Placeholder essay. Final piece publishes at launch.

The most valuable customer in DTC right now is a 22-year-old with $4,000 of lifetime value ahead of her, and she does not open Google to research a purchase. She asks ChatGPT. She asks Perplexity. She asks Claude. She does not click through to your site.

Your dashboards do not know this is happening. They show flat direct traffic and call it a plateau. It is not a plateau. It is the channel migrating, and the new channel is invisible to your stack.

This is the case for AEO in one paragraph: instrumented, optimized, compounding visibility inside the four conversational engines that now mediate the discovery journey for the most valuable cohort in your file.

The full essay, with the cohort math and the panel data, ships at launch. In the meantime, the audit tells you whether you are showing up in the conversations your highest-LTV customers are already having.