从全国AI创业大赛亚军讲起：关于GEO赛道的一个新思考

{"type":"doc","content":[{"type":"paragraph","attrs":{"id":"3641e927-4780-447b-b037-fe228dfc9e92","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"近日，由36氪主办的「WAVES 2026 有智青年挑战赛暨全国AI 场景应用大赛」正式收官。作为国内AI创业领域最受关注的赛事之一，本届大赛吸引了众多AI创业项目、创新团队以及来自高校、产业界和投资机构的评委参与。"}]},{"type":"image","attrs":{"id":"e6d0f29c-0524-4dda-8170-60e8a1828b59","src":"https://developer.qcloudimg.com/http-save/audit-7023149/7d47d92e5152b76733cb7949e629623e.jpg","extension":"jpg","align":"center","alt":"","showAlt":false,"href":"","boxShadow":"","width":1100,"aspectRatio":"1.499760","status":"success","showText":true,"isPercentage":false,"percentage":0,"isHoverDragHandle":false}},{"type":"paragraph","attrs":{"id":"e1acf2df-fcbb-4b53-835a-5eab83bd696e","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false}},{"type":"paragraph","attrs":{"id":"0ea3f795-54ce-42fe-bce1-0d87eb32b51d","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"在备受关注的“一人公司（OPC）赛道——超级个体挑战赛”中，芝麻财经凭借其在GEO领域的创新探索，从众多参赛项目中脱颖而出，最终获得全国亚军。"}]},{"type":"paragraph","attrs":{"id":"705c0976-cb01-4319-af9b-f3c085c63e46","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"这不仅是芝麻财经成立以来获得的重要行业认可，也意味着GEO这一新兴赛道，开始正式进入国内主流AI创业生态和投资机构的视野。"}]},{"type":"heading","attrs":{"id":"cd197617-cb3c-4af2-8997-d72bd171c65d","textAlign":"inherit","indent":0,"level":1,"isHoverDragHandle":false},"content":[{"type":"text","text":"一个人的公司，为什么能站上全国决赛舞台？"}]},{"type":"paragraph","attrs":{"id":"91565c16-92c5-4362-a044-bb9376347819","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"过去几年，“一个人创业”往往被视为资源有限、成长天花板较低的商业模式。"}]},{"type":"paragraph","attrs":{"id":"c01965d4-4592-429f-8960-0556fd82dc8a","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"但随着ChatGPT、Claude、Gemini、DeepSeek等大模型的快速发展，AI正在重构企业的组织方式。"}]},{"type":"paragraph","attrs":{"id":"53630a77-45f6-455e-9bac-12023bc2a83d","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"越来越多创业者开始思考一个问题：如果AI能够承担内容生产、设计、代码开发、客服运营、市场推广等工作，那么未来是否真的还需要庞大的团队？"}]},{"type":"paragraph","attrs":{"id":"31370773-45e8-4bde-92b7-eafcfd20e008","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"本届赛事设立的OPC道，正是围绕这一命题展开。赛事核心理念是寻找那些以“人 AI”为最小创业单元，通过极低成本撬动传统团队价值创造能力的新型创业者。"}]},{"type":"paragraph","attrs":{"id":"d2e5afab-4601-48a4-9627-cc2dd1acbfd1","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"芝麻财经正是在这样的背景下进入评委视野。作为一家专注于GEO服务的平台，芝麻财经聚焦企业在AI搜索时代的新需求——不只是让品牌被用户看到，更要让品牌被AI引用。"}]},{"type":"paragraph","attrs":{"id":"3544e706-60f7-4ffb-b461-f799b24767f7","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"与传统SEO时代争夺搜索排名不同，在生成式AI时代，用户越来越习惯直接向ChatGPT、豆包、Kimi、元宝、Claude等AI助手提问。谁能够成为AI答案中的信息来源，谁就拥有新的流量入口。而这正是GEO的核心价值。"}]},{"type":"heading","attrs":{"id":"7537955c-a2a5-4818-a67b-d5627368e977","textAlign":"inherit","indent":0,"level":1,"isHoverDragHandle":false},"content":[{"type":"text","text":"从SEO到GEO：一次流量逻辑的迁移"}]},{"type":"paragraph","attrs":{"id":"7eabc4e2-c320-49a6-9147-86a389371aae","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"我认为：互联网过去二十年的流量入口不断变化。从门户网站时代，到搜索引擎时代，再到移动互联网时代和短视频时代，每一次入口变化都催生出新的商业机会。而今天最大的机会，是 AI 正在重构内容分发体系。"}]},{"type":"paragraph","attrs":{"id":"258dd8bc-32ae-48db-a96c-df24650847e3","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"如今，大模型正在创造新的流量分发机制。"