Core Viewpoint - The article discusses the significant changes in Baidu's search engine, marking it as the largest revision in a decade, emphasizing the integration of AI technologies into search functionalities and the potential implications for investment and AI entrepreneurship [2][3]. Group 1: Changes in Search Engine - Baidu has established itself as synonymous with "search" in the Chinese market, achieving daily search volumes in the billions [2]. - The traditional search engine business model heavily relied on online marketing services, particularly advertising revenue, which accounted for over half of its income [3][4]. - The advent of AI transforms search capabilities, allowing for more natural language processing and user intent understanding, moving beyond simple keyword matching [5][8]. Group 2: New Features and Capabilities - The updated search interface allows for longer, more conversational queries, accommodating a wider range of user inputs [10]. - Multi-modal input methods have been introduced, including voice search and image recognition, enhancing user interaction [15][19]. - Baidu's AI search now generates results that include text, images, and videos, with a focus on providing credible sources for the information presented [23][26]. Group 3: Ecosystem and Collaboration - The introduction of the MCP (Model Capability Protocol) facilitates collaboration between various AI applications, positioning Baidu as a leader in integrating AI capabilities across platforms [26]. - Baidu's search platform has integrated with 18,000 MCPs and over 220 AI applications, creating a diverse and open ecosystem [26]. Group 4: Video Generation and AI Creativity - Baidu has launched the MuseSteamer video generation model, which has gained recognition for its performance in generating high-quality videos from images [31]. - The model supports the creation of videos with sound, enhancing the creative possibilities for content creators [31]. Group 5: Future Implications - The changes in Baidu's search engine represent a significant shift towards a more integrated AI ecosystem, with the potential to redefine user experience and engagement [33]. - The competition among major tech companies to dominate the AI landscape is intensifying, presenting both opportunities and challenges for investors and entrepreneurs [32][33].

Core Viewpoint - Baidu has upgraded its search box to an "intelligent box," marking a significant transformation in its search capabilities, integrating AI technologies to enhance user experience and broaden the scope of search functionalities [1][3][21]. Group 1: Upgrade Details - The new intelligent box architecture consists of three layers: the bottom layer (LLM + video generation model), the middle layer (MCP + agent tools + real human services), and the upper layer (intelligent box + Baikan + upgraded AI assistant) [1][5]. - The intelligent box supports over a thousand characters of text input and enhances capabilities for photo, voice, and video inputs, allowing direct access to AI writing and drawing tools [6][9]. - The search results page, now called "Baikan," has been upgraded to support mixed media outputs, including text, images, and videos, and integrates intelligent agents and real human services [6][9]. Group 2: User Experience and Functionality - The new search box is designed to handle more complex and ambiguous user queries, moving from a traditional search engine to an AI ecosystem that can provide structured answers based on user intent [9][21]. - Baidu's intelligent camera can interpret user needs without text input, providing structured content answers based on images, which is particularly useful for travel guides and troubleshooting [9][10]. - The platform now supports multiple dialects, including Cantonese and Sichuan dialects, enhancing its ability to understand user intent and save typing time [10]. Group 3: Competitive Landscape - The rise of AI-native applications is evident, with a projected 240 million monthly active users by February 2025, yet no app has achieved over 100 million daily active users [13]. - Baidu's app has reached 724 million monthly active users as of Q1 2025, positioning it as a significant player in the AI ecosystem [13][14]. - The company has a strong technical foundation, having launched foundational large models early and maintaining frequent iterations, which supports its competitive edge in the AI space [14][22]. Group 4: Ecosystem and Future Outlook - Baidu's MCP (Model-Cloud-Platform) ecosystem has over 18,000 entries covering various sectors, enhancing its content output capabilities [17]. - The company aims to bridge the gap between large models and everyday users, facilitating the practical application of AI technologies in real-world scenarios [15][21]. - The transformation of Baidu's search capabilities reflects a broader industry trend towards integrating AI into everyday life, with both Baidu and Google embracing AI to enhance user experience and efficiency [19][20].

