苹果高管们内部讨论关于收购Perplexity AI的事宜，若达成协议，将有助于苹果开发基于AI的搜索引 擎。苹果还有备份计划，若不能收购，就"组团"——让Perplexity也成为苹果Safari的一个搜索引擎选 项。此前，扎克伯格的Meta放弃了推进收购Perplexity的磋商、并转而投资Scale AI。 ...

Core Viewpoint - The rise of AI is fundamentally changing the landscape of internet traffic, potentially rendering SEO obsolete by 2025 as users shift towards AI-driven search methods [1]. Group 1: Impact of AI on Search - Google's introduction of "AI Mode" at the I/O developer conference has led to a 30% decrease in user click-through rates within two weeks of its launch in the U.S. [3] - The traffic generated through AI Mode is not tracked in Search Console, leading to concerns among webmasters about the visibility of their traffic sources [3][5]. - Traditional SEO practices, which rely on link rankings to drive traffic, are becoming irrelevant in the context of AI search, which provides direct answers rather than link-based results [5][8]. Group 2: Shift in Webmaster Strategies - Webmasters are transitioning from fearing AI content scraping to embracing AI crawlers, adjusting their website structures to facilitate AI access [9][11]. - The preference for AI search tools like ChatGPT over traditional search engines is confirmed by industry executives, indicating a significant shift in user behavior [11]. - The distinction between being favored by AI or not is critical; if a website is not recognized by AI, it risks losing all traffic, contrasting with traditional search where lower-ranked sites could still attract users [13]. Group 3: Evolution of SEO Practices - Traditional SEO techniques such as keyword optimization and backlinking are losing effectiveness as AI prioritizes high-quality original content and a deep understanding of user intent [13].

当今的网站流量版图正在发生根本性变化。a16z在2025年6月17日发布的播客《AI is Revolutionizing Web Security - Bots, Agents, & Real-Time Defense》中，Arcjet CEO David Mytton与a16z合伙人Joel de la Garza深入探 讨了这一趋势。 他们指出，目前超过50%的网络流量已经由各类机器人（bots）所构成，其中包括传统的搜索引擎爬虫、数据 采集工具，以及正在兴起的能够自主执行任务的AI Agent。 这意味着未来访问网站的"用户"有相当一部分将不是真人在浏览，而是各种智能程序在为人类用户收集信息或 执行操作。 但这恰恰是机会所在，那些在Google排名第二页、第三页的优质内容，突然有了被AI发现并推荐的机会。 AI不在乎你的域名权重，它在乎的是你能否真正回答用户的问题。 同时，AI Agent的出现意味着用户的搜索行为正在升级，他们不再满足于简单的信息获取，而是让AI帮他们完 成更复杂的任务——比较产品、制定计划、执行购买。谁能更好地为这些AI Agent提供"原材料"，谁就能在这 波浪潮中获得增长。 0 ...

Core Viewpoint - The emergence of the Agentic Browser represents a significant evolution in the AI landscape, positioning itself as a key player in the development of general AI agents by leveraging the unique capabilities of web browsers to enhance user interaction and data access [3][6][45]. Group 1: Industry Trends - The AI technology sector is witnessing a shift towards the Agentic Browser, a new category of AI tools that aims to redefine user interaction with digital content and services [3][6]. - Major players in the market, including Comet and Dia, are focusing on developing Agentic Browsers, indicating a collective industry consensus on this emerging trend [3][6]. - The traditional browser is evolving into a more sophisticated platform capable of executing tasks autonomously, rather than merely assisting users in browsing [6][12]. Group 2: Challenges and Opportunities - Companies like Perplexity face challenges from established operating systems that restrict third-party AI assistants, highlighting the need for a more open and flexible platform [9][10]. - The Agentic Browser has the potential to bypass these restrictions by integrating deeply with user data across various applications, thus enhancing the capabilities of AI agents [11][12]. - The ongoing antitrust scrutiny of major tech companies may create opportunities for new players to innovate and disrupt the existing ecosystem [11][12]. Group 3: Technical Evolution - The Agentic Browser is designed to act as a comprehensive platform for AI agents, enabling them to perform tasks across different applications and access user data more effectively [17][19]. - This new browser type emphasizes context awareness and task execution, moving beyond the limitations of traditional AI browsers [17][19]. - The integration of advanced features such as workflow automation and local OS control positions the Agentic Browser as a powerful tool for enhancing productivity [30][32]. Group 4: Future Prospects - The potential for the Agentic Browser to evolve into a new AI operating system (AIOS) suggests a transformative shift in how users interact with technology [31][40]. - By leveraging its capabilities, the Agentic Browser could redefine the digital ecosystem, creating a new paradigm for human-computer interaction [31][40]. - The vision of an "Agent Store" could facilitate the development of specialized agents, further enhancing the functionality and appeal of the Agentic Browser [42][43].

