BIDU vs CRWV· which do the legends prefer?

The scores are close (0 vs 0) — the legends show no clear collective lean; layer logic and valuation matter more here.

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BIDU
Baidu · Ernie models + autonomous driving

No score (not held by tracked investors)

Early bet on LLMs and robotaxi.

Ad pressure; slow monetization.

CRWV
CoreWeave · Pure-play GPU cloud

No score (not held by tracked investors)

Direct beneficiary of AI compute scarcity.

Concentration, leverage, depreciation risk.

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