Baidu

“Now we eventually did get a partner, but instead of giving up 50%, we gave up, I think it was seven percent and it was to Baidu, but it was because we were getting massive regulatory heat. And as long as we had a partner by our side, we could be Chinese.”

“And I mean, in China, you've got Huge deployments on ByteDance and let's see ByteDance, Baidu, Alibaba, they all have forks. They've all, they're all deploying at large scale.”

“We've got a lot of people from China, you know, Baidu Xiaomi, like many, many different companies that are all developing. Some are developing custom models just for open claw. Some are integrating into their clouds.”

“Big tech groups in China have been downsizing in the past few years. So this is 20, 21, 20, 22 and 20, 23 for Alibaba, Baidu, Kuaishou and Tencent. And they're all downsizing across those three years.”

“So Baidu offers twelve million dollars.”

“So there are Baidu WeRide, Pony are all on the road today, no safety driver. We are partners with all of them.”

“While people are saying that, that the Waymos should be worth a hundred and seventy billion inside of Google, you can buy shares of Baidu for zero enterprise value. It's a thirty billion market cap, thirty billion in cash from the books.”

“And so that level of competition, if it leads to four deep pocketed, all open products is going to be ultra powerful. And we've already learned that these models can train each other and help each other get better. So if you have four open ones that can all tr…”

“Baidu is scheduled to release the latest version of their model on June 30th. They've Pre-announced it for one reason or another, and they've switched to open source.”

“Deep Seek, Led to Quinn. Led to Xiaomi has a, has their own model as well. They've all gone open source. And so this will be the fourth deep pocket funded model in China that are all open source.”

“So if it was like what we're discussing that, yes, sitting across the table. Okay. If you do this, I do this, then all this, then Google would have been there probably, or Amazon would have been there. I don't think so whether they will be having an Alibaba or…”

“As far as I know, some companies such as Baidu or Baidu Dance, they are internal, the dominant AOM, they use the MOE architecture, and their ways, I think, is similar to the DeepSeq MOE model.”

“Does Baidu and Apple strike a deal where Baidu becomes ultimately the AI partner? If that, like if you said to me the biggest catalyst that could happen on the name, it's that.”

“And then there was an effort at Baidu. Right. And I was very worried the Chinese might win that. I'm hawkish on China. I have no trust there. And I love Graham Allison's book Destined for War. I'm a complete believer in that thesis. But I thought it'd be valua…”

“I looked at Baidu at fourteen million pre. And because we had this rule of thumb that said we had to be boots on the ground all the time at that time, it was that narrow a definition again back in those days, I was told that I was going to be going to China ev…”

“I think it was Baidu in China that perfected the system. You could upload about 30 seconds worth of sound, And it can then synthesize the rest of the voice.”

“Talking to your phone in Chinese is now three times faster than typing, right, which is why Baidu is spending so much money trying to do this, ah, speech to text magically”

“What you have is these very strong portal models, and particularly on mobile, you have, for example, Baidu building a Maps app in which you can book restaurants, and you can book cinema tickets, and you can not just book cinema tickets, but choose the seat in …”

“If you go into Baidu and you want a taxi, it will show you all the cabs in your city from the five different taxi companies that are in that city, and then it will bid for all of them, and, you know, whoever, whoever gives the best response gets the thing firs…”

“In order to rank on Baidu, you actually need Chinese hosting.”

“What I see happening more recently is not that those companies are copycatting and trying to kill startups. They're trying to identify the startups that have breakout potential and get money into them and invest in them as soon as possible.”

“The top three exert An almost disproportionate influence on the market relative to even Amazon or Google in the US.”

“There are some cloud services companies like Ching Cloud and uCloud, which are big enough at the moment and have enough customers where they might be able to stay independent.”

“The speech engine that we've built at Baidu called Deep Speech it's actually superhuman for these short queries.”

“Our English system uses like 10 to 20,000 hours of audio. The Mandarin systems are using even more for top end products.”

“And in the past, it always looked like there was some fundamental problem that maybe we could never escape this need for these hand engineered representations. But it turns out that once you have enough data, all of those things go away.”

“We actually do a lot of clever tricks in English where we don't have a lot of a large number of English language products. So for example, it turns out that if you go onto, say, a crowdsourcing service, you can hire people very cheaply to just read books to yo…”

“So as we have the next wave of AI products I think we're going to move from these sort of bolted on AI features to really immersive AI products.”

“That the difference between 50 or a hundred milliseconds of latency and 200 milliseconds of latency is actually quite perceptible. And it really anything we can do to bring that down actually affects user experience quite a bit.”

“I sincerely think there's a chance that over the next few years we're going to regard speech recognition as a solved problem.”

“I think culturally we're all going to have to exercise a lot of critical thinking. We, we've always had this problem in some sense that I can read an article that has someone's name on it and notwithstanding understanding writing style I don't know for sure wh…”

“Because the field's moving so quickly we also need a different kind of person now. We also need people who are sort of chameleons, who are these highly flexible types that can understand and even contribute to a research project but can also simultaneously Shi…”

“They explicitly are focusing on things for over a hundred million people”

“They're coring data 30 times faster with Aluxio.”

“They manage more than two, 200 nodes in this deployment with more than two petabytes of memory managed space inside Alluxio. And this has been in production for more than a year.”