Alphabet(US:GOOG) 3 6 Ke·2025-05-30 00:16Core Insights - Traditional search is facing significant challenges in the AI era, with Elon Musk stating that "AI will replace search" [2] - The advertising and marketing logic is undergoing a major transformation, moving from SEO to a new paradigm driven by language models, termed Generative Engine Optimization (GEO) [3][5] Group 1: Shift from SEO to GEO - The focus has shifted from "ranking" to "being referenced by AI," meaning that content must be memorable to AI models rather than just optimized for search rankings [3][4] - In the GEO era, the importance of keywords diminishes, and content structure becomes crucial, favoring clear and easily interpretable formats [4] Group 2: Changes in Monetization and Metrics - The monetization model is changing; while Google profits from ad clicks, AI models like ChatGPT operate on a subscription basis, reducing the incentive to display third-party content unless it enhances response quality [5] - Key performance indicators have shifted from click-through rates to citation rates, redefining brand awareness as whether AI will proactively mention a brand [6] Group 3: New Opportunities in Marketing - Companies are adapting to GEO by developing tools to analyze how AI describes their brands, focusing on brand mention frequency rather than just product features [6][7] - New platforms are emerging to help brands fine-tune AI behavior, optimize output prompts, and monitor sentiment and citation frequency [8] Group 4: GEO as a Platform Opportunity - GEO represents a shift from a fragmented tool market in SEO to a centralized platform opportunity, allowing brands to control their presence in AI channels and adapt to model behavior changes [9] - The future of marketing will hinge on whether brands can be remembered by AI, positioning GEO as a critical tool in the competition for model recognition [10]