Voice of Context
Zelin Wang, Diane Ding, Aaron, Kori Shao, Chloe TaoShengFM & Baiguan
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Subscribers | Read | voiceofcontext.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Inside Meta's Multi-Billion Manus Deal: Why This AI Agent Is Different
Meta’s multi-billion dollar acquisition of Manus on December 30, 2025, marks a rare milestone: a Chinese-founded startup acquired outright by a U.S. tech giant, not just for talent or patents, but as a going concern with real revenue and us...
Looking back on our first year, and happy holidays
As the year comes to a close, we want to start with a simple holiday wish. Wherever you are, we hope the next few days give you a brief pause from the noise, and some quiet time to read, watch, or listen.
The AI Race Nobody’s Watching: Why America’s Power Grid Problem Makes China’s Chip Shortage Look Easy
For years, the AI story has revolved around chips. GPUs, model launches, and supply shortages set the pace of the conversation. But another constraint has been tightening in the background. As AI systems scale, electricity is becoming the h...
Business Cycles, AI, and China: Rethinking the Next 20 Years
In this episode, we sit down with Lars Tvede, a Danish investor, entrepreneur, and bestselling author of Business Cycles and Hyperintelligence, Lars Tvede on why AI is not a bubble, and why the global economy may surprise us.
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Authors
The writers behind this newsletter.
Podcast Producer at ShengFM (声动活泼)
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.
Co-Editor of VoC & Baiguan A Chinese investor who started in Russia and fought into the US market
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