GEO needs infrastructure

🧪 Active Investigation The winning GEO strategy is building AI-readable knowledge infrastructure, not just monitoring AI answers.

CURRENT POSITION I believe GEO will be dominated by companies that provide canonical, structured, real-time knowledge layers for AI agents and commerce, rather than dashboards that only track mentions like current tools.

KEY ASSUMPTIONS AI-driven discovery and agentic commerce will replace a large share of traditional web browsing and search. AI models and agents rely more on structured, trusted knowledge sources than on raw web pages. Brands will compete to be chosen by agents, not just clicked by users.

SUPPORTING EVIDENCE Google announced Universal Commerce Protocol and agentic commerce where AI agents can complete shopping flows directly. Tools like Peec and Profound focus primarily on measuring brand mentions in AI answers rather than supplying knowledge to models. Google introduced Universal Commerce Protocol and agentic commerce where AI agents can complete shopping flows directly.

OPEN QUESTIONS How quickly will agentic commerce and AI-first discovery replace traditional search and websites? Will major AI platforms allow or prefer external canonical knowledge providers at scale? What is the best initial wedge: commerce, SaaS, or general brand knowledge?

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