I had the pleasure this week to welcome Marcel on my show. I would recommend everyone to follow Marcel on X as well as on his website and YouTube channel. A really good guy and we had a great discussion. I first followed and noticed Marcel because of his commentaries on China’s EV industry and especially NIO. However, he actually talks about more than that on both X and our episode. I think he is very well tuned into China’s tech industry as well as life in Shenzhen. He even mentioned to me that his work involves helping German companies navigate challenges in the China market as well as understanding Chinese companies entering European market + opportunities from all of this.

I was pleasantly surprised that he mentioned Tuya as the under the radar company that he thought very highly of. I actually only found out about them a few months ago as I was getting really into embodied AI supply chain in China.

So, I recommend everyone to check it out and let me know what you think. And I recommend everyone to visit Shenzhen.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tphuang.substack.com