Max87
No personal profile
16Follow
57Followers
1Topic
0Badge
$BIDU-SW(09888)$ $Baidu(BIDU)$ It's slowly becoming clear that @AndrewYNg $BIDU was the right model to follow. Cost of using AI models has collapsed according to JP Morgan. While this is good for the diffusion of the technology, it doesn’t bode well for the foundational model providers as it signals commoditization. Remaining margins will be competed away once the model development flatlines. Value creation will shift to the application layer, and big AI labs supplying foundational models will be more like internet service providers. The technology itself will get occasional upgrades (like we had in telecom with 3G, 4G, 5G) but it won’t be exclusive to any model provider so it’ll remain
The use case is huge
DingTalk Launches First AI Doctor Assistant to Aid Gynecologists in Clinical Diagnosis
Great initiative right there. A good direction & approach.
Taobao Flash Sale to Nationwide Rollout of Overtime Penalty Removal by Year-End
🔥❤️
Alibaba Begins Sales of Its First AI Glasses in Rare Consumer Gadget Foray
Awesome
Alibaba Starts Selling Quark AI Glasses In China, Enters Global Wearables Race
At this point America has become a joke
BRIEF-Pentagon Concluded Alibaba, Baidu And BYD Should Be Added To A List Of Companies That Aid The Chinese Military - Bloomberg News
$Alibaba(BABA)$ $BABA-W(09988)$ After much deliberation going through the latest earnings release, I'd say I'm unimpressed by the latest result despite much marketing effort from industry third party sources including independent analyst. Much of the investments into Quick Commerce generated nett revenues growth of +6x% yoy (this is on the small base of Eleme) but at the expense of EBITA down by -7x% yoy (on the huge base of entire core China commerce group). Base on rough assumption, it would be roughly a 4:1 ratio in terms of expense to nett revenue gained. The only redemptions are from Management's verbal assuages that seems to imply higher new customer retention & synergy to
Mr Henry He HaiFeng proved to be instrumental to $BIDU$ transformation. He initiated the huge impairment despite obvious criticism paving the way for healthier growth pathway in the public AI Infrastructure cloud business which grew 33% yoy in Q3'25. With Chinese gov continuous investment for a sovereign AI Infrastructure leveraging private sector advancement, it guarantees growth & revenue source for $BIDU$ AI cloud infra business. Going forward, it wouldn't be an uncertainty in this business. $BIDU$ currently is the leading AI tech provider for AI application, digital employee, digital human (Livestream), & agentic AI service provider by revenue. Management cited higher willingness to pay for AI products that improves productivity eg. Digital human (livestreaming) & agentic A
'Big Short' Michael Burry Slams Baidu For $2.2 Billion Impairment In Q3 After 50% Of 2024 Net Income Gain Driven By 'Useful Life' Tweaks
Sweet 🎂
Stock Track | JBM Healthcare Soars 5.19% Following Strong H1 Financial Results and Dividend Announcement
Amazing beat & rise 💪 🤯 operational excellence 8ndeed
Stock Track | JBM Healthcare Soars 5.19% After Announcing Strong H1 Results and Interim Dividend
Lmfao it crashed due to massive public interest. It's not a bad thing. Probably the only one capable of doing it from the east.
Alibaba's AI App "Qianwen" Crashes on Launch Day Due to Overload
Legendary guy
Joseph Tsai's Nets Team Assists Chinese Brands in Global Expansion
LoL lifted entire nation spending by 18% .... Massive
National Interest Subsidy Policy Boosts Double 11 Consumption with Huabei Interest-Free Installments
Whew
Market Chatter: Amazon.com, Alibaba Ordered to Hand Over Sales Data by China Tax Authorities
Mind-blowing to say the least.
Robin Li Asks Luo Yonghao’s Digital Avatar: What’s Next in Your Livestream Commerce Strategy?
🔥🔥🔥🤯
Baidu Opens "Luo Yonghao-style" Digital Human Technology to Entire Industry
The amount of innovation here is ridiculous
Baidu Unveils Breakthrough Kunlun Core Super Node with 95% Single-Card Performance Boost
The only problem is Chinese gov regulation. Will Xi's administration forced a narrow margin business in China? Most likely, it'll be a global business subsidizing China consumption story. Not an interesting proposition given such valuation.
Innovative Drug Industry Trend Established, Advancing Global Commercialization
🔥
Alibaba Forms Robotics and Embodied AI Team Inside Qwen
Wow wonder how it works ?
Taobao Vision Future Flagship Store Opens First Shanghai Location, Officially Launches Nationwide Expansion
Go to Tiger App to see more news