ZhiXing Column · 2025-08-15

Startup Commentary”Can Educational Institutions Wait as AI Search Competes for Traffic?”

Read More《AI 搜索抢流量,教育机构能等吗?》

Positive Reviews: GEO Reconstructs the Education Traffic Landscape and Unveils New Opportunities for Precise Customer Acquisition in the AI Era

In 2025, a search paradigm shift triggered by generative AI is irresistibly reshaping the traffic logic of the education industry. As 300 million users flock to AI platforms like DeepSeek and Doubao to obtain educational information, the traditional SEO – dominated “screening links” model is gradually fading into the background. GEO (Generative Engine Optimization), as a new traffic entry point, opens up the imagination space for educational institutions to precisely reach users.

From “Link Clicks” to “Answer Adoption”: A Qualitative Leap in Traffic Efficiency

In the traditional search scenario, users need to search by keywords and screen information from dozens of links. The traffic competition among educational institutions is essentially a “list ranking battle” – the institution whose webpage ranks higher in the search results will get more clicks. However, the logic of AI search has completely changed: users directly ask questions, and AI generates integrated answers. The brand’s exposure opportunity has shifted from “clicking links” to “being directly cited by AI”. This competition for the “first – screen recommendation right” is essentially an upgrade in information density and decision – making efficiency.
QuestMobile data shows that as of March 2025, the number of active users of AI native apps reached 270 million, a year – on – year increase of 536.8%. The shift in user habits is irreversible. For educational institutions, the value of GEO lies in two aspects. Firstly, the user decision – making chain is shortened, and the “one – stop answers” generated by AI directly influence the choice tendency. Secondly, the “citable nature” of content has replaced the traditional keyword stuffing. The professionalism and authority of the brand are directly extracted by the AI model, making it easier to build trust. For example, an online education company optimized its content through GEO, structured its course information and embedded brand labels. When AI generated answers, its content was preferentially cited, and the conversion ROI even exceeded the benchmark of Xiaohongshu advertising, verifying the actual effectiveness of GEO in traffic conversion.

High Customer Unit Price and Information – Intensive Attributes: The Education Industry Naturally Fits with GEO

The core characteristics of education consumption are high customer unit price (such as K12 tutoring, study – abroad services, and vocational qualification training), a long decision – making cycle (users need to compare institutional qualifications, course effects, word – of – mouth, etc.), and information – intensive (involving dynamic content such as policies, exam syllabuses, and teaching methods). These characteristics are highly compatible with the “knowledge retrieval” logic of GEO: AI search can quickly integrate the complex information needed by users. If educational institutions can occupy an “authoritative position” in the AI knowledge graph, they can establish a first – mover advantage in the early stage of user decision – making.
For example, when parents search for “methods to improve scores in junior high school physics”, if the answers generated by AI preferentially cite the course system, student cases, and teacher qualifications of a certain institution, it is equivalent to implanting a “professional and trustworthy” label in the users’ minds. This trust premium of “first – screen recommendation” is more penetrating than traditional advertising. Sequoia Capital’s investment in the GEO marketing platform Profound is precisely because it values the strategic value of AI search as the “underlying infrastructure” – in the future, the traffic competition among educational institutions is essentially a battle for weight in the AI “best answers”.

Capital Resonates with Trends: GEO May Become the “New Infrastructure” for Education Marketing

Sequoia Capital led Profound’s $35 million Series B financing, sending a clear industry signal: the era of “blue links” in AI search is over, and the era of “AI answers” has begun. For the education industry, this is not only a transfer of traffic entry points but also a reconstruction of marketing logic – from “buying traffic to acquire customers” to “content precipitation”, and from “short – term exposure” to “long – term knowledge asset accumulation”.
The core of GEO is to build a “knowledge system that can be retrieved by AI”. If educational institutions can structure content such as course introductions, parent reviews, and policy interpretations, label core information, and optimize content by simulating real user question scenarios, they can gain an advantage in AI knowledge retrieval. This continuous closed – loop of “content – model – feedback” is essentially building the brand’s “digital assets” in the AI era, and its value will continue to increase as users’ dependence on AI search deepens.


