Voice of Context
Zelin Wang, Diane Ding, AaronShengFM & Baiguan
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 33 | Subscribers | Read | voiceofcontext.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
OpenClaw Went Mainstream, MiniMax Overtook Baidu, and Alibaba's Top Model Builder Walked Out
OpenClaw deployed to nearly 1,000 walk-in users in a single day at Tencent’s Shenzhen headquarters. MiniMax stock hit HK$1,286 intraday, up 680% from its IPO price two months ago, before pulling back as the frenzy cooled.
Kimi's 20-Day Revenue Spike, China's AI Stock Frenzy, and a Billion-Yuan Spring Festival War
> A note before we start: We recently covered ByteDance’s Seedance in these pages. During GTC Week, we’re hosting a Multimodal AI event in Silicon Valley — and the Seedance team will be joining us to present, alongside leaders from TikTok, ...
Inside Z.ai's secret model drop, Seedance 2.0's viral moment, and China's billion-yuan AI spending war.
China’s AI sector just had one of its most intense weeks of the year. A year ago, DeepSeek proved that timing could turn a model release into a global event. This Spring Festival, China’s AI labs responded in force.
China’s 2025 Misunderstood: Why the capital market tells a Different Story
Something doesn’t add up. Throughout 2024, the consensus painted China as heading toward a Japanese-style deflationary spiral, uninvestable and trapped. Then 2025 happened.
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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 A Chinese investor who started in Russia and fought into the US market
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