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How Generative Engine Optimization (GEO) rewrites the rules of search

70 points| eutropheon | 10 months ago |a16z.com | reply

43 comments

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[+] edwin|9 months ago|reply
A few take-aways from a study we ran (~800 consumer queries, repeated over a few days):

* AI answers shift a lot. In classic search a page-1 spot can linger for weeks; in our runs, the AI result set often changed overnight.

* Google’s new “AI Mode” and ChatGPT gave the same top recommendation only ~47 % of the time on identical queries.

* ChatGPT isn’t even consistent with itself. Results differ sharply depending on whether it falls back to live retrieval or sticks to its training data.

* When it does retrieve, ChatGPT leans heavily on publications it has relationships with (NYPost and People.com for product recs) instead of sites like rtings.com

Writeup: https://amplifying.ai/blog/why-ai-product-recommendations-ke...

Data: https://amplifying.ai/research/consumer-products

[+] rafaepta|9 months ago|reply
ChatGPT ≠ Google-scale.Google: ~14 B searches/day; ChatGPT: ~37 M (~1 : 400). Only ~15 % of ChatGPT prompts look like classic “search”; most are writing/code tasks. Google’s own search volume grew 22 % in 2024 and still holds >90 % share. An LLM citation is nice for credibility, but it won’t move traffic or revenue anytime soon.
[+] maltelandwehr|9 months ago|reply
The 37M/day is an estimate from Rand Fishkin that often gets quoted as gospel. It is based on limited external data. OpenAI mentioned 1B/day - and had significant overall growth in usage since then.

Also, 1 search on ChatGPT easily replaces 5-10 searches on Google.

Many B2B SaaS companies already get the same amount of leads from ChatGPT that they get from Google. Because clicks from ChatGPT are better informed and have a significantly higher conversion rate. I am talking up to +700% CVR vs traffic from Google for some companies.

[+] the_arun|9 months ago|reply
But users are not clicking on search results in google. They get satisfying response from Gemini & end there. It is a good thing for users but bad for inbound traffic to websites.
[+] echelon|9 months ago|reply
1. (Anecdotal) I'm barely using Google anymore. I'm using ChatGPT for a ton of queries and getting far better results.

2. Antitrust actions might (should) strip Google of their "panes of glass" with which they force Google Search as the default. Most Google Search queries are simply the result of defaults. Once those defaults are gone, those queries will go elsewhere.

[+] zdragnar|9 months ago|reply
To add on top of this, how many Google searches also contain Gemini answers in the search results? I've been seeing more and more, especially for code and general factoid searches.
[+] bravesoul2|9 months ago|reply
Yet.

And even that ignores Google runs an LLM on their search too.

[+] 1oooqooq|9 months ago|reply
splitting these are not a good measure. people who know how to search (a skill the latter generations seem to have lost) also searched for the lowest common denominator coding recipes and produced naive code just like people do with current llm models. only sellers of the llm models make the distinction. it's all search.
[+] jameslk|9 months ago|reply
We are in the fleeting era where AI models are not entirely corrupted by marketing and propaganda. Like the early web circa 1990s. It will never be this pure while also being this up-to-date ever again. Enjoy it while it lasts
[+] username223|9 months ago|reply
Yep. It won't be long before the web is flooded with pages full of AI-generated content repeatedly mentioning brands near keywords, and "search engines" have been replaced by "summaries" monetized by prompt-stuffing. That's pretty much the extent of these people's genius.

EDIT: I guess the final step is for an "AI agent" to enter your credit card number based on this bot-chat.

[+] bloomca|9 months ago|reply
Yep, I was discussing it with my partner a few months ago. It is just too good right now, in a lot of cases you just slip past all the fluff which are impossible to avoid with traditional search.

The opportunities for AI providers to capitalize on that are too prominent. No idea how long it will take, but imo it's inevitable.

[+] AlienRobot|9 months ago|reply
Yep. Google is an ad company that makes most of its money putting ads on its search page, and Gemini is a Google product that lets you get search results from Google without ads. It doesn't make any sense.
[+] 1oooqooq|9 months ago|reply
you're literally commenting on a press release by the greediest vc firm. would you care to elaborate your point?
[+] theamk|9 months ago|reply
my "marketing and propaganda", do you mean "other AI model output"?