从搜索框、搜索结果页到搜索生态全面革新。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 7月2日，在百度AI Day开放日上，百度搜索宣布进行十年来最大改版，从搜索 框、搜索结果页到搜索生态全面革新。 百度搜索框升级为「智能框」，支持超千字的文本输入，拍照、语音、视频等能力也全面加强，支持 直接调取 AI写作、AI作图等工具。 用 AI重塑搜索结果页的「 百看」功能升级，不仅支持图文、音 视频混合输出内容，还接入智能体、真人服务等能力。「 AI助手」加入视频通话，提升多模态输 入、富媒体输出、一站式工作台及深度搜索能力。智能创作能力升级，一句话即可生成三分钟创意视 频，支持分镜编辑，自定义画面内容。截至目前，百度搜索开放平台已接入1.8万+优质MCP，成为 国内最大的AI生态。 某种程度上而言，百度搜索的自我变革，一方面是在 通过一系列新产品、新功能的重构 来持续扩大 能力边界 ，另一方面则是在重新定义 "搜索的价值"。毕竟，未来的 AI 搜索不再是简单的广告模 式，取而代之的将是更加协同的商业价值与变现方式。 依托底层能力持续迭代进化 从通 ...

Group 1 - Wuhan Century Baijie Network Technology Co., Ltd. announced plans to initiate a liquidation process due to the loss of revenue sources following changes in Baidu's channel model and the termination of business cooperation [2][3] - The company expressed that despite efforts to find new business directions, it was unable to secure a sustainable path for continued operations [3][4] - All employees will receive their salaries until June 30, 2025, as part of the company's commitment to ensure their rights are protected during the transition [3][4] Group 2 - Employees are encouraged to seek new job opportunities, with the company providing free access to office resources until December 31, 2026 [4] - The labor relationships will be legally terminated as the liquidation process progresses, with the company ensuring compliance with legal regulations [4][5] - A plan for employee placement will be developed within 90 days, with the company committed to maintaining fair and reasonable treatment of all employees [5] Group 3 - In Shenzhen, the market supervision administration has prohibited the sale of non-3C certified chargers in the Huaqiangbei market, leading to compliance from local vendors [6] - Xiaomi is urgently recruiting for its second-phase factory to meet the production demands for the YU7 model, which has seen significant order backlogs [8] - Tencent responded to privacy concerns regarding its new AI search feature in WeChat, clarifying that it only integrates publicly available information and does not access user privacy [9]

Core Viewpoint - The article discusses Baidu's significant overhaul of its search business, marking the largest change in a decade, in response to the evolving landscape of information retrieval and competition from AI-driven search platforms [1]. Group 1: Changes in Search Functionality - Baidu's latest update features a larger "smart box" for search, allowing for over a thousand characters of input and file uploads, integrating AI writing and image generation capabilities [2]. - The new search engine aims to provide deeper task fulfillment, personalized results, and richer content forms, moving beyond traditional search to include functionalities like direct reservations and enhanced multimedia content [2][3]. Group 2: Market Competition and Strategy - Baidu faces competition from various AI search players, including Alibaba's Quark and others, as user behavior shifts towards content platforms like Douyin and Xiaohongshu [1]. - The company emphasizes a "comparative advantage strategy," focusing on excelling in essential user needs while maintaining an open ecosystem to build competitive barriers [4]. Group 3: Impact on Advertising and Monetization - The transition from providing links to delivering answers and content will significantly affect traditional advertising models, necessitating a balance between user experience and ad presentation [3]. - Current AI search commercialization lacks a mature path, with potential models including data-driven product recommendations and subscription services similar to Perplexity [3].