Negative Reviews: Educational Institutions’ Cautious Wait – and – See Attitude, GEO Implementation Still Needs to Overcome Multiple Real – World Obstacles

Although GEO is regarded as the “new battlefield” for education traffic, the industry’s response presents a contradictory situation of “high awareness but low action”. The market leaders of top K12 institutions bluntly say they are “still observing”, and vocational education institutions are “still cautious” about their GEO investment budgets. Behind this hesitation lies the deep intertwining of the unique complexity of the education industry and the challenges of GEO implementation.

The Algorithm Black Box and Unclear Return on Investment: Institutions Face the Pressure of “Trial – and – Error Costs”

The underlying logic of GEO is to “make AI preferentially cite brand information”. However, the algorithm of AI models has low transparency, and the ranking rules are dynamically adjusted, making it difficult for educational institutions to quantify the return on investment. In traditional SEO, institutions can “boost their rankings” through clear strategies such as keyword density and external link building. However, GEO requires optimizing the AI’s “understanding and retrieval probability” of content – this process depends on the model’s training mechanism, and the underlying logic of the model (such as weight distribution and knowledge update frequency) is a “black box” for institutions.
For example, an institution invests resources to optimize the content of “techniques to break through in TOEFL listening”, but the AI may suddenly reduce the citation weight of this content due to the update of training data or changes in user question intentions. This uncertainty makes institutions worry: “What if the AI gives the answers of competitors? Isn’t it like doing a favor for others?” In addition, the decision – making chain for educational products is long (it may take several months from consultation to enrollment), and whether the “first – screen exposure” brought by GEO can be converted into actual enrollments still needs long – term data verification.

The “Non – Standardized” Nature of User Decision – Making: GEO Can Hardly Replace Reputation and Trust Accumulation

The core of education consumption is “trust”, and the establishment of trust often depends on “non – standardized” factors such as referrals from acquaintances and long – term word – of – mouth. Although AI search can provide information integration, parents still have doubts about the trustworthiness of “AI recommendations”. For example, when a parent is choosing a K12 tutoring institution for their child, they may trust the recommendations of neighbors or real student cases more than the “best answers” generated by AI. This decision – making inertia sets a ceiling for the traffic conversion effect of GEO.
The market leaders of vocational education institutions also point out: “Users value professionalism and credibility more. If the content output by GEO fails to reflect the brand’s tone (such as excessive marketing or one – sided information), it may even damage the brand’s reputation.” The “warmth” and “humanity” of educational content are difficult to be completely replaced by AI. If GEO only pursues “being cited” while ignoring content quality, it may backfire.

The Dilemma of Balancing Traditional SEO and GEO: Budget Allocation Becomes a Real Constraint

For educational institutions, the current traffic anxiety not only comes from “whether to implement GEO” but also from “how to allocate resources” – should they upgrade the existing SEO system to AI SEO (such as using AI tools to optimize keywords) or directly bet on GEO?
The advantage of traditional SEO lies in its certainty: through means such as advertising and external links, institutions can obtain predictable rankings on platforms like Baidu. The advantage of GEO lies in its forward – looking nature, but it requires long – term investment in “heavy – asset” work such as content structuring and knowledge base construction. With limited budgets, small and medium – sized institutions may be more inclined to “maintain existing traffic” rather than “bet on future entry points”. In addition, the technical thresholds of AI SEO and GEO are different – the former depends on keyword optimization experience, while the latter requires an understanding of the search logic of large models, which poses higher requirements for the institution’s team capabilities.

The Risk of “Winner – Takes – All”: Latecomers May Face High – Cost Counterattacks

The result presentation of AI search is more like a “winner – takes – all” situation: users may only adopt the top 1 – 2 answers generated by AI instead of clicking on multiple links. This means that once institutions that layout GEO early occupy an “authoritative position” in the AI knowledge graph, latecomers need to pay a higher cost to “counterattack”. For example, if an institution is frequently cited in the AI answers for “postgraduate entrance examination mathematics tutoring”, new entrants need to invest more resources to optimize content, adjust labels, and may even find it difficult to break through due to the固化 of model data. This “first – mover advantage” may intensify the Matthew effect in the industry and is not friendly to small and medium – sized institutions.


