Please read the explanation near the end of the post.
Charles Yu

Also, there are just little incidental things, you notice living in China (seven years). One is that Baidu actually has a very good agreement with the government, or at least some kind of respectable distance. They have products that they work on that have something to do with traffic, and logistics data. They are also rolling out software that programs regular cars and turns them into AVs.

I’m in now way an expert like you. I am a casual investor, and only invested in four companies in my life. I don’t pretend to be an expert in this field. I am only reporting what I have seen and heard. It just seems to me that Alibaba doesn’t have the full metal jacket chops to run an AV or a ride-sharing logistics arm, but it could very well, and very handedly, distribute software into such a program.

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