Google Keeps the Visit Now. Strategy for a Zero-Click World
Reddit says Google search now sends it more than a million fewer visits a week. The companies holding up are not fighting for the click. People Inc lost 63% of its Google visits in two years and its digital revenue still grew. The new job is turning the visitors you still get into people you know.
Where we stand: Through 2027, search will send fewer free visitors to the sites its AI answers are built from, and Google will keep more of the value on its own pages. The businesses that hold up will stop measuring success in visits and turn each visitor they still get into someone they know: a member, a subscriber, an app user, a licensee.
Lenders Aren’t Betting on the AI Clouds. They’re Betting on Their Customers.
Elon Musk says debt markets have all but shut on companies that live on AI data centers. The filings say the door has moved, not shut: debt backed by a Microsoft or Oracle lease still costs close to what top-rated companies pay, while CoreWeave’s own notes cost about 5 points more. If you rent GPUs without being the anchor customer, you are buying from the expensive side.
Where we stand: Through 2027, money for AI computing will keep flowing at close to blue-chip prices to capacity that a top-rated customer has signed for, and keep getting dearer for GPU clouds borrowing on their own credit. Companies that rent GPUs without being the anchor customer should buy that capacity the way a lender would: knowing which company they contract with, who gets paid first, and what happens to their workloads and data in a sale or a failure.
Tools to try
- Ansoff move finderFramework: Ansoff Matrix
- Business model canvas builderFramework: Business Model Canvas
- Change readiness checkFramework: Kotter's 8-Step Change Model
- Five Forces scorerFramework: Porter's Five Forces
- SMART goal builderFramework: SMART Goals
- SWOT builderFramework: SWOT Analysis
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