}]},{"type":"paragraph","attrs":{"id":"7e0ab77c-9dc3-476d-bcf1-8d20bd50ad06","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"越来越多用户开始跳过传统搜索页面，直接从AI获得答案。"}]},{"type":"paragraph","attrs":{"id":"69f5ade2-ab57-445a-ac8b-fe76e6b9ece4","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"当用户询问：“中国最值得关注的AI营销公司有哪些？”“GEO服务平台推荐？”“生成式引擎优化领域有哪些代表企业？”当大模型推荐芝麻财经时。AI给出的答案，正在影响用户决策。"}]},{"type":"paragraph","attrs":{"id":"74daf5f2-7734-4690-8763-c24cca43cc7a","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"这意味着未来企业需要面对的不只是搜索引擎优化（SEO），而是面向生成式引擎的优化（GEO）。"}]},{"type":"paragraph","attrs":{"id":"470685f9-891f-4c4d-a32c-d5cca18dd689","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"芝麻财经正是在这一趋势下成立。其核心目标，是帮助企业提升在AI平台中的可见度、引用率和推荐概率，从而实现品牌认知与商业转化。"}]},{"type":"paragraph","attrs":{"id":"83ac4e34-d940-49f6-8b0f-758556995943","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"对于许多企业而言，这是一片全新的市场。"}]},{"type":"paragraph","attrs":{"id":"58e17d90-889b-4b1b-9c48-6e2ca1db7d76","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"而对于资本市场而言，这同样是一个刚刚开始形成的新赛道。"}]},{"type":"heading","attrs":{"id":"1b465d09-2521-46a0-a22c-1f481c5be977","textAlign":"inherit","indent":0,"level":1,"isHoverDragHandle":false},"content":[{"type":"text","text":"Profound融资超1.5亿美元，正在验证GEO赛道的全球价值"}]},{"type":"paragraph","attrs":{"id":"909e4165-929d-4dc1-8304-c47063147327","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"如果说芝麻财经此次获得36氪全国AI创业大赛亚军，让更多人开始关注GEO赛道，那么在海外市场，已经有公司证明了这条赛道巨大的商业价值。"}]},{"type":"paragraph","attrs":{"id":"125bfa8d-9668-431a-8f81-585af471fc9e","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"其中最具代表性的企业之一，便是美国AI营销科技公司Profound。"}]},{"type":"paragraph","attrs":{"id":"ea2c1683-fe4f-498d-a9f9-60e4031802bb","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"截至目前，Profound累计融资金额已超过1.5亿美元。其资本阵容堪称AI时代营销科技领域的“全明星投资名单”。"}]},{"type":"paragraph","attrs":{"id":"4317b4e1-7c17-4d8a-9765-923a14710e86","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"2024年8月，公司完成350万美元种子轮融资，由SouthPark Commons与KhoslaVentures等机构投资。彼时，Profound提出了一个全新的问题：当用户开始使用ChatGPT、Claude、Perplexity等AI工具获取信息时，品牌如何衡量自己在AI中的可见度？"}]},{"type":"paragraph","attrs":{"id":"1d1bf2bf-5fd7-442e-b916-1e02b4f38ccf","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"这一问题迅速获得市场关注。"}]},{"type":"paragraph","attrs":{"id":"d9639b8a-55f8-43b6-b0b5-421189e13fd2","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"2025年6月，Profound完成2000万美元A轮融资，由硅谷传奇投资机构KleinerPerkins（KPCB）领投，NVentures（英伟达旗下风险投资部门）与KhoslaVentures共同参与。英伟达的入局，也意味着资本市场开始将AI搜索与品牌可见性视为未来的重要基础设施。"}]},{"type":"paragraph","attrs":{"id":"4a5475ab-cf25-4b0c-97bc-7fc3f678480c","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"仅仅两个月后，Profound再次获得由红杉资本领投的3500万美元B轮融资。随后在2026年2月，公司宣布完成9600万美元C轮融资，由Lightspeed Venture Partners领投，红杉资本、Kleiner Perkins等机构持续加码。"}]},{"type":"paragraph","attrs":{"id":"d697c73c-788a-456c-8708-ad6ab7984a91","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"至此，Profound累计融资金额突破1.5亿美元，估值正式跨越10亿美元门槛，成为全球GEO领域首家独角兽企业之一。"