Insights / AI and data
AI didn't replace search. It replaced the click.
In April 2025, I asked whether AI would replace search, and concluded: not yet.
A year and a half later, a confession. These days I go to the AI answer first, in Gemini or DuckDuckGo, and then I ask follow-up questions. That second step is where the power really shows. A list of links can't answer "what about in Colorado?" or "explain that for the budget office." A conversation can.
I'm hardly alone. Google says its AI Overviews now reach more than 2.5 billion people a month.
So AI didn't replace search. It moved in on top of it. That changes three things: where answers come from, whether you can trust them, and who pays.
Where the answers come from
The sources cited most often in Google's AI summaries and in its regular results are the same three: Wikipedia, YouTube and Reddit. Across AI tools generally, Reddit's human conversations rank among the most cited sources of all.
Is Reddit paying for that placement? It's the other way around. In 2024, Google struck a deal reportedly worth $60 million a year to train its AI models on Reddit's content, and Reddit has a similar partnership with OpenAI.
Then came the plot twist. In July 2026, the Wall Street Journal reported that Reddit had discussed cutting off Google's access, reconsidering the deal because Google's AI summaries were reducing traffic to websites. When even the company being paid starts doing the math, pay attention.
Can you trust it?
In 2025, researchers at Columbia's Tow Center tested eight AI search tools by asking them to identify the source of real news excerpts. They delivered incorrect or misleading information more than 60% of the time, and rarely used qualifiers like "it appears" or admitted they couldn't find the article.
That was a narrow test. But the pattern is the one that matters: a confident wrong answer looks exactly like a confident right one. Ask the lawyer who trusted six invented court cases.
The sources themselves can be gamed, too. In 2023, researchers from Princeton, Georgia Tech, the Allen Institute for AI and IIT Delhi tested ways to optimize content for AI search engines, and coined a name for it: generative engine optimization. Adding quotations, citations, and statistics boosted a source's visibility by more than 40%.
Those are signals of credibility, not credibility itself. It's the same SEO game on a new scoreboard. The source an AI favors may simply be the best packaged.
Who pays
In March 2025, Google users who saw an AI summary clicked a regular search result in 8% of visits, compared with 15% for those who didn't, according to Pew Research. They clicked a source inside the summary in just 1% of visits. And they ended their browsing session entirely on 26% of pages with an AI summary, versus 16% without.
For any website that lived on ads or referrals, that's revenue walking away. Penske Media and Chegg sued Google over it. On September 30, 2026, Judge Amit Mehta dismissed the cases, writing that publishers keep their content open to crawling because it serves their own interest in search traffic, not because they struck any bargain with Google.
Translation: the unwritten deal of the open web, your content for our clicks, was never a deal.
What organizations should do
If your people use AI answers at work:
- Use the follow-ups, and make the last one "where did that come from?"
- Click the source on anything headed to a client, a court, or the public.
- Write the rules down. It belongs in your AI governance.
If you need people to find you:
- Write to be cited. Put a clear answer up top, back facts with sources, and show a date and a named author.
- Keep it current. The AI will repeat whatever it finds, including your 2019 fee schedule.
- Measure differently. Being the cited answer counts, even without a click. Expect fewer visitors, and better ones.
- Government sites, take note. In Pew's study, 6% of the sources linked in Google's AI summaries were .gov sites, compared with just 2% in standard results. Good news, and a responsibility: an outdated page now gets repeated to millions.
Yes, this applies to us. This article is written for you, and almost certainly for an AI summarizing it for someone else. Hello to both of you.
The bottom line
Search didn't die. The click did, or at least it's on life support. Trust moved from "which link do I pick?" to "do I believe this answer?"
Ask the follow-up. Check the source. And if you publish, earn the citation.
Are your people trusting AI answers they haven't checked?
Or is your content missing from the answers entirely? Tell us about it and you will hear back from Lawrence.
