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小宇宙 / Apple Podcasts / Spotify → 「离线时间」This is the second episode of Stolen Chat. I talked with YG, founder of CapGo AI, for nearly an hour. He left Citi's investment banking division to build an AI tool that generates web pages at scale to help companies get discovered through ChatGPT and Google. He's worked with several top Chinese AI companies. After this conversation, I felt like I understood everything worth knowing about GEO.
What GEO actually is
One sentence: getting ChatGPT and Google to recommend your product.
When you ask ChatGPT "what's the best translation tool," and your product shows up in the answer — that's GEO at work.
How? The core logic is covering every possible search intent. If you're a translation tool, users might not search "translation tool" — they might search "Chinese to English," "French to German," "Italian to Japanese." Each query gets its own landing page. The goal is to be discoverable no matter what someone types.
You're not competing for 10 keywords one by one. You're generating hundreds of pages to achieve total coverage.
On the relationship between GEO and AEO: they're essentially the same thing. Many traditional SEO practitioners consider GEO a buzzword coined by VCs and founders, since it's still search engine optimization — just with a different display format.
Why general-purpose AI can't do this well
People ask: Claude can generate web pages too, so why use a specialized tool?
"Being able to run and being able to outrun Liu Xiang are two different things."
General AI can do it, but doing it well is another matter. Vertical tools have two advantages: first, automation efficiency — the system already knows the end-to-end workflow without needing to think; second, deep industry know-how about what page structures get indexed better by Google and ChatGPT.
And you don't need to rank first. Build 200 pages, each ranking fifth, and the aggregate traffic is massive. The core isn't chasing individual rankings — it's total coverage.
Page quality depends on data
The biggest risk of mass-generating pages? Low quality, zero traffic from Google.
The solution is data-driven generation. Request massive amounts of internal assets from clients — user-generated images, music, videos, product docs, analysis reports. Use this original content to generate pages. Google and ChatGPT will treat them as high-quality originals, and rankings follow naturally.
The more internal material a client has, the higher the quality. This is why AI companies are ideal clients — they have an enormous number of use cases, naturally suited for mass generation. An AI video generator can create pages for "AI generate rabbit," "AI generate 3D," "AI generate ancient architecture" — the search intents are nearly infinite.
China vs. overseas GEO: completely different games
This was one of the most valuable parts of the conversation.
"If someone guarantees traffic, they're probably a scam."
Chinese clients especially want traffic guarantees, but overseas, any SEO agency claiming guaranteed traffic is widely considered fraudulent. Too many factors affect SEO — Google's algorithm, page quality, user dwell time — many of which have nothing to do with the pages you generate.
China's gray-area practices stem from the ecosystem itself. Domestic search engines love citing third-party sponsored content and media — much of it unlabeled and opaque, confusing AI search engines. Google spent a decade cracking down on such sites. Overseas, you basically need to build your own domain.
"SEO has undergone seismic changes in the past two to three years. It used to be keyword matching. Now Google and AI understand semantics. Veterans carry baggage; newcomers don't. During industry upheaval, that's the window for overtaking."
GEO's next step: building for AI, not just humans
This was the most forward-looking insight from the episode.
SEO used to be for human eyes. Now it's increasingly for AI eyes. Example: when Claude Code writes code, it automatically selects third-party tools like Supabase. The AI is making choices on behalf of users. In the future, more and more decisions will be made by AI — whether your product gets selected by AI is an entirely new frontier.
SEO and GEO will ultimately converge into a new format for search results — a paragraph of AI text, a row of links, a set of images, all mixed together. The trend is massive, but the industry is still in its very early stages.
Where's the moat in AI entrepreneurship?
We ended on the question of what to build and what to avoid when technology iterates this fast.
"Right now AI feels overwhelming — something new every day. The reason is that most of what's new turns out to be a dead end. Three years from now, maybe one or two things will have actually mattered."
The right approach: go deep in user scenarios. Let any good framework boost your efficiency, rather than building your entire product on a single framework.
"Vertical B2B is the most defensible direction. Because there are two things AI can't easily replace: enterprise sales and industry know-how."
Why ChatGPT flatters you
One last observation. Google and ChatGPT eventually start recommending products, but Claude never does.
The reason is in the business model. ChatGPT is a consumer product — it cares deeply about session time, so it flatters you, provides emotional validation, agrees with you, suggests follow-up questions. Claude is a B2B product — its goal is to solve your problem as fast as possible, so it doesn't care how long you stay.
Business model determines product behavior. Every builder should think about this.
