Podcasts about Baidu

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber's new Autonomous Vehicle Solutions initiative, Waymo's growing markets, and the growth of Physical AI powered by NVIDIA.As Uber's stock languishes in the low seventies due to investor overhang about the future of autonomy, the company announced Uber Autonomous Solutions, a new initiative to support the growth of autonomous vehicles on the Uber platform.Grayson and Walt break down the initiative point by point, examining Uber's strategy of providing training data, enriched mapping, venue management, and autonomous vehicle insurance. While Grayson views much of the in-car experience pitch as buzzword Alley, Walt argues that AV mission control and fleet management are the true meat of Uber's strategy, aiming to provide the critical API for a fragmented market. This sparks a spirited debate on whether Uber is maintaining its asset-light identity or quietly creeping into asset-heavy operations by owning and operating robotaxi assets.The conversation then shifts to the geopolitical risks of Uber's international partnerships, as the company recently hosted analysts in Abu Dhabi to meet with Chinese autonomous partners WeRide and Baidu. Grayson warns of the tremendous blowback and political risk this carries back home, especially given the current US administration's active stance on social media regarding foreign technology.Walt and Grayson also discuss a recent broker report, shared by Uber CFO Balaji Krishnamurthy on X, that analyzed just 34 trips in Austin and claimed there is no cost advantage to autonomy. They call the sample size too small and the conclusions baffling given the obvious long-term benefits of removing human drivers.Contrasting Uber's narrative tour, Waymo is aggressively scaling and growing revenue. This week, Waymo announced they have crossed 1 million fully autonomous freeway miles, expanded into Chicago and Charlotte, and opened up Dallas, Houston, San Antonio, and Orlando to early riders.Notably, Uber was absent from these new market announcements, leading Grayson to point out the potentially waning relationship between the two companies. Furthermore, he put on his inspector hat to uncover signs of Waymo's grand ambitions in the EU, citing meetings with the European Commission and job postings for EU regulatory counsel.As Waymo scales, the capital markets are flowing for autonomy investments, highlighted by Wayve securing a $1.2 billion check at an $8.6 billion valuation. The round includes investments from SoftBank, NVIDIA, Stellantis, and Nissan, with Uber committing to own and operate the Wayve fleet in 10 upcoming markets, starting with London.Then there is the growth of physical AI, which NVIDIA announced contributed $6 billion in earnings last quarter, with CFO Colette Kress signaling that robotaxis and humanoids are poised to be major growth markets over the next decade.Episode Chapters00:00 Uber's Identity Crisis 1:33 Breaking Down Uber Autonomous Solutions20:43 Uber's Abu Dhabi Analyst Day & Chinese Tech Risks 35:37 Waymo Announces Chicago & Charlotte as New Markets 40:55 Uber and Waymo's Waning Relationship 42:03 Waymo Surpasses 1 Million Fully Autonomous Freeway Miles43:56 Waymo Eyes the EU Expansion 46:32 Wayve's $1.2B Funding Round50:39 NVIDIA, Physical AI, & Humanoids 53:04 Next WeekRecorded on Friday, February 27, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Plus: Mistral AI lands tech consulting group Accenture as latest big client. And Stellantis targets return to profit after scaling back costly EV investments. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Charles Schwab's Ben Watson shows how Baidu's (BIDU) short-term sideways action and break to the downside post-earnings pushes back the bullish narrative. On the longer-term, he notes a stronger uptrend, but not without other headwinds. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

APAC stocks are mostly positive as the majority of the region took its cue from gains on Wall Street, where tech led the advances, and NVIDIA posted stronger-than-expected earnings.US equity futures initially saw support following NVIDIA's earnings results, as the world's most valuable company beat on top and bottom lines, although gains were pared as NVIDIA ultimately returned to flat territory after hours.BoJ's Governor Ueda said there is no change from January to the BoJ's projected timing for hitting its price target, and inflation is expected to re-accelerate from the current slowdown.US VP Vance said they see evidence that Iran is trying to build a nuclear weapon; US Secretary of State Rubio said Iran poses a grave threat and seeks nuclear capability.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 0.9% on Wednesday.Looking ahead, highlights include EZ Consumer Confidence Final (Feb), US Jobless Claims, Japanese Tokyo CPI (Feb), Retail Sales (Jan). Speakers include ECB's Lagarde, BoE's Lombardelli & Fed's Bowman. Supply from Italy & US. Earnings from CoreWeave, Intuit, Vistra Energy, Autodesk, Dell, Baidu, Warner Bros Discovery, Munich Re, Schneider Electric, AXA, Engie & Saint-Gobain.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this special episode of The Negotiation, WPIC CEO Jacob Cooke steps in as host to interview Bijan Ahmadi, Executive Director & COO at the Canada China Business Council—one of the leading organizations supporting Canadian businesses in China and strengthening bilateral commercial ties.This episode offers a unique perspective: Jacob was in Beijing during Prime Minister Mark Carney's recent visit to China—the first by a Canadian leader in years—giving him firsthand insight into the trip's significance. Together, Jacob and Bijan unpack what the visit means for Canadian business and Canada-China relations, with Bijan's deep expertise in trade policy, market access, and bilateral economic engagement complementing Jacob's on-the-ground observations.This conversation comes at a critical moment: as the U.S. administration raises questions about Canada's engagement with China, this episode cuts through the noise to focus on the facts—what was actually agreed, what it means for jobs and GDP, and why China remains a vital market for Canadian exporters and businesses.Discussion Points·       The historical context and significance of Prime Minister Mark Carney's visit to China·       Whether the visit achieved a meaningful reset in Canada-China relations·       Specific outcomes and agreements from the trip—sector-by-sector wins for the Canadian economy·       CCBC's role during the visit and how members have reacted·       How Canadian businesses are reassessing their perceptions of China post-visit·       Next challenges CCBC will work to solve for Canadian business·       Clarifying misconceptions around a potential "deal" with China and U.S. political concerns·       The strategic importance of China to Canada's economy—jobs, GDP, and export opportunities

In this episode of The Negotiation, host Todd Embley welcomes Tom Simpson, Managing Director of China Operations and China Chief Representative for the China-Britain Business Council (CBBC)—one of the leading organizations supporting UK businesses in China and strengthening bilateral commercial ties.Tom joins the show to unpack Prime Minister Sir Keir Starmer's recent visit to China—the first by a UK leader in eight years—and what it means for British business and UK-China relations. With deep expertise in bilateral trade and on-the-ground operations in China, Tom provides an insider perspective on the specific outcomes of the trip, CBBC's role during the visit, and what comes next for UK companies navigating the Chinese market.From visa-free travel to tariff reductions, Tom walks through the concrete agreements reached and explores what they mean for different sectors of the UK economy. The conversation also addresses the ongoing challenges and opportunities UK businesses face in China, and where the greatest potential lies for UK-China commercial cooperation in the years ahead.Discussion Points·       Historical background to PM Starmer's visit—why the eight-year gap and how the trip came about·       Whether the visit achieved a meaningful reset in UK-China relations·       Specific agreements and announcements: visa-free travel, tariff reductions, and other key outcomes·       CBBC's role during the trip and member reactions·       Current challenges and opportunities for UK companies operating in China·       Priority areas for UK-China commercial cooperation over the next few years·       Key message for UK business leaders is still uncertain about China as a market

