Paul Denlinger

Has Google Failed in China?

I agree.

Baidu's greatest danger is that it has to dance to Wall Street every quarter; Google has enough money in the bank that it really doesn't have to.

Another danger is Baidu's reseller policy for ads, which opens it up wide to abuse. This policy provides short-term revenue growth, but hurts its long-term credibility. It would be comparatively easy for a Chinese version of Google Adwords and Adsense to undermine this once all the pieces, including people, are in place.