Core Viewpoint - The search landscape is undergoing a profound transformation, moving beyond traditional search engines to a more diversified ecosystem driven by content and algorithms, with users increasingly seeking solutions in various applications rather than just simple search results [1][3][17]. Group 1: Evolution of Search Behavior - Users are expanding their search behaviors beyond traditional search engines, utilizing platforms like WeChat, Douyin, and Xiaohongshu for information retrieval, leading to a fragmentation of search actions [1][3]. - The traditional search engine's dominance is being challenged as new players create self-sufficient search environments, forcing established giants like Baidu to adapt [3][4]. Group 2: New Competitive Landscape - The essence of competition in the new search era has shifted from basic information retrieval to the quality and uniqueness of content sources, as well as the ability to provide comprehensive solutions to user needs [4][5][6]. - User expectations have evolved from simply finding answers to seeking one-stop solutions for complex tasks, indicating a shift towards a more integrated search experience [5][6]. Group 3: AI's Role in Content Production - The emergence of AI has revolutionized content production, transforming it from a labor-intensive process to an on-demand capability, significantly enhancing the quality and speed of content generation [8][12]. - AI-driven models allow for real-time content creation based on user interactions, making users active participants in the content ecosystem [12][13]. Group 4: Baidu's Strategic Transformation - Baidu's recent overhaul of its search platform represents a significant strategic shift, leveraging AI to address content production and supply bottlenecks, aiming to position itself as the primary entry point for complex task solutions [15][16]. - The transformation emphasizes a move from traditional information retrieval to a comprehensive "intelligent task engine," enhancing user experience through end-to-end solutions [15][17]. Group 5: Future Implications - The competition in the search industry is rapidly evolving, with AI-driven capabilities redefining the boundaries of search, emphasizing the importance of content production and intelligent service delivery [17][18]. - Baidu's advancements signal a critical moment in reclaiming market leadership, marking the transition to a new era where intelligent task resolution and unlimited content supply are the core competitive advantages [17][18].

Core Insights - The article discusses the transformation of search engines, particularly focusing on Google's and Baidu's recent advancements in AI-driven search capabilities, marking a shift from traditional search methods to more interactive and intelligent systems [2][14][15] Group 1: AI Integration in Search - Google announced at its I/O conference that AI search can extend the length of queries to two to five times that of traditional searches, enabling complex data visualizations and enhanced user interactions [2][4] - Baidu introduced a new "smart box" for its search engine, which integrates various AI capabilities, including text input, voice, and video, enhancing user experience and interaction [5][6] - The upgraded Baidu search supports over a thousand characters of text input and includes features for AI writing and image generation, reflecting a significant evolution in search functionality [5][6] Group 2: Multi-modal Capabilities - Baidu's search results now include multi-modal outputs, termed "Bai Kan," which combines text, images, and videos to provide users with the most relevant information in an adaptable format [8][10] - The AI-generated camera feature allows users to search without text input, using images to understand user intent and deliver structured content, enhancing the search experience [8][9] Group 3: Market Position and User Engagement - Baidu's app has reached 724 million monthly active users as of Q1 2025, positioning it as a significant player in the AI application market [10][11] - The company has developed a robust ecosystem with over 18,000 MCP (Model-Cloud-Platform) services, enabling diverse applications across various sectors, including finance and e-commerce [12][13] Group 4: Competitive Landscape - The article highlights the competitive dynamics in the AI space, noting that while AI-native applications are growing, no app has yet achieved the status of a "super app" with over 100 million daily active users [10][11] - Both Google and Baidu are seen as leaders in integrating AI into their search functionalities, responding to evolving user needs and competitive pressures in the market [14][15]

Core Viewpoint - The phrase "forget about search" signifies that traditional search methods must evolve rather than dismissing their value, especially in the context of AI advancements [2]. Industry Changes - The launch of ChatGPT in 2022 raised alarms in the search industry, but significant changes did not occur immediately. It wasn't until July 2024 that OpenAI released SearchGPT, prompting Google to introduce AI Overviews in response. AI-native search platforms like Perplexity have reached a valuation of $14 billion, challenging traditional search logic [2]. - Users are increasingly turning to content platforms like Douyin and Xiaohongshu for information, moving away from traditional search engines. Baidu faces competition from new AI search players such as Alibaba's Quark, Mita, and 360 Nano Search [2]. Baidu's Search Redesign - Baidu's recent redesign features a larger "smart box" for searches, allowing for over a thousand characters and file uploads, integrating AI writing and image generation capabilities. However, these AI features are currently in a gradual testing phase [2]. - Baidu has accumulated over 100 million monthly active users, many of whom are accustomed to the old search format. The company recognizes that in the AI era, search must evolve from merely "finding" and "knowing" to "getting" and even "doing" [3]. AI Search Product Development - Current AI search products often only slightly modify traditional search methods. True AI search should deeply integrate AI models with search models, expanding search boundaries and enhancing task fulfillment, personalization, content diversity, and proactive creative support [3]. - For instance, when searching for a suitable café, the new engine may provide a comprehensive solution that includes navigation, rather than just a list of links. Additionally, AI features like photo restoration have moved beyond traditional search into the realm of content creation [3]. Commercialization of AI Search - There is currently no established path for the commercialization of AI search. Future models may involve data analysis to present products or services in a more user-friendly manner, balancing advertising with user experience. AI search could also offer intelligent enterprise search solutions and support for third-party developers [4]. - The shift from providing links to delivering answers and content will significantly impact traditional advertising models in search engines [3]. Baidu's Strategic Focus - Baidu aims to maintain a competitive edge by ensuring that essential user functions meet industry-leading standards, rather than trying to excel in all areas. The company plans to adopt an open ecosystem strategy, allowing quality third-party AI service providers access to its traffic [5].