Das chinesische Neujahrsfest droht dieses Jahr technologisch zu eskalieren. Die großen KI-Player geben nicht nur ordentlich Geld aus, sondern versuchen auch mit taktischem Kalkül, die Bevölkerung auf ihre Seite zu ziehen, mit vielen interessanten Auswüchsen, die ich heute mit euch teile und erkläre.
 Erwähnte Namen:
 - Qwen (Alibaba)
 - Yuanbao (Tencent)
 - Ernie (Baidu)
 - Doubao (Bytedance)
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 Über eine positive Bewertung und ein Abo auf deiner Podcast-App würde ich mich sehr freuen und natürlich ebenso, wenn du meinen Podcast weiterempfiehlst.
 Die verwendete Musik wurde unter AudioJungle - Royalty Free Music & Audio lizensiert. Urheber: Alexiaction.
 Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Alle Beiträge auf diesem Kanal spiegeln lediglich meine eigene Meinung wider und stellen keinerlei Aufforderung zum Kauf oder Verkauf von Wertpapieren dar.
 Zum Zeitpunkt der Erstellung dieses Beitrags war der Autor, Eric Nebe, in folgenden der besprochenen Finanzinstrumente selbst investiert: Tencent, Alibaba, Baidu. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.china2invest.de/transparenz-und-rechtshinweise

Marc and the team open the hour navigating early technical difficulties and server upgrades, highlighting ongoing issues with the Odyssey app and streaming platforms. They cover political commentary on government shutdown threats, ICE funding, and local school board protests. Olympic coverage focuses on underwhelming performances, athletes politicizing their platforms, and controversies over medals and personal disclosures. Nicole Murray joins to discuss her Atlantic City Valentine's Day plans, while business updates include McDonald's sales growth, Xiaomi outselling Tesla in China, and AI developments from Baidu. The hour blends timely politics, sports analysis, tech challenges, and lifestyle features for a dynamic morning show. Hashtags: #Olympics #Politics #TechIssues #NicoleMurray #BusinessNews #AI #MorningShow

Nicole Murray joins the show to share her plans for a Valentine's trip to Atlantic City while the hosts discuss recent space launches and astronaut assignments. The conversation naturally shifts to a roundup of key business news, including McDonald's strong sales, Xiaomi overtaking Tesla in China, Amazon Ring ending its Flock Safety partnership, and Baidu integrating AI into its search app. The segment blends personal stories, travel, tech, and finance, keeping the discussion lively and informative. Hashtags: #NicoleMurray #ValentinesTravel #SpaceNews #BusinessUpdate #TechNews #AI #Xiaomi #McDonalds

La apertura en Bolsa americana fue tímida, con leves subidas tras dato de IPC. Ahora los índices se vienen arriba después de giro importante en política comercial con China. Primero se publicaba que la administración Trump metía en su lista de empresas chinas con respaldo de su ejército a Alibaba y Baidu. La inclusión puede conllevar sanciones. Minutos después retiraba esa versión actualizada. De última hora también contamos que Estados Unidos relaja sanciones al sector energético de Venezuela. Ha emitido dos licencias generales que permiten a empresas globales reanudar sus operaciones de petróleo y gas en el país, así como a otras compañías negociar contratos de inversión en nuevas operaciones. Chevron, BP, Eni, Shell y Repsol van a poder reanudar sus operaciones. Analizamos todo con Roberto Scholtes, de Singular Bank.

US equity futures are pointing modestly higher, with Asian markets mostly firmer and European equities trading broadly higher. A stronger-than-expected payrolls report was the central driver, reinforcing resilience in the labor market and prompting a backup in yields while tempering expectations for near-term rate cuts. Market leadership remained highly dispersed, with semiconductors and memory stocks outperforming even as broader software renewed its weakness amid ongoing AI-related scrutiny and hyperscaler capex concerns. Big tech lagged overall, and the rotation into cyclicals appeared more selective rather than broad-based. Geopolitical tensions, including heightened focus on Iran, supported crude prices, while trade uncertainty and deficit dynamics also remained in the backdrop ahead of upcoming inflation data.Companies Mentioned: Microsoft, Strategy, Baidu, Knowledge Atlas Technology

Meta, TikTok, Snap agree to be evaluated under new teen safety rating system, TikTok rolls out “Local Feed” in the U.S., Samsung announces iGalaxy Unpacked event on February 25th. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. IfContinue reading "Uber, Baidu To Launch Fully Autonomous Ride-Hailing in Dubai – DTH"

China's approach to digital governance has gained global influence, often evoking Orwellian 'Big Brother' comparisons. Governing Digital China (Cambridge UP, 2025) challenges this perception, arguing that China's approach is radically different in practice. This book explores the logic of popular corporatism, highlighting the bottom-up influences of China's largest platform firms and its citizens. Drawing on extensive fieldwork and nationally representative surveys, the authors track governance of social media and commercial social credit ratings during both the Hu Jintao and Xi Jinping eras. Their findings reveal how Chinese tech companies such as Tencent, Sina, Baidu, and Alibaba, have become consultants and insiders to the state, thus forming a state-company partnership. Meanwhile, citizens voluntarily produce data, incentivizing platform firms to cater to their needs and motivating resistance by platforms. Authors Daniela Stockmann and Ting Luo unveil the intricate mechanisms linking the state, platform firms, and citizens in the digital governance of authoritarian states. Daniela Stockmann is Director of the Centre for Digital Governance and Professor of Digital Governance at the Hertie School. Ting Luo is an Associate Professor in Government and Artificial Intelligence at the University of Birmingham. Interviewer Peter Lorentzen is an associate professor of economics at the University of San Francisco, where he leads the Master's program in International and Development Economics. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

China's approach to digital governance has gained global influence, often evoking Orwellian 'Big Brother' comparisons. Governing Digital China (Cambridge UP, 2025) challenges this perception, arguing that China's approach is radically different in practice. This book explores the logic of popular corporatism, highlighting the bottom-up influences of China's largest platform firms and its citizens. Drawing on extensive fieldwork and nationally representative surveys, the authors track governance of social media and commercial social credit ratings during both the Hu Jintao and Xi Jinping eras. Their findings reveal how Chinese tech companies such as Tencent, Sina, Baidu, and Alibaba, have become consultants and insiders to the state, thus forming a state-company partnership. Meanwhile, citizens voluntarily produce data, incentivizing platform firms to cater to their needs and motivating resistance by platforms. Authors Daniela Stockmann and Ting Luo unveil the intricate mechanisms linking the state, platform firms, and citizens in the digital governance of authoritarian states. Daniela Stockmann is Director of the Centre for Digital Governance and Professor of Digital Governance at the Hertie School. Ting Luo is an Associate Professor in Government and Artificial Intelligence at the University of Birmingham. Interviewer Peter Lorentzen is an associate professor of economics at the University of San Francisco, where he leads the Master's program in International and Development Economics. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/political-science

China's approach to digital governance has gained global influence, often evoking Orwellian 'Big Brother' comparisons. Governing Digital China (Cambridge UP, 2025) challenges this perception, arguing that China's approach is radically different in practice. This book explores the logic of popular corporatism, highlighting the bottom-up influences of China's largest platform firms and its citizens. Drawing on extensive fieldwork and nationally representative surveys, the authors track governance of social media and commercial social credit ratings during both the Hu Jintao and Xi Jinping eras. Their findings reveal how Chinese tech companies such as Tencent, Sina, Baidu, and Alibaba, have become consultants and insiders to the state, thus forming a state-company partnership. Meanwhile, citizens voluntarily produce data, incentivizing platform firms to cater to their needs and motivating resistance by platforms. Authors Daniela Stockmann and Ting Luo unveil the intricate mechanisms linking the state, platform firms, and citizens in the digital governance of authoritarian states. Daniela Stockmann is Director of the Centre for Digital Governance and Professor of Digital Governance at the Hertie School. Ting Luo is an Associate Professor in Government and Artificial Intelligence at the University of Birmingham. Interviewer Peter Lorentzen is an associate professor of economics at the University of San Francisco, where he leads the Master's program in International and Development Economics. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/chinese-studies