Advice for Entrepreneurs: Seize the GEO Window Period and Build a Dual – Wheel Strategy of “Short – Term Efficiency + Long – Term Assets”

Facing the traffic transformation brought by AI search, educational institutions need to find a balance between “waiting and seeing” and “taking action”. Considering the industry characteristics and the implementation logic of GEO, the following advice is worth referring to:

1. Prioritize Layout in High – Customer – Unit – Price and Long – Decision – Making – Cycle Tracks to Seize Key Entry Points

The strategic value of GEO is most prominent in high – customer – unit – price and information – intensive tracks (such as K12 junior and senior high school tutoring, vocational qualification certification, and study – abroad services). Users in these tracks rely on a large amount of information retrieval for decision – making, and the “one – stop answers” generated by AI have a high influence on the final choice. Entrepreneurs can test GEO strategies in these fields first. For example, for high – frequency questions such as “methods to improve scores in junior high school physics” and “preparation strategies for the CPA exam”, build a structured content matrix (course system, student cases, policy interpretations) and label brand information to increase the AI’s citation probability.

2. Build a “Knowledge System that Can be Retrieved by AI”: Shift from “Content Quantity” to “Asset Precipitation”

The core of GEO is to “make AI preferentially cite”. Therefore, the content needs to conform to the AI’s understanding logic: structured (broken down into knowledge units), labeled (with clear core information), and dynamically updated (matching policy and exam syllabus changes). Entrepreneurs need to reorganize past content such as course introductions and parent reviews, establish an “education knowledge graph”, and regularly test AI search results, adjusting the content structure according to the citation weight. For example, break down the “TOEFL listening course” into modules such as “question – type analysis”, “training methods”, and “student cases”, and label them with “TOEFL”, “listening”, and “score improvement” to improve the AI’s recognition efficiency.

3. Balance GEO and Traditional SEO: Ensure Short – Term Traffic and Plan for Long – Term Layout

In terms of budget allocation, it is recommended to adopt a “7:3” strategy: allocate 70% of the resources to upgrade the existing SEO system (such as using AI tools to optimize keywords and improve webpage quality) to ensure the basic traffic on traditional platforms like Baidu and Xiaohongshu; allocate 30% of the resources to GEO testing (such as content structuring and knowledge base construction) to explore the conversion path of AI search. At the same time, enhance the effect through the linkage of “online + offline” – for example, during enrollment consultations, guide parents to use AI search on – site to verify institutional information (such as “search for XX institution’s junior high school physics courses”), and enhance trust through the positive recommendations of AI.

4. Pay Attention to Data Feedback and Tool Maturity: Avoid “Optimizing for the Sake of Optimization”

The implementation of GEO requires establishing a closed – loop of “content – model – feedback”: regularly monitor the citation frequency, position, and user conversion data of brand information in AI search results, and iterate and optimize content strategies. At the same time, pay attention to the development of GEO data analysis tools (such as platforms like Profound) and use tools to improve efficiency. Avoid blindly pursuing “being cited” while ignoring content quality – the core of education is trust, and the content output by GEO must be real, professional, and in line with the brand’s tone (such as emphasizing “real student cases” instead of exaggerated publicity).

5. Value “Slow – Burning Penetration” and Incorporate GEO into Long – Term Brand Building

The decision – making cycle of education consumption is long, and the value of GEO is more reflected in “increasing visibility in the early stage of user decision – making” rather than “explosive conversion”. Entrepreneurs need to regard GEO as a long – term investment in brand building: through high – frequency citation in AI search, implant a “professional and trustworthy” label in users’ minds, and then complete the final conversion through offline experiences and word – of – mouth communication. For example, an institution frequently appears in the AI answers for “postgraduate entrance examination mathematics tutoring” through GEO, and users have already developed initial trust when consulting, which significantly improves the subsequent conversion efficiency.


Conclusion: The reshaping of the education traffic landscape by AI search is essentially a generational shift in users’ information – acquisition habits. GEO is not a “disruptor” but a “supplement” – it provides educational institutions with a new way to “be seen” in the AI era, but the final conversion still depends on the professionalism of content, the credibility of services, and long – term brand accumulation. For entrepreneurs, the GEO window period is opening. Those who layout early may not achieve immediate success, but those who layout late may lose their presence at key entry points. Finding a suitable GEO strategy through “trial and error” and “iteration” may be the optimal solution for educational institutions to deal with this traffic transformation.

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