The internet was pretty bad without AI already, but I can see it heading quickly towards complete nonsense and lack of trust. We are going to have all the same problems we had before AI, but multiplied 100x

[+] kurtoid|9 months ago|reply
SEO and it's related fields are a net-negative for the Internet (and maybe humanity in general)
[+] xnx|9 months ago|reply
The only good thing about SEO (yuck) is it got some people to care about things that are good for humans too: fast pages, well-structured content, descriptive link text, etc.
[+] godelski|9 months ago|reply
I think the concept of SEO is fine. But the problem comes down to metric hacking.

Certainly you want to make your page easier to index by Google and others, but that's not the only thing that matters. You should improve your content and provide a good product to users. That's what Google intends to measure, but such a thing is actually impossible to do so accurately. So the problem comes down to this stupid cat and mouse game where sites happily shill out links that are immediate turnarounds for users.

I think this is larger than just search. We seem to just be optimizing towards whatever metric we've decided should be used. We then fool ourselves into thinking this proxy actually measures the real thing.

[+] edwin|9 months ago|reply
Unlike classic search, which got worse over time due to SEO gamings, AI search might actually improve with scale. If LLMs are trained on real internet discussions (Reddit, forums, reviews), and your product consistently gets called out as bad, the model will eventually reflect that. The pressure shifts from optimizing content to improving the product itself.
[+] gmuslera|9 months ago|reply
I can't imagine how the feedback loop between LLMs optimizing content so it will be picked by LLMs based search engines will end. But it won't be good.
[+] kkaatii|9 months ago|reply
Not too different from how SEO ends. Just spammy content written by bots.
[+] drekipus|9 months ago|reply
there would have to be some added element of human interaction for a a feedback mechanism.

Unfortunately this will be profit driven, rather than something like human enjoyment or insight or something

[+] arnklint|9 months ago|reply
If only you could trust Gemini or gpt to serve truthful answers.

I’m still seeing them concluding the opposite of their own source reference.

[+] duskwuff|9 months ago|reply
Or wildly misinterpreting a source. A few months ago, I saw an especially egregious example where, when asked for the maximum current capacity of a 22 AWG copper wire, Google's AI responded confidently with "551 amps".

The correct answer is two orders of magnitude lower, around 5-7 A. 551 A is the fusing current of that wire - i.e. the current required to make it instantly melt.

[+] nocoder|9 months ago|reply
My experience with the LLM bot is that they are really keen to appease the user and often over confident about their responses. They are prioritizing user engagement over factual nature of the response, it's as if their reward function includes the time spent on the bot. This leads to the bot swaying too much in either direction when it comes to debatable information. They essentially learn what the user prefers and so tend to reinforce those ideas. In some sense, they are like social media influencers who are too confident in their opinion because they are trying to get you to like them. I see us going further into the echo chambers where on the same topic, the bots will give different information to an users based on what the bot thinks about the user preference.
[+] corentin88|9 months ago|reply
> In a world where AI is the front door to commerce and discovery, the question for marketers is: Will the model remember you?

So the question for marketers is: how do you get into the model. And once you are in, how do you outperform others that are in the model too?

[+] corentin88|9 months ago|reply
Maybe content marketing ins’t dead after all. Just the readers have shifted and now you write for LLMs. They will be trained on your articles, to summarize them for LLM readers (aka humans).
[+] sbrother|9 months ago|reply
I launched a product in this space to beta customers just last week -- https://ellm.co -- and the response has been way more positive than I could have hoped for. Every SMB owner I talk to is thinking about this and looking for ways to be ahead of the curve on it even though the number of commercial AI search queries is still dwarfed by Google. It feels like a race, and we are figuring out the rules as we run it.
[+] maltelandwehr|9 months ago|reply
How is ellm different from the more established tools in the market (Profound and Peec AI)?
[+] sync|9 months ago|reply
Definitely a bit buggy but looks promising! Try the onboarding flow yourself as a real user (also on mobile!) - particularly leaving the site to research a competitor that is mentioned and then coming back (I got kicked out and had to start from the beginning, at which point it just paywalled me)

It also says I have canceled my subscription at the bottom of the paywall when I never had one. Still, these are little things and I think the bones are theee

[+] bigbuppo|9 months ago|reply
And it lost me at "Traditional search was built on links. GEO is built on language."

The fuck it was. How in the hell do they think search works outside the web?

[+] bravesoul2|9 months ago|reply
Out the gate with an R.E.M. reference