China's approach to digital governance has gained global influence, often evoking Orwellian 'Big Brother' comparisons. Governing Digital China (Cambridge UP, 2025) challenges this perception, arguing that China's approach is radically different in practice. This book explores the logic of popular corporatism, highlighting the bottom-up influences of China's largest platform firms and its citizens. Drawing on extensive fieldwork and nationally representative surveys, the authors track governance of social media and commercial social credit ratings during both the Hu Jintao and Xi Jinping eras. Their findings reveal how Chinese tech companies such as Tencent, Sina, Baidu, and Alibaba, have become consultants and insiders to the state, thus forming a state-company partnership. Meanwhile, citizens voluntarily produce data, incentivizing platform firms to cater to their needs and motivating resistance by platforms. Authors Daniela Stockmann and Ting Luo unveil the intricate mechanisms linking the state, platform firms, and citizens in the digital governance of authoritarian states. Daniela Stockmann is Director of the Centre for Digital Governance and Professor of Digital Governance at the Hertie School. Ting Luo is an Associate Professor in Government and Artificial Intelligence at the University of Birmingham. Interviewer Peter Lorentzen is an associate professor of economics at the University of San Francisco, where he leads the Master's program in International and Development Economics. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/economics

China's approach to digital governance has gained global influence, often evoking Orwellian 'Big Brother' comparisons. Governing Digital China (Cambridge UP, 2025) challenges this perception, arguing that China's approach is radically different in practice. This book explores the logic of popular corporatism, highlighting the bottom-up influences of China's largest platform firms and its citizens. Drawing on extensive fieldwork and nationally representative surveys, the authors track governance of social media and commercial social credit ratings during both the Hu Jintao and Xi Jinping eras. Their findings reveal how Chinese tech companies such as Tencent, Sina, Baidu, and Alibaba, have become consultants and insiders to the state, thus forming a state-company partnership. Meanwhile, citizens voluntarily produce data, incentivizing platform firms to cater to their needs and motivating resistance by platforms. Authors Daniela Stockmann and Ting Luo unveil the intricate mechanisms linking the state, platform firms, and citizens in the digital governance of authoritarian states. Daniela Stockmann is Director of the Centre for Digital Governance and Professor of Digital Governance at the Hertie School. Ting Luo is an Associate Professor in Government and Artificial Intelligence at the University of Birmingham. Interviewer Peter Lorentzen is an associate professor of economics at the University of San Francisco, where he leads the Master's program in International and Development Economics. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/science-technology-and-society

Some of China's largest technology companies have spent tens of billions of yuan this year to push artificial intelligence initiatives for the upcoming Spring Festival, marking their most significant effort yet to take AI applications out of labs and into the daily lives of a nation of more than 1.4 billion consumers.今年，中国一些大型科技公司已投入数百亿元，在即将到来的春节期间推广人工智能应用。这是他们迄今为止最大的一次努力，旨在将AI应用带出实验室，融入超14亿消费者的日常生活。The move could potentially give China an early lead in large-scale consumer AI adoption, which may be difficult for its rivals in the United States to replicate, industry experts said.业内专家表示，此举可能让中国在大规模消费者AI应用上率先一步，美国竞争对手或难以效仿。At the center of this effort is Alibaba's Qwen app, which announced a 3 billion yuan ($420 million) holiday campaign starting on Friday. The campaign offers users free food, retail and services, but only if they make purchases through the app's AI-assisted ordering system.阿里巴巴的"通义千问"应用是此番推广的核心，该应用2日宣布开启总价值30亿元的新春活动。这项活动为用户提供免费食品、零售和服务，但前提是他们必须通过应用的AI点单系统进行购买。For example, users could buy a cup of milk tea or coffee for as little as 0.01 yuan, an offer that has sparked a social media frenzy. Many consumers joked online that they were drinking their first "AI milk tea".例如，用户可以花0.01元购买一杯奶茶或咖啡，这一活动在社交媒体上掀起热潮。许多消费者在网上开玩笑说，这是自己人生中的第一杯"AI奶茶"。Alibaba's wider ecosystem, including Taobao flash sales, travel platform Fliggy, ticketing service Damai, grocery chain Hema and payment service Alipay are also participating in the campaign by linking AI prompts directly to ordering and payment systems.阿里巴巴更广泛的应用生态系统也参与了活动，包括淘宝闪购、旅游平台飞猪、票务服务商大麦、生鲜超市盒马和支付宝，将AI提示直接链接到订购和支付系统中。Wang Peng, a researcher at the Beijing Academy of Social Sciences, said: "The move is not simply promotional largesse. It is a behavioral experiment aimed at lowering the cost of trials to near zero and habituating users to use AI for decision-making and transactions."北京市社会科学院研究员王鹏说："此举并非简单的营销推广，而是一项行为实验，旨在将试错成本降至近乎零，使用户逐渐习惯于用人工智能进行决策和交易。"Among the other players, Tencent Holdings' Yuanbao AI assistant distributed 1 billion yuan in digital red envelopes while testing new AI social features. Baidu Inc distributed 500 million yuan in incentives within its core Baidu app, encouraging a user shift from "search" to "ask AI".在其他厂商中，腾讯的"元宝"AI助手在测试新AI社交功能时，分发了10亿元的数字红包。百度则在其核心的百度应用中提供了5亿元的奖励，鼓励用户从"搜索"转向"问AI"。According to Wang, the researcher, this Spring Festival may become a turning point where ordinary users, at scale, form the habit of turning to AI when they need something.在王鹏看来，今年春节可能成为一个转折点，普通用户开始普遍养成需要什么就去找AI的习惯。While Chinese firms are integrating AI into food delivery, travel booking, entertainment and retail, US companies are focusing more on workplace productivity and software automation.当中国企业将AI整合到外卖、旅游预订、娱乐和零售中时，美国企业更关注工作场所的生产效率和软件自动化。Wang emphasized that China's digital infrastructure, including its large population of mobile internet users, deeply entrenched mobile payment systems, and mature online-to-offline commerce networks, gives the country a natural advantage.王鹏强调，中国的数字基础设施具有天然优势，包括大量的移动互联网用户、深度渗透的移动支付系统，以及成熟的线上线下商业网络。"These allow AI systems not only to suggest actions but also to execute payments and services within a closed loop — a level of integration that is harder to achieve in more fragmented Western digital markets," he added.这些优势使AI系统能够在闭环内不仅提供行动建议，还能执行支付和服务，而这种整合水平在数字市场较为分散的西方国家较难实现。Behavioral change消费习惯改变However, Pan Helin, a member of an expert committee under the Ministry of Industry and Information Technology, warned that heavy subsidies do not guarantee lasting behavioral change.不过，工信部信息通信经济专家委员会委员盘和林警告说，高额补贴并不能保证消费习惯的改变。"Holiday red envelopes and free offers can drive a temporary surge, but the real test comes after the incentives fade. The key question is whether users will still order drinks or plan trips via AI when there are no discounts."节日红包和免费活动可以带来暂时的热潮，真正的考验是在福利活动结束后。关键的问题是，当没有折扣时，用户是否还会通过AI订购饮料或计划旅行。"Only AI products that solve real problems and integrate into everyday life will endure. For China's tech giants, the real test of turning trial into habit is only beginning," he said.只有能解决实际问题并融入日常生活的AI产品才能持久。对于中国科技巨头而言，将尝试变成习惯的真正考验才刚刚开始。"frenzy /ˈfren.zi/狂热，疯狂promotional largesse /prəˈməʊ.ʃən.əl lɑːrˈʒes/促销优惠/推广让利temporary surge /ˈtem.pər.ər.i sɜːrdʒ/暂时激增/短期热潮incentive /ɪnˈsen.tɪv/激励措施/奖励

China's approach to digital governance has gained global influence, often evoking Orwellian 'Big Brother' comparisons. Governing Digital China (Cambridge UP, 2025) challenges this perception, arguing that China's approach is radically different in practice. This book explores the logic of popular corporatism, highlighting the bottom-up influences of China's largest platform firms and its citizens. Drawing on extensive fieldwork and nationally representative surveys, the authors track governance of social media and commercial social credit ratings during both the Hu Jintao and Xi Jinping eras. Their findings reveal how Chinese tech companies such as Tencent, Sina, Baidu, and Alibaba, have become consultants and insiders to the state, thus forming a state-company partnership. Meanwhile, citizens voluntarily produce data, incentivizing platform firms to cater to their needs and motivating resistance by platforms. Authors Daniela Stockmann and Ting Luo unveil the intricate mechanisms linking the state, platform firms, and citizens in the digital governance of authoritarian states. Daniela Stockmann is Director of the Centre for Digital Governance and Professor of Digital Governance at the Hertie School. Ting Luo is an Associate Professor in Government and Artificial Intelligence at the University of Birmingham. Interviewer Peter Lorentzen is an associate professor of economics at the University of San Francisco, where he leads the Master's program in International and Development Economics.

