The Bounce-Click Argument
Google's defense of AI Overviews is that the clicks they replace were 'bounce clicks' — visits no one valued. The defense is technically true. It is also the same shape, almost line for line, as the one regional sports network executives offered in 2018 about the cable bundle.
Google has a name for the clicks that AI Overviews replaced. It calls them bounce clicks. The framing, articulated by a senior Google search executive last year and repeated in various forms across every Google statement on the subject since, is that the clicks AI Overviews removed were the ones that were not actually working in the first place. A user clicks a link, the page does not have what they wanted, the user clicks back to search and tries again. That is a bounce. Bounces, the argument goes, are wasted clicks. AI Overviews answer the query directly, the user gets the fact, no bounce, no wasted click, everyone wins. Users who actually want to read the article still click through. The publisher only loses the click that was never valuable to them.