Hany Zheng Ge · September 22, 2026 · Shaqu Cafe, Futian, Shenzhen
Setup
This morning at Shaqu Cafe in Futian, sipping an espresso before a friend arrived, I came across a news item —
Beijing Daily launches GEO service, 900-source alliance, partnership with Zhipu AI
We ended up talking about it for an hour. There's actually a lot to unpack here.
Point 1: A rare "real move" in media转型
場景一:媒體新聞室Scene 1: Modern newsroom Image AI-assisted (Z-Image-Turbo)
Over the past few years, slogans like "media convergence" and "systemic transformation" have been everywhere — but most of these efforts just amounted to putting the newspaper onto an app.
Beijing Daily's move is different — they're targeting the new lane called GEO (Generative Engine Optimization).
Plain English:
More and more people, when they have a question, skip Baidu and go straight to an AI.
So the question becomes: can authoritative media content show up in the AI's answer? That's what GEO is about.
Hany's read is right on this:
Traffic is migrating from "search box" to "chat box."
If media outlets keep relying on the SEO playbook, they're bringing an old map to a new battlefield.
Point 2: The business logic is actually sharp
場景二:印刷機 vs AIScene 2: Printing press vs. AI Image AI-assisted (Z-Image-Turbo)
Look closely at their service list:
✅ Official-site audit
✅ Status monitoring
✅ Content production
✅ Source publishing
✅ Outcome forecasting
This is a whole package of GEO consulting you can charge for.
Translation:
Media is packaging decades of accumulated credibility into a product for the AI era.
Credibility used to be an "intangible asset." Now it has become a direct billing capability.
This pivot from "selling columns and traffic" to "selling credibility" is the most valuable insight in this news item.
Point 3: The 900-source alliance is the key move
場景三:媒體合作握手Scene 3: Media partnership handshake Image AI-assisted (Z-Image-Turbo)
A single media outlet can't feed a large model enough content — but:
For the first time, mainstream media is seriously answering the question "why do I deserve to exist in the AI era?" — the answer isn't to fight AI, but to become the credible source inside AI's answers.
The direction is right; the road is long.
Implications for Hany's four businesses
1. Consumer electronics (smart speakers / AI terminals)
✅ AI answer layer = new traffic entry
✅ Content authority = the new moat
✅ Cross-border e-commerce needs to think about GEO
2. AI compute
✅ Clean corpora = hard demand from AI companies
✅ Authoritative sources = scarce resource
✅ Compute customers now extend beyond model makers to media
3. Cross-border e-commerce
✅ Foreign media alliances = cross-border GEO
✅ Lesser-language authoritative sources = cross-border AI answers
4. Investing in young founders
✅ Zhipu / model makers + media = investment thesis
✅ Source quality = moat for AI companies
✅ GEO service lane = new entrepreneurial opportunity
📞 Get in touch
WhatsApp (HK): +852 6641 7912
WhatsApp (US): +1 (562) 550-9968
Email: [email protected]
HK: 183 Flower Market St, Mong Kok
US: ALEXBI INC, 1603 E LUARY ST, LONG BEACH, CA 90807
Qishanmen Tech · Star Compute