小捕手 Chaos|2月 06, 2026 08:54
Chapter 1: Invincible Under Heaven
Chapter 2: Enemies from Outside the Sky
It's not better taxi companies that beat taxis, but Uber
It's not Motorola that defeated Nokia, but Apple
It's not Fuji who defeated Kodak, but digital cameras
This is the terrifying aspect of 'dimensional attacks'
Now it's the turn of search engines
In the two decades of Google's dominance of the Internet, people have built a sophisticated and cumbersome indexing civilization: crawler crawling, keyword stacking, and weight game (SEO)
However, the emergence of ChatGPT completely skipped the step of "information filtering":
Traditional search: Users search for links → self extract answers
AI search: User proposes intention → AI delivers results directly
As a result, AI has become the most powerful distribution channel
SEO is dead, GEO stands firm
The core of SEO optimization is keyword ranking, which measures success through indicators such as search ranking, click through rate, and traffic
The core of GEO optimization is the visibility and source attribution of AI generated answers, measured by AI mental occupancy rate
In one sentence, it goes from "competing for clicks" to "competing for citations"
New infrastructure for value capture
At present, only one project with substantial products has been discovered in the entire GEOFi track, @ ovoyage.coi
They completed a $3 million financing in October last year, with funding from top institutions such as a16z Speedrun, Solana Ventures, and IOSG VC
The three-tier architecture built by Voyage:
Data Layer: A Structured Knowledge Base for AI
Store and index content in an AI understandable way
Analysis layer: Tracking the "AI mind share"
Helping brands understand their visibility in AI responses is a prerequisite for optimizing GEO performance
Protocol layer (v402): Implementing value capture
This is the complete closed loop of "data discovery → insight analysis → value trading".
GEO is the new SEO of the AI era
So who is the new Google of the AI era?
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