"That era, however, is rapidly changing. Today, consumers increasingly turn to AI-powered systems such as ChatGPT, Gemini, Claude, Copilot, and Perplexity for direct answers, recommendations, and summaries. These platforms will inevitably monetize results and eyeballs in one way or another, but the structural shift in how information is delivered is already irreversible. Because modern AI chats and systems are largely an extension of existing products and services offered by highly profitable FANG-level technology companies, the idea of a classic "Tech AI bubble" is overstated."
"AI is being embedded into proven revenue engines such as cloud platforms, search, advertising, enterprise software, and consumer ecosystems, not built as speculative standalone ventures. These companies are funding AI development with operating cash flow, using it to improve efficiency, deepen customer lock-in, and expand monetization. As a result, AI functions as a value-enhancing layer on mature business models rather than a hype-driven gamble, making a broad AI bubble unlikely."
Internet marketing generated billions over two decades for businesses. Early online visibility depended on search rankings, keywords, links, and clicks; social media added demographic and behavioral targeting. Consumers increasingly use AI-powered systems for direct answers, recommendations, and summaries. These platforms will monetize attention, and the structural shift in information delivery is irreversible. Modern AI functions as an extension of profitable tech companies, embedding into cloud, search, advertising, enterprise software, and consumer ecosystems. Companies fund AI from operating cash flow to improve efficiency, deepen customer lock-in, and expand monetization. AI acts as a value-enhancing layer on mature business models, making a broad AI bubble unlikely. Generative Engine Optimization (GEO) does not replace traditional SEO.
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