Once medical adverts fell into the shadow of public opinion, Baidu has now abolished the medical division. On February 9th, Baidu announced through internal mail that the Baidu medical related team will be transferred to the AI ​​system and search, and the affected personnel will provide internal transfer opportunities. From the perspective of Baidu’s overall strategy, it is believed that the next scene of the Internet is artificial intelligence. Li Yanhong is arranging for artificial intelligence. The first step is to invite Lu Qi from Silicon Valley. The second step is to find exports for artificial intelligence applications. And medical care is right now. "Baidu wants to be China's IBM Waston," an analyst pointed out. However, unlike Baidu's past rapid iterations, this time intensively cultivating artificial intelligence + medical care, Baidu needs more patience. The Baidu Medical Team was Adjusted On February 9, 2017, Baidu announced through its internal mail that it adjusted and optimized the organizational structure of its medical business, concentrated its advantages on resources, and laid emphasis on the medical services in the field of artificial intelligence. It is reported that, from now on, the Baidu Medical Group's smart e team and team of thumb doctors will be transferred to the AI ​​system; the content building team of the medical department will be transferred to the search company. In January of this year, Baidu invited Lu Qi, executive vice president of Microsoft Global, to join. Mrs. Li Yanhong’s wife Ma Dongmin also returned to Baidu to become a special assistant to the CEO. These initiatives are seen as the determination to focus on artificial intelligence strategies and optimize business architecture. After the Spring Festival in 2017, it is Baidu’s announcement that the company’s medical division will undergo a major transformation. At that time, some people speculated that "Lu Qi may not like O2O," and Baidu now cuts off medical O2O business also confirms this. The transformation of the medical business has also been interpreted by people in the industry as the first fire for the new office of Lu Qi. Not only Lu Qi, but Li Yanhong spoke at the Yabuli Forum of the 17th China Entrepreneurs Forum after he abolished the Medical Division, and talked about his artificial intelligence + medical strategy. Li Yanhong said that the development of “Internet+Medical†is divided into four phases: medical registration appointment service, intelligent diagnosis and treatment, genetic analysis and precision medical treatment, and new drug research and development. According to Li Yanhong, the technical content of services such as registration in the first phase is not high, and the coming of artificial intelligence era will redefine the medical industry. For example, in the future, doctors can be diagnosed through intelligent diagnosis and treatment systems, data can be collected through artificial intelligence for gene sequencing, and new drugs can be developed and tested using artificial intelligence methods. "The most important force that can change the medical care is artificial intelligence." Li Yanhong believes that as artificial intelligence continues to produce breakthroughs and innovations in areas such as precision medicine, humans will eventually become the beneficiaries of AI. "Baidu wants to do Waston in China to help doctors conduct auxiliary diagnostics," said Zhang Yusheng, MD, CEO of Xingshulin, who told the Beijing News reporter. Waston is a robot developed by IBM. The first step of commercial operation is in the medical industry. After obtaining a large number of case data, it provides clinicians with an evidence-based treatment plan through cooperation with medical institutions. Once there was a swing between vertical and platform, many people believed that Baidu's abolition of the medical division was related to the Baidu medical advertisement incident a year ago. According to the Beijing News reporter, Baidu's medical advertising business is part of the search department, while Baidu's medical division is mainly engaged in O2O business, such as online registration, doctor's app, and so on. It is certain that Baidu Medical, which is currently transforming artificial intelligence, has to give up the O2O field that it once entered. Li Zhengzeng, general manager of the former Baidu Medical Division, told the media that Baidu found it difficult to find differences in the field of O2O medicine, and the business model had no advantage in terms of data, number source, etc. Therefore, it decided to shut down. Baidu’s previously stakingly expanded medical services will be fully integrated. Baidu's foothold in the medical industry can be traced back as early as 2010. It is a good doctor online for the old-fashioned Internet medical platform. It invites the chief physicians of thousands of top-three hospitals to compile medical entries. At that time, Internet medical giants such as Spring Rain Doctor, Clove Garden, and Micro Medical (formerly registered net) had just started. The Baidu medical path in 2013 can be summarized as a wearable device + inquiry. In 2013, Baidu launched the Dulife smart health device brand; in addition, Baidu