Baidu

“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.”

“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.”