Last Week in AI Search: September 28
This week in one minute. Paywall or block? The Atlantic’s robots.txt became readable again and now names GPTBot as allowed, but its live homepage still 403s GPTBot itself — stated policy and enforcement now disagree, the mirror of El País’s September 20 reversal. Costing traffic? A second randomized field experiment, this one testing AI Mode rather than AI Overviews, found a forced AI Mode condition cut click-through to external sites and also lowered searchers’ trust, satisfaction and sense of relevance — worst among heavy searchers — while confirming the other randomized study’s finding that removing AI Overviews raises clicks without hurting satisfaction. Where does AI now appear in Google Search? Google was seen testing the AI Overview on hotel search results moved below the hotel knowledge panel instead of above search results, in screenshots an SEO professional shared and Search Engine Roundtable reported. Buy your way in? Two new Adthena readings landed the same day.
The Monday map
Atlantic robots.txt allows GPTBot, Cloudflare blocks it
Study: Google AI Mode cuts clicks and erodes user trust
Google tests AI Overviews below hotel knowledge panels
ChatGPT advertisers jump 65% as AI Overview queries shorten
What changed in The State of Search
Is AI-crawler access now a paywall rather than a block?
Before: The Atlantic’s robots.txt had returned a 403 at every capture since September 13, and Search Engine Land’s robots.txt had been readable throughout the panel’s tracking.
Now: The Atlantic’s robots.txt became readable again and now names GPTBot as allowed, but its live homepage still 403s GPTBot itself — stated policy and enforcement now disagree, the mirror of El País’s September 20 reversal. Search Engine Land’s robots.txt started returning the same Cloudflare challenge as its homepage, closing off the last part of the site the panel could read.
The standing answer: On the Cloudflare-proxied publishers the wire tracks, yes for some — access is starting to split by whether the crawler’s operator pays rather than by whether the site allows AI crawling at all, and the split is now moving in both directions on the same sites within days.
Evidence: first-party data, Crawler access panel
Still open: Whether the GPTBot block at the four Cloudflare sites is a publisher decision naming OpenAI specifically or a Cloudflare-side default reclassifying GPTBot — the panel logs the HTTP response, not who set it or why.
Are AI answers costing me traffic?
Now: A second randomized field experiment, this one testing AI Mode rather than AI Overviews, found a forced AI Mode condition cut click-through to external sites and also lowered searchers’ trust, satisfaction and sense of relevance — worst among heavy searchers — while confirming the other randomized study’s finding that removing AI Overviews raises clicks without hurting satisfaction.
The standing answer: It depends on what you publish, and part of the disagreement is instrumentation.
Evidence: study, Search Engine Journal
Still open: Google holds the only complete dataset and has published no methodology behind “billions of clicks”. Until it does, the engine’s own position is the least checkable one in the record.
Where does AI now appear in Google Search?
Now: Google was seen testing the AI Overview on hotel search results moved below the hotel knowledge panel instead of above search results, in screenshots an SEO professional shared and Search Engine Roundtable reported. Google has not confirmed the test.
The standing answer: On the results page itself, and increasingly around it.
Evidence: single source, Search Engine Roundtable
Caveat: single-source — confirmation pending
Still open: Whether the results-page AI Mode button and the local-panel AI Overview treatment ship beyond tests. Google has confirmed neither; each was replicated by one reporter.
Can I buy my way into AI answers?
Before: ChatGPT Ads ran in roughly 40 countries after the August 19 European expansion.
Now: two developments —
- Two new Adthena readings landed the same day. ChatGPT’s weekly advertiser count rose 65% over eight weeks, from 7,306 to 12,075 — a figure roughly ten times Sensor Tower’s active-advertiser count tracked above, unreconciled. Separately, one- and two-word queries now generate more than half of Google AI Overview ad appearances in every market Adthena measured, reversing a June 2026 pattern where three- and four-word queries led.
- OpenAI launched ChatGPT Ads in Taiwan, Singapore, Indonesia, Malaysia, the Philippines, Thailand and Vietnam, extending the platform past 60 countries. Ads remain limited to Free and Go plans; businesses buy through self-service Ads Manager or OpenAI’s Ads Solutions team and agency partners including Dentsu, Havas Media, Omnicom Media, Publicis Groupe and WPP.
The standing answer: You can buy a slot, but not a citation — they are separate games.
Evidence: vendor study, PPC Land · company announcement, OpenAI News
Caveat: Adthena study — vendor-published
Still open: Whether buying an ad affects the odds of being cited at all, in either direction. The 3.63% overlap is a snapshot of co-occurrence, not a test — nobody has run the same queries with and without a live campaign.
