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Chapter 1: Invincible
Chapter 2: An Extraterrestrial Enemy
It wasn't a better taxi company that defeated taxis, but Uber.
It wasn't Motorola that defeated Nokia, but Apple.
It wasn't Fuji that defeated Kodak, but digital cameras.
This is the terrifying aspect of "dimensional attacks."
Now it's the search engine's turn.
During Google's two decades of dominating the internet, people built a sophisticated and cumbersome indexing civilization: web crawling, keyword stuffing, and SEO (Search Engine Optimization).
However, ChatGPT completely skipped the "information filtering" step:
Traditional Search: Users find links → extract answers themselves.
AI Search: Users state their intent → AI directly delivers results.
As a result, AI has become the most powerful distribution channel.
▌SEO is dead, GEO is here.
The core of SEO optimization is keyword ranking, measured by metrics such as search ranking, click-through rate, and traffic.
The core of GEO optimization is the visibility and source attribution in AI-generated answers, measured by AI mindshare.
In short, it's a shift from "competing for clicks" to "competing for references."
▌The new infrastructure for value capture.
Currently, the entire GEOFi... In this sector, only one project with a substantial product has been identified: @onvoyage_ai.
Last October, they completed a $3 million funding round, with investors including top institutions such as a16z Speedrun, Solana Ventures, and IOSG VC.
Voyage's three-layer architecture:
Data Layer: A structured knowledge base for AI
Storing and indexing content in an AI-understandable way
Analysis Layer: Tracking "AI Mindshare"
Helping brands understand their visibility in AI responses, a prerequisite for optimizing GEO performance
Protocol Layer (v402): Achieving value capture
This is a complete closed loop of "data discovery → insight analysis → value transaction".
GEO is the new SEO for the AI era.
So who is the new Google for the AI era?
twitter.com/iamyourchaos/statu...

Currently, the only angle to monitor Voyage is through its onboarding process - app.onvoyage.ai/?ref=v_7726896...
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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