Sou Hu Cai Jing·2025-04-27 06:28Core Insights - Baidu's founder, Li Yanhong, emphasized that DeepSeek is not a panacea and highlighted its current limitations, particularly in processing multimedia content [2][3] - DeepSeek achieved significant success by becoming the fastest application to surpass 30 million daily active users and topping the App Store charts in multiple regions, including the US [2] - The AI industry is witnessing a trend towards multimodal models, which are expected to become standard in future foundational models [6] Industry Overview - The training costs for mainstream large models in China typically range from tens of millions to hundreds of millions of dollars, with major players like Baidu, Alibaba, and Tencent investing over $200 million [4] - Startups like Kimi and DeepSeek have managed to reduce training costs to between $30 million and $60 million through technological optimizations [4] - Revenue from multimodal large models in China is concentrated among leading companies, with Alibaba Cloud generating over 110 billion yuan, accounting for about 15% of its group revenue [5] Application Insights - Li Yanhong stressed the importance of applications over models and chips, asserting that the true value lies in the applications that utilize these technologies [6] - Despite DeepSeek's shortcomings, the focus remains on finding the right scenarios and models to create lasting applications [6]