I've seen the exact same pattern play out across a few B2B SaaS clients we've worked with. It's not an SEO problem - it's a citation source problem. ChatGPT and Gemini pull from a completely different pool than Google's organic results. For any tool category, the big three are Wikipedia, G2, and Forbes. That's where the AI is scanning. If your competitor has a solid Wikipedia page, ranks in the right G2 category, and gets a mention in a Forbes roundup, they'll show up in AI answers even if you're wiping the floor with them on every Google keyword.
The stale knowledge base thing you noticed? That's huge. AI models weigh recency heavily. If your product docs, pricing, or comparison content haven't been touched in months, the model treats your info as less reliable than a competitor who pushed updates last week. For one of our clients, the fastest fix wasn't creating more content - it was a structured refresh of existing pages with current pricing, new features, and clear use-case descriptions. Made a noticeable difference within weeks.
Structure matters too. AI loves tables, lists, and direct answers over narrative paragraphs. If your competitor has a comparison table on their site with pros and cons, that table gets extracted verbatim. If your site relies on long-form blog posts, the model has to summarise and often drops your brand name in the process. We saw that happen repeatedly with one brand - their name just disappeared from AI summaries even though they were the better product.
So start with the citation sources that actually feed AI visibility: clean up your G2 profile and make sure you're in the right categories. If you qualify for Wikipedia, that's the single highest-leverage thing you can do across every AI platform. Then audit your own site for extractable content - comparison tables, FAQ sections with natural language questions, clear pricing pages. That's where the real gap is, not in search rankings.