My esteemed industry colleagues @Kevin_Indig, @Marie_Haynes, and Ben Foster (from @seoworks) all published studies this week (and @RandFish amplified them). The four parties landed on the same conclusion: AI search doesn’t send traffic, so stop worrying about it.
They’re right about the first part. I believe they’re wrong about everything that follows from it.
Kevin has said on stage that AI is a visibility play and not a traffic play. Marie’s own data shows ChatGPT referrals falling while ChatGPT’s audience tripled, which has a very different explanation than the one she gave it. And Rand has a book coming out called Zero Click Marketing.
Grading AI search on referral traffic is how you end up telling a CMO that the place where a billion people a week ask what to buy is a distraction. Nobody has ever attributed a billboard. The industry that spent twenty years tying every dollar to a click is now the only part of marketing that can’t recognize a brand channel when it’s staring at one.
Here are my thoughts 👇🏾
ipullrank.com/ai-search-is-a…
The funnel is ephemeral. Search intent will persist.
Hi,
Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan.
Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago.
(a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want.
(b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions.
(c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent.
(d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet.
I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news.
Codexingly,
Tibo
Replying to @ctjlewis
This is the all your base are belong to us moment for LLMs
Replying to @iamjasonlevin
The best marketer to ever do it since Ronald McDonald
Replying to @sean_from_earth
Had to mute roon at least till his stock vests ig
He’s right. Have you considered the possibility of the AI stealing your girl?
Replying to @senatorshoshana
Under Article 30-4 of the Japanese Copyright Act, the official legal term used is "Information Analysis" which sounds much better than scraping
















