Industry guides · Social media and digital platforms

Free industry guide · for digital platforms, publishers and apps

AI is moving attention and ad money toward the largest platforms.

Here is where it reaches your audience, your ads and your costs, and what to ask before you spend.

5-minute version · full guide 45 minutes, 9 sections · reviewed Sep 29, 2026

8%of searches with an AI summary end in a click to a website

When Google shows an AI summary, people click a link to a website in 8% of visits, against 15% without one. Only about 1% click a link inside the summary. Google disputes the study's method.

· Pew Research Center, July 2025· Source

Courses for each part of the business

1 of 7 areas have a course. The first module of each is free.

Content and creatorsAdvertising and revenueRecommendation and audienceTrust and safetyLicensing and IPProductRegulation

The five-minute version

What changed, what matters, and what to do next.

How each claim is supported:

EstablishedPublished resultSurveyVendor claimIllustration

Tap any marked phrase for its source.

Digital platforms and publishers make money from attention. Most smaller ones get much of that audience from search engines and large social apps. AI is changing both.

Search sends fewer visitors. When Google shows an AI summary at the top, people click a link to a website in 8% of visits. Without a summary, they click in 15%. Only about 1% click a link inside the summary. But for a site that lives on search traffic, even part of that drop matters.

AI answers are a new front door. More people now ask a chatbot instead of searching. When a chatbot answers, it may use your content without sending anyone to your site.

Your content has a new buyer. AI companies need large amounts of good writing, video and data. Some pay publishers and platforms to use it. That can be a new source of money, or a way of paying for the traffic you lose.

Ad money is flowing to the largest platforms. Meta's ad revenue grew 27% last quarter. When the largest platform gets better at selling ads, advertisers move money there. Smaller platforms must prove their ads work as well.

AI is expensive, even for the winners. Meta's operating margin fell from 43% to 31% in a year. A smaller platform that adds AI features will pay for them too, often to the same few AI companies.

Content is cheaper to make, and harder to trust. AI can write posts, make images and dub videos for very little. That helps a small team publish more.

New rules apply in Europe. From August 2, 2026, a chatbot must tell people it is AI. Tools already on the market have until December 2 to mark AI content in a way machines can read.

Time saved is not money saved. AI that writes content faster pays only if the extra content earns more than it costs, or the team spends less.

A publisher earns $80 million a year, and 40% of its visitors come from search. If AI summaries cut those visits by a third, it loses about 13% of its traffic. At the same ad rates, that is roughly $10 million a year. Nothing about its content changed.

What should a platform's leaders do first? Three plain things.

  1. Measure how much traffic comes from search, and track it every month.
  2. Build ways to reach your audience directly: email, apps, subscriptions and community.
  3. Check your products against the new European rules, especially chatbots and AI images.

None of this needs a new team or a large budget. It needs one leader who owns each answer.

The full guide shows where AI touches the money, what has actually happened, who gains and who loses, and what to ask before you spend.

Read the full guide

45 minutes · 9 sections · ends with one decision to work through

Open the full guide

Where do you stand?

Six questions, a minute, from what you already know. Your answers pick what to read first.

  1. Do you know what share of your visitors comes from search, month by month?

  2. Do you have ways to reach your audience that do not depend on search?

  3. Can advertisers measure your results the way they measure the largest platforms?

  4. Is there a current list of every AI feature that touches users in Europe?

  5. Does someone check what AI writes before it goes out?

  6. Do you know what AI computing costs you per user?

Questions for your team

The same ground, for whoever owns each answer. Bring them to your next leadership meeting.

Ask leadership

What share of visitors comes from search, and what is the trend?

A good answer

A monthly figure and a plan if it falls.

Push back if you hear

“Search has always worked.”

Ask head of revenue

Can advertisers see results in the terms they judge other platforms by?

A good answer

Measurement they use to decide budgets.

Push back if you hear

“Clicks are strong.”

Ask head of product

Which features use AI, and which touch users in Europe?

A good answer

A current list with an owner for each.

Push back if you hear

“Legal is looking at it.”

Ask head of content

Who checks what AI writes before it goes out?

A good answer

Named editors and rules.

Push back if you hear

“The tool is accurate.”

Ask finance

What does AI computing cost per user, and is it rising?

A good answer

A figure by feature.

Push back if you hear

“It is in the cloud bill.”

Ask general counsel

Which chatbots and AI images must be labeled under the new rules, and are they?

A good answer

A checked list, reviewed each quarter.

Push back if you hear

“The rules were delayed.”

Three decisions leaders are making now

For a company of $50M to $500M ·

An AI company offers to license your content. Do you sign?

Only short, non-exclusive, with credit, links and a stop rule.

Open the lesson ›

Can advertisers see results in the terms they use for other platforms?

Budgets follow proof of return.

Open the lesson ›

What does AI computing cost you per user?

Even the largest platform's margin fell on AI costs.

Open the lesson ›

Executive+

The guide tells you what is changing. Executive+ tells you what to do about it at your company.

Describe your business once. Every course comes back as an analysis written for it: the bottom line, actions in order with their sources, and the result that would change the decision.

What this course means for your company

Illustrative company

Trust and safety, applied to an $80 million publisher

Bottom line

Whether to license the archive and new articles to an AI company for $2 million a year, while search traffic falls. Owner: the head of revenue, with the editor and general counsel. Decision this quarter.

What success looks like

A one-year, non-exclusive deal with credit and links in every answer, usage data, and a fee larger than the search revenue lost to AI answers.

The rule for when to stop

If the fee is smaller than the traffic loss linked to AI answers, and the deal sends back almost no visitors, the company does not renew.

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