Google AI Mode Launches in EU, Threatens Publisher Traffic
Google rolled out AI Mode across 40+ EU countries on October 8, transforming search into direct answers instead of blue links—with early data showing dramatic traffic drops for websites.
INFOLIA AI
Issue #26 • October 13, 2025 • 4 min read
Making AI accessible for everyday builders

The search engine as we knew it just died—AI Mode delivers answers without clicks
👋 Hey there!
Google just killed the blue link. On October 8, they rolled out AI Mode across 40+ EU countries—and publishers are watching their traffic evaporate. Early data shows click-through rates dropping as much as 89% when AI answers appear. With 69% of searches already zero-click, this isn't a trend—it's the end of search as we knew it. Here's what developers need to know.
💡 Google AI Mode Just Changed Search Forever—And Your Traffic Is About to Vanish
On October 8, 2025, Google flipped the switch on AI Mode across more than 40 European countries including Germany, Spain, Italy, and Poland, fundamentally transforming how search works (xpert.digital, October 2025). Instead of the familiar blue links, users now get comprehensive AI-generated answers powered by Gemini 2.5 Pro—essentially turning Google into ChatGPT with a search bar. Queries are already two to three times longer than traditional searches as users adapt to conversational interfaces.
The timing matters because this isn't just another feature—it's a structural shift that publishers have dreaded since ChatGPT launched. Early data from US and UK markets where AI Mode launched earlier shows why: DMG Media reported click-through rates dropping by as much as 89% when AI Overviews appear for their content. 'Digital Content Next' found median year-over-year referral traffic from Google Search down 10% across premium publishers in just eight weeks, with non-news brands hit hardest at 14% declines (Digital Content Next, August 2025). Zero-click searches already account for 69% of all queries according to Similarweb, and that number is climbing (Search Engine Journal, September 2025).
Google uses a technique called query fan-out that breaks complex questions into sub-topics and executes multiple searches simultaneously, allowing AI Mode to surface diverse web content—but delivers it wrapped in AI summaries users rarely click through. Publishers filed formal complaints with the EU Competition Authority in June 2025, arguing they can't opt out of having their content used for AI Overviews without opting out of Google Search entirely (Cybernews, October 2025). The European rollout faced regulatory delays under the EU AI Act and Digital Services Act, with France still excluded due to strict copyright rules.
Bottom line: When 69% of searches already end without a click, and the platform showing dramatic traffic drops just launched in your largest regulated market, every developer building content-based products needs a traffic diversification strategy yesterday.
🛠️ Tool Updates
GitHub Copilot CLI - Terminal-native AI coding agent with measurable speed improvements.
Google AI Plus - Premium AI plan expanding to 36 more countries.
GitHub Copilot Extensions - GitHub Apps-based extensions sunset November 10.
💰 Cost Watch
Developer API Costs: GPT-4o mini continues at $0.15 per million input tokens and $0.60 per million output tokens, while GitHub Copilot CLI ships with Claude Sonnet 4.5 included in existing Copilot Pro, Pro+, Business, and Enterprise subscriptions—no additional per-token charges for terminal use.
💡 Money-saving insight: If you're building terminal tools, GitHub Copilot CLI's 45% median time reduction means you're getting real productivity gains without new API costs—unlike standalone Claude or GPT API usage that charges per token.
🔧 Quick Wins
🔧 Update GitHub Copilot CLI: Run `npm install -g @github/copilot@latest` to get October 10's performance improvements. You'll immediately see 25% faster task completion and more concise responses—especially noticeable for simple terminal questions where the speed difference really matters.
🎯 Test AI Mode impact on your traffic: Check Google Analytics for October 8-13 EU traffic patterns. Compare organic search referrals week-over-week to quantify your AI Overview exposure. If you're seeing drops above 10%, it's time to accelerate your email list and direct traffic strategies before this spreads.
⚡ Switch Copilot CLI models mid-session: Use the new `/model` slash command to swap between Claude Sonnet 4.5, Claude Sonnet 4, and GPT-5 without restarting. Perfect for comparing code generation quality or switching to faster models for simple tasks—takes 2 seconds and saves token costs.
🌟 What's Trending
📉 GPT-4o Behavior Regression Sparks Developer Concerns
OpenAI community members reported measurable regression in GPT-4o performance starting October 9, 2025, with multiple Plus and API users documenting flattened emotional depth and shortened responses after 2-3 conversational turns (OpenAI Community, October 2025). One detailed analysis showed GPT-4o's narrative and psychological coherence scores dropping from 14/14 to 4/14 across metrics including emotional layering, embodiment, and subtext.
The regression affects creative narrative design, psychological exploration, and reflective writing contexts—areas where GPT-4o's sustained emotional nuance previously set it apart. Users are calling for product teams to investigate what changed, as this pattern appears consistent across both Plus subscriptions and API implementations. Read more →
🔒 Publishers File EU Competition Complaints Over AI Search
Independent publishers filed formal antitrust complaints with the European Commission on June 30, 2025, alleging Google's AI-powered search features cause significant harm through traffic, readership, and revenue loss (PPC.Land, October 2025). The complaint centers on publishers' inability to opt out of AI Overviews without removing themselves from Google Search entirely—an impossible choice given Google's 93% UK search market share.
With AI Mode now live across 40+ EU countries and zero-click searches hitting 69%, publishers argue this represents anti-competitive self-preferencing by a search monopoly. The timing of regulatory action could shape how AI search features balance innovation against the open web's economic sustainability. Read more →
💬 How is Google AI Mode affecting your traffic?
Have you checked your analytics since October 8? Seeing any changes in EU referral traffic patterns? I'm especially curious if developers building documentation sites or technical content are seeing different impacts than general publishers. Hit reply—I read every message and I'm curious about your real-world experience.
— Pranay, INFOLIA AI
Missed Issue #25? Catch up here →
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