In this episode, Jim Carter breaks down the seismic shift in SEO due to Google’s AI Overviews.
69% of searches now end with no site visit, as Google answers queries directly. When AI summaries are present, 80% of searches result in zero clicks to external sites. This has led to catastrophic losses for publishers: news sites lost 600 million visits per month, with outlets like CNN and Business Insider seeing up to half their search traffic disappear. Educational sites fare worse—Chegg lost 49% of its traffic and 90% of its market value, prompting a lawsuit against Google for “stealing” content.
AI Overviews, which launched recently, now appear in over 50% of searches and are projected to reach 84% by 2026. The data shows that even the top-ranked results lose a third of their traffic when these summaries are present. Most affected sectors include news, education, travel, and how-to publishers, with some losing more than 90% of their traffic.
Carter warns that we're witnessing a massive transfer of value. “When publishers can’t make money from their content, they stop creating it. When they stop creating it, what exactly will AI have left to summarize?”
He urges creators to focus on owned platforms (email, SMS, podcasts, communities), leverage unique human experiences, and shore up structured data. Carter concludes: adapt quickly, as “the biggest shift in web economics since the dawn of search engines” is happening now.
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