Which Publishers Are Winning and Losing

AI search engines drive 96% less traffic to publishers than Google, creating a massive redistribution of online visibility that rewards some content creators while devastating others.

7 min read
Newspaper headlines scattered on a desk

The digital publishing world is experiencing its most dramatic shift since the rise of Google. AI search engines drive referral traffic at rates 96% lower than traditional search, according to research by TollBit. This isn't just a slight adjustment—it's a fundamental redistribution of how information flows online, creating clear winners and losers among content creators and publishers.

Traditional news organizations, lifestyle publications, and review sites built their business models on Google sending readers to their websites. But AI search engines provide answers directly, often without users ever clicking through to original sources. The result is a publishing landscape where some content creators thrive while others watch their traffic—and revenue—evaporate.

The Traffic Apocalypse for Traditional Publishers

Major news organizations face an existential challenge as AI search engines provide news summaries without driving readers to original articles. The Columbia Journalism Review found that AI search engines often provide incorrect answers while citing fabricated URLs, but even when they cite sources correctly, click-through rates remain devastatingly low.

News publishers invested decades building SEO strategies optimized for Google's link-based system. Reporters write headlines designed to capture search traffic, editors optimize article structures for featured snippets, and entire content teams focus on ranking for specific keywords. AI search engines bypass these carefully constructed systems entirely.

The economic implications extend beyond reduced traffic. Digital advertising rates depend heavily on page views and user engagement metrics. When AI engines summarize article content without sending readers to the original sites, publishers lose both direct advertising revenue and the user data that drives programmatic advertising rates.

Subscription-based news organizations face a different but equally challenging problem. Potential subscribers may get their news needs met by AI summaries without ever discovering the depth and quality that would justify paid subscriptions. This creates a vicious cycle where reduced discoverability leads to fewer subscribers, which limits resources for quality journalism.

The Community Content Renaissance

While traditional publishers struggle, community-driven platforms like Reddit and Stack Overflow have emerged as unexpected winners in the AI search landscape. These platforms benefit from user-generated content that AI engines find particularly valuable for answering specific questions and providing diverse perspectives.

Reddit's conversational format aligns naturally with how AI engines process and present information. When users search for product recommendations, troubleshooting advice, or personal experiences, AI engines frequently cite Reddit discussions that provide authentic, first-hand perspectives. This has led to increased visibility for Reddit content across AI platforms.

Stack Overflow's technical question-and-answer format creates exactly the type of structured, authoritative content that AI engines prefer to cite. Programming questions, technical solutions, and code examples from Stack Overflow appear regularly in AI-generated responses, driving both direct traffic and brand recognition for the platform.

The success of these community platforms highlights a crucial difference in content types. Rather than professionally produced articles designed for broad audiences, AI engines often prefer conversational, specific, and solution-oriented content that directly addresses user questions. Understanding these preferences is crucial for optimizing content to become citation-worthy in AI search systems.

The Wikipedia Effect Multiplied

Wikipedia has long been a dominant source for AI training data and continues to benefit from AI search citations. The encyclopedia's neutral point of view, extensive citations, and comprehensive coverage make it an ideal source for AI engines seeking authoritative information on virtually any topic.

But AI search has amplified Wikipedia's influence beyond what traditional search ever achieved. While Google often showed Wikipedia results alongside other sources, AI engines frequently rely heavily on Wikipedia content for factual information, definitions, and background context across countless queries.

This creates a network effect where Wikipedia's already-dominant position in information hierarchy becomes even stronger. Content creators who contribute to Wikipedia or create content that gets referenced by Wikipedia articles can benefit from this amplified influence.

Educational institutions and academic content creators have found similar success. Universities, research institutions, and educational nonprofits often see their content cited by AI engines because of their perceived authority and the depth of their subject matter coverage.

The Expertise Authority Trust Advantage

Content creators who have built genuine expertise and authority in specific fields are finding new opportunities in AI search. Rather than competing for broad keyword rankings, specialized experts can become the definitive sources that AI engines cite for particular topics.

Medical professionals who create patient education content, financial advisors who explain complex concepts, and technical experts who provide detailed tutorials often see their content featured prominently in AI-generated responses. The key difference is depth and specificity rather than broad SEO optimization.

This shift rewards content creators who focus on building genuine expertise rather than gaming search algorithms. AI engines appear to better recognize and reward authentic authority, making it harder for low-quality content farms to succeed while elevating genuine experts.

Legal and regulatory content creators have found particular success because AI engines often seek authoritative sources for compliance and regulatory information. Law firms, accounting practices, and regulatory consultants who create comprehensive guides often become the go-to sources for AI engines answering related questions.

The Local Business Paradox

Local businesses face a complex situation with AI search adoption. While AI engines can provide direct answers about business hours, services, and basic information, they often struggle with the nuanced, location-specific queries that drive local business traffic.

Restaurants, service providers, and retail businesses that invested heavily in local SEO find mixed results from AI search. Simple informational queries may get answered without driving traffic, but complex service requests often still require users to visit business websites or contact companies directly.

The businesses succeeding in AI search environments tend to be those with unique value propositions, detailed service descriptions, and strong customer review profiles. AI engines frequently cite businesses with comprehensive online information and strong reputation signals when making recommendations.

Professional service businesses—lawyers, doctors, consultants, and contractors—often see better results because their services require more complex decision-making that AI engines can't fully address through simple summaries. These businesses benefit when AI engines cite them as authoritative sources while users still need to contact them directly for services.

Content Strategy Adaptations

Publishers adapting successfully to AI search have fundamentally reimagined their content strategies. Rather than focusing solely on ranking for specific keywords, they're building comprehensive knowledge bases that AI engines recognize as authoritative sources on particular topics.

The most successful adaptation involves creating content that serves both AI engines and human readers. This means developing detailed, well-structured articles that can be easily parsed by AI while still providing value to readers who click through from AI search results.

Building direct relationships with audiences becomes crucial when referral traffic declines. Email newsletters, social media following, and branded mobile apps provide traffic sources that don't depend on AI engine recommendations. Publishers who diversified their traffic sources before AI search gained prominence find themselves better positioned to weather the transition.

Collaboration and licensing agreements with AI companies represent another adaptation strategy. Some publishers have begun negotiating direct partnerships with AI search engines, providing content in exchange for proper attribution, revenue sharing, or preferential citation treatment.

The Future Publishing Landscape

The current redistribution suggests a future where successful content creators focus on building authority and direct audience relationships rather than optimizing for search algorithms. Publishers who can establish themselves as definitive sources in specific niches may find AI search citations more valuable than traditional search traffic.

The economic models are still evolving. Subscription-based publishers may need to develop content specifically designed to convert AI search users into subscribers. Advertising-dependent sites must find new revenue streams or negotiate revenue-sharing agreements with AI platforms.

The technology itself continues evolving rapidly. Future AI search engines may provide better attribution, revenue sharing, or click-through mechanisms that benefit original content creators. However, publishers can't rely on these potential improvements and must adapt to current realities.

The ultimate winners in this transition will likely be content creators who focus on building genuine expertise, developing direct audience relationships, and creating content that provides unique value beyond what AI engines can summarize. The losers will be those who remain dependent on traditional search traffic without adapting to new discovery and consumption patterns.

To understand what successful adaptation looks like in practice, our analysis of best-in-class brands dominating AI search reveals the specific strategies that industry leaders use to maintain visibility and authority in the AI-driven search landscape. Meanwhile, understanding how AI search engines generate fan-out queries can help publishers optimize their content structure for better AI search performance.

Ready to optimize your AI presence?

Start tracking how your brand appears in AI search results and get actionable insights to improve your visibility.