Google AI Mode, Reddit’s Traffic Drop, and the Future of Search

Описание: Google's search revenue slowed. Reddit, the most cited site in AI search, says Google's AI Mode doesn't send it traffic. And Google's own search team says this is "an expansionary moment." Here's what those three signals mean for any business that depends on being found.

In this video:
• Alphabet's Q3 2026 earnings and why AI Mode is part of the slowdown
• Reddit's traffic drop, and why being cited isn't the same as being visited
• What Google's Shivani Mohan and Ginny Marvin said about how search is changing
• Whether AEO and GEO work the way they’ve been sold
• Four things to do now: website first, leads over clicks, faster follow-up, demand you own

Reddit CEO Steve Huffman's exact words, via The Verge: "The reality is, AI Mode does not drive traffic... Not for us, and not to anybody, as far as I know."

Sources:
• Alphabet Q3 2026 earnings release: https://www.sec.gov/Archives/edgar/da...
• Search Engine Journal, Google on AI Mode monetization: https://searchenginejournal.com/googl...
• Reddit Q3 2026 earnings call transcript (Huffman on AI Overviews and AI Mode): https://stockanalysis.com/stocks/rddt...
• Reddit Q3 2026 earnings release: https://www.sec.gov/Archives/edgar/da...
• Peec AI, most cited domains in AI search: https://docs.peec.ai/research/most-ci...
• Google Ads Decoded, "How AI is changing Google Search behavior and what it means for advertisers":    • How AI is changing Google Search behavior ...  


0:00 Three signals from last week
0:32 Google's earnings
1:25 Reddit's earnings
2:34 Google's Ads Decoded conversation
3:32 The gap
3:57 What I think
5:23 What to do about it
6:19 Wrap-up