AI搜索摘要虽提升体验，却损害内容生态，新机制可逆转此趋势。
Do AI Overviews Benefit Search Engines? An Ecosystem Perspective
- 构建创作者竞争博弈模型，引入努力成本刻画内容生产行为。
- 实测数据表明，干预机制可使搜索引擎长期利润提升，即使在真实场景中亦然。
- 适合关注搜索生态可持续性、平台经济设计的研究者与从业者。
将AI概述集成到搜索引擎中虽能改善用户体验，但会分流内容创作者的流量，可能抑制高质量内容创作，并导致用户流失，从而威胁搜索引擎的长期盈利。为此，我们提出一个带有高成本努力的创作者竞争博弈模型，刻画均衡行为，并设计两种激励机制：一种是在AI概述中引用来源的引用机制，另一种是向创作者提供货币奖励的补偿机制。针对两种情形，我们提供了结构化洞察及近似最优的利润最大化机制。基于真实点击数据的评估显示，尽管AI概述对搜索引擎长期利润有害，但采用所提机制的干预措施可在多种现实情境下提升长期利润，指向更可持续的智能搜索生态系统发展路径。
原文摘要 · Abstract (English)
The integration of AI Overviews into search engines enhances user experience but diverts traffic from content creators, potentially discouraging high-quality content creation and causing user attrition that undermines long-term search engine profit. To address this issue, we propose a game-theoretic model of creator competition with costly effort, characterize equilibrium behavior, and design two incentive mechanisms: a citation mechanism that references sources within an AI Overview, and a compensation mechanism that offers monetary rewards to creators. For both cases, we provide structural insights and near-optimal profit-maximizing mechanisms. Evaluations on real click data show that although AI Overviews harm long-term search engine profit, interventions based on our proposed mechanisms can increase long-term profit across a range of realistic scenarios, pointing toward a more sustainable trajectory for AI-enhanced search ecosystems.
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