Read the item → · Read the item →
I’m getting cited. Am I getting recommended?
Now: A Scrunch analysis of nearly 10,000 AI-cited URLs found the first evidence, outside the incumbent-tactics study above, that a site-controlled action moves recommendation: brands whose self-published ‘best of’ or comparison listicle got cited saw recommendation rate rise from about 4% to 7% and outright naming roughly double (19% to 39%). Scrunch’s own falsification test knocked out the study’s riskier secondary finding — that naming a rival can hand it the recommendation — except in a narrow subset, so this adds a data point to the unresolved question below rather than settling it.
The standing answer: Not necessarily — being cited, being named and being recommended are three different outcomes with different drivers, and the record separates them.
Evidence: vendor study, PPC Land
Caveat: Scrunch study — vendor-published
Still open: Whether the 20.8% mismatch holds outside ChatGPT and Semrush’s citation data. It is one analysis of one engine’s estimated demand, and nobody has replicated it elsewhere.
The State of Search keeps one current, sourced answer to each recurring practitioner question. These are the answers this week’s items moved.
Radar
What else moved on the wire this week. None of it changed a standing answer; all of it is on the record.
- Google Search — Google tests AI Overview links that redirect to AI Mode — Search Engine Roundtable (single source)
- Google Search — Spammers flood Google Search with Gemini Notebook pages — Search Engine Roundtable
- Google Search — Google auto-enables native checkout in AI Mode, Gemini — Search Engine Roundtable
- Google Search — YouTube adds shopping comparison tables to Ask YouTube — Search Engine Journal
- Google Search — Search Console now separates text and multimodal web search — Search Console performance report help
- Google Search — Google adds creator property to VideoObject structured data — Google Search Central documentation updates (company announcement)
- Google Search — Google AI Mode and Gemini test Flipkart purchases in India — TechCrunch AI (single source)
- Google Search — Ask YouTube usage jumps 500% since December, tops 140M — PPC Land (single source)
The patterns behind it
The week’s recurring themes: several items, several subjects, more than one outlet.
Citation measurement
7 items · 9 subjects · 6 outlets · 6 days
- ChatGPT-5.6 Luna shifts to site: search, cites fewer sources
- Scrunch: self-promoting listicles boost AI brand recommendations
- GetCited: affiliate sites dominate AI product citations
Publisher economics
3 items · 6 subjects · 3 outlets · 6 days
- Study: Google AI Mode cuts clicks, erodes trust in search
- BrightEdge: ChatGPT referral traffic share hits record 95.1%
- GetCited: affiliate sites dominate AI product citations
AI advertising
3 items · 3 subjects · 3 outlets · 3 days
- Comscore: sponsored ChatGPT ads hit 47% of gaming chats
- ChatGPT Ads expands to Taiwan, six Southeast Asian markets
- Adthena: ChatGPT advertisers jump 65% in eight weeks as AI Overview queries shorten
How we count: a cluster is three or more items on one theme, naming three or more different companies, engines or studies, from at least two outlets, inside the week.
Numbers to keep
From this week’s items, as entered on The Numbers. Evidence type is labelled so a study, a vendor’s measurement, a company’s claim and first-party data read differently.
| Number | What it measures | Evidence |
|---|---|---|
| 4% to 7% | Lift in a brand’s AI recommendation rate when a self-published ‘best of’ or comparison listicle it wrote gets cited by an AI assistant, versus when it isn’t — across ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, Google AI Overviews and AI Mode. | Scrunch study — vendor-published |
| 65% | Rise in ChatGPT’s weekly advertiser count over eight weeks, from 7,306 in the week of July 9, 2026 to 12,075 by August 31 — peaking at 13,009 in early August — per an Adthena analysis of AI search queries. | Adthena study — vendor-published |
| >50% | Share of Google AI Overview ad appearances generated by one- and two-word search queries, in every market Adthena measured as of late August 2026 … | Adthena study — vendor-published |
Dates ahead
From the docket: the next dates the record has on file.
- Oct 30 — In re Mosaic LLM Litigation (Databricks): Hearing before Judge Breyer on whether the case can be decided without a trial (summary judgment)
- Nov 15 — Bartz v. Anthropic: First class payout, $2,203.56 per work, due on or before this date
The full wire
32 items published September 21–27, every one dated, sourced and linked, grouped by lane, on the week’s page: read the complete wire →
Corrections
None this week. Every correction is logged in public: the corrections log.
