Baidu's Apollo Go challenges Waymo globally
The thesis presented is that Baidu's Apollo Go is a top-tier global competitor to Google's Waymo in the robotaxi market, leveraging massive real-world data to refine its multi-modal AI models.
The argument
The guest highlighted that Apollo Go delivered 350,000 trips per week across 27 cities in the last quarter, which is only 25% fewer than Waymo's 500,000 trips. He argued that the physical data flywheel from these trips directly improves Baidu's foundational AI models and prepares the company for international expansion, starting with London.
The thesis, stress-tested
✓ What validates it
- ✓Successful launch of Apollo Go vehicles in London next year
- ✓Integration of Baidu robotaxis into Uber, Lyft, or Grab apps in international markets
▸ Risks discussed
- ▸High initial operational and hardware costs per mile
- ▸Intense competition in international markets like London
Hear it yourself
"I think the market sometimes I tell even my friends, it's kind of surprised that each week, including San Francisco and including all the cities asting taxes in US, we MO from Google delivered about five hundred thousand trips per week, and in the last quorder by do appollable in globally twenty seven cities delivered about three hundred…"
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