Voice of Context
Zelin Wang, Diane Ding, AaronShengFM & Baiguan
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 60 | Founded | a year ago | Last Issue | 17 days ago |
| Active | |||||
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voiceofcontext.substack.comLatest Issues
Meta’s Muse Faces Two Problems China’s AI Agents Have Already Hit
After trying Muse, I can see the appeal of an agent that can remember a task and keep working across apps. Following China’s AI agents has also given me a sense of the problems Meta may face, from getting other platforms to allow access to...
The Real Test for Snap’s $2,195 SPECS: Will I Remember to Put Them On?
It was my first trip to the United States since before the pandemic, and Los Angeles felt surprisingly familiar.
The changes I noticed most were how widely Apple Pay was accepted and how often I saw Waymo cars on the street.
Snap had flow...
How U.S. Tech Restrictions Helped Build China’s Most Valuable Company
Two Chinese DRAM ventures launched in 2016 with government backing. A decade later, ChangXin Memory Technologies (CXMT) and Fujian Jinhua (JHICC) offer sharply different stories about what it takes to build a memory chip business under U.S....
China’s AI Frontier Moved While Dimension Was Mapping It
A story in The Information caught my attention last week. Dimension Capital had just returned from a week-long trip to China, where its team met with AI companies, investors and policymakers. In a private letter to its limited partners, the...
GLM’s Mystery Model Revealed, New Revenue Routes for Chinese Open Models, and Xiaomi’s Expanding Chip Roadmap
Zhipu, DeepSeek, Alibaba and Tencent all released new models this week. Enterprise deployments show demand for Chinese open models, while Moonshot’s cloud talks could open a path to revenue. Xiaomi is broadening its chip plans beyond smartp...
Audience Metrics
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| Subscribers | Engagement | 67 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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