john arnold

T3 · host / generalist
1 call·1 name·100% bull·last heard 5 months ago·Invest Like The Best
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$NIONIO

Arnold impressed by NIO's 17-month factory build and robotics-driven cost advantage

NIO exemplifies China's manufacturing speed and supply chain agglomeration — factory built in 17 months with high automation, all suppliers within 200 miles, enabling quality EVs at prices Western automakers cannot match.

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$NIO
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NIO
Arnold impressed by NIO's 17-month factory build and robotics-driven cost advantage
NIO exemplifies China's manufacturing speed and supply chain agglomeration — factory built in 17 months with high automation, all suppliers within 200 miles, enabling quality EVs at prices Western automakers cannot match.
"we went to this one for NIO, which is kind of the upscale Chinese car... they went from you know, the first shovel in the ground to the first car coming off the line in 17 months,…"
5:02