Baidu: Searching for a New Era in AI

Baidu Inc - BIDU US, 9888 HK

Good Morning,

Welcome back to the China Internet feature on the Panda Perspectives. Today we’re looking at Baidu - another one of the original chain internet Giants. It has taken a little bit of a stumble since being known as China’s Google, as it very clearly failed to match Google’s ability to evolve past the search engine in terms of vision and in terms of the monetisation potential. Nevertheless, it remains a significant player in the industry, and as such cannot be ignored.

Before we proceed a reminder to check out the first post in the series, our report on Alibaba. It can be found here.

Unlike the Alibaba report, all other reports in the series, including this one, and the Tencent report later in the week as well as planned reports on JD and PDD, all will be behind the paywall. if you are interested do take the plunge and join it - we’d love to have you.

But before we get in to it, a reminder. Nothing in this Substack is Investment Advice. This information is provided for informational purposes only and does not constitute financial, investment, or other advice. Any examples used are for illustrative purposes only and do not reflect actual recommendations. Please consult a licensed financial advisor or conduct your own research before making any investment decisions. The authors, publishers, and affiliates of this content do not guarantee the accuracy, completeness, or suitability of the information and are not responsible for any losses, damages, or actions taken based on this information. Past performance is not indicative of future results.

Now lets get at Baidu!

Baidu is navigating a period of profound transformation amid a rapidly evolving technology landscape. Founded in 2000 by Robin Li and Eric Xu, the company quickly established itself as a leader in China’s internet revolution. Under Robin Li’s visionary leadership, Baidu pioneered search technology tailored for Chinese language and culture, laying the foundation for its early dominance in the online search market.