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China’s Baidu says it’s running 250,000 robotaxis a week — same as Alphabet’s Waymo did this spring
Chinese tech company Baidu announced Monday it can sell some robotaxi rides without any human staff in the vehicles.
Baidu
BEIJING — As Baidu ramps up its robotaxi operations worldwide, fully driverless weekly rides as of Oct. 31 have now surpassed 250,000 orders, according to a spokesperson for the company’s driverless car unit Apollo Go.
That’s on par with what Waymo reported in late April for its weekly paid U.S. rides. When contacted by CNBC, Waymo did not have a new specific figure to share. The Alphabet-backed robotaxi operator primarily operates in San Francisco and Los Angeles in California and Phoenix, Arizona. Waymo partners with Uber in Austin and Atlanta.
The ramp up in Baidu’s robotaxi capabilities comes as Chinese and U.S. companies have been competing for leadership in advanced technology, including artificial intelligence, electric cars and autonomous driving.
It was not clear for how long Apollo Go has been operating 250,000 rides a week. For the quarter ended June 30, the company averaged about 169,000 rides a week based on CNBC calculations of the 2.2 million fully driverless robotaxi rides disclosed for the period.
Baidu’s Apollo Go primarily operates robotaxis in Wuhan and parts of Beijing, Shanghai and Shenzhen in mainland China. The company is also expanding to Hong Kong, Dubai, Abu Dhabi and, most recently, Switzerland. Robotaxis typically must undergo phases of public testing before local regulators allow companies to charge fares.
Apollo Go said it has received 17 million robotaxi ride orders to date, and that its cars have driven 240 million kilometers (149 miles), with 140 million fully driverless rides.
On safety, Apollo Go disclosed on average there has been one airbag deployment incident for every 10.1 million kilometers driven, but so far there’s has not been any major accident involving human injury or death.
Baidu is scheduled to next release its quarterly results on Nov. 18 before U.S. market open. The company is set to hold its annual tech conference in Beijing on Nov. 13.
Weekly robotaxi figures from Chinese rivals Pony.ai and WeRide were not immediately available. Waymo did not immediately respond to a request for an update to the figures shared in April.
Mustafa Suleyman, CEO of Microsoft AI, speaks at an event commemorating the 50th anniversary of the company at Microsoft headquarters in Redmond, Washington, on April 4, 2025.
David Ryder | Bloomberg | Getty Images
Microsoft AI chief Mustafa Suleyman says only biological beings are capable of consciousness, and that developers and researchers should stop pursuing projects that suggest otherwise.
“I don’t think that is work that people should be doing,” Suleyman told CNBC in an interview this week at the AfroTech Conference in Houston, where he was among the keynote speakers. “If you ask the wrong question, you end up with the wrong answer. I think it’s totally the wrong question.”
Suleyman, Microsoft’s top executive working on artificial intelligence, has been one of the leading voices in the rapidly emerging field to speak out against the prospect of seemingly conscious AI, or AI services that can convince humans they’re capable of suffering.
In 2023, he co-authored the book “The Coming Wave,” which delves into the risks of AI and other emerging technologies. And in August, Suleyman penned an essay titled, “We must build AI for people; not to be a person.”
It’s a controversial topic, as the AI companion market is swiftly growing, with products from companies including Meta and Elon Musk’s xAI. And it’s a complicated issue as the generative AI market, led by Sam Altman and OpenAI, pushes towards artificial general intelligence (AGI), or AI that can perform intellectual tasks on par with the capabilities of humans.
Altman told CNBC’s “Squawk Box” in August that AGI is “not a super useful term” and that what’s really happening is models are advancing quickly and that we’ll rely on them “for more and more things.”
For Suleyman, it’s particularly important to draw a clear contrast between AI getting smarter and more capable versus its ability to ever have human emotions.