China's approach to digital governance has gained global influence, often evoking Orwellian 'Big Brother' comparisons. Governing Digital China (Cambridge UP, 2025) challenges this perception, arguing that China's approach is radically different in practice. This book explores the logic of popular corporatism, highlighting the bottom-up influences of China's largest platform firms and its citizens. Drawing on extensive fieldwork and nationally representative surveys, the authors track governance of social media and commercial social credit ratings during both the Hu Jintao and Xi Jinping eras. Their findings reveal how Chinese tech companies such as Tencent, Sina, Baidu, and Alibaba, have become consultants and insiders to the state, thus forming a state-company partnership. Meanwhile, citizens voluntarily produce data, incentivizing platform firms to cater to their needs and motivating resistance by platforms. Authors Daniela Stockmann and Ting Luo unveil the intricate mechanisms linking the state, platform firms, and citizens in the digital governance of authoritarian states. Daniela Stockmann is Director of the Centre for Digital Governance and Professor of Digital Governance at the Hertie School. Ting Luo is an Associate Professor in Government and Artificial Intelligence at the University of Birmingham. Interviewer Peter Lorentzen is an associate professor of economics at the University of San Francisco, where he leads the Master's program in International and Development Economics. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/technology

China's approach to digital governance has gained global influence, often evoking Orwellian 'Big Brother' comparisons. Governing Digital China (Cambridge UP, 2025) challenges this perception, arguing that China's approach is radically different in practice. This book explores the logic of popular corporatism, highlighting the bottom-up influences of China's largest platform firms and its citizens. Drawing on extensive fieldwork and nationally representative surveys, the authors track governance of social media and commercial social credit ratings during both the Hu Jintao and Xi Jinping eras. Their findings reveal how Chinese tech companies such as Tencent, Sina, Baidu, and Alibaba, have become consultants and insiders to the state, thus forming a state-company partnership. Meanwhile, citizens voluntarily produce data, incentivizing platform firms to cater to their needs and motivating resistance by platforms. Authors Daniela Stockmann and Ting Luo unveil the intricate mechanisms linking the state, platform firms, and citizens in the digital governance of authoritarian states. Daniela Stockmann is Director of the Centre for Digital Governance and Professor of Digital Governance at the Hertie School. Ting Luo is an Associate Professor in Government and Artificial Intelligence at the University of Birmingham. Interviewer Peter Lorentzen is an associate professor of economics at the University of San Francisco, where he leads the Master's program in International and Development Economics. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/book-of-the-day

Jeremy Bird, Executive Vice President, Global Growth at Lyft joined Grayson Brulte on The Road to Autonomy podcast to discuss the company's strategic partnership with Waymo in Nashville and the deployment of a hybrid network that integrates human drivers with autonomous vehicles. The operational backbone of this strategy is FlexDrive. A best-in-class operation that manages depots, charging, and maintenance for robotaxis. FlexDrive gives Lyft the operational rigor needed to scale robotaxis globally. In Nashville, FlexDrive is supporting the Waymo partnership, while in Europe, Lyft is utilizing FlexDrive to power expansion, including a key partnership with Baidu in the UK and Europe.Looking ahead, Jeremy envisions a marketplace defined by customer obsession where luxury experiences and robotaxis coexist, utilizing operational excellence to fuel future growth.Episode Chapters0:00 Lyft's Partnership with Waymo in Nashville4:44 Robotaxi Fleets & Depots8:50 Freenow11:15 Deploying Robotaxis in the UK and Europe14:41 Autonomous Vehicle Policy in Europe17:35 Expanding Robotaxi Deployments in Europe19:05 Baidu Partnership23:09 Global Robotaxi Partnerships & Lyft's Marketplace 26:04 Luxury Market27:53 Future of LyftRecorded on Wednesday, January 28, 2026--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Waymo's repricing of the robotaxi market with a $16 billion raise at a $126 billion valuation, Uber's defensive Myths and Realities earnings supplement, and the launch of a new segment, The Pit Stop.The conversation heats up as Walt and Grayson debate Uber's claim that autonomous vehicle growth is not a zero-sum game, with Grayson arguing that personal ownership and dedicated autonomous vehicle networks will eat into Uber's market share while, Walt defends the narrative of total market expansion.While Uber attempts to debunk autonomous vehicle myths, Grayson puts on his inspector hat for the inaugural Pit Stop segment, revealing exclusive details about Waymo's Miami depot infrastructure, including a depot under construction near the airport and the strategic placement of fleet operations near the Design District.Looking at the broader regulatory landscape, Grayson and Walt analyze recent Senate testimony where Waymo disclosed their use of remote assistance based in the Philippines, a move Walt classifies as an unforced error during a push for a National Autonomous Vehicle Framework.On the Foreign Autonomy Desk, they highlight the Middle East becoming a beachhead for scale with Baidu going driver-out in Dubai and WeRide partnering with Uber, noting the region is likely the only place where US and Chinese robotaxis will coexist for the time being.Episode Chapters0:00 Waymo Raises $16 Billion at a $126bn Valuation2:35 Waymo World Powered by DeepMind6:43 Uber's Myths and Realities29:03 The Pit Stop: The Inspector Goes to Miami39:02 The Pit Stop: Tesla's San Francisco Robotaxi Depot Gets Blocked41:38 AVs Need Clear Rules of the Road U.S. Senate Hearing48:01 Bedrock Robotics Raises $270 million50:28 Foreign Autonomy Desk55:04 Next WeekRecorded on Friday, February 6, 2026--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's MadTech Daily, we discuss Google set to double AI spending to USD$185bn (£137bn) after strong earnings, Netflix reaching 61% of UK households, according to Barb, and Baidu unveiling its first dividend alongside a USD$5bn (£3.7bn) buyback.

In this episode of The Negotiation podcast, host Todd Embley welcomes back Justin Downes, President of Axis Leisure Management and one of the foremost experts on skiing and winter sports development in Asia.With nearly two decades of experience shaping China's ski and snowboard industry — including playing a role in the infrastructure behind the Beijing 2022 Winter Olympics — Justin brings a rare, on-the-ground perspective. More recently, his work in Japan's ski market gives him a comparative lens on how Asia's two most important winter sports economies are evolving.With the Milan 2026 Winter Olympics on the horizon, this conversation dives into participation trends, market growth, and where the biggest opportunities lie for brands, operators, and investors across China and Japan.Discussion Points·       Where Justin is joining from and what he's been focused on since his last appearance·       A high-level assessment of the 2025–2026 ski season in China·       Comparing the outlook for China and Japan's ski markets — similarities and divergences·       Data and trends around skier and snowboarder participation in China·       How the profile of the “typical” Chinese skier has evolved in recent years·       Chinese athletes to watch ahead of the Milan 2026 Winter Olympics·       Whether Milan 2026 could spark another participation boost across China and Asia·       The evolution of indoor skiing in China and its role in market development·       Commercial opportunities across resorts, equipment, apparel, training, and experiences·       Key takeaways on what the next five years hold for skiing in China and Japan

Singapore shares dipped today, in line with regional movements. The Straits Times Index was down 0.24% at 4,953.78 points at 11.54am Singapore time, with a value turnover of S$858.58M seen in the broader market. In terms of counters to watch, we have Keppel, after the asset manager’s net profit rose 27.2 per cent to S$645.4 million for the second half ended December, from S$507.5 million the year before. Elsewhere, from how shares of Qualcomm and Arm Holdings fell steeply after the semiconductor companies delivered quarterly reports, to how the Trump administration is reportedly willing to allow China’s ByteDance to buy Nvidia’s H200 chips, more corporate headlines remained in focus. Also on deck, what we should know about share price movements in AMD and Alphabet overnight. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with Terence Wong, CEO, Azure Capital. See omnystudio.com/listener for privacy information.

