When AI becomes the information hub, what value do media still hold?
Writing for 36Kr, Tencent Research Institute senior expert Liu Jinsong lays out seven issues through which generative AI is reshaping media across production, distribution and value capture. He cites Pew Research Center data showing that when an AI summary appears in search results, the share of users clicking external links falls from 15% to 8%, only 1% click cited links inside the summary, and the share ending the session right after seeing a summary rises from 16% to 26%. The piece also references an October 2026 wave of US local publishers, including Emmerich Newspapers and USA Today, suing OpenAI over unauthorized use of their reporting for model training, and Microsoft's February 2026 publisher content marketplace, which aims to pay publishers based on how much of their content is consumed. The author argues that in the AI era the scarce goods are trustworthy facts, original findings and valuable judgment, with media's core role split into recording the real world, forming professional judgment and sustaining a shared public space.
It frames the industry debate over how content value gets measured once AI answers replace clicks, and what public role media keeps.
围绕生成式AI使用新闻内容的争议，正从美国的头部媒体向地方新闻机构蔓延。2026年10月，以埃默里奇报业集团、《今日美国》为代表的多家地方媒体接连将OpenAI告上法庭，指控后者未经授权将受版权保护的原创报道用于模型训练，并通过生成式AI提供可能替代原始新闻内容的回答。
这场诉讼的核心不仅涉及版权这一法律问题，也折射出的一个更具普遍性的产业难题：当AI从信息检索工具转变为信息消费入口，内容产业原有的价值实现机制正受到冲击。AI在放大媒体内容生产能力的同时，也在改写媒体的价值实现方式。
皮尤研究中心的一项调查显示：当搜索引擎中出现AI摘要时，用户点击外部链接的概率从 15%降至8%，点击摘要内部引用链接的比例只有1%，而看到摘要后直接结束浏览会话的比例，从原来的16%升至26%。
AI摘要对用户注意力的截流，只是AI改写媒体价值实现方式的最直观呈现。从整个行业的价值链视角来看，新一轮AI的加速发展和普及，对媒体的内容形态、组织结构、商业模式，甚至媒体的价值定位都会带来全新的冲击与挑战。
#OpenAI#Microsoft#Pew Research Center#The New York Times#The Wall Street Journal#USA Today#Emmerich Newspapers#Reuters Institute for the Study of Journalism#Tencent Research Institute