Voice of Context
Zelin Wang, Diane DingShengFM & Baiguan
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 53 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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voiceofcontext.substack.comLatest Issues
China’s AI Revenue Race Begins
ByteDance, Alibaba and Tencent Are Making Office Software Their Next AI Revenue Test
Over the past month, ByteDance, Alibaba and Tencent have all reorganized their AI businesses around workplace software. The convergence puts monetizati...
CXMT’s Bargaining Power Shift, Jia Yangqing’s Next AI Breakthrough, and Kimi K3’s $20 Million Licensing Threshold
CXMT raised at least $8.6 billion in its IPO before its shares jumped 466% on their Shanghai debut. About a month after leaving Nvidia, Jia Yangqing launched Intent Lab, while Kimi K3 requires a separate agreement once a model service opera...
Kimi K3 at Capacity, Open Models Against Closed Labs, and China's Phone Agent Race
Kimi K3 pushed Moonshot’s compute cluster close to capacity. China’s open models are putting pressure on the business models of America’s leading AI labs.
Kimi K3 Shows How China’s Open Models Are Squeezing Closed Lab Economics...
China Validated a New Way to Recover Rockets. Now 39 Companies Have to Make It Economic.
For nearly a decade, SpaceX has defined reusable rockets.
China is now pursuing its own answer through a different engineering path from Falcon 9.
On July 10, Long March 10B became the first orbital-class rocket recovered by a shipborne c...
China’s AI Race Is Entering the Inference Economy
For the past two years, China’s AI race has been about building better models. Companies competed on benchmark scores, parameter counts, open-source releases, and who could ship the next breakthrough first.
This week, the competition start...
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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.
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