Yanhong (Robin) LiCo-Founder, Chairman & CEO, Baidu, Inc. (BIDU)
3 recorded appearances
Declared that model-size competition is over and agent competition has begun, proposed Daily Active Agents (DAA) as the industry's new defining metric, and laid out an "AI evolution" thesis spanning agents, individuals and organizations - including the claim that the smallest productive unit in a company could shrink from a team to one person.
Conceded China is "two, three generations" behind on advanced chips but argued Baidu is comparable on models and ahead on applications. Criticized how AI value is distributed - chipmakers capture the profits while the application layer earns almost nothing - and said investment should shift toward applications.
Framed AI as something enterprises must internalize as a native capability: once it is native, "intelligence is no longer a cost - it becomes productivity." Keynote accompanied the launch of Baidu's self-evolving super agent and Xiaodu AI glasses.