Zhang Bo's questions to Youdao Inc (DAO) leadership • Q4 2024
Question
Zhang Bo from Huatai Securities asked about the expected positive business impacts from integrating Youdao's Confucius large language model with DeepSeek.
Answer
CEO Dr. Feng Zhou detailed a three-pronged impact. First, enhancing DeepSeek's general capabilities with domain-specific knowledge using their proven RAG technology. Second, developing sophisticated AI agents to automate multi-step tasks in education and advertising, moving beyond simple Q&A. Third, creating smaller, highly efficient vertical models, like the recently open-sourced Confucius-o1, which can outperform larger general models on specific tasks while keeping R&D and compute costs low.