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Guardrail or Guide? Generative AI, Criminal Capital, and the Re-framing of Downstream Search for Illicit Drugs

We examine whether access to ChatGPT changes how high-risk drug-related information searches are subsequently expressed on downstream conventional search engines, extending criminal capital theory to conversational AI.

Aug 24, 2026

When Search Stops Sending Traffic: The Impact of Google AI Overviews on Organic Traffic Monetization in E-Commerce

Using the staggered international rollout of Google AI Overviews as a platform-level shock, we find that AI Overviews reduce organic e-commerce sessions while leaving transactions and revenue largely unchanged, raising conversion rate and revenue per session.

Mar 1, 2026

Prompt to Purchase: ChatGPT Referrals, Basket Structure, and Category Concentration in E-Commerce

We analyze how ChatGPT referrals shape basket structure and category concentration in e-commerce, finding that generative AI functions as a distinct form of shopping intermediation.

Mar 1, 2026

Neural Product Embeddings for (New) Product Sales Prediction

We develop neural product embeddings to predict sales of new products, addressing the challenge of forecasting with limited historical data.

Aug 1, 2025

Conversion Rates in E-Commerce

We analyze conversion rates in e-commerce, examining factors that influence customer purchase decisions in online retail.

May 1, 2025

Do LLMs Cannibalize Search?: Evidence from Italy’s ChatGPT Ban

We analyze how ChatGPT is disrupting traditional search behavior and its implications for Google's market dominance.

Jan 1, 2025