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Companies

Baidu

Mentioned in 19 analyzed podcast episodes across 10 shows

A major Chinese technology and internet company operating AI models, most notably the Ernie AI assistant which has reached 200+ million monthly active users. The company is frequently discussed in tech and AI podcasts as a key competitor in China's AI landscape, facing competitive pressures from rivals like DeepSeek and navigating chip supply constraints amid U.S. export restrictions. As a legacy internet platform that emerged during China's early internet era, it remains significant to discussions of China's tech sector and AI development strategy.

Episode Mentions

CNBC's "Fast Money"

CNBC's "Fast Money" · May 14, 2026

Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26

Chinese internet/AI company included in K-Web ETF; down 36% from highs; potential entry point based on technical reversal patterns

Cerebras IPO valuation and customer concentration riskAI infrastructure bottlenecks: memory vs. compute vs. powerTaiwan semiconductor geopolitical leverage in US-China trade
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Bloomberg Tech

Bloomberg Tech · May 13, 2026

Anthropic Eyeing Over $900 Billion Valuation

Chinese AI company shares rising on prospect of increased compute access; benefiting from NVIDIA chip availability hopes

U.S.-China AI Chip Export PolicyNVIDIA H200 Chip Access and Chinese Market RestrictionsAnthropic Funding Round and Valuation Dynamics
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The Information's TITV

The Information's TITV · May 13, 2026

Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The Stand

Chinese tech incumbent that has not pursued AI startup acquisitions in current AI investment wave

AI Startup Valuations in ChinaEnterprise AI Pricing Models and Cost ManagementOpenAI Legal Liability and Musk Lawsuit
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Tech Brew Ride Home

Tech Brew Ride Home · Apr 29, 2026

Elon V. Sam Day 2

Apollo Go robotaxi fleet experienced major outage in Wuhan affecting 100+ vehicles, triggering China's suspension of new autonomous vehicle licenses

EU Digital Services Act (DSA) enforcement against MetaChild safety and age verification on social platformsOpenAI Stargate infrastructure project cancellation
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Energy Gang

Energy Gang · Apr 28, 2026

Uber's electric bet on electric vehicles. What does the rise of EVs and autonomous vehicles mean for the future of mobility?

Parent company of WeRide; AV technology partner for Uber deployments

EV Total Cost of Ownership EconomicsCharging Infrastructure Deployment StrategyAutonomous Vehicle Market Expansion
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The Prof G Pod with Scott Galloway

The Prof G Pod with Scott Galloway · Apr 28, 2026

China Decode: The U.S. vs China AI Battle Is Getting Ugly

Chinese tech giant stock up 3.5% on the trading day discussed in the episode's market update

AI Model Distillation and IP TheftUS-China AI Competition and Geopolitical RivalryExport Controls and Semiconductor Restrictions
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Possible

Possible · Apr 8, 2026

AI’s expanding attack surface

Chinese AI firm building proprietary chips and creating self-sufficient AI ecosystem

AI Chip Market GeopoliticsChinese Domestic Chip ProductionNVIDIA Market Share and Compute Density
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Newshour

Newshour · Apr 1, 2026

NASA to launch its first crewed mission to the Moon in more than half a century

Apollo Go autonomous taxi fleet experienced simultaneous malfunction affecting 100+ vehicles in Wuhan, raising fleet cybersecurity concerns

Artemis 2 Moon Mission LaunchUS-China Space Race CompetitionAutonomous Vehicle Safety and Cybersecurity
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CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 26, 2026

Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26

China tech stock dropped 5.6% after missing Q4 revenue; worst day since October

NVIDIA Earnings Reaction and AI Trade SustainabilityHyperscaler Capex ROI and Concentration RiskCoreWeave Financing and Infrastructure Buildout Challenges
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The a16z Show

The a16z Show · Feb 10, 2026

Marc Andreessen: Who Runs the World’s AI?

Chinese tech company cited as joining open source AI competition after DeepSeek's emergence

AI Geopolitical CompetitionProductivity Growth EconomicsOpen Source vs Proprietary AI Models
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十字路口Crossing

十字路口Crossing · Feb 8, 2026

Vibe Coding 下半场:四大天王,和想赢的人|对话朱广翔:百度秒哒产品总经理

秒搭的母公司,提供技术支持和战略指导,坚持两年后技术指导当前产品发展

无代码应用生成平台AI编码工具竞争格局产品经理智能体
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Last Week in AI

Last Week in AI · Feb 6, 2026

#233 - Moltbot, Genie 3, Qwen3-Max-Thinking

Operating Ernie model with 200M+ users, creating GPU supply constraints for R&D despite large user base

Gemini Auto-Browse Feature in ChromeMaltBot/OpenClaw Open-Source Agent PlatformGoogle Genie 3 Video Game Generation
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Last Week in AI

Last Week in AI · Jan 28, 2026

#232 - ChatGPT Ads, Thinking Machines Drama, STEM

Ernie AI assistant reached 200 million monthly active users in Chinese market

ChatGPT Advertising StrategyAI Startup Talent RetentionChina AI Chip Independence
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The AI Policy Podcast

The AI Policy Podcast · Jan 22, 2026

The Future of Nvidia’s H200 in China and the Pentagon's New AI Strategy

Chinese AI company competing for limited H200 chip allocation under new export rules

H200 Chip Export Controls to ChinaTrump Administration AI Chip PolicyPentagon AI Strategy and Military Integration
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TBPN

TBPN · Jan 22, 2026

Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine, TBPN x CAA | Diet TBPN

AI video generation market dynamicsChinese tech industry employment practicesAI startup talent acquisition
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jan 8, 2026

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

AI revenue growth accelerationWorkforce transformation and job displacementVenture capital strategy evolution
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The a16z Show

The a16z Show · Jan 7, 2026

Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI

AI Business Models and Pricing StrategiesUS-China AI CompetitionState vs Federal AI Regulation
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张小珺Jùn|商业访谈录

张小珺Jùn|商业访谈录 · Dec 21, 2025

126. 和红杉郑庆生聊:经济史的流量革命、人类行为模式的不可预期,与创始人性格

Mentioned as domestic internet product that emerged during early internet era alongside Sina and Sohu

Economic history and traffic flow as organizing principleAI and large language models investment thesisNetwork effects in AI vs. traditional internet platforms
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The Last Invention

The Last Invention · Oct 16, 2025

EP 4: Speedrun

Dario Amade worked on scaling laws project at Chinese internet conglomerate before OpenAI

AI Existential Risk and SuperintelligenceOpenAI Founding and Mission DriftCompetitive Dynamics in AI Development
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