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Robin Li

Co-Founder & CEO, Baidu

Search every verified Robin Li interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Robin Li, co-founder and CEO of Baidu, spoke on the company’s Q2 2026 earnings call, reporting that Baidu Core’s AI-powered business accounted for half of total revenue, with AI cloud infrastructure revenue growing 50% year-over-year and GPU cloud revenue nearly quadrupling. He stated that foundation models remain in rapid evolution and discussed Baidu’s approach to competitive positioning for its Ernie model, including recent additions to its foundation model team. Li also addressed the company’s Apollo Go robotaxi operations, noting fully driverless commercial service in Dubai, testing with partners in London, and the first fully driverless testing in a right-hand drive market in Hong Kong. He said Apollo Go achieved unit economics break-even in a low-fare market and expressed confidence in replicating that in overseas markets with higher ride prices, citing the international market outside the U.S. and China as a substantial opportunity.

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