From the desk
The week read from the record, not a view of it. The wire is built from a public, dated, sourced record; nothing here is a prediction.
Seen something the record should hold — a platform change, a measurement method, a traffic dataset, a court filing, a publisher policy, a deal term, an ad-product update? Reply to this email. Tips are credited by name or handle, every time.
Archive · State of Search · The Numbers · The Docket · Corrections
The full wire
32 items published September 21–27. Every item dated, sourced and linked. An item can carry more than one lane, so lane totals exceed the count.
Google Search · 11
- Sep 21 — Study: Google AI Mode cuts clicks and erodes user trust — Search Engine Journal (study)
- Sep 22 — Google tests AI Overview links that redirect to AI Mode — Search Engine Roundtable (single source)
- Sep 22 — Spammers flood Google Search with Gemini Notebook pages — Search Engine Roundtable
- Sep 22 — Google auto-enables native checkout in AI Mode, Gemini — Search Engine Roundtable
- Sep 23 — YouTube adds shopping comparison tables to Ask YouTube — Search Engine Journal
- Sep 24 — Google tests AI Overviews below hotel knowledge panels — Search Engine Roundtable (single source)
- Sep 24 — Search Console now separates text and multimodal web search — Search Console performance report help
- Sep 24 — Google adds creator property to VideoObject structured data — Google Search Central documentation updates (company announcement)
- Sep 26 — Google AI Mode and Gemini test Flipkart purchases in India — TechCrunch AI (single source)
- Sep 27 — Ask YouTube usage jumps 500% since December, tops 140M — PPC Land (single source)
- Sep 27 — Ask YouTube gains product cards that link out to retailers — PPC Land (single source)
Engines · 9
- Sep 22 — Comscore: ChatGPT’s AI prompt share falls from 70% to 50% — Digiday Media (vendor study)
- Sep 23 — Comscore: sponsored ChatGPT ads hit 47% of gaming chats — Search Engine Journal (vendor study)
- Sep 23 — Baidu adds AI citation and CTR tracking to webmaster tools — Search Engine Journal
- Sep 23 — Gemini adds Connected Apps for Adobe, Linear and Peloton — Google Keyword Blog (company announcement)
- Sep 23 — ChatGPT Ads expands to Taiwan, six Southeast Asian markets — OpenAI News (company announcement)
- Sep 24 — BrightEdge: ChatGPT hits record 95.1% AI referral share — BrightEdge Blog (vendor study)
- Sep 25 — Bing tests renaming Copilot search tab to AI Mode — Search Engine Roundtable (single source)
- Sep 25 — Adobe brings Photoshop to Gemini, Acrobat to Claude — PPC Land
- Sep 25 — ChatGPT advertisers jump 65% as AI Overview queries shorten — PPC Land (vendor study)
Research · 7
- Sep 21 — ChatGPT names fewer B2B tech brands, BrightEdge finds — BrightEdge Blog (vendor study)
- Sep 24 — Ahrefs: AI chatbots sent 0.28% of web traffic in March, Google 28% — Ahrefs Blog (vendor study)
- Sep 24 — Ahrefs: ChatGPT has 12% of Google’s search volume — Ahrefs Blog (vendor study)
- Sep 24 — SparkToro: Google handles 74% of desktop searches, AI tools 3% — SparkToro (vendor study)
- Sep 24 — ChatGPT-5.6 Luna shifts to site: search, cites fewer sources — Seer Interactive (vendor study)
- Sep 25 — Scrunch: self-promoting listicles boost AI recommendations — PPC Land (vendor study)
- Sep 27 — GetCited: affiliate sites dominate AI product citations — PPC Land (vendor study)
Tools & Vendors · 4
- Sep 22 — Profound wires AI Marketer into Answer Engine Insights — Profound research blog (vendor study)
- Sep 24 — Search Console ‘block flattening’ masks AI Overview link rank — Search Engine Journal
- Sep 25 — EMARKETER buys RetailX, adds AI Visibility Index — PPC Land
- Sep 27 — Atlantic robots.txt allows GPTBot, Cloudflare blocks it — Crawler access panel (first-party data)
Law & Money · 1
- Sep 23 — UK CMA: let ChatGPT, Perplexity onto Google’s choice screen — UK CMA (Google-filtered)
Why it matters: The one place on the wire where the week is read rather than reported — compiled from the published record, framed by the editor, checkable line by line.
Glossary: Answer engineSEOAI visibilityAI OverviewsAI Mode
Via AEO Wire ↗
Posted to the wire September 28, 2026. Edited by Joe Balewski.