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Amy @_SFTahoe on x 18.8K followers
Created: 2025-07-19 01:37:32 UTC
TESLA IS SO FAR AHEAD
Chinese Media accounts that Baidu's founder Robin Li warned of pending defeat in an internal meeting—unless Baidu pivots & rapidly iterates to abandon multi sensors and change to vision-only neural nets. With Baidu’s Apollo Go's XX cities in China (expanding to more cities soon in China and the UAE), 11M+ rides, and RoboTaxi costs less than half of Waymo's, it is classified by many as having the lead in FSD. But even Robin Li sees Tesla owning the market.
Why? Tesla has the lifetime cost per fleet mile and scalability advantage. Tesla went all in on pure vision neural nets and that massive, prescient bet is paying off.
FOUNDER MODE ACTIVATED:
Li’s Baidu joins Bezos at $AMZN, Zuck at $META, and Brin at $GOOG in “Founder Mode” to make bold AI moves. Only founders obsess enough to solve these existential threats to the company they love.
SUPERIOR INSIGHT:
Robin Li's data on scaling robotaxis trumps any WS analyst or expert. Pure signal: Baidu races time before Tesla dominates and plans to adopt Tesla’s FSD architecture.
WS’ FRODO-LIKE OBSESSION WS is caught up in shiny objects— like announcements of FSD partnerships— a destructive descent into Pure noise. These FSD companies have similar tech stacks to the one Baidu will abandon. Optimizing a part you shouldn’t have is a classic TECH DEBT trap.
NUMBER TWO: Baidu's impending pivot may lock in their status as the—IMO distant—RoboTaxi #2.
IF you doubt Elon Musk, trust his competitor. $TSLA 🚀
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Related Topics uae china neural multi $9888hk baidu tesla stocks consumer cyclical