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    Artwork for Odd Lots
    Episode

    Baidu's CFO on How It Became a Full-Stack AI Player

    Odd Lots · Jun 29, 2026 · 48 min
    Episode page

    In the China tech space, Baidu is now a full-stack player in the AI industry. The company makes its own chips, has its own AI models (Ernie), its own cloud system, and it's integrating AI into its self-driving car business, Apollo Go. But before all this, Baidu was known for being China's leader in search. Things, obviously, have changed a lot since the company was founded in the late 1990s. In…

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