AI in Search Reduces Publisher Referrals Without Improving User Experience: Experimental Evidence
Stephanie T. Wang, Jeffrey Gleason, Yakov Bart, Christo Wilson, Danaé Metaxa
Abstract
The integration of generative AI into web search delivers synthesized answers to user queries, changing how people navigate and assess information, while raising concerns about the downstream impacts on publishers who supply the underlying content. We conduct a preregistered field experiment (N=1,100) on Google Search, the dominant online search platform, to estimate the causal effects of AI Overviews and AI Mode on user behavior, perceptions, and publisher traffic. We show that removing AI Overviews and AI Mode increases click-through rates to publishers, while an AI Mode-only experience reduces click-through rates and erodes user experience and trust in information found on Google. These findings show that integrating generative AI into web search reshapes online attention, with economic consequences for the online publishers that sustain both search platforms and the overall information ecosystem.
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