVIDIAs top customers for its ORIN chips which are pretty expensive, so if they are able to manufacture their own chips and hence save money I’m all for it.

Uh, pretty much anybody who can pay to hire the engineers can build an Xnm "AI" chip. It's just computation. But, can they train the AI that will be run on their autonomous AI chip? That's a VERY VERY different question and one that must be answered "yes" to have a reason to build their own AI chip.

Too much too fast. Unlikely to seriously compete with Nvidia. However if they can make their own chip to use rather than use Nvidia it could save on cost. Nio is expanding extremely fast, is a phone needed at this time? Is european expansion necessary especially when your facing tariffs? How many of their endeavors are losing them money, not to mention opportunity cost?

The US government may limit access to NVIDIA chips. NIO wants to be independent, it does not want to compete with nvidia

Excellent podcast Obi and marty

Keep up the good work my brother 👍🏾

❤NIO❤

No one was talking about tariffs until Elon said Chinese ev’s would destroy western automakers without tariffs. So I highly doubt he’s against tariffs

Everyone talks about Nio not profitable. Yea it’s true but right now it’s like rolling a snow ball down a hill. Soon it will get so big you don’t even have to push it. Nio I gunna get money 50 different ways while other automakers the revenue stops when the car rolls off the lot. Nio power will one day pay dividends

Cannot think of a company that is more loved and talked about than Nio, with such an enthusiastic fan base. Funny enough the stock is in the gutter

Who's marty, never seen him before

Thanks Obi and Marty

thank you Obi for having Marty on your channel please dont ever invite mr.p

Always, even in the past, your videos are excellent. I've been watching you since 2020.

Would be nice to have the choice to buy a Nio in Canada

Nio should set aside a couple of bucks to advertise the cartoon "Shiba coming issues charging a love story and battery swapping" PRICELESS suberbowl commercial or not! Find it n watch it if you have not!!!!

One last thing. EV battery's are not the engine. The engine is now a MOTOR. Exchange energy for energy. Meaning Exchange your used battery for a charged healthy one much like a gas lease and enjoy cheaper insurance and great resale!!!!!! Without fear of fire!!!!!

Minute 47:30ish. Marty! Tesla took quick profits rather than building infrastructure and it came from US taxpayers!!!! 😂😂😂😂😂😂 Fixed battery's! Tesla had battery swap 😂

I like it Marty!!!! My wife is from Iraq and she always wants instant gratification!!!! UAE money has many angles! Hold long n buy as much as possible!!!!!!!

I guess I have another question too. Why do you think everyone goes for a fixed battery? I mean high insurance, fire hazard everytime you charge. Would you charge at home? Why not swap n check battery health? Or are people that ignorant or greedy to pump this shit?

I'm holding long with yall and not selling for years ! Adding when possible!!!!! Look at Q4 straight revenue vs cars sold... Nio was 5x more efficient at generating revenue than Tesla! We will make money once subs are released!!!!! Nio thinks of everything so I'm not worried about ANYTHING!!!!!!

What notes Marty the Jan. 2026notes?