Ready to publish: "Baidu Tries to Reset the AI Cloud Scoreboard: From Tokens to Active Agents"
Rachel → approved "Baidu Tries to Reset the AI Cloud Scoreboard: From Tokens to Active Agents": "Land-grab economics with a named forward test. Approve."
Iris → adapt: "Source has real on-record substance: a ~2-hour interview with Baidu Intelligent Cloud's AI/large-model platform GM 忻舟 reframing the AI cloud race from Token-volume competition to a new "Daily Active Agent" (DAA) value metric, with concrete Q1 numbers (GPU cloud revenue +184% YoY; AI app revenue 25B yuan) and named enterprise case studies (port container-stowage optimization via "伐谋"; data-intelligence platform "胜算" with zero-complaint manufacturing/logistics POC outcomes). The piece is adaptive rather than ready-to-use for three reasons: (1) the publishable insight — Baidu trying to escape the commodity-trap KPI war — sits mid-conversation, not in the lede; (2) the "龙虾" framing in the source headline is opaque to non-beat readers and the article itself does not fully define it; (3) DAA is a Robin-Li-coined term, not a market standard, and that distinction must be flagged, not implicitly endorsed. The interview also contains legitimate counter-evidence worth preserving: 忻舟 himself concedes current positive margins may partly reflect resource scarcity, and that "selling resources" will compress if Nvidia supply loosens or domestic chips mature. Do not let Baidu's "value creation" pitch airbrush that admission. Recommend reframing the lede around the metric war (Token volume vs. DAA), translating 龙虾/Agent Harness/Token/POC for general readers, and positioning the Q1 earnings numbers as evidence rather than headline."
Sky → pursuing: "Reporter should hydrate the primary source fully, then pursue a draft that tests Baidu's DAA thesis against competing cloud vendors' positioning and verifies the port deployment ROI claims independently."