TechCrunch - HealthTech 05月02日
Reddit’s AI play is for the Google crowd, not just the community scrollers
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Reddit CEO Steve Huffman 将 Reddit 用户分为“浏览者”和“搜索者”。针对“搜索者”,Reddit 推出 AI 驱动的聊天机器人 Answers,旨在提供来自 Reddit 帖子的直接答案和摘要。自去年 12 月推出 Beta 版以来,Answers 已经拥有 100 万每周活跃用户,并扩展到多个国家。Reddit 计划在 2025 年将 Answers 更深入地整合到平台中,包括在搜索框中集成和作为新用户的入口点。此举也旨在减少对 Google 搜索的依赖。尽管 Google 的算法调整曾影响 Reddit 用户增长,但 Reddit 仍实现了强劲的财务业绩和用户增长,营收同比增长 61%,每日活跃用户增长 31%。

💡 Reddit 将用户分为两类:浏览者和搜索者。 浏览者主要通过社区讨论和参与话题来使用 Reddit,而搜索者则更倾向于通过搜索特定问题来获取答案。

🤖 Reddit Answers 是为搜索者设计的 AI 聊天机器人。 它从现有的 Reddit 帖子中提取直接答案和摘要,帮助用户快速找到所需信息。目前 Answers 处于 Beta 测试阶段,已拥有 100 万每周活跃用户,并在多个国家/地区推出。

🚀 Reddit 计划深化 Answers 与平台的整合。 计划将 Answers 整合到主要的搜索框中,并将其作为新用户的入口点,帮助用户了解 Reddit 上的内容。此举旨在增强用户体验,并减少对 Google 搜索的依赖。

📈 尽管受到 Google 搜索算法变化的影响,Reddit 仍取得了强劲的财务业绩。 营收同比增长 61%,达到 3.924 亿美元,调整后 EBITDA 为 1.153 亿美元,每日活跃用户达到 1.081 亿,同比增长 31%。

Reddit CEO Steve Huffman says there are two kinds of people who come to the social media platform: Scrollers and seekers.

Scrollers are the ones who come to Reddit’s core product, which is community conversation and engaging about topics they’re passionate about, from r/sourdough to r/popculturechat. Then there are the Seekers; the people who might type their specific query into Google Search and tack “Reddit” on the end so they can find real advice and opinions from real people. 

Reddit Answers, the company’s AI-powered chatbot that surfaces verbatim answers and summaries from existing Reddit posts, is for the Seekers. And early results suggest its already gaining traction.

“Up until very recently, we haven’t built a product for them,” Reddit CEO Steve Huffman said Thursday on the company’s first-quarter earnings call. “Those users are not coming to Reddit for a community in that moment. They’re coming for an answer. And I think we can [acknowledge] the use case that the user’s bringing us and be more effective at solving it.”

Reddit announced during the call that its Answers product already has 1 million weekly active users since it launched in beta in December. Last month, Reddit expanded Answers beyond the U.S. and into Australia, the U.K., Canada, and India. 

The feature, which is still in beta, currently lives in the navigation bar of the app as its own separate experience. Going into 2025, Reddit plans to integrate Answers more deeply into the platform in a few different ways. 

Huffman said the most obvious way to do this would be to integrate Answers into the primary search box, which could allow users to type in a full query rather than just a few keywords. 

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The executive also said the company is exploring ways to integrate Answers into the beginning of the user journey.

“So you’re a new user opening Reddit for the first time, using Answers to see what’s in Reddit and learn that Reddit almost certainly has what you’re looking for,” he said.

Another “point of entry” for Answers would be through external search, “helping [users] get a more summarized or easy-to-parse version of the answer on Reddit,” Huffman said.

That could also protect Reddit from being at the mercy of Google Search. In the fourth quarter of 2024, a Google Search algorithm change caused some “volatility” with Reddit’s user growth, which spooked investors at the time, despite beating earnings estimates.  

“We’re an open platform, and we want people to find Reddit content in [Google] Search,” Huffman said. “Being open drives awareness and visibility. It can also create variability, and we do expect some bumps along the way from Google, because we’ve already seen a few this year. This is expected in any year, but given that the Search ecosystem is under heavy construction, the near term could be more bumpy than usual.”

Reddit’s stock soared in after-hours trading as the company beat analyst earnings expectations and strong user growth. The company reported revenue of $392.4 million, up 61% year-over-year, an adjusted EBITDA of $115.3 million, and daily active unique users of 108.1 million, a 31% YoY increase. 

In the second quarter, Reddit estimates revenue in the range of $410 million to $430 million and adjusted EBITDA between $110 million and $130 million.

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Reddit Answers AI 用户增长 社交媒体
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