Core Viewpoint - Baidu Search has undergone its largest revision in a decade, transforming its traditional search box into a smart box that supports over a thousand characters of text input and integrates AI writing and image generation tools, shifting from merely connecting information to solving problems [2][4]. Group 1: Product Features - The new smart box allows users to input long texts and upload files, significantly enhancing understanding capabilities and integrating AI writing and image generation functions [4]. - Users can now receive direct answers to complex queries, such as identifying a movie based on a vague description, showcasing the improved categorization and organization of search results [4]. - The upgraded AI assistant now includes video calling and supports multimodal input and multimedia output, allowing for the generation of videos from simple text prompts [4][5]. Group 2: Technological Integration - Baidu has integrated its self-developed video generation model, MuseSteamer, which supports the creation of high-quality videos from images, breaking traditional content generation processes [5]. - The MuseSteamer model family includes various versions, with the Turbo version already available for free public testing, while others will be released in August [5]. - Baidu's search platform has incorporated over 18,000 MCPs (Model Context Protocols), enhancing its ability to utilize large models effectively [4]. Group 3: Market Position and Strategy - Baidu's efforts in AI search are timely, as the company has been developing interactive search products since early 2023, indicating a proactive approach to market changes [5]. - The design and functionality of the new product reflect various considerations, including commercialization and business collaboration, highlighting Baidu's strategic focus in the competitive landscape [5].

Core Viewpoint - Baidu has undergone a significant transformation in its search engine, marking the largest overhaul in nearly a decade, aiming to redefine user experience and enhance functionality through AI integration [1][10][11]. Group 1: New Features and Functionalities - The new AI smart box replaces the traditional search bar, allowing for searches of over 1,000 characters and supporting file uploads in more than 10 common formats [13][14][15]. - The "Bai Kan" feature automatically analyzes and matches user needs, presenting the most relevant multimodal rich media content first [2][31]. - The AI-generated camera has evolved to automatically diagnose issues from images without requiring user input, enhancing user interaction [6][23][30]. Group 2: User Experience Enhancements - The search results interface has been revamped to prioritize the most useful and relevant content, eliminating the need for users to sift through multiple links [31][35]. - Users can now receive structured recommendations, such as categorized TV show suggestions with ratings, and detailed information about local coffee shops, including ratings and travel plans [42][45]. - The AI assistant has been upgraded to support various tasks, including writing code and generating videos, making it a versatile tool for users [8][50][56]. Group 3: Competitive Landscape - Baidu's transformation reflects a broader trend among major tech companies, including Google and Apple, which are also reshaping their search functionalities to remain competitive in the AI era [10][11][76]. - The shift in user expectations towards more intelligent and personalized search results is driving this transformation, as users seek more than just basic information retrieval [75][76]. Group 4: Technological Foundations - The overhaul is supported by the new Wenxin 4.5 series language models and video generation models, which enhance the capabilities of Baidu's AI tools [63][71]. - Baidu's strategy combines both open-source and self-developed technologies, positioning itself uniquely in the market by integrating leading industry models while advancing its proprietary technologies [72][73][74]. Group 5: Future Implications - This transformation signifies a shift from traditional search engine functionalities to a platform-oriented approach, where search engines will need to execute tasks and create content, not just retrieve information [76][77]. - The success of this radical change will not only impact Baidu's future but also influence the overall direction of the search industry [78].