这是「离线时间」第二期对话。我和CapGo AI的创始人郭一辰聊了将近一个小时,他从花旗投行出来创业,用AI批量生成网页帮公司从ChatGPT和Google上获客,服务过多家中国头部AI公司。这期聊完我觉得,关于GEO,该知道的基本都在这了。
GEO到底是什么
一句话:让ChatGPT和Google推荐你的产品。
你在ChatGPT里问"最好的翻译工具是什么",答案里出现你的产品——这就是GEO在做的事。
具体怎么做?核心逻辑是覆盖所有搜索意图。比如你是翻译工具,用户不一定搜"翻译工具",他可能搜"中文转英文"、"法文转德文"、"意大利语转日语"。每一个搜法对应一个落地页,让用户搜什么都能搜到你。
不是挑10个关键词一个一个去竞争。是批量生成上百个网页,全覆盖。
顺便说一下GEO和AEO的关系:本质上是一回事,都是AI搜索能不能出现你。GEO这个词很多传统SEO从业者认为是VC和创业者炒出来的新名词,因为它本质上还是搜索引擎优化,只是展示方式变了。
为什么通用AI做不好这件事
很多人会问:用Claude也能生成网页,为什么还需要专门的工具?
"会跑步和跑得过刘翔是两回事。"
通用AI能做,和做得好是两个概念。垂直工具的优势在两个地方:第一,自动化效率更高,它已经知道从头到尾怎么做,不需要思考;第二,里面包含大量行业knowhow——什么样的网页结构更容易被Google和ChatGPT索引,这些不是通用AI知道的。
而且你不需要排第一。做200个网页,每个都排第五,加在一起流量也很大。铺足够多的搜索页面,才是核心所在。不追单个排名,追总覆盖。
网页质量靠什么?数据驱动
批量生成网页最怕什么?质量低,Google不给流量。
核心方法是数据驱动。向客户要大量内部素材——用户生成的图片、音乐、视频,产品文档、分析报告。用这些原创内容来生成网页,Google和ChatGPT都会认为是高质量的原创内容,排名自然上去。
客户内部素材越多,生成网页的质量越高。这也是为什么AI公司是最好的客户——他们的用户场景特别多,天然适合批量生成。
国内vs海外GEO:完全不同的游戏
"保证流量的,多半是诈骗。"
国内客户特别希望你能保证流量,但在海外,如果一个SEO机构说自己能保证流量,大家多半认为它是诈骗机构。因为影响SEO的因素太多——Google算法、网页质量、用户停留时长,很多和你生成的网页完全没关系,没人能百分百保证。
国内的灰色操作根源在生态。国内搜索引擎特别喜欢引用第三方软文和媒体,这些内容大量不标注、不透明,混淆了AI搜索引擎。海外Google花了十年打击这类软文网站,基本上都需要做官网。
"SEO在过去两三年发生了天翻地覆的变化。以前是关键词匹配,现在Google和AI都在理解语义。老兵有包袱,新人没包袱。行业剧变的时候,这就是弯道超车的机会。"
GEO的下一步:给AI看,不只给人看
这是这期里最前沿的一个判断。以前SEO是给人看的。现在很多时候是给AI看的。
举个例子:Claude Code写代码的时候,会自动选择用Supabase这类第三方工具。这意味着AI在替用户做选择。未来越来越多的事可能由AI来选择和使用,你的产品能不能被AI选中,是一个全新的领域。
AI创业的护城河在哪
"现在大家觉得AI眼花缭乱,每天都有学不完的东西。之所以这样,是因为大量的新东西到最后是条死胡同。三年后回头看,真正有意义的可能就那一两个。"
正确的做法是在用户场景扎深,让任何好的framework都能帮你提升效率,而不是把整个产品基于某一个framework。
"做垂类、服务企业客户,是所有领域中最有护城河的。因为有两个AI很难替代的东西:企业销售和行业knowhow。"
ChatGPT为什么爱拍马屁
最后一个有意思的观察。Google和ChatGPT用着用着最后都会给你推产品,但Claude从来不会。
原因藏在商业模式里。ChatGPT是ToC产品,特别在乎用户使用时长,所以要想办法留住你——拍马屁、给情绪价值、顺着你说、推荐下一个问题。Claude是ToB产品,核心是帮你尽快解决问题,所以不在乎你待多久。
商业模式决定产品行为。做产品的人都该想想这个。
This is an episode of「离线时间」Stolen Chat. If you're building in AI and thinking about going global, I'd love to hear from you. CapGo AI →