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arXiv 2607.21459econ.GNq-fin.EC

数字搜索的演变:从蓝色链接到委托决策

The Evolution of Digital Search: From Blue Links to Delegated Decision-Making

David M. Rothschild, Nicole Immorlica, Brendan Lucier, Markus Mobius, Aleksandrs Slivkins

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中文总结 AI 辅助

研究数字搜索从传统模式到人工智能原生模式的转变,指出小设计选择影响重大,未来搜索发展不由算法和界面改进决定,而是取决于开放透明有竞争力的代理系统设计,揭示多领域交叉的重大挑战。

中文摘要 AI 辅助

数字搜索正在经历从人类驱动的发现过程到代理介导的委托决策系统的根本转变。在传统数字搜索模式中,用户将意图转化为基于关键字的查询,评估链接排名列表并在搜索界面之外执行决策。在人工智能原生世界中,用户用自然语言表达目标,代理解释这些意图,结果以建议或执行的决策形式返回。这种转变将搜索从基于链接的用户界面转移到嵌入式系统组件,对透明度、竞争和货币化产生影响。由此产生的系统设计问题引发了关于信息质量和获取、信任、激励对齐和市场结构的关键问题。实验性代理介导市场和经济理论的早期证据表明,诸如利益相关者如何获取信息、选项如何呈现以及行动如何执行等小的设计选择,对效率、竞争以及消费者和企业的福利有一阶效应。我们提出,搜索的未来将不由排名算法和自然语言界面的渐进式改进决定,而是由管理决策制定和市场运作方式的开放、透明和有竞争力的代理系统设计决定,突出了人工智能、经济学和系统设计交叉领域的一系列重大挑战。

英文摘要

Digital search is undergoing a fundamental transformation from a human-driven process of discovery to an agent-mediated system of delegated decision-making. In the traditional model of digital search, users translate intent into keyword-based queries, evaluate ranked lists of links, and execute decisions outside the search interface. In an AI-native world, users express goals in natural language, agents interpret these intentions, and outcomes are returned as recommendations or executed decisions. This shift moves search from a link-based user interface to an embedded system component, with implications for transparency, competition, and monetization. The resulting system design problem raises key questions about information quality and access, trust, incentive alignment, and market structure. Early evidence from experimental agent-mediated marketplaces and economic theory suggests that small design choices, such as how stakeholders access information, how options are surfaced, and how actions are executed, have first-order effects on efficiency, competition, and the welfare of consumers and firms. We propose that the future of search will be determined not by incremental improvements in ranking algorithms and natural-language interfaces, but by the design of open, transparent, and competitive agentic systems that govern how decisions are made and how markets operate, highlighting a set of grand challenges at the intersection of AI, economics, and system design.

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