Reddit CEO：Google AI Mode 不为任何网站带来流量，Reddit 每周流失超百万搜索访问
原标题：Google's AI Mode doesn't drive traffic "for anybody," Reddit CEO Huffman warns the entire web
Reddit 股价在财报强劲的情况下下跌超 25%，CEO Steve Huffman 披露 10 月每周有超过 100 万次来自 Google 搜索的跳转流失，并称 AI Overviews 和 AI Mode 不带来流量，是 Google 运作方式的结构性转变。Reddit 表示平台需求未变，但 Google 不再导流，正在美国以外测试登录墙以限制抓取并降低对开放网络的依赖；与 AI 厂商的数据授权谈判仍在进行。作者指出，这对任何依赖 Google 流量的业务都是同一个结构性风险。
为什么值得看Reddit CEO 用每周百万级搜索流量流失的数据说明 Google AI Mode 不带来外部流量，对所有依赖 Google 流量的网站有参考意义。
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原文
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.
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