also launched the “pre-medical checkup platform†and “Baidu Health†to provide patients with a complete set of solutions for seeking medical advice. In 2015, with the hot O2O, Baidu officially established the medical division. This year, Baidu has launched a mobile version of Baidu doctors; Baidu knows that “ask a doctor†to change its name to “thumb doctor†and publishes a drug “direct†for O2O products. In 2015, Baidu launched an acquisition around registration. In February, Baidu spent US$60 million to obtain a 13% stake in the “Healthy Way†(formerly known as Medicare), an internet medical company with an appointment booking as its entry point. In September, Baidu once again led the Internet medical enterprise Qumie.com, with an investment scale of US$40 million. One of the company's current main businesses is also registered. As Baidu Medical's resigned executives revealed to the media, Baidu Medical Division has changed several business directions in the middle. At the beginning, it did a big data platform for health. It did not do it. Later, it had to do smart medical care, and it did not go deep enough. Two years have passed. Verticality is not vertical. Platforms are not like platforms. The service mode and the service object of the two are very different. According to industry sources, Baidu's medical division invested a lot, but its performance has been sluggish. Transforming artificial intelligence from profitability is still early Baidu do artificial intelligence direction of the specific path of how? Li Zheng said that he will be responsible for two businesses in the future. One is the exploration and landing of medical artificial intelligence, which will give full play to its technical advantages to create medical artificial intelligence; the second is Baidu Medical Cloud's business, which will reduce users' storage costs through Baidu Medical Cloud. As an Internet company, rapid iteration is an indispensable rule for Internet products. It is completely different in the medical field. An industry insider who is engaged in the research and development of medical robots told the Beijing News reporter that doing medical products needs to be tolerant to loneliness. This is contrary to Internet thinking. Any medical application, even software and algorithms, is reliable and effective. The identification of sexuality goes through long clinical trials and is licensed by registration. The new technology is prudent at the medical level. Today, IBM and Google are all investing heavily in artificial intelligence and medical care. However, Baidu’s transition is a long-term one, and it is still too early to profit. "The initial profit model of Internet Medical is 2B, because 2C (to face the consumers) must have a complete solution to the charges, we must be able to connect the hospital from the line, otherwise the people do not support", said Zhang Yusheng. At present, the number of public hospital doctors, number source, and other restrictions, it is clear that facing the patient to create a closed loop medical experience can not be perfect. “The profitability that artificial intelligence may bring will be different from the previous bid rankings. Artificial intelligence needs to address the needs of data analysis, product development, and quality improvement at the B-end (including pharmaceutical companies, insurance companies, etc.).†Zhang Yusheng thinks. In other words, Baidu intends to use artificial intelligence to create new modes of operation and profitability in the medical field. Beijing News reporter Liu Suhong ■Technology i said that relying on AI to make money, Baidu needs patience After the medical advertising incident, Li Yanhong publicly stated in the interview that due to medical incidents, Baidu cut off 20 billion revenue for a quarter. Some people in the industry say that they are mostly medical advertising revenues. Baidu’s total revenue for the second quarter of last year was 18.264 billion yuan. Based on this, medical advertisements accounted for at least 10% of Baidu's total revenue. Nowadays, on the one hand, artificial intelligence + medical R&D is faced with huge investment and long-term cultivation. On the one hand, Baidu will continue to be cautious in its medical advertisements in the future, and its impact on revenue will continue. The question is: Does Baidu, which advocates a wolf culture, wait for artificial intelligence to gradually shape? How does Baidu's performance grow before artificial intelligence really makes a profit? In the growth history of Baidu, Robin Li once insisted on choosing a bid ranking as a profit model, and made every effort to implement it. Today, Li Yanhong’s speeches on a series of public occasions since 2017 can be seen in his emphasis on and persistence in artificial intelligence. According to industry insiders, the accuracy of artificial intelligence in the medical field is to pursue an unlimited number of 99% after 99.9%, and the more accurate it is, the more difficult it is to pay for time, cost, and attack. This is contrary to the rapid iterative thinking of the Internet. It is clear that Baidu needs more patience as an inbound player.
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