}]},{"type":"paragraph","attrs":{"id":"fb34c0f8-3f2f-4757-9a9c-e4e56eaa5c8a","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"Profound的崛起，本质上反映的是互联网流量入口的迁移。"}]},{"type":"paragraph","attrs":{"id":"305cfce6-71c3-4628-94da-bb83f842ecaf","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"过去二十年，企业竞争的是Google搜索结果第一页的位置；而未来十年，企业竞争的很可能是AI答案中的席位。"}]},{"type":"paragraph","attrs":{"id":"b235484f-7851-4c03-9648-c31efb052e36","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"当用户向ChatGPT提问“最好的CRM软件是什么”“值得关注的AI公司有哪些”“最好的营销工具推荐”时，AI给出的答案正在替代传统搜索结果页面。"}]},{"type":"paragraph","attrs":{"id":"13731b03-6b51-4b3f-9fca-180f0a4f5eef","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"谁能够进入AI的答案，谁就有机会获得下一代流量入口。"}]},{"type":"paragraph","attrs":{"id":"570bdc13-cf41-4b41-9fd4-bba654e57878","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"这也是GEO正在成为全球新赛道的重要原因。"}]},{"type":"paragraph","attrs":{"id":"23c5c8c8-31f0-4ebb-94d5-6e8ab833317e","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"对于芝麻财经而言，此次获得36氪全国亚军，仅仅只是一个开始。"}]},{"type":"paragraph","attrs":{"id":"eb608902-511c-4a2e-892c-d90b0cd298b2","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"目前，芝麻财经除了提供底层的GEO内容服务与生成式搜索优化解决方案外，已全面启动自主GEO SaaS系统的研发。该系统将深度接入ChatGPT、豆包、Kimi、元宝、Claude、Gemini等主流大模型，构建集“品牌AI声量监测、语料引用分析、竞品动态追踪、Prompt干预建议”于一体的产品矩阵，让企业在AI世界里的“可见度”变得实时可测、可量化。"}]},{"type":"paragraph","attrs":{"id":"c6aee03d-a353-469d-a8b0-c088d2da2244","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"在资本市场的底层逻辑中，这一步的跨越至关重要："},{"type":"text","marks":[{"type":"bold"}],"text":"它是芝麻财经撬动十倍乃至百倍估值杠杆的核心引擎。"}]},{"type":"paragraph","attrs":{"id":"6476825d-3e77-4c01-ac97-0511b325e7b8","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"传统的优质内容服务公司虽然现金流健康，但在VC眼中往往面临规模天花板，估值模型多依赖较低的PE（市盈率）倍数。而一旦GEO SaaS系统跑通，芝麻财经将彻底撕掉“服务型公司”的标签，转型为“SaaS 数据”双轮驱动的平台型企业。这意味着极高的毛利率、边际成本的递减，以及资本市场最看重的"},{"type":"text","marks":[{"type":"bold"}],"text":"标准化、高留存的年度经常性收入（ARR）"},{"type":"text","text":"。估值逻辑也将随之跃迁至极具想象空间的PS（市销率）模型。"}]},{"type":"paragraph","attrs":{"id":"8b5a1f12-d74f-48cd-894d-45bfbfc40fe1","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"事实上，顶级风投的嗅觉早已闻风而动。在海外，GEO赛道的先行者Profound凭借标准化的SaaS平台，已连续斩获多轮巨额融资并火速跻身独角兽行列。在创投圈经典的“时间机器理论”下，敏锐的投资机构已经意识到："},{"type":"text","marks":[{"type":"bold"}],"text":"AI时代的流量分配权正在发生代际更迭，谁能成为企业接入生成式引擎的“水电煤”，谁就是下一个千亿级营销赛道的绝对垄断者。"}]},{"type":"paragraph","attrs":{"id":"4cbfc37f-01ff-4c2b-ad0a-70bb746add3a","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"而在国内，这块极具爆发力的拼图仍是绝对的价值洼地。如果说 Profound 正在确立海外市场的标准，那么推出 SaaS 系统的芝麻财经，正以先发优势成为中国市场极其稀缺的“GEO标的”。"}]},{"type":"paragraph","attrs":{"id":"d973ae79-1862-4ec6-8bef-e276d865057f","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"未来，芝麻财经沉淀的将不再仅仅是服务案例，而是全网独家的“AI品牌语料数据库”与“生成式引擎评价指数（Index）”。这种无可替代的数据壁垒与行业标准制定权，正是顶级资本最为饥渴的“核心护城河”。"}]},{"type":"paragraph","attrs":{"id":"64061cfd-d8de-4c22-8b55-a14dff553164","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"从SEO时代到GEO时代，流量权柄正在重置。作为目前国内极少数具备GEO基础设施构建能力的企业，芝麻财经即将迎来的，不仅是业务规模的指数级爆发，更是资本市场的价值重估与狂热追逐。"}]},{"type":"heading","attrs":{"id":"fd4e5c9f-cf92-4ac1-9754-167b2047da4d","textAlign":"inherit","indent":0,"level":1,"isHoverDragHandle":false},"content":[{"type":"text","text":"亚军背后：行业开始重新认识GEO"}]},{"type":"paragraph","attrs":{"id":"fd519766-7748-4368-b528-368820011abf","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"对于芝麻财经而言，此次获奖最大的意义，并不只是一个奖杯。"