In-depth Analysis of Baidu's "Cangzhou OS": Is It a Cash Grab or a True Revolution? What Strategy Is Li Yanhong's AI Operating System Really Playing? #AI概念币领跑

Friends, today we are going to dig into Baidu's latest big move—Cangzhou OS. This thing claims to be the world's first "AI operating system in the content field," directly competing with Windows and iOS, with ambitions to reconstruct the entire AI ecosystem!

But here comes the question: While big companies are all competing with model parameters, why does Baidu want to develop an operating system? Is there a real technological moat, or is it just a smokescreen to cash in?

1. What is Cangzhou OS? The "limbs" of the large model have finally grown!

What is the current state of large models? They can discuss five thousand years of history, but they can still mess up making a PPT!

To put it bluntly, it’s "brain developed, limbs disabled"—this is what Li Yanhong means by "smart but not capable of doing work."

2. Why insist on creating an operating system? What is Li Yanhong afraid of?

The answer is just two words: DeepSeek! This thing has been crazy attracting fans this year with open-source and low prices, with DAU skyrocketing to 33 million, rubbing Baidu Wenxin Yiyan into the ground.

Li Yanhong directly criticized at the developer conference:

DeepSeek's shortcomings: It can only handle text; images and videos are completely down; the illusion rate is frighteningly high, and using it in e-commerce live streaming could lead to huge losses; API costs are still three times that of competitors.

3. Baidu's Grand Strategy: Locking in the Future of AI with an Operating System?

This move has three layers of calculations:

① Data monopoly: Wenku + Cloud Disk covers 90% of office and learning scenarios in China, and users' private data is a gold mine for AI training—others want to copy it, but there’s no way!

② Cost suppression: Self-developed 30,000 card computing cluster, training costs pressed down to the floor compared to peers, small and medium enterprises can save 80% by using Cangzhou OS instead of building their own models.

③ Ecological kidnapping: The MCP protocol is like an AI version of the ERC-20 standard; once developers connect, they are bound by the "protocol layer," and future revenue sharing will not be decided by Baidu?

Conclusion: All in on AI? Li Yanhong is gambling his life!

Cangzhou OS is a short-term defense against DeepSeek, while in the long run, it is a life-or-death gamble for Baidu's transformation into AI.

If successful, it could become the Microsoft of the AI era.

If it fails, it may be crushed by the tide of open source on the beach.

Friends, how many points do you give for this move? See you in the comments! #AI概念币领跑