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Baidu, Inc. Message Board

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    • not me- I find what is readily 'find-able" but hope to tie it in to what i think is big picture

      andy/singal -
      finds relevant great stuff on the most bizarre sites
      "" i think last week-thats great stuff

    • I'm declaring you two the Research Kings of Baidu, Inc. Seriously, I would rather lose access to any newspaper or media outlet - including CNBC - than lose access to your research.

      You can probably tell that I read and liked the stuff you flagged for me and I'm definitely a lot more onboard Qiyi than I was before. I especially like the fact that it comes up first for anyone searching for TV or streaming video content.

      That advantage -- the fact that Bidu can list any site it owns first in response to specific searches -- is my 2nd favorite thing about Bidu (behind the 6 million new internet users every month in China thing).

      Also, consider the massive profit potential that seamingly simple trick has for Bidu's future. Already, we're guiding traffic to Qiyi and, I assume, to the new travel site, AND THE SAME TRICK IS APPLICABLE TO SITES IN ANY ONLINE INDUSTRY THAT BIDU CARES TO TRY.

      IMHO, it's completely impossible not to absolutely LOVE Bidu's long term prospects. Very soon, one fourth of the population of the earth will be asking Bidu what sites they should use for X, Y, and Z, and Bidu can send them to Bidu owned sites IN EVERY CASE. Gentlemen, this company has the potential to make us all very wealthy.

    • My 'real' reply is the message after this one, but here I just wanted to offer one small, but important clarification on Qiyi. It's not a youtube type site (whereas Yoku and Tudo definitely are) becaue you and I can't post content to it. Instead, it's more like the site, in that you or I would go there to watch TV shows, movies or other studio produced stuff, but not videos made by one another.

      That difference is actually important (and to Bidu's overall advantage) in that this way we don't have to worry about the CCP's potential censorship war on content. The other day when the CCP released that statement concerning social networks, etc. Sina, Yoku, and Tudo all crashed, but since Bidu's staying away from user content, it didn't.

      Ha, I've actually written more words than this detail probably deserves, but basically Qiyi being hulu and not youtube should help keep Bidu out of the CCP's crosshairs.

    • qiyi has
      6,500,000 hits per day
      200million visits per month
      added 20 million user per month last q

      qiyi might do an ipo 2012
      qiyi is YouTube

      signing deals with major players and has their own contenet.

      baidu signed deal for HOME INTERNET TV W SAMSUNG


    • I'm adding Qiyi to my list of Bidu risks. Reading between the lines of these 'additional financings' it sounds to me like this site is hemorrhaging money.

      The rate of loss in 2Q was $25 million and some analysts seem to think it'll cost that much again this Q. Do you (or anybody) know if there's a business plan for this site, especially when we might expect it to start breaking even?

      I'm also not a hundred percent sure exactly what Qiyi does. It looks like a sort of Hulu type site, offering tv shows and stuff. Is that others' understanding, as well? Does anyone know what's going wrong?

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