We took a test drive in Baidu’s robotaxi just as the company ranked highest for disengagements. Where are Baidu’s self-driving cars headed in 2020?
In this episode, James, Elliott, and Michael Norris discuss the quarterly earnings of Baidu, Tencent, and JD, while also answering questions from listeners.
Baidu still gets most of its revenue from advertising, but cloud services are driving growth and its plays on AI could pay off in a few years.
Mention autonomous driving in China and the first name that comes up will typically be Baidu. But the company has been criticized for slow progress.
The fate of Baidu’s AI strategy will play a key role in determining the future of the company.
Felix Fang at Baidu Ventures talks about AI industry in China.
Baidu’s reports contain significantly less information about disengagements than its peers, causing industry insiders to raise questions about the quality of the company’s tests.
Bytedance is set to shove Baidu aside as the B in BATs, and is taking a bite out of Tencent’s ad revenue. Why? Its ads are just more effective.
While Chinese companies won’t be the first to deliver road-ready lidar systems, they could be the first to do it at a practical price.
Big auto and big tech announced EVs at Auto Shanghai 2021, putting pressure on young EV upstarts.