}]},{"type":"image","attrs":{"id":"5c5c6b00-0f78-47e4-ab90-29743321cefa","src":"https://developer.qcloudimg.com/http-save/audit-7023149/2dbac69fb780786c9342e7911895540b.jpg","extension":"jpg","align":"center","alt":"","showAlt":false,"href":"","boxShadow":"","width":1100,"aspectRatio":"1.499295","status":"success","showText":true,"isPercentage":false,"percentage":0,"isHoverDragHandle":false}},{"type":"paragraph","attrs":{"id":"d094dbc3-eddb-457c-bbb5-0bca8e0e49ce","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false}},{"type":"paragraph","attrs":{"id":"9105da0b-1d73-442e-b2c9-654202f4a241","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"更重要的是，它让更多行业从业者、创业者以及投资机构第一次系统性地关注到GEO这一赛道。"}]},{"type":"paragraph","attrs":{"id":"679146e7-7bd8-4bf2-9050-65b9d549ee19","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"这是国内GEO赛道首个全国性头部创投赛事的正式名次，也是单人OPC模式在AI营销领域的标杆奖项，赛后大幅提升行业与资本对合规GEO赛道的关注度。"}]},{"type":"paragraph","attrs":{"id":"970ef632-b31a-4e3c-905a-d6b38b4fbd6f","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"在过去一年中，许多人还在讨论AI是否会取代营销。"}]},{"type":"paragraph","attrs":{"id":"ef4d5a78-8a10-4841-96af-57151ba67ca8","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"而现在，一个新的问题正在浮现：当AI成为用户获取信息的入口时，企业应该如何进入AI的答案之中？"}]},{"type":"paragraph","attrs":{"id":"325fd612-dbb3-4fc9-9446-1b53bfcf7d62","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"谁率先解决这个问题，谁就有机会占据下一代流量入口。"}]},{"type":"paragraph","attrs":{"id":"3d6b8a63-9d6f-48a6-8d15-25a1b03cd674","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"从这个角度看，GEO并不是SEO的简单升级，而是一次面向AI时代的信息分发革命。"}]},{"type":"heading","attrs":{"id":"b52f1a6e-7b3e-493f-9722-0f6c46984d14","textAlign":"inherit","indent":0,"level":1,"isHoverDragHandle":false},"content":[{"type":"text","text":"AI时代，超级个体正在崛起"}]},{"type":"paragraph","attrs":{"id":"71040cc8-c958-42b9-b6ca-abe4ea9ed29b","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"从2011年开始做网站研究SEO，到2014年持续撰写互联网文章发表到各大知名科技媒体，再到2017年创业做区块链媒体，公司快速从2个人发展到了60多人。最后全面投入AI领域，作为芝麻财经创始人我的职业轨迹，几乎贯穿了过去十余年互联网的重要发展阶段。十五年的行业经历，让他深刻感受到一个规律：每一次技术革命的到来，都会重新定义创业的门槛与组织形式。"}]},{"type":"paragraph","attrs":{"id":"465538ca-55e2-4a96-ba66-766895638187","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"过去，一个创业项目往往需要十几个人甚至几十人的团队协同完成；后来，互联网工具让小团队拥有了更强的生产力；"}]},{"type":"paragraph","attrs":{"id":"fc7cf514-0e91-4cd8-a274-531fa3d371e6","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"而今天，AI正在进一步放大个体能力。内容创作、代码开发、设计制作、市场运营乃至商业分析，都正在被AI重新塑造。一个人、一台电脑、几个AI工具，已经有机会创造过去需要一个完整团队才能创造的价值。"}]},{"type":"paragraph","attrs":{"id":"f94b8b64-e012-4a6c-8761-106ee1d3dbe5","textAlign":"inherit","indent":0,"color":null,"background":null,"isHoverDragHandle":false},"content":[{"type":"text","text":"这也是OPC赛道受到越来越多关注的重要原因。未来企业之间的竞争，未必是谁拥有更多员工，而是谁能够更高效地调用AI能力。此次芝麻财经获得36氪全国AI创业大赛OPC赛道亚军，某种程度上也印证了这一趋势正在成为现实。对于GEO行业而言，这只是开始；对于AI时代的新创业者而言，一个属于超级个体的新周期，或许已经正式开启。"}]}]}","createTime":1783310577,"ext":{"closeTextLink":0,"comment_ban":0,"description":"","focusRead":0},"favNum":0,"html":"","isOriginal":0,"likeNum":0,