On October 31, Baidu's official microblog released a poster of the keynote speech of Robin Lee, the founder of Baidu, showing that on November 12, Baidu World 2024, he will deliver a one hour keynote speech. The copy on the background of the poster comes from the AI industry viewpoint mentioned by Robin Lee in his recent speech, or indicates the latest content and application release he will bring at this year's Baidu World Conference.
The speech poster not only contains Robin Lee's views on natural language, agent, search and other application layers, but also covers his judgments on many trends in the AI industry. For example, in the recent interview with Harvard Business Review, it was mentioned that "the AI foam is inevitable, but 1% of AI enterprises stand out and create great value". At the World Conference on Artificial Intelligence, it was mentioned that "in the AI era, the application of 'super capable' is more important than the 'super application' of DAU only", and it was emphasized in the recent speech that "the pessimist is always right, but the optimist creates the future".
Prediction 1: Robin Lee will bring the latest judgment of AI big model development trend
In a recent conversation with Adi Ignatius, editor in chief of Harvard Business Review, Robin Lee mentioned that the most significant change in the field of big models in the past 18 to 20 months is the accuracy of answering questions. In another interview, when asked whether there are still barriers between the capabilities of big models, Robin Lee said that the gap between model capabilities is multidimensional. In addition to basic capabilities, there is also a gap in the cost dimension. At Baidu's most important annual conference this time, Robin Lee may bring new judgment on the development trend of big models.
Prediction 2: Robin Lee will share the latest judgment on AI applications
At the ERNIE Bot press conference last March, Robin Lee pointed out that the greatest value of the big model is in the application. "In the era of the big model, the real biggest opportunity is not in the basic service, nor in the industry service, but in the application.". When various types of large models emerged in China, Robin Lee further said that "the volume model is meaningless, and the volume application opportunity is greater". When the whole industry was looking forward to the emergence of SuperAPP, Robin Lee gave his own judgment. He believes that "super capable" applications are more important than "super applications" that only look at DAU. Therefore, in Baidu World 2024, Robin Lee is likely to give his new answer to the direction of AI application landing.
Prediction 3: The latest release or significant upgrade of AI development tools?
Since the beginning of the year, Robin Lee has been emphasizing that everyone will have the ability to be a programmer in the future. At the Create 2024 Baidu AI Developer Conference in April this year, he released three "out of the box" AI development tools that can help developers provide development efficiency with low or even zero barriers to entry. Robin Lee pointed out that "AI is starting a creative revolution. Developing applications in the future is as simple as taking a short video. Everyone is a developer and everyone is a creator."
Subsequently, in June of this year, Baidu officially announced that the Chinese name of its intelligent code assistant Baidu Comate would be "Wenxin Kuai Code". It is reported that among the tens of thousands of engineers within Baidu, 80% have started using Wenxin Kuai Code, with a code adoption rate of up to 44%. From this perspective, in the Baidu world, Robin Lee may announce the latest upgrade of Wenxin Express Code, and may also release other AI development tools related to natural languages.
Prediction 4: Intelligent agents may become the focus of speeches
Robin Lee mentioned agent many times on different occasions this year. In his opinion, agent is the most promising development direction of AI applications. In his latest external speech, Robin Lee pointed out that the threshold of agents is low enough, but the ceiling is high enough, and millions of agents will appear in the future, forming a huge ecosystem.
Correspondingly, Baidu has also built a thriving ecosystem of intelligent agents. Currently, Baidu Search has become the largest distribution portal for intelligent agents, with over 10 million daily distributions. It can be inferred that Robin Lee will probably focus on agents, and there may be new applications, development tools and other new releases.
Prediction 5: Baidu may release a new AI application
The theme of Baidu World 2024 is "Applications are Coming", and applications will definitely be a highlight. In Baidu World last year, Robin Lee brought more than 10 AI applications after AI reconstruction. After one year's accumulation, Robin Lee may announce the latest progress of AI reconstruction search, library, map and other applications again at this conference.
Firstly, as an important business segment of Baidu, according to Baidu's 2024 Q2 financial report conference call, 18% of the results are currently generated by AI, indicating a significant AI effect. And in September this year, Baidu officially announced that ERNIE Bot APP will be upgraded to Wenxiaoyan, positioning itself as a new search intelligent assistant; After reconstruction, Baidu Wenku is now a one-stop intelligent content production platform, with a cumulative AI user base of over 180 million. Robin Lee may announce Baidu's new trends in search, content production and other fields to the outside world.