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Channel

메리츠 김준성, Mobility War

@joonsungkim

On this record: Topic · Observations · Growth · Engagement · What this channel posts · Posts · Citations · Cite this entry

11,576subscribers

-174 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 10,000–31,623.

Register entry

Telegram ID-1001123887362
TypeChannel
Username@joonsungkim
Created9 October 2017 — measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live10 November 2026
Measurements held57
Confirmed unchanged1 time, most recently 10 November 2026
On Telegramt.me/joonsungkim

Topic

Technology — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 11 September 2026 and assigned it the closest of 31 fixed categories, at 52% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and the other topics.

Observations

These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.

Content that also appears on other registered channels

Posts published here appear in near-verbatim form on 1 other registered channel. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.

Matching posts — open both and compare (5 of the pairs behind the counts below)
Posted firstThenOverlapGap
@meritz_research/4451026 Aug 2026, 22:41 UTC@joonsungkim/5936 · this entry26 Aug 2026, 22:42 UTC0.99under a minute
@meritz_research/450334 Nov 2026, 22:53 UTC@joonsungkim/6024 · this entry4 Nov 2026, 22:54 UTC0.9772 seconds
@meritz_research/450698 Nov 2026, 22:47 UTC@joonsungkim/6039 · this entry8 Nov 2026, 22:48 UTC0.97under a minute
@meritz_research/4439411 Aug 2026, 09:11 UTC@joonsungkim/5917 · this entry11 Aug 2026, 09:13 UTC0.972 minutes
@meritz_research/4496030 Oct 2026, 07:51 UTC@joonsungkim/6010 · this entry30 Oct 2026, 07:52 UTC0.97under a minute
Channels this entry shares post bodies with, where at least one matching post pair has no forward credit between the two channels, or to a common source, recorded in our data
ChannelMatching postsText overlapTypical gapPublished first
@meritz_research5 (5/5 hand-verifiable sample passed)0.97under a minute@meritz_research (5–0)

Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.

What this cannot establish

MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.

Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. 5 of the 5 matches recorded here fall after that date and carried no header when we read them. The rest predate reliable capture and are not evidence either way.

“Published first” means first in this corpus. We hold 54 comparable posts for this entry, running 28 July 2026 to 9 November 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.

The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.

  • Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
  • 'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
  • shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
  • Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).

Recorded under the key clone_copy, last confirmed 11 November 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.

