Chinese largest drop II with Deepseek, Baidu Open Endie, which enters the market that enters the market

Monday is a Chinese technological giant Bake plans to make it Ernie Generate AI A large open source linguistic model moving the Chinese technology sector that can become its largest in the AI ​​race since the appearance of Deepseek. Baidu spokesman confirmed the plan and said the open search would be gradual.

Will this shock for the market By the order of Deepseek? This is a question that shares AI experts.

One of the big changes is that Baida was not always on the foot with open source.

“Baidu has always supported his own business model and was voice against open source, but violators such as Deepseek have proven that open source models may be as competitive and reliable as their own,” Lian Ji Su, Chief Analyst of Technology Studies and Consultation Group Omdia, Previously told CNBC.

Now that Baid has decided on the open source, even if it is not in the depth, it is important for the AI ​​World Race.

“This is not only a Chinese story. Whenever a large laboratory open source, it lifts the bar for the entire industry,” said Sean Ren, an associate professor at the University of Southern California and a researcher of the AI ​​Samsung Year.

Ren says the Baida step is putting pressure on closed providers such as Openai and anthropic to justify the closed API and premium.

“While most consumers do not care whether the model code is open, they care about lower costs, better performance and support for their language or region. These benefits often come from open models that give developers and researchers more freedom, set up and deploy faster,” said Ren.

Other industry experts consider the open source Erri code both potentially devastating both for us and for Chinese competitors when it comes to pricing equation.

“Baida just threw Molotov into the world,” said Alec Strasmor, founder of AI Advisory Epic Loot. “Openai, anthropic, Deepseek, all these guys who thought they were selling champagne are going to understand that Baid is giving out something like a powerful one,” said Strasmor, comparing the transition to the Costco, creating Kirkland.

He said the message to all the world’s startups is “stopping to the dollar.”

“This is not a competition; it is a declaration of war at prices,” said Strasmore.

In March, Baida said the recent ERNIE X1 model provides performance along with R1 Deepseek “only doubled”.

Baidu CEO Robin Lee has hinted earlier this year that the deployment will help developers around the world in the development of AI. “Our issues are aimed at expanding the developers to create the best applications – without having to worry about the possibility of a model, cost and tools,” – said in a speech with developers in China in April.

At least this is another point in time when investors need to analyze how the cost dynamics in the AI ​​model is changing rapidly, and what means that more applications can be built on “these cheap dirt models”, – said Strasmore. “Baid will sow the world with Chinese AI models,” he added.

Making these AI tools more widely available is a noticeable development of Baidu, but “Baidu’s open source is probably landing with a great impetus,” said Cliff Yurkevich, Vice President of Global Stritacle in Phenom, AI Applied Company for Human Resources Sector. “Most people in the United States don’t even know that it is a Chinese technology company,” he said.

Yurkevich compared a broader step to open architecture in AI as a difference between Android and Apple.

“When Android first appeared, its great feature was that it was set up and customizable. But it was almost too much work in the sense that people just wanted to function properly,” Yurkevich said. “Android, out of the box, is simple and vanilla, so it needs to be adjusted, and this is a real problem,” he added.

Altman Openai says that with open source you need to “find out”

Undoubtedly, the open source movement in the II pose a threat to the business of large players in space. Sam Altman, CEO of Openai, wrote in January Reddit Thread This question, and later testimony of the Senate, said that the deployment with open source could occur this summer.

“While Openai in the past had open models, the company usually preferred its own approach to the development of closed sources,” Altman said, recognizing that it could change. “(I personally think we need) to find out another open source strategy,” Altman said. “Not everyone in Openai shares this opinion, and it is also not our current priority … We will produce the best models (going forward), but we will support less growth than in previous years.”

In Let the Senate appear, Altman said“We understand that we open AI to do more to help here. So, we will release an open source model, which we believe will become a leading model this summer, because we want people to build on the stack of US sources.

Most recently, Altman has posted that the release would be postponedBut still scheduled for the summer.

According to Yurkevich, one of the benefits supporting American players is that the Baidu production will face skeptical at the enterprise level, with a lot of security issues. “On the other hand, the great Chatgpt Openai players and the Microsoft-integrated pilot with everything,” Yurkevich said.

Ren said the open source code often conveys a sense of transparency, which does not necessarily turn into market trust. “Just because the weight of the model publicly does not mean that we know what data they are enrolled, whether the consent was given, or when these depositors were enrolled or compensated,” Ren said.

As the AI ​​becomes more laid into our daily life, the lack of accountability becomes a serious problem. “If we do not turn to it now, we run the risk of scale systems that quietly gain value from millions without consent, loan and compensation,” Ren said.

With depth, some Countries banned II and were wide problems About consumers who download technology.

Strasmore said Chinese links could become dangerous if more products are tied to API Baidu. “It will practically give China access to each app on each phone. This is one scary component,” he said.