AI can completely change the internet landscape, but there is an important factor to consider: structural rights.

Recently, Doubao issued a statement . In simple terms, Doubao AI has a feature where users can interact through conversation and receive answers, then be redirected to the relevant website. For example, if you ask which steamed orange is the most delicious, it redirects you to a JD shopping page showing the best deals, or to Hema Fresh. (This is actually the logic behind GEO / AEO.)

But if you think about it, if a person's life can be fully handled within a single AI app, then what is the need for other internet apps? It would just be a super app. Ma Huateng and Zhang Xiaolong would be thrilled.

So, major internet giants have unified their stance to prohibit external link jumps, directly blocking the emergence of a super AI app. The same applies overseas.

Therefore, a product's moats are not necessarily rooted in technology but more in early resource accumulation and sedimentation, which, through their immutable network effects, tightly shape the structure of rights.