Core Viewpoint - Perplexity is positioning itself as a competitive player in the AI search engine market, focusing on accuracy and user experience, while seeking partnerships with hardware manufacturers to enhance its product distribution and integration [4][15][16]. Company Overview - Perplexity is an AI search engine startup currently negotiating a $500 million funding round, with a valuation of nearly $14 billion [4][15]. - The company aims to launch a browser called Comet, which integrates AI capabilities to enhance user interaction and information retrieval [4][12]. Product Features and Differentiation - Perplexity claims to offer the most affordable and accurate API in the AI search engine space, surpassing competitors like Google and OpenAI [5]. - The platform emphasizes providing reliable answers with credible sources, distinguishing itself from traditional search engines [6][19]. - Comet is described as a cognitive operating system that facilitates seamless user interactions and task completion within a single interface [12][10]. User Engagement and Growth Metrics - As of May, Perplexity recorded approximately 780 million search queries, with a month-on-month growth rate of 20%, projecting potential weekly queries of 1 billion within a year [14]. - The platform has grown from 3,000 searches on January 1, 2022, to 30 million daily searches, indicating significant user engagement and retention potential [14]. Strategic Partnerships - Perplexity has secured agreements to pre-install its AI assistant on Motorola devices and is in talks with Samsung for similar arrangements, aiming to replace Google's Gemini [16][17]. - The company views these partnerships as crucial for expanding its market presence and enhancing user experience on mobile devices [16][18]. Revenue Model and Sustainability - Perplexity is exploring revenue-sharing models with content creators, aiming to provide a sustainable income stream while ensuring accurate information is prioritized [20]. - The company is not focused on high-profit margins like Google but is committed to sharing revenue with publishers, which may enhance brand recognition for content providers [20].

Core Viewpoint - The emergence of the Agentic Browser represents a significant evolution in the AI landscape, shifting from traditional AI applications to a new paradigm where browsers serve as platforms for AI agents to operate more autonomously and effectively [3][6][45]. Group 1: Industry Trends - The AI technology sector is witnessing the rise of the Agentic Browser, a new category of browser that integrates AI capabilities to enhance user experience and task execution [3][6]. - Major players in the market, including Comet and Dia, are developing Agentic Browsers, indicating a collective industry shift towards this new model [3][12]. - The traditional browser is evolving into a more powerful tool that not only facilitates information access but also enables complex task automation and cross-application interactions [3][16][36]. Group 2: Challenges and Opportunities - Companies like Perplexity face challenges from established operating systems that limit the functionality of AI agents, highlighting the need for a new approach to data access and user interaction [9][10][11]. - The Agentic Browser is seen as a solution to overcome the limitations imposed by traditional operating systems, allowing for deeper integration with user data and more personalized AI interactions [11][12][30]. - The ongoing antitrust scrutiny of major tech companies may create opportunities for new players to disrupt the market with innovative solutions like the Agentic Browser [11][12]. Group 3: Technical Evolution - The Agentic Browser is defined as a platform that empowers AI agents to perform tasks actively rather than merely assisting users, marking a shift in how browsers are utilized [18][21]. - This new browser type is designed to enhance context awareness, task execution, and cross-application capabilities, making it a natural fit for general AI agents [18][22][39]. - The integration of AI capabilities into browsers is expected to redefine user interactions with digital content, transforming browsers into central hubs for managing digital tasks [42][45]. Group 4: Future Prospects - The potential for Agentic Browsers to evolve into full-fledged AI operating systems is significant, with the possibility of creating a new ecosystem that includes customized hardware [40][41][43]. - The development of an "Agent Store" could facilitate the sharing and deployment of specialized AI agents, further enhancing the functionality of Agentic Browsers [41][42]. - As the Agentic Browser concept matures, it may lead to a rebalancing of open and closed ecosystems in technology, similar to the trajectory of companies like Apple [40][41].

Core Viewpoint - Xiaohongshu has launched a new AI search feature called "Ask" that enhances its search engine capabilities and community connection, providing structured product recommendations and reducing information filtering costs for users [2][3]. Group 1: AI Search Functionality - The "Ask" feature addresses two main scenarios: providing factual answers to objective questions and offering community-based recommendations for complex decisions [2]. - This feature aggregates user notes to create structured product recommendation lists, such as "Top 10 Must-Buy from Hema," including user mention ratios, positive and negative feedback, and product highlights [2][3]. - The design encourages content sharing, enhancing information dissemination and platform exposure [2]. Group 2: Strategic Implications - The underlying logic of the "Ask" feature is to systematically mine and reorganize Xiaohongshu's vast user-generated content, transforming it into "light encyclopedia" style answers [3]. - This evolution signifies Xiaohongshu's transition towards a "search + community + AI" integrated information platform, enhancing commercial conversion, user engagement, and brand attraction [3]. Group 3: Previous AI Initiatives - Xiaohongshu has previously launched AI search products, including "DianDian," and established a large model research team in 2023, developing various AI functionalities [6]. - "DianDian" focuses on lifestyle scenarios, aggregating Xiaohongshu's notes and online information to provide precise answers and video responses [6]. Group 4: Performance Metrics - "DianDian" experienced low initial download numbers, with a total of approximately 8,000 downloads in the first three months, followed by a significant spike in December 2024 [7]. - Despite a peak in January 2025, the download numbers declined in subsequent months, indicating challenges in user retention and engagement [7]. Group 5: Market Valuation - Xiaohongshu's valuation has surged to approximately $26 billion, surpassing its previous high during the pandemic, signaling positive prospects for its upcoming IPO [10].

