ERNIE Bot Cloud Service will be launched next Monday Why does Baidu grab the first launch?

2023-03-21

On March 16, the day after OpenAI released GPT4, Robin Lee appeared with ERNIE Bot and announced the open invitation test. The next day, after updating OpenAI to GPT-4, Microsoft announced that it would be embedded in Office, once again providing a new landing scenario for GPT technology. ERNIE Bot is inevitably compared with GPT4. At the press conference of ERNIE Bot, Robin Lee not only emphasized the huge demand of ERNIE Bot's customers and Baidu itself, but also kept lowering his stature, admitting that Baidu was not "completely ready", and also said that the threshold for benchmarking ChatGPT, even GPT-4, was very high. The sentiment in the market is somewhat complex. On March 16th, in parallel with the press conference, Baidu Group's stock price collapsed in the afternoon, dropping more than 9%. However, on the 17th, Baidu Group's stock price opened higher and closed up 13.67%. Behind the stock price shock, some investors' comments on ERNIE Bot's current ability and recognition of its track are included. "All in Artificial Intelligence" is a new battleground for Baidu to bet on after its search traffic peaked, but it has never seen influential products come out and become a new performance growth point. For Baidu, the upsurge triggered by ChatGPT like technology is more like an answer sheet that its big model technology has to hand over. Baidu expects ERNIE Bot to revitalize its mobile ecosystem, open new traffic portals, and help Baidu recover lost ground. Baidu's investors are also looking forward to it. On March 20, Baidu officially announced that it would hold a new product launch conference at its headquarters in Beijing on March 27 (next Monday) to release ERNIE Bot cloud services and application products. "Imperfect" and "in need" stand in front of the stage again for ERNIE Bot. This time, Robin (Robin Lee) seems a little unsure. "It can't be said that we are completely ready. The threshold for ERNIE Bot to benchmark ChatGPT, or even GPT-4 is very high." Robin Lee acknowledged the gap between ERNIE Bot and ChatGPT, and still launched under the gap, because "there is demand in the market". In Robin Lee's view, it is demand that has driven the launch of ERNIE Bot. "Many of Baidu's products, from search to intelligent cloud, to automatic driving, to small degree, are in need of everyone. More importantly, our customers' needs and partners' needs." He believes that once there is real human feedback, ERNIE Bot will make rapid progress. Since Baidu officially announced ERNIE Bot in February, more than 650 enterprises have announced to join ERNIE Bot Ecology in more than a month. In addition, according to Baidu data, less than an hour after ERNIE Bot opened the invitation test on March 16, more than 30000 enterprises applied. As of 21:00 on March 16, more than 65000 enterprises had applied for ERNIE Bot API call service test. The industry is looking forward to its own language model, as well as the birth of localized ChatGPT. Baidu wants to stride into this demand area, but it seems a bit "unsure". In this press conference, in addition to repeatedly emphasizing the market's demand for ERNIE Bot, Robin Lee also

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