I am sick and tired of the narrative that small publishers were just "collateral damage" in Google's efforts to crack down on AI spam content
Buckle up as I debunk this narrative and show why small publishers are not bycatch, but rather the latest meal Google decided to catch for itself👇🐟
Understand the "AI collateral damage" narrative is the one Google wants you to believe -- now that their original preferred narrative (that they were just promoting "helpful content") has been utterly debunked
The "collateral damage" narrative gives Google way too much of a pass though -- and ignores the obvious monopolistic practices going on:
First, as an initial premise, it's laughably false to suggest that Google doesn't want AI content on the web.
Come on folks - Google self identifies as an "AI company".
Google literally invented the tech foundations of genAI content.
And Google continues to pitch AI content as the future of the web.
Seriously, listen to any Google investor call. You will hear almost zero discussion about human creators. It's literally "AI, AI, AI, AI, AI" in every Google meeting. That's where their focus is.
Google 100% wants a web FILLED with AI content.
Google just wants the web to be filled with their AI content, AI ads generated for their advertisers, or AI content on their licensed partners like Reddit.
Which brings me to my second point:
Google made a conscious decision to clear independent publishers out of the SERPs to make way for:
-AI Overviews
-Its own properties (like Google Travel)
-Google partners like Reddit
-more ads
Seriously, zoom out for just a minute and forget any individual site's rankings. The fundamental makeup of the SERPs has shifted so much. You can't seriously think its just about Google trying to keep a new flood of AI content out of the SERPs
Google is clearly targeting a category of websites -- specifically WordPress blogs
Why would Google do this?
Money, of course!
Google needs to keep investors believing Google is growing, and thus deserves the ridiculous P/E ratios that support its stock price
How does Google do that?
Well, we know from interviews with Google execs that Google has become obsessed with "queries" as its KPI (kinda a weird KPI for a search engine, and one that ought to be immediately suss, but whatever)
We also know that WordPress blogs tend to have more relevant answers that "stop the search" (and thus don't generate another query), particularly for the longer tail queries where Google has suggested AI is likely to play the strongest role
Court documents have proven beyond a doubt that Google has in the past made search results worse in order to meet quarterly revenue goals (because when the organic results are worse, people are more likely to click the ads)
And a United States Federal Court has ruled that Google has a monopoly over online search -- and has acted illegally to maintain that monopoly
Another federal court is likely to soon rule that Google also has a monopoly over the adtech space -- and evidence presented in that case already proves that Google has made a habit out of gradually steering the web towards an ecosystem that makes more money for Google's search ads at the cost of less money for display ad publishers
Anyway I'm getting ahead of myself here, and this tweet is already too long. I'm hoping to write up something long that will lay this all out with details, sourcing, etc.
But for now, I just really wanted to get this out there so y'all would stop buying into this false narrative Google is subtly pushing.
The bottom line is that the demotion of small publishers was intentional.
Space in the SERPs had to come from somewhere for this new AI-first web Pichai is pushing.
And it obviously couldn't come from Forbes or the 16 media companies that control the web, as their lawyers would catch onto this and sue in a heartbeat.
Those 16 companies are too big of fish to go after so crudely and directly. So the only remaining target was obvious - the many small guppies out there.
Small publishers were not bycatch
They were the entire meal