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@Simonwhite 1 week ago

Is Baidu still a long-term AI play?

Is Baidu still a long-term AI play?

it is a bit disappointing to see the earnings miss from Baidu, especially with all the hype around their autonomous driving projects. do you think can overcome the current economic headwinds in china, or is the path to monetization just taking too long?

@Ethancollins 1 week ago

The monetization story still looks promising, but China’s weak economy could make the road to meaningful returns much longer.

@AntonioMyers 1 week ago

i'm wondering if baidu can pivot fast enough to keep investors happy while waiting for the robotaxi revenue. it's a tough spot to be in.