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Google’s AI search is imperiling the open web

techJul 20, 202627670

The New York Times reports that Google’s new AI-driven search features are keeping users on Google by showing AI-generated answers and AI Mode overviews instead of linking to outside sites, and publishers say that referral traffic has fallen as a result. Cloudflare told reporters human traffic to various websites has dropped roughly 40 percent since Google launched AI Mode last summer. Google spokespersons and executives have defended the shift, with one source noting Google has said it was "sending out more traffic and the web is bigger than ever," while publishers and commentators say the company’s own changes are undercutting their businesses. Website operators describe the shift as a tipping point already being called "Google Zero," and some writers warn it could push high-quality reporting behind paywalls or micropayments. Commentators and independent technologists are calling for greater transparency, including adding clicks to AI performance reporting so publishers can see referral impacts. Policy proposals and essays have also surfaced proposing mechanisms such as a levy on commercial AI deployment to return value to creators who supplied training data. The immediate consequence is declining referral revenue for news and niche sites and growing pressure on regulators and Google to disclose how AI search metrics affect external traffic.

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