Calling the Shots 话语权时代

Calling the Shots 话语权时代

Company Analysis

Red Note Signal #8 Is Red Note Coming in Hot?

More on Rest of World's piece on Red Note US expansion

Ivy Yang's avatar
Ivy Yang
Apr 16, 2026
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I spoke with Viola Zhou at Rest of World for her sharp piece on Red Note’s US expansion plans. My take:

Red Note’s US expansion is the culmination of years of organic growth, building a global footprint through the Chinese diaspora, which already uses and loves the app.

The global nature of Red Note is not to be underestimated. Beyond its domestic Chinese user base, millions of Chinese speakers across the US, Canada, Germany1, Australia, and the UK were already living on Red Note — using it to find apartments, review restaurants, compare daycares, and navigate diasporic life in a language their daily environment didn’t provide.

Then came the TikTok refugee wave last January, which served as a proof-of-concept beyond that core base. The wave didn’t lead to a sustained spike in user growth, but what the moment affirmed was the thesis that there’s a demographic well beyond Mandarin speakers: a broader segment hungry for authentic engagement and genuine diversity of thoughts, in a register th…

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