Answer engines and AI assistants as a discovery channel alongside traditional search.
Cyrus Shepard opted Zyppy's site out of AI Overviews and AI Mode for 28 days; those features held about 10% of its impressions.
Our takeTeams weighing Google's AI opt-out now have one estimate of the traffic at stake, from a single site whose owner says it worked to win AI citations and whose numbers he says may not apply elsewhere.
Search Console showed its content in AI Overviews and AI Mode about 2.7 billion times, close to 10x its Google clicks, CEO Vivek Shah said.
Our takeZiff Davis owns CNET and PCMag, is relaunching the RetailMeNot app, and took a $29.6 million goodwill impairment in its Technology and Shopping segment this quarter. Shah's figures show its content appearing in AI Overviews and AI Mode about 10x as often as it was clicked from Google Search, though PPC Land cautioned that impressions and clicks are not a clean comparison and the company did not disclose its click total.
Google must give U.K. publishers AI click data by December 3, and its opt-out, open worldwide since August 31, covers all AI features at once.
Our takeSites with buying guides or reviews face the same bundled choice publishers describe, and Google so far shares impression data but not clicks from its AI features.
Four large platforms have taken different positions on letting outside AI agents reach their catalogs and checkout. This explains what each model means for discovery, payment data and product feeds.
Our takeAgent visibility on Amazon and Mercado Libre runs through their own listings and ads for now, while Walmart and Shopify reward product data that outside agents can read.
The figure came from an interview with ChatGPT's consumer product lead, while Google says its query growth is the fastest in five years.
Our takeOpenAI's unverified one-fifth claim and Google's record query growth may both hold, suggesting AI assistants add search behavior, but neither tells you about your own traffic.
CEO Ariel Szarfsztejn is betting on an in-house shopping agent, while Q3 operating margin slid to 6.3% on heavy investment.
Our takeMercado Libre says it will not, for now, supply inventory to external AI shopping agents, keeping customer data and search ad revenue in-house. Its own search and agent become the main route to discovery on the platform.
Q3 revenue rose 32% to $3.74 billion as Shopify pushed its Catalog and Shop Pay wallet into a growing list of third-party AI agents.
Our takeShopify did not disclose the base behind its 3.3x AI order growth, so the more useful signal is Finkelstein's claim that Catalog-powered searches convert at twice the rate of general AI search.
The REDATA law requires 10% of qualifying capacity to be offered locally, as AWS, Microsoft and Google expand their Brazilian footprints.
Our takeFor commerce teams in Brazil, more local AI data center capacity could mean lower latency for AI search, recommendations and service agents, plus clearer answers on where data is processed.
Microsoft says demand exceeds capacity, Amazon holds 2026 capex near $220 billion and Alphabet flags a significant 2027 step-up.
Our takeMicrosoft's numbers matter most: about 75% of its capex buys short-lived hardware and demand exceeds supply, so providers have little reason to cut inference prices and good reason to favor committed customers.