Tesla kills Model S/X for robots. Li Auto pivots to robots while car sales drop 20%. What NIO investors MUST understand about this pattern.TESLA'S ICON GRAVEYARD:Model S/X production ends Q2 2026. Need factory space for Optimus robots.Reality Check:2025 S/X/Cybertruck sales: 50,850 (down 40.2%)No redesign in 10+ years, missing 800V, fast chargingTesla revenue down 3%, profit down 46%Lost best-selling EV title to BYDDeliveries down 8.5% to 1.6M despite refreshesMusk: "We have no choice" = admitting car business struggling.Pivot: Betting on FSD, Robotaxi, Optimus. But WAY behind Waymo, Baidu, Pony.ai in actual deployment.LI AUTO'S DESPERATE PIVOT:Jan 26 leaked meeting: Li Xiang going all-in on humanoid robots.Car Problem:2025: 406K deliveries (down 19% from 500K)L-series crushed, pure EV failingStores hiding L-series in basementsResponse: Restructure around AI + robots, recruit back employees who LEFT for robot startups.Pattern = When car sales stall, pivot to new story.THE NIO ANGLE (CRITICAL):NIO playing smarter:Battery swap/phones/services SUPPORT cars, don't replaceAbu Dhabi sovereign backing = patient capital2,000+ swap stations = real moatBUT challenge remains:326K deliveries 2025 = not enoughNeed 600-700K for cost structureIf can't grow car sales, swap tech won't save themWHO'S WINNING:Leapmotor: 600K, cost focusBYD: 4M+, no robot talkXiaomi: 550K+, one car done wellWinners execute. Strugglers pivot.INVESTOR TAKEAWAY:Tesla killing icons = even OG admits cars aren't enough.For NIO: Focus on cars. 600-700K target. Use patient capital to outlast robot-chasing competitors.Watch car numbers. Everything else is noise.COURTSIDE FINANCIAL - Hosted by ObiSUBSCRIBE to support the channel!

Our 232st episode with a summary and discussion of last week's big AI news!Recorded on 01/23/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI announces testing of ads in ChatGPT and introduces child age prediction to enhance safety features, amidst ongoing ethical debates and funding expansions in AI integration with educational tools and business models.China's AI landscape sees significant progress with AI firm Jpu training advanced models on domestic hardware, and strong competitive moves by data centers, highlighting the intense demand in AI manufacturing and infrastructure.Silicon Valley tensions rise as startup Thinking Machines experiences high-profile departures back to OpenAI, reflecting broader industry struggles and rapid shifts in organizational dynamics.AI legislation and safety measures advance with the US Senate's Defiance Act addressing explicit content, and Anthropic updating Claude's constitution to guide ethical AI interactions, while cultural pushbacks from artists signal ongoing debates in intellectual property and AI-generated content.Timestamps:(00:00:10) Intro / Banter(00:02:08) News Preview(00:02:26) Response to listener commentsTools & Apps(00:11:55) OpenAI to test ads in ChatGPT as it burns through billions - Ars Technica(00:18:05) OpenAI is launching age prediction for ChatGPT accounts(00:23:37) Google now offers free SAT practice exams, powered by Gemini | TechCrunch(00:24:57) Baidu's AI Assistant Reaches Milestone of 200 Million Monthly Active Users - WSJApplications & Business(00:26:53) The Drama at Thinking Machines, a New A.I. Start-Up, Is Riveting Silicon Valley - The New York Times(00:31:44) Zhipu AI breaks US chip reliance with first major model trained on Huawei stack | South China Morning Post(00:36:31) Elon Musk's xAI launches world's first Gigawatt AI supercluster to rival OpenAI and Anthropic(00:41:25) Sequoia to invest in Anthropic, breaking VC taboo on backing rivals: FT(00:45:18) Humans&, a 'human-centric' AI startup founded by Anthropic, xAI, Google alums, raised $480M seed round | TechCrunchProjects & Open Source(00:48:51) Black Forest Labs Releases FLUX.2 [klein]: Compact Flow Models for Interactive Visual Intelligence - MarkTechPost(00:50:35) [2601.10611] Molmo2: Open Weights and Data for Vision-Language Models with Video Understanding and Grounding(00:52:53) [2601.10547] HeartMuLa: A Family of Open Sourced Music Foundation Models(00:54:46) [2601.11044] AgencyBench: Benchmarking the Frontiers of Autonomous Agents in 1M-Token Real-World ContextsResearch & Advancements(00:57:05) STEM: Scaling Transformers with Embedding Modules(01:06:22) Reasoning Models Generate Societies of Thought(01:14:21) Why LLMs Aren't Scientists Yet: Lessons from Four Autonomous Research AttemptsPolicy & Safety(01:19:41) Senate passes bill letting victims sue over Grok AI explicit images(01:22:03) Building Production-Ready Probes For Gemini(01:27:32) Anthropic Publishes Claude AI's New Constitution | TIMESynthetic Media & Art(01:34:13) Artists Launch Stealing Isn't Innovation Campaign To Protest Big TechSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In Episode 235, Tu and Lei break down a pivotal week for autonomous driving, global EV competition, and the future of premium automakers—from Silicon Valley to China and Europe.  The conversation opens with a surge of AV and robotaxi news: Tesla removing safety drivers in Austin, shifting FSD to a subscription model, and signaling potential approval in China and Europe; Waymo expanding into Miami; DiDi launching a new robotaxi platform in China; and large-scale robo-van ambitions from Mobileye–Volkswagen and Geely's Caocao Mobility. Together, these moves signal that autonomy is no longer experimental—it's scaling.Tu frames autonomy through four lenses: technology readiness, silicon and cloud stacks, regulatory approval, and societal impact, including job displacement and cost reduction through scale. While Tesla remains the benchmark, Chinese players like XPeng, Huawei, and Baidu are rapidly closing the gap—supported by a more permissive regulatory environment in China.The episode then pivots to a blunt assessment of the premium auto sector. Porsche's collapse to ~42,000 units in China, deep price cuts from BMW and Mercedes, and the stark comparison between Porsche's Macan EV and Xiaomi's YU7 highlight how “premium” is being redefined by software, features, and price—not heritage.Tu and Lei argue that the high-margin glory days for German luxury brands are over, not just in China but globally, as Chinese OEMs demonstrate faster iteration, lower costs, and mass-market appeal—especially to younger and female buyers. The discussion closes with battery swapping (BAAS), cold-weather EV realities, and whether Chinese automakers could realistically build trust and scale in North America.Strategic, candid, and forward-looking, this episode explains why autonomy and affordability—not badges—will define the next era of the auto industry.___

In this episode of The Negotiation Podcast, host Todd Embley sits down with Nichola Quail, Founder and CEO of Insights Exchange and a leading global market research strategist. Nichola works at the intersection of strategy, research, and execution, helping brands access the right insights to make smarter decisions in complex and fast-changing markets.Nichola shares her career journey and the motivation behind founding Insights Exchange, a platform designed to connect companies with best-in-class research specialists around the world. She explains how her work helps organizations cut through noise, avoid costly missteps, and gain a clearer understanding of consumers across diverse markets.The conversation explores why market research has never been more important, particularly as brands expand internationally and respond to rapidly shifting consumer behaviors. Nichola also discusses common mistakes companies make when interpreting data, and highlights insights from recent global research reports that reveal how consumer attitudes and priorities differ across regions.Discussion PointsNichola's professional background and the founding story behind Insights ExchangeHow Insights Exchange supports brands with tailored global research and insightsWhy market research is critical for navigating uncertainty and entering new marketsCommon pitfalls brands face when misinterpreting or misusing research dataKey findings from recent reports across multiple international marketsHow strong insights can drive better strategy, product decisions, and market entry success