“Our physical experience of pain is something that makes us very sad and feel terrible, but the AI doesn’t feel sad when it experiences ‘pain,'” Suleyman said. “It’s a very, very important distinction. It’s really just creating the perception, the seeming narrative of experience and of itself and of consciousness, but that is not what it’s actually experiencing. Technically you know that because we can see what the model is doing.”
Within the AI field, there’s a theory called biological naturalism, proposed by philosopher John Searle, that says consciousness depends on processes of a living brain.
“The reason we give people rights today is because we don’t want to harm them, because they suffer. They have a pain network, and they have preferences which involve avoiding pain,” Suleyman said. “These models don’t have that. It’s just a simulation.”
Suleyman and others have said that the science of detecting consciousness is still in its infancy. He stopped short of saying that others should be prevented from researching the matter, acknowledging that “different organizations have different missions.”
But Suleyman emphasized how strongly he opposes the idea.
“They’re not conscious,” he said. “So it would be absurd to pursue research that investigates that question, because they’re not and they can’t be.”
‘Places that we won’t go’
Suleyman is on a speaking tour, in part to inform the public of the risks of pursuing AI consciousness.
Prior to the AfroTech Conference, he spoke last week at the Paley International Council Summit in Silicon Valley. There, Suleyman said that Microsoft will not build chatbots for erotica, a stance that’s in conflict with others in the tech industry. Altman announced in October that ChatGPT will allow adult users to engage in erotic conversations, while xAI offers a risque anime companion.
“You can basically buy those services from other companies, so we’re making decisions about what places that we won’t go,” Suleyman reiterated at AfroTech.
Suleyman joined Microsoft in 2024 after the company paid his startup, Inflection AI, $650 million in a licensing and acquihire deal. He previously co-founded DeepMind and sold it to Google for $400 million over a decade ago.
During his Q&A session at AfroTech, Suleyman said he decided to join Microsoft last year in part because of the company’s history, stability and vast technological reach. He was also pursued by CEO Satya Nadella.
“The other thing to say is that Microsoft needed to be self-sufficient in AI,” he said onstage. “Satya, our CEO, set about on this mission about 18 months ago, to make sure that in house we have the capacity to train our own models end to end with all of our own data, pre training, post training, reasoning, deployment in products. And that was part of bringing on my team.”
Since 2019, Microsoft has been a major investor and cloud partner to OpenAI, and the companies have used their respective strengths to build big AI businesses. But the relationship has shown signs of tension of late, with OpenAI partnering with Microsoft rivals like Google and Oracle, and Microsoft focusing more on its own AI services.
Suleyman’s concerns about consciousness have gained resonance. In October, California Gov. Gavin Newsom signed SB 243, which requires that chatbots disclose they are AI and tell minors every three hours to “take a break.”
Last week, Microsoft announced new features for its Copilot AI service, including an AI companion called Mico and the ability to engage with Copilot in group chats with others. Suleyman said Microsoft is building services that are aware that they’re AI.
“Quite simply, we’re creating AIs that are always working in service of the human,” he said.
There’s plenty of room for personality, he added.
“The knowledge is there, and the models are very, very responsive,” Suleyman said. “It’s on everybody to try and sculpt AI personalities with values that they want to see, they want to use and interact with.”
Suleyman highlighted a feature Microsoft launched last week called real talk, which is a conversation style of Copilot designed to challenge users’ perspectives instead of being sycophantic.
Suleyman described real talk as sassy and said it had recently roasted him, calling him “the ultimate bundle of contradictions” for warning of the dangers of AI in his book while also accelerating its development at Microsoft.
“That was just a magical use case because in some ways I was like, I actually do feel kind of seen by this,” Suleyman said, noting that AI itself full of contradictions.
“It is both underwhelming in some ways and, at the same time, it’s totally magical,” he said. “And if you’re not afraid by it, you don’t really understand it. You should be afraid by it. The fear is healthy. Skepticism is necessary. We don’t need unbridled accelerationism.”
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