Baidu was cruel to develop autonomous driving in the Lu Qi era, but it may be that Baidu’s appeal is not strong. It may be that it got up early and rushed to the late episode. Later, Lu Qi left, and the development of autonomous driving slowed down. Baidu launched an open platform and planned to be the Android of autonomous driving. It was just that automakers believed that autonomous driving was the core technology and core profit source of automakers, and there was no willingness to cooperate. And it’s still related to Baidu’s appeal. At the time, automakers held a wait-and-see mentality: if they could develop autonomous driving technology, they would not use Baidu’s technology. Unless you can’t develop it yourself, or if the technology is too difficult, you will consider investing in hot air outlets using other technologies, but it is not at that time, because the hot air outlets at that time were not in the area of automatic driving. The situation this year is that Baidu intends to build its own car. I think that if Baidu implements its own car one or two years ahead of schedule, it might succeed. Baidu, the company, actually has three major shortcomings: First, it wants to make quick money, especially for medical advertising bidding rankings. The second is too closed. In the era of the highest status ten years ago, some people jokingly said: “Baidu is all Baidu”. It is all Baidu’s own content, such as Tieba, Q&A, and encyclopedia. There is no benefit sharing mechanism for personal content creators. Originally, personal content platforms such as Douyin and Station B are actually the most suitable for Baidu to develop. However, Baidu does not intend to share benefits with personal content, waiting for Baidu to launch Baijia. By the time, it was too late and no appeal. If personal content creators cannot earn income on Baidu platforms such as Tieba, why should they contribute content to Baidu in vain? The third is to make easy money, but I didn’t figure out a truth: Competitors will not easily let go of their core interests and invest in Baidu’s arms. The most typical one is the acquisition of 91 Assistant. Baidu thinks that with 91 Assistant, it will be able to get through the mobile phone. The application store has become a money printing machine. You must know that the mobile phone housekeeper and mobile application store are the core profit sources of a mobile phone manufacturer. Even 360 can’t be used. Why should Baidu’s 91 assistant be installed on my mobile phone? In the desktop computer era, because desktop computers are mainly DIY assembly machines, desktop computer brand manufacturers have little sales and no voice. This gives 360 and Baidu the opportunity. However, in the mobile Internet era, mobile phones are branded. It is easy for a brand mobile phone factory to reject a third-party mobile assistant application store. Therefore, Baidu competes with Huawei for autonomous driving. The current technical level is not important. It does not matter which one is more advanced. It is not important who can live longer than Baidu. As long as it continues to survive, the improvement of the autonomous driving algorithm is only a matter of time. The effect gap will appear in the accumulation of driving big data. Although Huawei does not build its own cars, Huawei also has a series of physical products such as the motor power system. Huawei has a strong appeal. These are all Baidu can’t compare. The appeal alone will lose. In other words, the roadmap of autonomous driving competition: mass production of automobiles-perfect algorithms-accumulation of driving big data: whoever has accumulated more data, who lives for a long time, wins. Of course, autonomous driving will not survive with only one or two like Internet apps, because this cake is larger than a single Internet app, and there is no need to establish an ecological chain like an operating system. Autonomous driving is more like stand-alone software, or like a network dictionary. In the end, about ten companies may survive the semi-networked software. Autonomous driving arena, various heroes gameplay: Huawei gameplay: similar to MTK in the era of copycat mobile phones, MTK provides a complete set of mobile phone hardware core modules and software systems. Copycat mobile phone manufacturers or workshops only need to add a battery and a shell to the mobile phone. The complete phone is out. Huawei’s gameplay is the same. It provides core electric drive power lidar components and autonomous driving algorithms that can be mass-produced. Huawei’s gameplay has two core competitiveness: one is the integration of software and hardware, and the other is driving big data. Under Huawei’s gameplay, auto manufacturers only need to add a battery, a car shell, a few sofas, and four wheels to the core components provided by Huawei, and it will be a complete car. Huawei’s gameplay is suitable for new players who are new to the industry. Didi gameplay: a closed ecosystem with a completely internal loop, creating self-driving cars-unmanned Didi car riders-accumulating big data-selling finished cars to the outside world. This gameplay is also software and hardware integration. DJI + Wuling gameplay: DJI relies on the large production capacity of Wuling Motors, especially Hongguang mini’s sales and production volume advantage. DJI’s advantage is visual processing and control, DJI’s technical advantage + Wuling’s low-cost production capacity advantage , To build the cheapest self-driving car. In the Romance of the Three Kingdoms, it is called: Sun Liu Lianjun. Volkswagen and other large manufacturers’ gameplay: build their own cars, develop their own autonomous driving algorithms, and accumulate driving big data by themselves. This gameplay cannot be used on mobile phones. But it is not a big problem when used in self-driving cars. The gameplay of new forces such as Weilai and the following gameplay of Apple’s car-making: the smiling curve, upstream research and development of autonomous driving + downstream sales + Che Youhui community, hardware car manufacturing by Foxconn-type foundries. If I am a novice in cross-border car building, I would definitely choose to join the Huawei camp and add a car shell, wheel, sofa battery to the car, it’s so simple. The Baidu camp cannot provide me with a complete set of mass-produced hardware systems. It is impossible to land mass-produced cars by simply providing software.