Google的人工智能 RedditCEO Huffman 警告整个网络
AI Mode不仅对Google的股票，而且对Reddit的股票也进行了挤压。 股权下降超过25%，尽管有强劲的收入，在CEO史蒂夫·赫夫曼透露Reddit在10月每周失去超过一百万Google搜索转介后。 他指责AI Overviews和AI Mode:"AI Mode不驱动流量。 不是为我们，也不是任何人，据我所知。 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来遏制刮取并减少其对开放网的依赖。 胡夫曼视之为取舍：更深入接触的伸展范围更小。 数据许可与AI提供商的会谈仍在继续，尽管尚不确定Reddit已经与Google达成交易并从中大量获利，但还会进一步关闭。
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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