中文摘要
本文研究生成式 AI 中介的市场设计。AI 答案系统能够改善用户体验,同时也会转移原本用于为出版商内容提供资金、并生成来源层面质量信号的访问流量。我表明,一个对未来内容再生产内化不足的 AI 平台会保留过少的引荐流量,并可能使成本高昂的开放网络信息降至临界规模以下——即便内容真实、答案准确、用户理性,这一结论依然成立。该机制可能是自我强化的:来源层面测量的减少会削弱传统搜索,从而诱发对 AI 的进一步依赖。可持续的修复需要通过访客替代版税、经审计的来源溯源、人工信息审计以及关键主题补偿,来替代被挤出的收入和被删除的测量。
Abstract
This paper studies market design for generative AI intermediation. AI answer systems can improve user experience while diverting visits that finance publisher content and generate source-level quality signals. I show that an AI platform that underinternalizes future content reproduction retains too little referral traffic and can make costly open-web information subcritical, even with truthful content, accurate answers, and rational users. The mechanism can be self-reinforcing: less source-level measurement weakens conventional search, inducing further AI reliance. Sustainable repair requires replacing displaced revenue and deleted measurement through visitor-replacement royalties, audited provenance, human-information audits, and keystone-topic compensation.