Growth

11,57611,75011,6636 August 2026 — 11,750 subscribers6 August 2026 — 11,750 subscribers7 August 2026 — 11,746 subscribers8 August 2026 — 11,742 subscribers9 August 2026 — 11,743 subscribers10 August 2026 — 11,741 subscribers11 August 2026 — 11,738 subscribers12 August 2026 — 11,732 subscribers13 August 2026 — 11,730 subscribers14 August 2026 — 11,722 subscribers17 August 2026 — 11,723 subscribers18 August 2026 — 11,720 subscribers19 August 2026 — 11,710 subscribers20 August 2026 — 11,712 subscribers21 August 2026 — 11,706 subscribers24 August 2026 — 11,701 subscribers25 August 2026 — 11,698 subscribers26 August 2026 — 11,704 subscribers27 August 2026 — 11,706 subscribers28 August 2026 — 11,707 subscribers29 August 2026 — 11,705 subscribers30 August 2026 — 11,708 subscribers31 August 2026 — 11,709 subscribers1 September 2026 — 11,705 subscribers2 September 2026 — 11,704 subscribers4 September 2026 — 11,692 subscribers7 September 2026 — 11,685 subscribers10 September 2026 — 11,674 subscribers12 September 2026 — 11,673 subscribers14 September 2026 — 11,670 subscribers15 September 2026 — 11,676 subscribers17 September 2026 — 11,671 subscribers28 September 2026 — 11,644 subscribers5 October 2026 — 11,640 subscribers9 October 2026 — 11,626 subscribers13 October 2026 — 11,625 subscribers15 October 2026 — 11,622 subscribers16 October 2026 — 11,623 subscribers18 October 2026 — 11,622 subscribers19 October 2026 — 11,623 subscribers20 October 2026 — 11,621 subscribers21 October 2026 — 11,617 subscribers23 October 2026 — 11,611 subscribers24 October 2026 — 11,607 subscribers25 October 2026 — 11,605 subscribers27 October 2026 — 11,608 subscribers29 October 2026 — 11,609 subscribers30 October 2026 — 11,610 subscribers31 October 2026 — 11,607 subscribers1 November 2026 — 11,608 subscribers2 November 2026 — 11,604 subscribers3 November 2026 — 11,599 subscribers4 November 2026 — 11,594 subscribers5 November 2026 — 11,591 subscribers7 November 2026 — 11,588 subscribers9 November 2026 — 11,583 subscribers10 November 2026 — 11,576 subscribers6 August 202610 November 2026
57 measurements spanning 96 days, net -174. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 11,550–11,776 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 57
Measured (UTC)SubscribersChange
10 Nov 2026, 14:0111,576-7
9 Nov 2026, 01:2011,583-5
7 Nov 2026, 15:1611,588-3
5 Nov 2026, 08:3911,591-3
4 Nov 2026, 08:3111,594-5
3 Nov 2026, 08:1011,599-5
2 Nov 2026, 10:4911,604-4
1 Nov 2026, 09:0611,608+1
31 Oct 2026, 06:4511,607-3
30 Oct 2026, 07:2611,610+1
29 Oct 2026, 07:1011,609+1
27 Oct 2026, 00:1611,608+3
25 Oct 2026, 23:3611,605-2
24 Oct 2026, 00:1011,607-4
23 Oct 2026, 00:3511,611-6
21 Oct 2026, 22:1911,617-4
20 Oct 2026, 17:2011,621-2
19 Oct 2026, 15:0811,623+1
18 Oct 2026, 14:1911,622-1
16 Oct 2026, 17:5711,623first reading

Engagement

83 posts held, back to 28 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 63 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
10.6%
avg views ÷ 11,576 subscribers
Avg views / post
1,220
33 posts measured
Reaction rate
—
this channel exposes no reaction counts
Posts in window
33
of 83 held

ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.

ER is defined industry-wide as (forwards + reactions + comments) ÷ views — note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.

What these figures were computed from
WindowRolling 30 days · latest post in window 10 November 2026
Posts held83 (28 July 2026 – 10 November 2026)
Views total40,399
Reactions total—
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken11 Nov 2026, 09:12 UTC

Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.

Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.

Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.

What this channel posts

Photos
≈1,450
Videos
≈14
Links
≈3,580

Lifetime counters from Telegram’s own channel header, read 11 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.

Recent posts

Telegram’s own ‘edited’ marker: 1 of 33 posts held from the last 30 days (3.03%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).

10 Nov 2026, 22:39 UTC734 viewsread 11 November 2026

📮[메리츠증권 모빌리티 김준성] MOBILITY at a glance 2026.11.11 (수) 안녕하세요 메리츠증권 김준성입니다. 데일리 업데이트 드리겠습니다. (Daily: https://han.gl/PxsKq) ▶ Gemini Robotics 2.5 accelerates real-world general dexterity (Google DeepMind) https://han.gl/vanZT - Google Deepmind는 Gemini Robotics 2.5를 소개하며 작업 범위, 성능, 복잡성 측면에서 모델의 역량을 확장했다고 밝힘. 이전 기준 모델과 비교하여 작업 유형에 따라 30% ~ 100% 더 높은 성공률과 20% ~ 30%의 작업 완료 속도 향상을 기록 ▶ 엔비디아, 휴머노이드 로봇 AI 모델 '그루트 2' 공개 (로봇…

