Voice of Context
Zelin Wang, Aaron Zhou, Diane Ding, Yutong PEI, Aaron, Kori Shao, Chloe TaoShengFM & Baiguan
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Subscribers | Read | voiceofcontext.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Will China’s Humanoid Robots Spark the Next EV-Style Boom?
In 2012, Top Gear mocked Chinese-made cars but left a prophecy: “At this rate, in five years everyone will be driving Chinese cars.” A decade later, BYD and its peers have largely fulfilled that vision—dominating the domestic market and goi...
E05｜Why This Fintech Founder Sees Finance as AI’s Ultimate Test
Investment research has never been about a lack of information. The real challenge is turning scattered calls, filings and transcripts into clear judgment under extreme time pressure. Analysts often spend days cleaning data and drafting dec...
"Why I Left My VC Job to Sell Cars in Nigeria" - A Chinese Entrepreneur's Big Bet in Africa
China’s “going global” story has moved beyond gadgets into complex supply chains, and this episode follows Carloha as a case study: a company that began in New York as a C2C used-car marketplace and evolved into a cross-border platform that...
How a Fintech Founder is Building America's Restaurant Infrastructure from the Ground Up？
In the previous episode, we explored the first battle for restaurant brands entering the U.S. market: location, service, flavors, and the challenges of localization. Yet overcoming these front-of-house hurdles is only the beginning. To trul...
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Authors
The writers behind this newsletter.
Podcast Producer at ShengFM (声动活泼)
Investment manager from the frontline of China’s stock market, restless investor & entrepreneur. Want to know what's inside Chinese investors' mind?
From VC to voice. I write and podcast between Beijing and the Bay Area, navigating the tech currents of two worlds. This is a newsletter for those who think in systems, care about context, and believe stories still matter.
Tsinghua '26
Co-Editor of VoC & Baiguan A Chinese investor who started in Russia and fought into the US market
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