SELLEST OSAST
NIO is playing a different game — and Motley Fool just called it out. While competitors chase export volume and watch margins collapse, NIO focuses on winning the domestic market with brand, tech, and community.
William Li’s warning that China’s automotive golden era is over actually strengthens NIO’s positioning in a mature, saturated market.
Plus: Uber burned through its full 2026 AI budget by April, one company hit a $500 million Claude bill, enterprise AI costs are exploding, and founders are finally naming names on VC horror stories (including Sequoia passing on today’s $87B Cloudflare). May jobs report (+172k) adds macro pressure for the new Fed chair.
Real talk from Obi: NIO’s strategy looks increasingly smart, the AI spending narrative is getting stress-tested, and capital allocation biases have real consequences.
Dial Tone: A Modern Salesman's Story — my debut novel. Pre-order now on Amazon (E-book ready, hard copy June 12th).
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Moomoo, Nord Security, and Discord links in the full show notes.
Courtside Financial. Hosted by Obi. NIO bull. Objective lens.
