Baidu and Apollo Go Make Progress on Self Driving Cars and Robotaxi

Baidu revealed progress of their subsidiary, Apollo Go on their earnings call.

The number of paid robotaxi rides 1.1 million in 4Q 2024 which is up +36% Year over year
The cumulative robotaxi rides now 9 million. This about 25-50% of the level of Waymo.

They have some 100% fully driverless (no remote operator) operations.

In November 2024, Baidu was granted a permit to test its robotaxi platform in Hong Kong – the first ride hailing operator to receive such a permit.

CEO Robin Li talked about autonomous driving.

Baidu and Tesla have a partnership where Baidu supplies hypermapping (super detailed mapping data) across China.