Robin Li, Chairman and CEO of BIDU-SW (09888.HK) +1.700 (+1.344%) Short selling $263.28M; Ratio 24.338% , stated that AI applications have always been a strategic priority for the company. Baidu has built a comprehensive product portfolio around real user needs and application scenarios, including both AI-native products and AI upgrades to existing offerings, covering individual users, enterprises and various industry verticals.Within this product matrix, several directions are particularly important, including the core search business, digital human services, the "Miaoda" programming product, and the "Famou" AI agent platform. Among these four areas, the core search business is clearly more aligned with an advertising-based commercial model, while the latter three are more inclined toward subscription-based, usage-based or token-based billing models.Related News G Sachs: BIDU-SW (09888.HK) AI Cloud Biz Remains Strong, AI Biz to Exceed 50% of Revenue by End-2026Regarding commercialization, he said the global industry remains at a very early stage, with business models still evolving. At present, token-based billing is the more common approach. However, over time, AI applications and AI agents will be able to accomplish increasingly complex real-world tasks, approaching or even resembling human-level work capabilities.Therefore, he believed future business models will become more diversified and increasingly result-oriented. Users will pay for productivity improvements, time savings, better experiences and tangible outcomes. Ultimately, he expected users to pay directly for AI agents or AI applications themselves, and the market size for this segment will be far greater than that of a market solely based on token billing. (HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-22 16:25.)
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