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July 13, 2025 40 mins

Listen to this episode on Apple Podcasts, YouTube, Spotify, and Substack.

In today’s episode, I am speaking with Helen K. Pan, General Manager of Apollo Autonomous Driving USA, Baidu's Self-Driving Division. We talk about Helen’s journey since joining Baidu's Intelligent Driving Group in 2017, and get an inside look at Apollo Go, Baidu’s autonomous ride-hailing service. She discusses the technology, safety measures, and cost efficiency of Apollo Go's latest generation vehicle, the RT6, which operates in multiple cities globally and costs just $30,000.

We also discuss the dynamics of the Chinese AV market, the company’s global expansion plans, and the unique passenger-centric design of Apollo Go's fleet. We also got into regulatory challenges, market potential, the tech behind their robotaxis, and their current partnership and collaboration efforts.

Chapters

(00:00) Introduction to Helen K. Pan

(01:47) Background on Baidu and Apollo Go

(03:35) Apollo Go operational cities, fleet size and achievements

(08:07) Current landscape of the Chinese autonomous vehicle market

(09:50) Robotaxi market growth potential in China vs. USA

(11:30) Apollo Go ride concentration in operational domains, and comparisons

(14:10) How is the user experience and public reception in China?

(18:45) Apollo Go safety and insurance data

(19:57) Apollo Go superior passenger experience and passenger-centric design

(23:48) Insights on Apollo Go robotaxis’ passenger-centric design and cost efficiency.

(26:27) Manufacturing and development timelines for Apollo robotaxis

(28:16) Apollo robotaxi sensor stack and future price outlook

(30:38) Global expansion plans and market opportunities

(34:14) US expansion plans

(35:37) Innovations with partners and future collaboration

(37:09) Main challenges faced by Apollo Go

(39:57) Conclusion and Final Thoughts

Notes/Links:

* Link to Sophia Tung’s robotaxi video mentioned at (22:01) - I was wrong about Chinese robotaxis... (24h riding ONLY Apollo Go)

- Harry



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