Voice of Context
Zelin Wang, Diane Ding, AaronShengFM & Baiguan
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 44 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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voiceofcontext.substack.comLatest Issues
WeChat's Secret AI Agent, BYD's Four-Year Robot Program, and Doubao's 345 Million Users Get a Price Tag
Most weeks we pick two or three big stories, talk to people in the industry, and write them up properly. This week, nothing was quite big enough for that. But it wasn't slow. Tencent's market cap jumped RMB 360 billion after someone leaked...
Huawei’s Post-EUV Bet, China’s EVs Go Racing, and Beijing Closes a Brokerage Loophole
Huawei is trying to move beyond Moore’s Law without EUV. Chinese EV makers are using motorsport to escape the price war. And China’s brokerage crackdown shows capital controls are tightening through enforcement, not new rules.
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The Delivery War Is Cooling Off. China's Tech Giants Are Shifting Their Billions to AI.
Alibaba, Tencent and Baidu all filed March-quarter earnings last week; ByteDance, still private, was marked up to $550 billion in the same window. We read all four sets of numbers together and came away with one takeaway: this is the quarte...
Trump brings tech CEOs to Beijing, Kuaishou's $20 billion Kling spin-off, and Unitree's $574,000 mecha takes a first step toward Pacific Rim.
Before Air Force One landed, AI memes of Trump, Musk, and Huang were already filling Chinese social media. Clips from the Temple of Heaven visit and the state dinner went viral last night.It’s the first US presidential visit to Beijing in...
Beijing's Chip Fund Crosses Into AI for DeepSeek at $45 Billion
Last weekend through Wednesday was China’s Labor Day break, and across those five days the country’s biggest tech companies were unusually quiet. No new product launches, no model drops, no flagship press events. After the post-Spring Festi...
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Authors
The writers behind this newsletter.
Podcast Producer at ShengFM (声动活泼)
Founder @ ShengFM 声动活泼（China’s leading podcast studio) Host @ Voice of Context | 科技早知道 (What’s Next in Tech) Exploring how AI reshapes what comes next.
Co-Editor of VoC & Baiguan. Experienced investor. Be bold, at the right timing.
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