Reddit CEO Huffman 称 Google AI Mode 不为任何人带来流量
Google's AI Mode doesn't drive traffic "for anybody," Reddit CEO Huffman warns the entire web
Reddit CEO Steve Huffman 表示，Google 的 AI Mode 不为 Reddit 也不为任何其他网站带来流量，Reddit 在 10 月每周因此流失超过 100 万次 Google 搜索引流。尽管财报表现强劲，Reddit 股价仍下跌超过 25%。Reddit 称平台需求未变，只是 Google 不再向用户导流，并正在美国以外测试登录墙以减少抓取和对开放网络的依赖。
Oct 30, 2026
AI Mode has tanked not just Google's stock but Reddit's too. Shares dropped over 25 percent despite strong earnings, after CEO Steve Huffman revealed that Reddit lost more than one million Google search referrals per week in October. He blames AI Overviews and AI Mode: "AI Mode does not drive traffic. Not for us, and not to anybody as far as I know. That's just a fundamental shift in how Google works," Huffman said.
Reddit says demand for the platform hasn't changed, but Google simply stopped sending users there. In response, it's testing login walls outside the U.S. to curb scraping and reduce its dependence on the open web. Huffman sees it as a trade-off: less reach for deeper engagement. Data licensing talks with AI providers continue, though it's not certain that Reddit, which already had a deal with Google and massively profited from it, will close further ones.
What's hitting Reddit is a warning for the entire web. Any business that depends on Google for traffic faces the same structural risk.
AI News Without the Hype – Curated by Humans
Subscribe to THE DECODER for ad-free reading, a weekly AI newsletter, our exclusive "AI Radar" frontier report six times a year, full archive access, and access to our comment section.
来源：The Decoder · the-decoder.com