Blue whale exclusive| Behind Baichuan Intelligent All in Healthcare: Abandon adhering to the billion-level B-end business and stopping training on the new general model

Blue Whale News, March 7 (Reporter Wu Jingjing)Blue Whale News exclusively learned that the recent adjustments of Baichuan Intelligent are still ongoing. Baichuan Intelligent previously responded to Blue Whale News that the company is optimizing and adjusting its financial business in accordance with the established plan to pool resources, focus on core businesses, and accelerate the realization of its vision of creating doctors, changing paths, and promoting medicine.

According to first-hand information obtained by Blue Whale News, during 2024, Baichuan Intelligent has stopped pre-training new ultra-large-scale universal models. At present, Baichuan’s energy will also be focused on medical vertical models.

In addition, according to exclusive information obtained by Blue Whale News, this time, Baichuan Intelligent conducted a series of investigations into its subsidiariesThe commercial business department has undergone major adjustments, and some technical staff in the R & D department have also been involved.

It can be seen from the public account of Baichuan Intelligent Business Services that the commercial business department has brought many leading corporate customers to Baichuan in 2024, such as Xinhua III, Nortel Digital Intelligence, Sinyada, Shida Group, Tiankai Group, and Perfect World Games. Partners, involving many large enterprises such as finance and state-owned enterprises.

According to people familiar with the matter, this is the only department that will generate revenue in 2024. He mentioned that at present, except medical care, the company only retains projects in transit at the To B end, and all other projects have been completely suspended.

The above-mentioned person familiar with the matter believes that Baichuan has invested heavily in this adjustment. He revealed that To B business is the core source of blood production for Baichuan,It generated nearly 100 million yuan in revenue in 2024, laying the foundation for future growthSince contracts in the To B industry are executed at different times such as the first, second, third, and other periods, Baichuan had previously expected that its revenue would double several times in 2025.” quo; This is also consistent with the information previously announced by Ru Liyun. In an exclusive interview with Caixin,Ru Liyun had predicted that the company’s order signing volume in 2025 would be 1 – 2 billion yuan.

Some people also commented that we cannot just look at contract income, because although To B sometimes has high contract income, it is unknown how much profit it can really bring, and the Baichuan adjustment is understandable.

A realistic factor behind the Baichuan adjustment is that after DeepSeek opens up, it will indeed have an impact on the market share of the closed-source model.

Previously, an employee of another large model company mentioned to Blue Whale News that after the release of DeepSeek, some enterprise users raised new requirements about whether they could simultaneously access the DeepSeek model when deploying the model. He believes that this demand is adouble-edged sword: On the one hand, this also means that the value of the company’s self-developed model in To B has been weakened; but he also believes that from an optimistic perspective, because DeepSeek is an open source model, it lowers the threshold for the use of AI technology and promotes It is a good opportunity for more companies to try localized and privatized deployments.

Passive or proactive, All in Medical has become Baichuan Intelligent’s current choice.

Blue Whale News also learned that in terms of specific medical business, Baichuan has To B and To C teams. Currently, the medical To B team is small and is directly managed by Ru Liyun. It can be seen from Boss Direct Recruitment that the company continues to recruit employees for sales, evaluation and delivery for medical scenarios.

In a recent conversation with “Late”, Wang Xiaochuan once predicted that the company’s implementation plan in 2025 is: Baichuan’s AI pediatricians will be employed at Beijing Children’s Hospital; in the first quarter of 2025, every Haidian resident will have one of his own AI doctor assistant.

But even in medical scenarios, Baichuan will inevitably encounter DeepSeek. Public data shows that nearly 100 hospitals in China have deployed DeepSeek, covering patient services, scientific research, diagnosis and treatment, office, management and other aspects. Looking at the Beijing market alone, at present, Beijing Tsinghua Chang Gung Hospital, Beijing Friendship Hospital, Peking University Hospital, etc. have deployed DeepSeek models with different parameter scales. For example, Beijing Tsinghua Chang Gung Hospital’s DeepSeek medical matrix has opened 155 ports covering all departments of the hospital.

An industry insider told Blue Whale News that DeepSeek R1 also performs better than some domestic medical vertical models in some medical scenarios. If you specialize in medical scenarios, you must go deep into some data depths that are difficult to reach by the basic model, otherwise it will be easily replaced by a smarter large model, and the vertical model will be difficult to stand up.

This is a new problem that Baichuan has to face, and it is also a new problem that all basic models face in vertical scenarios.