This article is written for people outside the field? Baidu is alright but a bit of a shambles. All the did was build a dense GPU rack for RNN training. Their imagenet results were from cheating. The theoretically interesting work isn't really happening there.
The Microsoft paper was funny. It was PR BS that runs 10x real time.
Speech is nice, and iflytek does fine, but speech is becoming a commodity now.
The interesting work isn't happening in either of those companies and it's not happening on those problems.
This article was written by someone who didn't know the field interviewing someone who is trying to get his budget increased via fear mongering.