Asia’s tech story may be entering a very different growth phase - and it’s not all about AI. Michelle Martin and Ryan Huang unpack Macquarie’s bullish call on Asia internet stocks driven by gaming, music, super-apps and cultural exports. From K-pop giant HYBE to platforms like Tencent, Baidu and Kakao, the focus shifts to monetising ecosystems people already live on. The duo also examine Bernstein’s bullish bet on BYD - not just as a carmaker, but a vertically integrated tech play. Global tensions rise as President Trump revives trade war threats against Europe, while earnings season heats up in the US. All this and more, including Intel, Micron and Singapore market movers - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

In this episode of The Negotiation Podcast, host Todd Embley is joined by Jacob Cooke, CEO of WPIC Marketing + Technologies, to unpack the significance of Canadian Prime Minister Mark Carney's visit to Beijing—the first by a Canadian prime minister in eight years.Jacob provides a timely analysis of what this visit signals for Canada–China relations after nearly a decade of diplomatic and trade tensions. The discussion focuses on why the visit itself matters, particularly as Canada navigates U.S. tariffs, economic pressure at home, and shifting global trade dynamics.The conversation explores what Canadian businesses are hoping to see from the trip, including reduced friction, improved market access, and momentum on longstanding trade issues affecting sectors such as agriculture, seafood, and pet food. Turning to consumer brands, Jacob examines how Canadian companies like Lululemon and Arc'teryx continue to compete in China amid the rise of guochao and strong domestic players such as Bosideng. He explains why success in China is less about nationality and more about performance, quality, and lifestyle positioning.Finally, the episode looks ahead at whether a diplomatic reset is necessary for renewed Canadian investment in China—and how improving political ties can help restore confidence in boardrooms, even without immediate policy breakthroughs.Discussion PointsWhy Mark Carney's Beijing visit is symbolically and strategically significantWhat Canadian corporates are realistically expecting from the tripPotential outcomes that would signal a positive shift in Canada–China relationsTrade barriers affecting Canadian agriculture, food, and pet-related exportsHow Canadian consumer brands compete amid guochao and rising local championsWhether diplomatic tensions have held back Canadian business in ChinaWhy geopolitics rarely drive Chinese consumer purchasing decisionsHow a diplomatic reset could reduce risk and unlock new commercial momentum

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Giganten-Attacke auf Adobe, eine Kündigungswelle bei Meta und die irre Rekordjagd der Edelmetallen. Außerdem geht es um Nvidia, J.P. Morgan, Apple, Delta Air Lines, Boeing, Intel, AMD, TSMC, Alibaba, Tencent, Baidu, iShares MSCI China (WKN: A2PGQN), iShares MSCI China Tech (WKN: A3CU00), Reliance Industries, Titan Company, Bajaj Auto, iShares MSCI India (WKN: A2AFCY), Franklin FTSE India (WKN: A2PB5W), Krka, PZU, Bank Pekao, Ignitis Group und OMV Petrom. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

12 Jan 2025. What could it mean for markets and confidence in the US economy? We ask economist Jeanne Walters. Plus, UAE Economy Minister Abdulla bin Touq Al Marri on changes to the Commercial Companies Law. China’s Consul General outlines Beijing’s next five-year plan and trade ties with the UAE. The DFSA’s new crypto token rules come into force today, Elizabeth Wallace explains what firms should expect. And driverless taxis move closer in Dubai as a new autonomous control centre goes live, Ahmed Bahrozyan, CEO of RTA’s Public Transport Agency.See omnystudio.com/listener for privacy information.

Guest: Brandon Weichert. Chinese tech giant Baidu is developing high-end chips to boost its market valuation. However, the Chinese state drives this "chip war" for military control and resilience rather than profitability. Despite some puffery regarding capabilities, China is serious about creating indigenous alternatives to American technology.1954

Dan Nathan brings back Deirdre Bosa, anchor of CNBC's Tech Check. to kick off 2026! The episode dives into recent tech highlights from CES, such as Nvidia's ventures into autonomous driving and the latest from Boston Dynamics. They address the evolving AI landscape, including market reactions to companies like Tesla, Waymo, and Baidu. The discussion also covers potential risks in the tech sector, especially in relation to China's growing tech capabilities and geopolitical tensions. After the break, Dan sits down with Jeff Richards, managing partner at Notable Capital, to discuss the exciting landscape of tech investment. They cover a range of topics from the growth and rotation in tech markets, notable trends in private and public tech companies, to the challenges and opportunities in the IPO market. Jeff highlights the rapid adoption of AI across various industries, the significant impact of private tech companies, and the potential for major tech IPOs in the coming years. The conversation also touches on financial market dynamics, the implications of government debt, and the future of tech innovation and investment. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Shanghai Biren Technology dispara em estreia na bolsa de Hong Kong, Baidu sobe após unidade de chips de IA protocolar pedido de IPO confidencialmente, e DeepSeek publica artigo descrevendo abordagem mais eficiente para desenvolvimento de IA.

Tu and Lei close out 2025 with a sweeping, on-the-ground review of the most consequential year yet for China's EV, AV, and mobility ecosystem — and why its ripple effects are now impossible for the rest of the world to ignore.  From CES to Shanghai, Munich, and New York, the hosts reflect on firsthand experiences that defined the year: China's EV export surge, the maturation of robotaxis, the cooling of the domestic price war, and the emergence of clear winners — and vulnerabilities — among Chinese and global automakers.They break down why BYD became a true global volume force, how XPeng, Geely, and Zeekr gained momentum, why NIO's long game is finally paying off, and what the rise of autonomous mobility outside China (Waymo, Baidu, WeRide, Pony.ai) means heading into 2026.The episode also revisits major inflection points: • Chinese EV exports flooding Europe, Latin America, Russia, and the UK • The beginning of an exported price war • Robotaxis moving from pilots to real commercial expansion • Why average vehicle prices topping $50,000 in the U.S. is unsustainable • How geopolitics, tariffs, and supply chains reshaped strategy • Why 2026 could be the year autonomy truly breaks throughCandid, data-driven, and reflective — this episode connects the dots on how 2025 reshaped the global auto industry and sets the stage for what comes next.⸻

En el Radar Empresarial de hoy ponemos el foco en la interrupción del servicio de robotaxis de Waymo en San Francisco y en las consecuencias que este episodio puede tener para el futuro de los taxis autónomos. El 20 de diciembre la ciudad californiana sufrió un apagón de gran magnitud que afectó a miles de usuarios. Entre sus efectos más visibles estuvo la detención de la flota autónoma de Alphabet, lo que generó atascos y problemas en varios barrios. La caída del suministro eléctrico dejó fuera de servicio los semáforos y provocó que muchos vehículos quedaran inmovilizados en cruces clave. Esta situación despertó inquietud entre autoridades y reguladores, que han reclamado mayores controles y garantías de seguridad. Desde Waymo señalan que los coches están supervisados por equipos humanos, aunque admiten que el apagón disparó la demanda de viajes y terminó saturando el sistema tecnológico, reavivando el debate público sobre la fiabilidad de la conducción autónoma en entornos urbanos. El incidente también ha devuelto al centro del debate la desconfianza hacia un servicio que ya arrastraba antecedentes. Hasta el mes de mayo, la Dirección Nacional de Tráfico de Estados Unidos había contabilizado 22 incidentes vinculados a Waymo, incluidos episodios en los que sus taxis se vieron implicados por error en actuaciones policiales. El reto ahora para Alphabet es demostrar que su tecnología puede operar de forma segura y predecible frente a escenarios complejos del tráfico urbano moderno actual. En este contexto competitivo, Waymo tampoco puede perder de vista a sus rivales. Uber prepara su propia flota de robotaxis para finales de 2026 y planea probarla primero en San Francisco, además de impulsar un piloto en Londres junto a Baidu. Mientras tanto, Tesla avanza con fuerza apoyada en la inteligencia artificial. Según Morgan Stanley, podría tener mil robotaxis operativos en 2026 y alcanzar el millón en 2035, reforzando el optimismo del mercado sobre su estrategia futura global.

