Overview
- Google's AI Mode, now available to U.S. users, provides direct AI-generated answers, reducing reliance on publisher links for information.
- The News/Media Alliance, representing over 2,000 publishers, has labeled the feature as 'theft,' citing significant losses in traffic and revenue.
- Internal documents from Google reveal the company avoided seeking publisher consent for AI Mode content inclusion, offering only the drastic option of opting out of Search entirely.
- Publishers report traffic drops of up to 40% and project annual industry revenue losses of up to $2 billion due to AI Overviews and AI Mode.
- Google plans to monetize AI Mode with ads, including sponsored links and location-based suggestions, further altering revenue flows for publishers.