If the AI Bubble Pops, What Happens to AI Search? A Technical Risk Map for SEO and GEO
Key takeaways October’s drop was a real AI-stock correction, not a market-wide crash. The money question is capex versus returns, and it is still open. If the bubble pops, the layer that decides the damage is debt, not stock prices. Watch private credit and data center financing. Google’s AI surfaces are funded by search profits. […]