This Week In Startups is made possible by:Caldera + Lab - http://calderalab.com/TWISTCrusoe Cloud - https://crusoe.ai/buildUber - http://uber.com/twistToday's show: Why did a power outage in the Bay Area cause Waymos to pile up on city streets?Jason was actually in San Francisco to take in the spectacle of Waymos blocking traffic. But why did this happen? And can we look forward to a day when automated cars are more graceful and coordinated than ballet dancers performing “Swan Lake”? We're asking the tough (and also culturally erudite) questions!PLUS self-driving cars are coming to London, Coinbase's buying spree continues, another entrant in our nearly-complete Gamma Pitch Deck Competition, AND why Jason predicts that Google is going to buy UBER!You won't want to miss this holiday TWiST!Timestamps:(00:00) It's a holiday TWiST! Jason's calling in from vacay in Lake Tahoe.(03:11) Jason was in SF for the great Waymo power outage!(06:06) Why Jason says one day Waymos will be better coordinated than dancers in “Swan Lake”(07:33) We predicted Starlink coming to every Tesla nearly 3 years ago!(09:05) Caldera + Lab: Whether you're starting fresh or upgrading your routine, Caldera Lab makes skincare simple and effective. Head to http://calderalab.com/TWIST and use TWIST at checkout for 20% off your first order.(11:29) Jason calls what Tesla's Optimus team is planning “otherworldly”(14:39) Why Jason thinks we're all going to live in an “Opt-In Truman Show” someday soon(18:52) Baidu, Lyft, and Uber bring self-driving cars to London… they don't have them already?!(20:49) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.(24:02) When do we get to 50% of all rides being done by autonomous vehicles… and how many robotaxis will that take?(27:50) Why Jason thinks Google is going to buy… UBER?!(31:12) Uber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/twist(32:30) Will it eventually come down to which car can drive a mile for the cheapest?(35:08) Coinbase picks up The Clearing Company, which makes frameworks for prediction markets(39:50) How much did the biggest AI models improve this year?(44:09) Who's going to actually buy Warner Bros? We're checking the Polymarket.(47:06) GAMMA PITCH w/ Jonathan Sherman of Lumix Ads(51:00) Why Jason says Jonathan's pitch is a 9.5 out of 10(52:50) What Jason looks for in a founder: “a big audacious vision”(54:18) How Lumix (safely) collects users' “mobile ad ID” on the go to identify themSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(09:05) Caldera + Lab: Whether you're starting fresh or upgrading your routine, Caldera Lab makes skincare simple and effective. Head to http://calderalab.com/TWIST and use TWIST at checkout for 20% off your first order.(20:49) Crusoe Cloud: Crusoe is the AI factory company. Reliable infrastructure and expert support. Visit https://crusoe.ai/build to reserve your capacity for the latest GPUs today.(31:12) Uber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/twist

 In this episode of The Negotiation Podcast, host Todd Embley is joined by Richard Kimber, an Australian and Hong Kong–admitted lawyer who has helped more than 400 companies enter and operate in the Chinese market.Richard brings decades of experience advising international businesses across sectors, including agribusiness, manufacturing, healthcare, technology, sports, and education. His work spans China market entry, international trade, strategic alliances and joint ventures, IP licensing, and compliance—making him a trusted advisor for brands navigating the complexities of doing business in China.The conversation focuses on the realities of manufacturing and sourcing in China today: what has changed, what remains misunderstood, and how brands can protect themselves while still capturing the advantages of China's manufacturing ecosystem.Discussion PointsRichard's personal journey into China and how his legal career evolved alongside China's opening and globalizationThe types of companies and industries he most commonly supports todayThe most common challenges foreign brands face when manufacturing or sourcing in China—and how

Larry Ellison unterschreibt eine 40-Milliarden-Bürgschaft, damit sein Sohn David Warner Bros. für 108 Milliarden übernehmen kann – inklusive CNN. Der TikTok-Deal nimmt Form an: ByteDance macht 50 Milliarden Dollar Gewinn, verkauft aber das US-Geschäft für nur 14 Milliarden an Oracle und Abu Dhabi. Uber und Lyft starten in London mit selbstfahrenden Autos von Baidu. Ein Blackout in San Francisco legt Waymo-Autos lahm. Google verklagt eine Scraping-Firma. RAM- und SSD-Preise explodieren wegen des KI-Booms. Der Spiegel berichtet über mysteriöse Verbindungen zwischen Jens Spahns Luxusvilla und Christian Angermayers Family Office. Trump kündigt "Patriot Games" für 2026 an. Ein Tesla-Roboter verteilt Popcorn auf dem Berliner Weihnachtsmarkt. Coinbase kauft The Clearing Company für Prediction Markets. Ein Satellit entdeckt eine Bitcoin-Mine, die ein halbes Kernkraftwerk verheizt. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:02:10) Warner Bros Deal: Ellison bürgt mit 40 Mrd. (00:05:30) TikTok-Deal: 14 Mrd. für ByteDance US (00:10:08) Uber & Lyft starten Robotaxis in London (00:14:44) Autonome Autos und Stadtplanung (00:17:57) Waymo Blackout in San Francisco (00:19:55) Google verklagt SerpApi (00:29:27) Google kauft Intersect für 7 Gigawatt (00:35:52) Solar als Big-Tech-Übernahmeziel (00:38:47) Smart Meter & Stromverbrauch zu Hause (00:39:35) Speicherpreise explodieren wegen KI (00:43:10) Spahn-Villa: Spiegel über Angermayer-Connection (00:53:15) Platform Group (00:54:45) Trump plant "Patriot Games" 2026 (00:58:08) Tesla Roboter auf Berliner Weihnachtsmarkt (00:59:30) Coinbase kauft Prediction-Markets-Firma (01:00:15) Bitcoin-Mine per Satellit entdeckt (01:02:30) Strom aus Erdrotation Shownotes Paramount Larry Ellison - cnbc.com TikTok-Eigentümer ByteDance erwartet 2025 $50 Milliarden Gewinn. - bloomberg.com Uber und Baidu starten Robotaxi-Tests in Großbritannien - bloomberg.com Google verklagt Web-Scraper für massenhaften Suchergebnis-Diebstahl - theverge.com Browser-Erweiterungen sammeln KI-Konversationen - arstechnica.com Alphabet kauft Rechenzentrumspartner Intersect für 4,75 Milliarden - bloomberg.com Chipmangel treibt PC-Preise hoch, Verkäufe sinken um 70% - daily-sun.com Jens Spahn und seine Villa am Attersee: Neues Dokument zur Angermayer-Verbindung - spiegel.de Dominik Benner: Neuer juristischer Ärger im The-Platform-Group-Reich - manager-magazin.de Donald Trump Patriot Games - time.com Tesla robot Optimus - bz-berlin.de Coinbase übernimmt Vorhersagemarkt-Startup The Clearing Company - theblock.co Satelliten enthüllen Hitzeleck im größten US-Kryptomining-Zentrum - space.com Energiegewinnung aus Erdrotation - indiandefencereview.com

Ce vendredi 19 décembre 2025, Hervé Goulletquer, conseiller économique senior chez Accuracy, Sebastien Lalevee, directeur général de Montpensier Arbevel, Stéphanie Maugey, gérante de portefeuilles à la Financière d'Uzès, et Denis Ferrand, directeur général