Core Viewpoint - The article emphasizes the limitations of traditional search engines and introduces the advantages of Nano AI Search, which enhances user experience by understanding natural language and providing more accurate and relevant search results [4][10][19]. Group 1: Limitations of Traditional Search Engines - Traditional search engines are described as the weakest link in productivity, likened to a blind appendix or a hindrance in the workflow [4][16]. - Users often struggle to express their search needs accurately, leading to irrelevant results and a frustrating experience [5][7]. - The overwhelming amount of information returned by traditional search engines can lead to confusion and wasted time, as users sift through irrelevant content [9][10]. Group 2: Advantages of Nano AI Search - Nano AI Search utilizes an "intent recognition engine" to interpret user queries, making it easier for users to articulate their needs [5][10]. - It offers enhanced information collection capabilities, allowing for cross-platform searches and the ability to gather data from various sources, significantly increasing the breadth of information available [10][11]. - The system is designed to deliver not just raw data but actionable solutions, integrating various formats such as documents, presentations, and videos directly into the user's workflow [12][13][14]. Group 3: Evolution of Search Technology - The article outlines the evolution of search technology from traditional search engines to AI-powered solutions, culminating in the development of Nano AI Search, which is capable of understanding and processing user intent [18][19]. - This evolution reflects a shift in user needs, where the ability to find relevant information quickly and efficiently has become paramount in the mobile internet era [16][18].

Core Viewpoint - The article emphasizes the transformative potential of Nano AI Search in enhancing search efficiency and user experience, positioning it as a significant advancement over traditional search engines [10][46]. Group 1: Limitations of Traditional Search Engines - Traditional search engines are described as the weakest link in productivity, likened to a blind appendix or a hindrance in the workflow [8][9]. - Users often struggle to articulate precise search queries, leading to frustration and inefficiency in finding relevant information [12][13][14]. - The overwhelming amount of irrelevant results from traditional search engines can lead to wasted time and effort, as users sift through numerous pages to find useful content [21][22][23]. Group 2: Advantages of Nano AI Search - Nano AI Search is designed to understand natural language, allowing it to interpret user intent and refine search queries effectively [16][18]. - It boasts superior information gathering capabilities, enabling cross-platform searches and breaking down information silos, which enhances the breadth of search results [30][32]. - The system integrates over 80 domestic models to provide accurate and reliable information, particularly in specialized fields like health and technology [32][33]. Group 3: Enhanced User Experience - Nano AI Search automates the organization and presentation of search results, allowing users to receive information in various formats such as documents, presentations, and videos, thus streamlining workflows [38][39]. - The tool also incorporates generative capabilities, enabling users to create content directly from search queries, which increases efficiency in content production [40][42]. - The focus on usability ensures that the search results are not just fragmented information but comprehensive solutions that can be readily applied [43][44]. Group 4: Evolution of Search Technology - The article outlines the evolution of search technology from traditional search engines to AI-driven solutions, culminating in the development of Nano AI Search, which is capable of thinking for users [51][52]. - This evolution reflects the changing landscape of information access in the mobile internet era, where the ability to think and interpret user needs is crucial for effective search [48][50].

Core Viewpoint - The article discusses the evolution of search engines into "super search" intelligent agents by 2025, emphasizing their transition from traditional keyword-based searches to advanced task execution capabilities that understand user intent and deliver actionable solutions [2][8][16]. Group 1: Evolution of Search Engines - The shift from traditional search engines to intelligent agents is marked by the emergence of AI search 3.0, which integrates intent recognition and task execution into a seamless user experience [8][16]. - AI search 1.0 and 2.0 focused on information aggregation and answer provision, respectively, but lacked the ability to execute complex tasks directly [5][8]. - The future of search engines lies in their ability to function as task engines, providing users with direct solutions rather than just information [6][8]. Group 2: Capabilities of Super Search - Super search must possess five key capabilities: task planning, multi-model collaboration, high-dimensional information recognition, multi-modal output, and personalized search experiences [9][10][11][12][13]. - Current AI search engines are still in the early stages of development, with some like Nano AI and Google's AI Mode showing promise in covering these capabilities [14][18]. Group 3: Market Position and Competition - Nano AI has emerged as a leader in the AI search engine market, outperforming competitors in user engagement and functionality [19][21]. - The competition between established players like Google and emerging platforms like Nano AI is intensifying, with both focusing on transforming search engines into intelligent agents [22][33]. - The article highlights the importance of technological infrastructure and the ability to execute complex tasks as critical factors for success in the evolving search engine landscape [18][22]. Group 4: Practical Applications - Practical examples of super search capabilities include generating comprehensive reports and conducting in-depth research based on user queries, showcasing the potential for AI to enhance productivity [26][30]. - The article illustrates how Nano AI can autonomously break down complex tasks and deliver tailored solutions, emphasizing the shift from information retrieval to actionable insights [30][31].