9 Nov 2026, 22:50 UTC≈1,060 viewsread 11 November 2026

📮[메리츠증권 모빌리티 김준성] MOBILITY at a glance 2026.11.10 (화) 안녕하세요 메리츠증권 김준성입니다. 데일리 업데이트 드리겠습니다. (Daily: https://han.gl/sXXkz) ▶ 삼성·현대차, '피지컬AI' 동맹 강화…"로보틱스로 협력 확대" (뉴시스) https://han.gl/etgPp - 삼성은 현대차그룹 경영진을 초청해 '현대차그룹 감사의 날' 행사를 개최. 특히 삼성과 현대가 로봇 분야를 미래 신사업으로 추진 중인 만큼 관련 논의도 이뤄졌을지 주목됨. 현대차·기아는 지난해 삼성SDI와 로봇 배터리 개발을 위한 MOU를 맺은 바 있음 ▶ 카카오모빌리티·엔비디아, 레벨4 자율주행 협력…"기아 PBV에 '토르' 탑재 예정" (뉴시스) https://han.gl/DbqvG - 카카오모빌리티가 …

8 Nov 2026, 22:48 UTC≈1,110 viewsread 11 November 2026

📮[메리츠증권 모빌리티 김준성] 안녕하세요 메리츠증권 김준성입니다. 한국타이어 업데이트 드리겠습니다. (URL: https://han.gl/h4CKy) ▶ 전기차 타이어 1등 ▶ 3Q26 영업이익, 전기차 믹스 개선 통해 컨센서스 +9% 상회 - 매출 5.47조원 (+1% YoY), 영업이익 5,988억원 (+2% YoY), 지배주주 순이익 2,242억원 (-43% YoY) 기록 - 매출과 지배주주 순이익이 컨센서스를 각각 -5%, -29% 하회했으나, 영업이익은 +9% 상회. 열관리 사업의 외형 축소 및 대규모 영업외 손실 발생과 타이어 사업의 고무적 영업 성과가 혼합된 결과 - 타이어 사업은 분기 기준 역대 최대 매출 (2.81조원, +4% YoY) 기록. 중동의 지정학적 위기로 악화되어 가고 있는 원가 구조 (원재료비 + 물…

8 Nov 2026, 22:42 UTC≈1,030 viewsread 11 November 2026

📮[메리츠증권 모빌리티 김준성] MOBILITY at a glance 2026.11.9 (월) 안녕하세요 메리츠증권 김준성입니다. 데일리 업데이트 드리겠습니다. (Daily: https://han.gl/TonO2) ▶ 삼성·현대차, ‘부부동반’ 만난다…사상 초유 (디지털타임스) https://han.gl/okvo3 - 삼성과 현대차그룹 주요 경영진들의 교류 행사가 열릴 예정. 현대차그룹에서는 호세 무뇨스 사장, 만프레드 하러 R&D본부장 등이 참석할 예정으로 최근 양사 모두 로봇 사업을 강화하고 있는 만큼, 로보틱스 분야에서도 협업을 구체화할 지 관심이 쏠림 ▶ 기아 3조 투자…"광주공장 미래차 전환" (한국경제) https://han.gl/pU5zp - 기아가 광주공장의 미래차 전환에 2029년까지 약 3조원을 투자할 예정. 이번 투…

6 Nov 2026, 05:06 UTC≈1,460 viewsread 11 November 2026

📮[메리츠증권 모빌리티 김준성] 안녕하세요 메리츠증권 김준성입니다. 한국타이어앤테크놀로지 3Q26 실적 업데이트 드리겠습니다. - 매출 5.5조원 (컨센서스 -4.9% 하회) - 영업이익 5,988억원 (컨센서스 +8.9% 상회) - 지배주주순이익 2,242억원 (컨센서스 -29.2% 하회) 자세한 내용은 실적발표 컨퍼런스콜 이후 다시 업데이트 드리겠습니다.

