为什么我判断90%的中国ToB公司不需要GEO

Core Viewpoint - The article discusses the current trends in the ToB (business-to-business) sector, particularly focusing on the concepts of GEO (Generative Engine Optimization) and AI Agents, arguing that while GEO is a trend, it is not yet a viable or effective strategy for most ToB companies [1][20]. Summary by Sections GEO vs. AI Agents - The author opposes the idea that GEO is the future of traffic acquisition, stating that 90% of Chinese ToB companies do not need to invest in GEO at this time [2][3]. - GEO is seen as a potential trend but lacks a mature product and commercial model, making it difficult to establish a stable profit loop [3][8]. Current State of GEO - The current form of GEO resembles a "next-generation SEO," but it has not yet developed a solid commercial framework [4][5]. - The effectiveness of GEO in driving traffic is questioned, as it does not significantly outperform traditional search engines like Baidu in terms of user acquisition [6][10]. User Behavior and Market Dynamics - User behavior in the ToB sector remains stable, with search engines still being the primary source of traffic, despite the rise of AI models [11][12]. - The article emphasizes that the decline in traffic is a macro issue rather than a result of competitors using GEO to steal market share [12][13]. Challenges in Implementing GEO - Many ToB companies lack a solid foundation in SEO, which hampers their ability to leverage GEO effectively [17][19]. - The article suggests that companies should focus on strengthening their SEO and content strategies across various platforms before attempting to implement GEO [19][20]. Future Outlook - The author posits that the future of traffic acquisition lies in AI Agents, which will integrate more seamlessly into user experiences and business needs [21][22]. - Companies should aim to become part of the AI ecosystem, transforming their products into "callable capabilities" within AI models, rather than relying solely on traditional traffic sources [22].