Google的人工智能 Reddit首席执行官Huffman 警告整个网络
AI Mode不仅对Google的股票，而且对Reddit的股票也进行了粉刷。 在首席执行官Steve Huffman透露Reddit在10月每周损失超过100万Google搜索转诊后，尽管收入强劲，股票却下降了25%以上。 他指责AI Overviews和AI Mode:"AI Mode不会驱动流量。 对我们来说不是对我所知的任何人来说也不是这仅仅是Google工作方式的根本转变，"Huffman 称。
Reddit 称对平台的需求没有改变，但Google只是停止了在那里发送用户。 作为回应，它正在测试美国境外的登录墙，以遏制刮损，减少其对开放网的依赖。 哈夫曼视其为取舍：更深入接触的伸展范围较小。 与AI提供商的数据许可谈判仍在继续，虽然尚不确定Reddit已经与Google达成交易并从中大量获利，但将会进一步关闭。
Reddit是整个网络的警告任何依赖于Google的交通业务都面临相同的结构风险。
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Google's AI Mode doesn't drive traffic "for anybody," Reddit CEO Huffman warns the entire web
AI Mode has tanked not just Google's stock but Reddit's too. Shares dropped over 25 percent despite strong earnings, after CEO Steve Huffman revealed that Reddit lost more than one million Google search referrals per week in October. He blames AI Overviews and AI Mode: "AI Mode does not drive traffic. Not for us, and not to anybody as far as I know. That's just a fundamental shift in how Google works," Huffman said.
Reddit says demand for the platform hasn't changed, but Google simply stopped sending users there. In response, it's testing login walls outside the U.S. to curb scraping and reduce its dependence on the open web. Huffman sees it as a trade-off: less reach for deeper engagement. Data licensing talks with AI providers continue, though it's not certain that Reddit, which already had a deal with Google and massively profited from it, will close further ones.
What's hitting Reddit is a warning for the entire web. Any business that depends on Google for traffic faces the same structural risk.
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