5 Nov 2026, 22:54 UTC≈1,510 viewsread 11 November 2026

📮[메리츠증권 모빌리티 김준성] MOBILITY at a glance 2026.11.6 (금) 안녕하세요 메리츠증권 김준성입니다. 데일리 업데이트 드리겠습니다. (Daily: https://han.gl/oxcLx) ▶ 현대차, 엔비디아 ‘GPU 5만’ 계획 구체화…자율주행 승부수 (디지털타임스) https://han.gl/V8jkN - 현대차그룹은 Nvidia 호퍼 기반 GPU를 활용해 자체 클라우드를 구축해 운영 중이며, 이를 블랙웰 기반으로 단계적으로 확대 중. 지난해 발표한 GPU 5만개 확보 계획의 일환으로, 대규모 AI 모델 개발에 필요한 연산 능력을 강화하기 위한 조치 ▶ 현대오토에버, 'HMG AI 팩토리' 설립 완료…인프라 전문가 권혁민 대표 선임 (ZDNet) https://han.gl/wtoeN - 현대오토에버는 정정…

5 Nov 2026, 07:51 UTC≈1,290 viewsread 11 November 2026

📮[메리츠증권 모빌리티 김준성] 안녕하세요 메리츠증권 김준성입니다. 한온시스템 업데이트 드리겠습니다. (Url: https://han.gl/XYIbA) ▶ 비용 정상화 이후의 숙제, 성장 ▶ 3Q26 실적, 외형 성장 없는 비용 구조 개선 - 매출 2.66조원 (-2% YoY)으로 컨센서스 -5% 하회. 주력 고객사 판매 부진이 문제 - 매출 비중 47%인 현대차그룹 (현대차 · 기아) 판매량이 -4% YoY 감소. 매출 비중 12%인 VW 판매량이 -16% YoY, 매출 비중 11%인 Ford 판매량은 -11% YoY 축소. 매출의 90%가 발생하는 7개 업체 모두 (현대차그룹, VW, Ford, GM, BMW, Mercedes-Benz, Stellantis) 3Q26 전세계 판매량 YoY 역성장 기록. 2026년 YTD 기준 전…

5 Nov 2026, 04:17 UTC≈1,290 viewsread 11 November 2026

📮[메리츠증권 모빌리티 김준성] 안녕하세요 메리츠증권 김준성입니다. 한온시스템 3Q26 실적 업데이트 드리겠습니다. - 매출 2.7조원 (컨센서스 -4.7% 하회) - 영업이익 1,206억원 (컨센서스 +8.6% 상회) - 지배주주순이익 -1,430억원 (컨센서스: +512억원) 자세한 내용은 실적발표 컨퍼런스콜 이후 다시 업데이트 드리겠습니다.

4 Nov 2026, 22:54 UTC≈1,110 viewsread 11 November 2026

📮[메리츠증권 모빌리티 김준성] 안녕하세요 메리츠증권 김준성입니다. 업종 2027년 연간 전망 업데이트 드리겠습니다. (요약본 Url: https://han.gl/MJ5nh) ▶ 허니문이 끝나고, 현실이 왔다 ▶ 피지컬 AI, 기술과 시장의 위치 점검 - 2027년이 가질 세 가지 의미 - 1) 피지컬 데이터 디바이스 (스마트카) 수요 성장 전환점. 기술 진화와 교체 주기 도래를 통해 디바이스 소비 수요 가속 - 2) 로보택시 (Robo Erectus), 모빌리티 기술을 활용한 첫 번째 피지컬 AI 사업 모델 상용화 - 3) 휴머노이드 (Robo Sapiens), 모빌리티 지능의 완성과 스마트카 활용 월드모델 개발 로드맵 구축으로 실현 가시성 확보 - 디지털 AI의 제한된 ‘시간’ 비즈니스 넘어, 피지컬 AI의 무한한 ‘노동’…

Showing the 12 most recent of 83 posts we hold for @joonsungkim. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.

Forward network

Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.

Mentions

Named by 3 registered channels — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.

A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.

Cite this entry

A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 10 November 2026 — this entry's latest reading, not the date you are reading this.

“메리츠 김준성, Mobility War” (@joonsungkim), 11,576 subscribers as measured 10 November 2026. Telegram Register, tgregister.com/channel/joonsungkim.

Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.