Chapter One: Unmatched in the World

Chapter Two: Enemies from Beyond

It is not a better taxi company that defeats taxis, but Uber.

It is not Motorola that defeats Nokia, but Apple.

It is not Fuji that defeats Kodak, but digital cameras.

This is the terrifying aspect of "dimensional attack."

Now it's the turn of search engines.

In the twenty years of Google's dominance over the internet, people have built a complex and intricate indexing civilization: web crawlers, keyword stuffing, and weight games (SEO).

However, the emergence of ChatGPT has completely bypassed the step of "information filtering":

Traditional search: Users look for links → Extract answers themselves.

AI search: Users express intent → AI delivers results directly.

As a result, AI has become the most powerful distribution channel.

▌SEO is dead, GEO should rise.

The core of SEO optimization is keyword ranking, measured by search rankings, click-through rates, traffic, and other metrics of success.

The core of GEO optimization is the visibility and source attribution in AI-generated answers, with the measurement metric being AI mind share.

In short, it shifts from "competing for clicks" to "competing for citations."

▌New Infrastructure for Value Capture

Currently, in the entire GEOFi track, only @onvoyage_ai has been found to have a substantive product.

In October last year, they completed a $3 million financing round, with investors including top institutions like a16z Speedrun, Solana Ventures, and IOSG VC.

Voyage has built a three-layer architecture:

Data Layer: A structured knowledge base for AI.

This allows content to be stored and indexed in a way that AI can understand.

Analysis Layer: Tracking "AI mind share."

This helps brands understand their visibility in AI answers, which is a prerequisite for optimizing GEO performance.

Protocol Layer (v402): Achieving value capture.

This is the complete closed loop of "data discovery → insight analysis → value transaction."

GEO is the new SEO in the AI era.

So who is the new Google in the AI era?

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