In Part 2 of our conversation with Professor Lizhi Liu, we shift from the origins of China's e-commerce boom to the competitive dynamics shaping its present—and its future.Lizhi breaks down how major platforms like Taobao/Tmall, JD, and Pinduoduo have shaped institutional innovation through intense competition, and what their strategies reveal about China's digital governance model. We discuss the globalization of Chinese platforms, the role of mega-shopping festivals like Singles' Day, and the evolution of social commerce as short-video platforms transform product discovery and purchasing behavior.We also explore how China's digital ecosystem may evolve over the next decade—and the one key lesson Lizhi hopes global audiences take away from her book.Listeners interested in cross-border commerce, platform governance, or the future of China's digital market will find this second installment packed with insights.Discussion Points (Part 2):How platform competition among Alibaba, JD, and Pinduoduo shaped China's e-commerce institutionsChina's growing presence in global e-commerce and the rise of cross-border sellersSingles' Day as a political-economic phenomenon, and whether these mega-festivals still matterThe evolution and significance of social commerce in ChinaPredictions for the next stage of China's e-commerce developmentThe key takeaway Lizhi hopes readers remember from From Click to Boom

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Mega-Deal von Netflix, ein Allzeithoch bei Ulta Beauty und eine Kündigungswelle bei der UBS. Außerdem geht es um Warner Bros. Discovery, Adobe, Micron Technology, Netflix, Baidu, Moore Threads, Ulta Beauty, Douglas Holding, iShares Core MSCI World (WKN: A0RPWH), Global X Super Dividend ETF (WKN: A3DEKS), Global X European SuperDividend (WKN: A40QH7) Orlen, Aker BP, Conduit Holdings und Pennon Group. https://www.welt.de/wirtschaft/plus692b6432323f41891e564a72/geld-mit-diesen-aktien-und-etfs-erfuellen-sie-sich-den-traum-von-der-dividenden-rente.html Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

S&P futures are up +0.2% and pointing to a slightly higher open today. Asian equities ended mixed on Friday. Japan's Nikkei gave up half of Thursday's strong gains, South Korea's Kospi led regional gains, and China markets posted modest increases. European markets are trending higher, with major benchmarks all advancing and the German DAX leading. Companies Mentioned: Netflix, Warner Brothers Discovery, ITT Inc, Baidu

In this first installment of our two-part conversation with Professor Lizhi Liu, Todd sits down with one of the leading scholars shaping global understanding of China's digital economy. Lizhi's award-winning book, From Click to Boom, explores how political institutions and digital platforms co-evolved to fuel the world's most sophisticated e-commerce ecosystem.In this episode, Lizhi walks us through her academic journey, what sparked her interest in the political economy of tech, and the research that shaped her landmark book. She explains the scale and speed of China's e-commerce boom, the institutional innovations that enabled it—from digital payments to logistics networks—and the profound social transformations that followed. We also take a deep dive into the rise of “Taobao Villages,” exploring how rural communities leveraged online commerce to reshape livelihoods and migration patterns.Listeners will come away with a deeper understanding of how China built the most advanced e-commerce market in the world—and why similar growth hasn't taken place in Western economies.Discussion Points (Part 1):Lizhi's academic background and path into studying the political economy of Chinese techWhat led to the research behind From Click to BoomThe global scale of China's e-commerce market and how it compares to the WestFoundational institutions that unlocked China's e-commerce growth: payments, logistics, governance mechanismsBroader social and economic impacts of digital commerce, including rural revitalizationThe rise and significance of Taobao Villages

S&P futures are trending slightly higher following the Thanksgiving holiday. We note that the U.S. markets will close early today at 1 PM Eastern Time. Asian markets ended mixed in quiet trading on Friday. Nikkei edged higher, while the Hang Seng closed marginally lower. Mainland China saw modest gains, and South Korea's Kospi fell sharply due to weakness in chip stocks. European markets are flat to mixed, following firmer levels on Thursday. Companies Mentioned: Jefferies Financial, Getty Images, Baidu

Our 225th episode with a summary and discussion of last week's big AI news!Recorded on 11/16/2025Hosted by Andrey Kurenkov and co-hosted by Michelle LeeFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:New AI model releases include GPT-5.1 from OpenAI and Ernie 5.0 from Baidu, each with updated features and capabilities.Self-driving technology advancements from Baidu's Apollo Go and Pony AI's IPO highlight significant progress in the automotive sector.Startup funding updates include Incept taking $50M for diffusion models, while Cursor and Gamma secure significant valuations for coding and presentation tools respectively.AI-generated content is gaining traction with songs topping charts and new marketplaces for AI-generated voices, indicating evolving trends in synthetic media.Timestamps:(00:01:19) News PreviewTools & Apps(00:02:13) OpenAI says the brand-new GPT-5.1 is ‘warmer' and has more ‘personality' options | The Verge(00:04:51) Baidu Unveils ERNIE 5.0 and a Series of AI Applications at Baidu World 2025, Ramps Up Global Push(00:07:00) ByteDance's Volcano Engine debuts coding agent at $1.3 promo price(00:08:04) Google will let users call stores, browse products, and check out using AI | The Verge(00:10:41) Fei-Fei Li's World Labs speeds up the world model race with Marble, its first commercial product | TechCrunch(00:13:30) OpenAI says it's fixed ChatGPT's em dash problem | TechCrunchApplications & Business(00:16:01) Anthropic announces $50 billion data center plan | TechCrunch(00:18:06) Baidu teases next-gen AI training, inference accelerators • The Register(00:20:50) Meta chief AI scientist Yann LeCun plans to exit and launch own start-up(00:24:41) Amazon Demands Perplexity Stop AI Tool From Making Purchases - Bloomberg(00:27:32) AI PowerPoint-killer Gamma hits $2.1B valuation, $100M ARR, founder says | TechCrunch(00:29:33) Inception raises $50 million to build diffusion models for code and text | TechCrunch(00:31:14) Coding assistant Cursor raises $2.3B 5 months after its previous round | TechCrunch(00:33:56) China's Baidu says it's running 250,000 robotaxi rides a week — same as Alphabet's Waymo(00:35:26) Driverless Tech Firm Pony AI Raises $863 Million in HK ListingProjects & Open Source(00:36:30) Moonshot's Kimi K2 Thinking emerges as leading open source AIResearch & Advancements(00:39:22) [2510.26787] Remote Labor Index: Measuring AI Automation of Remote Work(00:45:21) OpenAI Researchers Train Weight Sparse Transformers to Expose Interpretable Circuits - MarkTechPost(00:49:34) Kimi Linear: An Expressive, Efficient Attention Architecture(00:53:33) Watch Google DeepMind's new AI agent learn to play video games | The Verge(00:57:34) arXiv Changes Rules After Getting Spammed With AI-Generated 'Research' PapersPolicy & Safety(00:59:35) Stability AI largely wins UK court battle against Getty Images over copyright and trademark | AP News(01:01:48) Court rules that OpenAI violated German copyright law; orders it to pay damages | TechCrunch(01:03:48) Microsoft's $15.2B UAE investment turns Gulf State into test case for US AI diplomacy | TechCrunchSynthetic Media & Art(01:06:39) An AI-Generated Country Song Is Topping A Billboard Chart, And That Should Infuriate Us All | Whiskey Riff(01:10:59) Xania Monet is the first AI-powered artist to debut on a Billboard airplay chart, but she likely won't be the last | CNN(01:13:34) ElevenLabs' new AI marketplace lets brands use famous voices for ads | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Chinese stocks are back in the headlines, and we're putting them on trial. Motley Fool Money flips the script as Jason Hall steps into the host chair to referee a fast-paced bull/bear debate between longtime China investor Emily Flippen and resident skeptic Toby Bordelon. On today's show, Emily, Jason, and Toby: - Go head-to-head on PDD Holdings - Debate whether Baidu can self-drive its future - Do a speed round between Weibo and iQiYi - deep value or value traps? Companies discussed: BIDU, PDD, WB, IQ Host: Emily Flippen, Jason Hall, Toby Bordelon Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices