Google Must Give Notice Before Significant Ranking Changes via @sejournal, @MattGSouthern

The UK’s Competition and Markets Authority has introduced two new conduct requirements for Google’s general search services, one covering how organic results are ranked and another covering search data portability.

Under the fair ranking requirement, Google must rank organic results using objective and non-discriminatory criteria, including in AI Overviews, but not sponsored results. It also has to be more transparent about how rankings work, give advance notice of significant changes, and set up a process for businesses to raise concerns.

Fair Ranking

Businesses told the CMA that Google’s ranking practices are neither fair nor transparent, that changes arrive without sufficient notice, and that they have no effective way to raise concerns when those changes hurt them.

Will Hayter, Executive Director for Digital Markets at the CMA, said in the announcement:

“These new measures will ensure search results are ranked fairly and objectively, with clearer information about changes and effective routes to raise concerns.”

Google pushed back on the premise behind the ranking requirement. A spokesperson told Press Gazette that the company’s “ranking systems are fair, transparent and show the most relevant, highest quality results.”

Data Portability

The second requirement turns Google’s voluntary UK Data Portability API into a legal obligation. The tool already lets people share their search data with third-party services.

Those services want to build products around the data but have lacked reliable access, for uses like personalized shopping deals or cashback rewards. The requirement brings UK users’ data rights in line with the EU’s under the Digital Markets Act.

Timeline & Oversight

Google has six months to implement the fair ranking requirement and three months for data portability. The CMA will monitor compliance through regular reporting and may add further measures.

How We Got Here

The requirements follow the CMA’s early-June action that gave websites more control over whether their content is used to power Google’s AI features. Both sit under the UK’s digital markets competition regime, created by the Digital Markets, Competition and Consumers Act.

Google was designated with strategic market status in general search and search advertising last year. That designation is not a finding that Google broke competition law.

Why This Matters

The fair ranking requirement targets a long-standing frustration in search. UK businesses rely on Google Search to reach customers, but say the way rankings work is too unpredictable to plan around. Objective criteria, advance notice of significant changes, and a complaints process would give those businesses a defined route to raise concerns.

The requirement covers organic results, including those in AI Overviews, but not sponsored results. That places AI Overview ranking under the same fairness and transparency obligations as standard organic ranking.

The requirement doesn’t make Google’s ranking systems public. It sets obligations around criteria, notice, and complaints, not disclosure of the ranking algorithm.

Looking Ahead

The CMA is acting in stages, with more activity on Google’s search business expected over the summer. Both requirements apply only in the UK.

The open question now is implementation. The requirement’s value depends on how Google puts it into practice, and whether that satisfies the CMA.

The UK action adds to broader regulatory scrutiny of Google Search in other markets, including the United States and the European Union.


Featured Image: Tupungato/Shutterstock

Google Explains Why URLs Blocked By Robots.txt Can Still Be Indexed via @sejournal, @martinibuster

Google’s John Mueller answered a question about the curious circumstance of Search Console reporting thousands of URLs as indexed despite being blocked by robots.txt. Mueller helped explain how this happens and what to do about it.

Content Indexed Despite Being Blocked By Robots.txt

A Redditor asked for advice because Google Search Console was reporting more than 51,000 pages under the status “Indexed, though blocked by robots.txt.” The affected URLs were primarily WooCommerce product URLs containing add-to-cart URL parameters like “?add-to-cart=”.

Because the issue appeared suddenly, the site owner questioned whether the robots.txt rules themselves were responsible for creating the problem. They also wanted to know whether removing the rules would help Google process the canonical signals and eliminate the reported URLs from Search Console.

The person asked:

“I have WooCommerce site and suddenly since past month we are facing this issue: “Indexed, though blocked by robots.txt”

there are total “Affected pages 51K pages”

in the end of url I see mostly ?page&post_type=product&product=slug&add-to-cart=98063,

After inspecting those urls I found they have index tag setup and robots.txt had

* Disallow: /*?add-to-cart=
* Disallow: /*?*add-to-cart=

I removed those two rules from robots.txt and hoping those pages fixed cause they have canonical set to correct product, will that fix issue?

or should I also setup noindex rules? will that cause us our crawl budget? it is pretty big woocommerce site, let me know guys your thoughts if someone has experience fixing such issue? and what will be the right method without preventing our SEO or functionality loss.”

Google Says Add-To-Cart URLs Don’t Need To Be Indexed

Mueller responded that the add-to-cart URLs do not need to be indexed and that blocking them through robots.txt is an acceptable approach.

He explained that even when Google reports those URLs as indexed, they are unlikely to appear in normal search results because they are blocked by robots.txt. According to Mueller, users generally do not search for those URLs directly, making them poor candidates for search visibility.

John Mueller responded:

“You don’t need the add-to-cart URLs indexed. Blocking them with robots.txt is fine. Even if they get “indexed” since they’re blocked by robots.txt, it’s unlikely that they’ll be shown in search (unless you do specific queries for those URLs, which users don’t do).”

I’m kind of on the fence about what Mueller said about “robots.txt” making it “unlikely” that the URLs will be shown in Search. The reason is because robots.txt does not prevent a web page from showing in Google Search. It just prevents Googlebot from crawling those pages. So technically, that’s not quite correct and I’m a little surprised Mueller would say that.

Noindex Is Probably Not A Solution

One of the Redditors who responded to that question suggested the solution of adding a noindex robots tag to the parameterized URLs. But that may not be a viable solution because the pages with and without the URL parameters are essentially the same thing. They’re rendered using the same template for a specific page. So unless WooCommerce treats them differently and can render the parameterized URLs with a noindex and the regular page without the noindex, that’s not a real solution.

Why Google Reports Indexed URLs That It Can’t Crawl

Another Redditor offered a possible explanation for why so many URLs appeared in Search Console. They suggested that Google likely discovered links containing the add-to-cart parameters somewhere on the site and added those URLs to its systems.

My suggestion for the person who originally asked that question is to crawl the website with Screaming Frog, review the internal linking to identify where those pages are being linked from, and then take some action, like removing those links or adding a rel=”nofollow” link attribute to them.

Likely, the best solution is to use the robots.txt block to prevent crawling, as long as it’s understood that this is all it does. If the person wants to be extra sure, they can also identify where those links exist and then add the nofollow link attribute as an extra layer, a hint to Google. Nofollow is not a directive, but it is a strong hint.

Search Console Warnings Don’t Always Indicate A Search Problem

One of the recurring challenges with Search Console reports is that they can expose technical conditions that look distressing but actually have little to zero effect on search performance. For example, the 404 error reports are useful for a variety of reasons, but many times a 404 server response is the right response, and it’s not really an “error” that needs fixing.

Takeaway

Mueller’s response reinforces the takeaway that not every Search Console warning requires taking action to fix something, although in this specific case there may be something to fix in the form of internal links to webpages that use the shopping cart URL parameters. If those links with the shopping cart URL parameters are absolutely necessary, then using a rel=”nofollow” link attribute will give Google a strong hint not to follow that link. The joy of technical SEO!

Featured Image by Shutterstock/Orange Line Media

Google’s Updated Guidance Now Says It’s “Fine” To Use LLMs.txt For AI SEO via @sejournal, @martinibuster

Google updated its guidance on Generative AI SEO to lighten up on its previous guidance that discouraged the use of LLMs.txt and other forms of markup and markdown. The new guidance strikes a more balanced tone that acknowledges there are AI search surfaces other than Google’s that users may want to optimize for.

LLMs.txt Guidance

Google’s guidance originally recommended that LLMs.txt and other kinds of special markup are not needed in order to rank in generative AI search, which was a broad statement that likely unintentionally encompassed all generative AI search surfaces, not just Google’s.

The new guidance tightens that passage to make it clear that the statement that special markup is not necessary for website optimization is limited to “Google Search (including its generative AI capabilities).”

Google Says Specials Markups Are Fine To Use

A similar update is a change in the guidance so that it no longer discourages SEOs and site owners from using LLMs.txt and other tactics like markdown for LLMs. Now it simply states that Google doesn’t use them but that if people want to use them, then go ahead.

The updated guidance now says:

“It’s completely fine if you decide to create and maintain LLMS.txt files (or other similar files) for other services or systems that use these files. Doing so won’t harm (nor help) your visibility or rankings in Google Search, as Google Search ignores them.”

Guidance Is The Same But Improved

Google’s updated Search Central web page is explicitly about optimizing websites for “generative AI features on Google Search” so there was nothing technically wrong with the previous version. Yet this is an improvement because people tend to read and quote portions out of context which can give an unintended impression. This clear that up.

As Google’s changelog notes:

“Added a note to the AI optimization guide clarifying Google Search’s usage of llms.txt files.

Why: To address questions from the community and clarify that while these files aren’t needed for Google Search (and won’t negatively or positively impact your visibility or rankings), it’s fine if you want to maintain these files for other services or systems that use them.”

Featured Image by Shutterstock/Koshiro K

Bing Rolls Out AI Citation Share In Webmaster Tools via @sejournal, @MattGSouthern

Microsoft is adding four new features to the Bing Webmaster Tools AI Performance dashboard preview: Intents, Topics, Citation Share, and Compare. All four are beginning to roll out globally.

Three of the features were previewed at SEO Week. This is the official preview rollout.

What’s New

Citation Share shows your site’s percentage of all citations for a specific grounding query. The existing dashboard shows raw citation counts, and Citation Share adds a relative number.

Microsoft describes it as an observational metric. It doesn’t expose competitor domains or represent traffic share.

Intents classifies grounding queries into categories like Informational, Commercial, and Research, among others. Instead of working through individual queries, you can see which types of AI interactions are citing your content.

Topics groups related queries into thematic clusters. Queries like “solar panels,” “solar energy efficiency,” and “residential solar installation” would roll up under a broader topic label.

Compare lets you overlay a previous time period on the current view, so you can see how citation activity has changed. You can compare the current 30 days against the prior 30 or pick custom date ranges.

One feature previewed at SEO Week isn’t part of this rollout. GEO-focused recommendations, which would have surfaced guidance on crawlability, structured data, and indexing, don’t appear in today’s announcement.

Why This Matters

The AI Performance dashboard launched in public preview in February, showing publishers how often Copilot and Bing AI answers cite their content.

Microsoft expanded it in March with a feature that mapped grounding queries to the specific pages cited.

Until now, the data showed that you were cited and for which queries. Citation Share adds a relative measure. If your site got 3 out of 10 citations for a grounding query, you’d see 30%.

Intents and Topics tackle a data limit in the current dashboard. Grounding queries vary in phrasing, and working through them one at a time makes it hard to spot patterns. Grouping them by intent or theme lets you see whether your AI visibility concentrates in informational queries, commercial queries, or somewhere else.

Looking Ahead

Intents and Topics classifications are still maturing. Microsoft says quality will improve as more data flows through. No timeline for GEO-focused recommendations.

Google is testing AI visibility reports in Search Console, though the two products measure different things in different ecosystems.


Featured Image: Microsoft Bing

TikTok Shows 3x More AI Slop Than YouTube, Report Finds via @sejournal, @MattGSouthern

About 59% of TikTok videos served to a new account’s For You feed are AI slop, according to a report from Kapwing, the video creation tool company. That’s roughly three times the rate Kapwing found on YouTube.

The company manually reviewed over 10,000 TikTok videos across 20 categories and ran a separate fresh-account test, counting AI-generated content in the first 500 For You videos.

How TikTok Compares To YouTube

Kapwing ran the same fresh-account test on YouTube and found that 104 of the first 500 Shorts, or 21%, were AI slop. On TikTok, 294 of 500 For You videos hit that threshold.

I covered Kapwing’s YouTube findings and the broader AI slop problem in March. YouTube CEO Neal Mohan had also named AI slop as a content quality issue the company was building detection systems for.

By November, TikTok had already labeled 1.3 billion videos as AI-generated, according to the report.

Kids Content Has The Highest Concentration

Of the 2,000 videos Kapwing reviewed in TikTok’s Kids category, 57% were AI slop. That was the highest rate of any category in the analysis.

The highest-rate tag was #cartoonkids, where 97 of 100 featured videos were AI-generated. Tags like #cartoons and #babysong both reached 83%, and #forkids came in at 79%.

Which Categories Are Most Affected

After Kids, the next highest AI slop rates were in Science and Education (35%), Health (33%), and History (33%). All three are categories where visual illustration and voiceover narration make up much of the content.

On the other end, categories where on-camera presence or physical demonstration are central had the lowest rates. Fashion came in at 1.3%, Music at 1.5%, and Fitness at 1.6%.

How Kapwing Collected The Data

The report’s methodology started with a list of 20 popular TikTok categories and at least three of the most popular tags for each. Kapwing’s team then manually checked the featured videos on each tag’s page, counting AI slop versus non-AI slop content and combining the results by category. That produced the category-level percentages from a pool of 10,742 videos.

For the new-user test, the team created a fresh TikTok account and scrolled through 500 For You videos, recording which ones were AI slop. The 59% figure comes from that single-account test.

The report defines AI slop as videos with obvious AI-generated visuals, along with low-quality compilations using clearly AI-generated scripts and voiceovers.

For transparency, Kapwing is a video editing and creation platform. The company has a commercial interest in measuring the gap between human-made and AI-generated content.

Why This Matters

Brands producing TikTok content are entering a feed where automated content may outweigh human-made videos for new users. For children’s content specifically, the concentration is higher.

TikTok added user controls for AI content, but data suggests that what new users see by default still leans heavily toward AI-generated videos.

Looking Ahead

Kapwing has now published AI slop reports for both YouTube and TikTok.

YouTube has responded to its slop problem with detection systems and monetization policy changes. TikTok has added user-facing controls. Whether those interventions are changing what new users actually see hasn’t been measured.


Featured Image: FotoField/Shutterstock

Google Says Markdown For AI SEO Strips Away The Parts That Matter via @sejournal, @martinibuster

On a recent Search Off the Record podcast, hosts John Mueller and Martin Splitt pushed back on the idea promoted by AI SEOs that stripped-down, content-only versions are a better way to optimize for AI Search. They made the case that all the things AI SEOs want to remove are actually useful for ranking.

Non-Content Parts Of Web Pages Matter

The TL;DR of this part is that HTML is for browsers to render into a visible page for humans, as well as for screen readers to read.

Martin Splitt begins the discussion by explaining why plain HTML appears not to be the ideal way to provide content to AI agents and LLMs. The idea is that, in addition to content, there’s a lot of other code in the HTML that is irrelevant for an LLM or AI agent that may be visiting a site for the content.

The appeal of markdown, then, is that it can provide the content in a manner that breaks free of all the HTML that’s meant to make a web page visible for humans or readable by a screen reader.

Splitt explains:

“And I think that’s also why people think it’s good for LLMs, because you have less stuff, less tokens. And if you look at an HTML file without a browser rendering it, if you just look at the plain HTML in a text editor, basically, then it’s hard to read the content, because there’s so much cruft, so much stuff in it. There’s all these HTML tags and all this maybe even inline styles and all that kind of stuff.”

He also praises markdown for the ability to still communicate the essence of the content:

“But if a Markdown render fails and you look at the Markdown file in a text editor, it still is structured and readable. Like a link is the word of the link text, like the anchor text, and then in square brackets and then in normal brackets. It’s probably what I would do if text was all I had available.

If I was writing an email without the possibility to actually link things, I would probably mark up some sort of link text and then put some sort of way to say, like, and this is where you need to go to actually see that.

And I think this minimalism is probably what makes people think, yeah, this is great for a machine that needs to understand this content, unlike HTML.”

Converting HTML To Text Is Trivial

Mueller and Splitt noted that despite how complex HTML looks, crawling and making sense of it is trivial and very easy to do. The selling point about using markdown for LLMs, that it simplifies crawling and indexing content, completely breaks down at this point.

John Mueller explains:

“I think the big thing is that the web with HTML and everything has been around for really long time, longer than Markdown. And all of the crawlers out there, have practiced with HTML. And converting HTML into text is trivial. There are lots of libraries out there that can do that for you. So if you think about what an average web crawler might look for or might need to find on a page to be able to understand it, then probably that’s just HTML.”

Markdown Fails For Content Discovery

Discovery is when any crawler visits a web page and discovers other web pages within a single website, and also from website to website.

Splitt said that markdown is focused on just one part of the content: the content itself. He explained that this makes it harder for search engines to see a web page in the context of how it connects to the rest of a website’s content through links, which aid discovery.

He explained:

“Yeah, and I mean, the other thing is, yes, it’s nice that Markdown is usually then focusing on a piece of content, but HTML with all the links and navigation and the headers and all that kind of stuff that kind of gets stripped out in the Markdown files that make the website are important to understand the structure and how this connects to the rest of the site.

So I guess that’s also a bad thing. If we were to lose this, that’s probably not so good for crawling in Discovery, huh? “

Takeaway

Reading patents and research papers, it becomes clear that search engines see a website as a collection of individual web pages, but also as groups of web pages that belong to sections and categories, and also as the entire website itself as a whole. Zoom out, and the website is but one point among thousands and thousands of other websites in a neighborhood of websites, self-organized by links into categories and quality levels.

For SEO, we have to understand a site from both the zoomed-out and zoomed-in view to conceptualize how all the pieces fit together. The reason is because that’s what search engines do.

AI-based SEO seems to be hung up on making it easy for LLMs and AI agents to crawl and index content. Crawling and indexing are valid concerns. But by insisting on markdown files, they are not considering the fundamentals of discovery and how trivial it is to extract content from an HTML web page, which makes markdown files redundant.

Aside from the above issues, there is also the one about trustworthiness. There used to be a thing called a keyword meta tag that some search engines used to get a hint about what a web page was about. Naturally, site owners and SEOs used it to dump all the keywords they wanted to rank for, regardless of the content.

I’m not saying that SEOs and website owners are untrustworthy, but search traffic is money, and people are going to do what they’re going to do. So the last consideration is that search engines will never trust markdown content and use it as the canonical when it’s a trivial thing to crawl and extract the original content from the HTML.

Circling back to what Mueller and Splitt discussed, Google insists that the AI SEO insistence on markdown strips away a significant amount of context that matters.

Watch Search Off The Record Episode 111 here:

97% Of LLMS.txt Files Got No Requests, Ahrefs Data Shows via @sejournal, @MattGSouthern

Ahrefs analyzed logs from 137,000 domains and found 97% of llms.txt files got zero requests. No bots, no humans.

The analysis used Ahrefs data to identify user agents fetching files. Around 28% of 137,000 domains publish an llms.txt file, but since Ahrefs’ customers are more technical, the actual adoption on the broader web is likely lower.

Of roughly 38,000 domains with valid files, only about 1,100 received any traffic.

Of files with requests, 96% came from bots, mostly non-AI. AI retrieval bots linked to ChatGPT and Perplexity made up 1%.

Who Fetches llms.txt Files

SEO audit tools had 21% requests, then unidentified bots (14%), web crawlers like Googlebot (13%), and tech profiling tools like BuiltWith (11%).

AI bots, across four categories, made up 19% of requests. AI is the largest segment, but the breakdown differs from most llms.txt advocates’ expectations.

Coding agents sent 10% of requests, training crawlers 5%, assistants 2%. Claude-Code and GPTBot were the top individual bots.

Slackbot alone fetched llms.txt files more often than PerplexityBot did.

The Industry Studying Itself

The report found 12% of requests from tools that audit, scan, or study llms.txt files rather than use them.

GEO and AEO readiness tools sent 5% of requests; dedicated scanners and validators sent 3%, more than AI retrieval bots and assistants combined. Research bots sent 2%, with the largest research crawler identifying as a prompt injection survey.

An ecosystem has developed around scoring and cataloging a file format before a significant audience appears.

No AI Bot Looks For Files That Don’t Exist

Requests for /llms.txt paths with 404 errors drew no AI traffic. Humans hitting those 404s seem to be people typing the URL into browsers, likely checking competitors.

The Chrome Lighthouse llms.txt audit, which reignited the llms.txt debate in May, generated about 22 requests across the dataset, roughly 1 in 1,000.

Why This Matters

The data lines up with what Google’s John Mueller has said about llms.txt for over a year. Lily Ray pressed Mueller on the gap between Google Search’s dismissal and Chrome’s Lighthouse audit. He said llms.txt is “not done for search” and called it a “temporary crutch, perhaps to save some tokens” for AI coding tools.

The data shows the file’s audience is coding agents and training crawlers, not AI search and retrieval bots that would generate citations.

We reported on the split between Google Search and Lighthouse documentation in May. SE Ranking’s earlier analysis of 300,000 domains showed no connection between having llms.txt and AI citation frequency. Ahrefs’ data points to one possible reason: the bots most directly tied to live AI retrieval barely requested these files in May.

Looking Ahead

The prompt injection finding is worth watching. Ahrefs found a crawler studying llms.txt as a prompt injection risk, since agents trust ingested content. Sites auto-generating these files via CMS should review their content.

Every figure in this report is a ceiling. Ahrefs measured requests, not whether bots acted on what they fetched.


Featured Image: sdecoret/Shutterstock

Microsoft Advertising Launches Product Explorer via @sejournal, @brookeosmundson

Microsoft Advertising has launched Product Explorer, a new Merchant Center feature designed to help advertisers better understand product status and performance.

The tool provides a searchable view of product catalogs. Advertisers can quickly see which products are serving, which have issues, and which are driving results.

Product Explorer is currently available to U.S. advertisers with fewer than 100,000 SKUs.

Product Explorer Brings Product-Level Visibility To Merchant Center

Microsoft Advertising Ads Liaison Navah Hopkins announced the feature on LinkedIn.

According to Hopkins, Product Explorer was developed in response to advertiser feedback around feed management and product visibility.

Hopkins provided Search Engine Journal with a direct quote, stating:

We heard industry feedback that it was difficult to keep tabs on and manage feeds in Microsoft. With Product explorer, you can easily search for and understand which products are rejected, performing and which ones need optimization. This means less time manually hunting through reports, and more time making meaningful changes to your feed to ensure you’re reaching your desired outcomes.

The new tool helps advertisers identify products that are serving, rejected, or limited by feed issues.

It also connects to Microsoft’s Recommended Actions functionality. This gives advertisers guidance on how to resolve issues and improve product eligibility.

Search, Filter, And Export Product Data

Product Explorer includes filtering across feed attributes and performance metrics.

Advertisers can filter products using fields such as:

  • Title
  • Product ID
  • Brand
  • GTIN
  • Product Type
  • Custom Labels
  • and more.

Performance filters include:

  • Impressions
  • Clicks
  • Conversions
  • Spend
  • CTR
  • Conversion Rate.
Image credit: Microsoft Ads, June 2026

Advertisers can also combine feed attributes with performance data.

For example, they can identify products with low impressions inside a specific product category. They can also review performance across custom label groups.

Filtered product lists can be exported for offline analysis.

According to Hopkins, one use case is identifying products that are not serving. Advertisers can quickly find products with little or no visibility and investigate potential causes.

The report may also help advertisers evaluate feed taxonomy decisions.

Product types, categories, and custom labels are often used to organize campaigns. Product Explorer makes it easier to review how those classifications are performing.

The tool also provides a faster way to analyze product-level performance. High-performing and underperforming products can be identified without building separate reports.

Why This Matters For Advertisers

Product feeds continue to play an important role in Shopping campaign performance.

Feed quality can influence visibility, query matching, and overall campaign results.

Historically, troubleshooting feed issues was not always simple.

Advertisers often had to move between Merchant Center diagnostics, feed management tools, and campaign reports. Product Explorer brings much of that information into one location.

For advertisers managing large catalogs, the biggest benefit may be efficiency.

The tool makes it easier to identify rejected products. It also helps advertisers spot products that are not generating impressions or conversions.

That visibility can help teams prioritize feed updates and optimization efforts.

The addition of product-level performance filters may also help advertisers uncover trends that would otherwise be hidden inside campaign-level reporting.

What Comes Next

Product Explorer addresses a challenge many Microsoft advertisers have faced for years.

Understanding feed health and product performance often required multiple reports and workflows.

This update brings those insights together in a single interface.

The initial rollout is limited to U.S. advertisers with fewer than 100,000 SKUs. Microsoft says it is actively collecting feedback as it considers future improvements and expansion.

For ecommerce advertisers, Product Explorer provides a more direct way to monitor feed health and product performance. It may also make routine feed audits faster and easier to manage.

Featured image: Samuel Boivin / Shutterstock

Google’s Mueller Says llms.txt Can’t Help LLMs Differentiate Sites via @sejournal, @MattGSouthern

Google’s John Mueller argued that LLM systems can’t use files like llms.txt to decide which websites to surface for a given query.

He made the comments on a recent episode of Search Off the Record, the podcast from Google’s Search Relations team.

His comment points to a broader signal problem, not just intentional gaming. Even a well-written llms.txt file is still self-reported information from the site that wants to be chosen.

For discovery, Mueller pointed back to normal HTML pages and internal links.

What Mueller Said

The conversation started with a question about whether publishers should convert websites to Markdown for LLMs. Mueller and co-host Martin Splitt agreed that HTML is still the foundation for crawling and discovery.

The discussion got specific when Mueller turned to llms.txt. He described the discovery use case as a dead end:

“It’s basically you’re telling these systems, like, I have the best website ever. And here are all of the pages that everyone must go to. And you must buy all of my products or whatever you put in there. So in LLM system, it basically, by design, can’t trust what is here as a way of differentiating between different websites.”

His argument comes down to differentiating. If sites use llms.txt to promote themselves, the files can make similar claims. An LLM deciding which site best answers a query still needs another way to differentiate between them.

What ‘By Design’ Might Mean

“By design” could mean two different things, and Mueller didn’t clarify which.

One reading is architectural. LLM systems evaluate web content and can’t use self-reported files when picking sources.

The other reading treats it as a signal problem. Self-reported signals lose value when everyone provides them. Meta keywords stopped working for the same reason. Every site stuffed them, and search engines couldn’t extract a useful ranking signal.

Both readings reach the same conclusion on discovery. But they imply different things about whether the limitation could change over time.

Where Mueller Sees A Role

Mueller didn’t reject all uses of llms.txt. He carved out one case where it could help:

“If someone is already on your website, maybe some kind of automated system is helpful.”

He used the example of an agent trying to buy a photograph from a specific site. The LLM would visit the site and look for instructions on how to complete the purchase.

The argument splits discovery from navigation. llms.txt can’t help an LLM choose which site to visit. But it could help once the agent is already there, like a store directory for someone who already walked in.

Beyond The Gaming Argument

Mueller has called building Markdown pages for bots “a stupid idea”. He’s also compared llms.txt to the keywords meta tag.

SEJ’s Roger Montti wrote that llms.txt is “inherently untrustworthy” because nothing stops site owners from adding self-serving content. SE Ranking’s analysis of 300,000 domains found no link between llms.txt adoption and citation frequency in LLM answers.

Those arguments focused on what happens when people game the files. Mueller’s podcast comment adds the nuance that there’s no mechanism within the files to help an LLM pick one site over another.

Why This Matters

The gaming argument against llms.txt has always had a counterargument available. Platforms could learn to penalize manipulation, the way search engines handled spammy structured data.

The differentiation argument leaves a harder problem. Penalizing manipulation may address abuse, but it doesn’t explain how self-reported files help an LLM choose one site over another. Your most accurate llms.txt file still can’t tell an LLM to pick your site over a competitor’s.

Looking Ahead

Standards for how agents navigate sites haven’t settled yet, Mueller acknowledged. He mentioned WebMCP alongside other file types under discussion.

None have become a standard. By his estimate, it could take six months to a year, or longer, for agentic systems to settle on a format. The discovery layer, where HTML and internal linking already work, isn’t part of that discussion.

Google Ads Bidding Changes: What PPC Managers Need To Know About The 3 Updates via @sejournal, @brookeosmundson

Google Ads Liaison Ginny Marvin announced three bidding and budgeting updates on LinkedIn, including one change scheduled to begin rolling out on August 17.

Two of the updates expand capabilities that were previously limited or unavailable to many advertisers. Smart Bidding Exploration is now available globally, while Promotion mode is entering beta for Search and Performance Max campaigns.

The third update affects how Google optimizes campaigns that are limited by budget. While Google expects only minor fluctuations during rollout, advertisers may notice temporary performance changes as campaigns recalibrate.

Here’s a closer look at what’s changing and what it could mean for advertisers.

Smart Bidding Exploration Goes Global

Smart Bidding Exploration (SBE) is designed to help campaigns find additional converting traffic beyond the queries they would normally pursue under existing bidding targets.

Google first introduced Smart Bidding Exploration ahead of Google Marketing Live 2025 as a way to help advertisers uncover additional conversion opportunities without significantly loosening bidding targets.

Marvin announced that SBE is now available globally across all languages for Search campaigns and Performance Max campaigns without a product feed.

Google is also opening a beta for Shopping advertisers, including both standard Shopping campaigns and Performance Max campaigns that use product feeds.

One reason the feature has generated interest is that it does not require advertisers to significantly loosen ROAS targets in order to pursue additional reach. Instead, Google attempts to identify incremental conversion opportunities while continuing to optimize toward existing campaign goals.

For advertisers that feel constrained by volume, this may provide another option to test growth without making major changes to campaign structure or bidding strategy.

Promotion Mode Enters Beta For Search And PMax

Google is also introducing Promotion mode in beta for Search and Performance Max campaigns.

The feature allows advertisers to temporarily increase budget flexibility and adjust ROAS tolerance around specific events such as product launches, seasonal promotions, or flash sales.

According to Marvin, Promotion mode can also be used alongside campaign total budgets.

Historically, advertisers often had to manually adjust budgets and bidding targets around promotional periods. Promotion mode appears intended to automate some of that process.

For advertisers that regularly make manual bidding adjustments around promotional periods, the feature could simplify some of that planning and give Google additional flexibility during short-term demand spikes.

Google has not yet provided details about beta eligibility or rollout availability. Advertisers should check their accounts before building campaign plans around the feature.

How Google Is Changing Budget-Limited Campaign Optimization

The third update is the one most likely to affect reporting.

Starting August 17, Google is making backend bidding target optimization changes aimed at budget-limited campaigns.

Per Marvin’s LinkedIn post, she stated:

Starting August 17, we’re making backend bidding target optimization updates to help campaigns limited by budget see more predictable performance in line with CPA and ROAS targets, especially when budgets increase.

Marvin added that when this goes into effect, Google expects a brief calibration period during which some advertisers will see minor performance fluctuations.

Google did not provide details on how long calibration may last or how significant the changes could be. 

Based on Google’s description, the goal is to reduce some of the volatility that can occur when budget-constrained campaigns receive additional budget while continuing to optimize toward CPA and ROAS targets.

To give advertisers lead time, Google will begin showing notifications in Google Ads accounts starting July 6. Those notifications will include historical campaign performance data and recommendations related to the upcoming changes.

Marvin also noted that advertisers may need to adjust CPA or ROAS targets to ensure they accurately reflect business goals before the rollout begins.

What This Means For Advertisers

While all three updates focus on bidding and budgeting, they address different challenges.

Smart Bidding Exploration is aimed at advertisers looking for additional volume without making major changes to existing bidding strategies. The Shopping beta will likely attract attention from advertisers that have been looking for more ways to expand reach beyond current query coverage.

Promotion mode is focused on a different problem. Many advertisers adjust budgets and bidding targets manually around launches, seasonal promotions, and peak demand periods. If the feature performs as advertised, it could reduce some of that management overhead.

The August 17 optimization update stands apart because advertisers do not need to adopt a new feature for it to affect campaign behavior.

That makes the July 6 account notifications particularly important for teams managing budget-limited campaigns. Google’s recommendation to review CPA and ROAS targets suggests that some advertisers may discover their existing targets no longer reflect current business conditions or business goals.

For agencies, this may also be a good opportunity to proactively discuss the upcoming change with clients before the rollout begins.

What Advertisers Should Do

Smart Bidding Exploration and Promotion mode are both optional features. In my opinion, the August 17 rollout deserves the most attention because it affects campaign behavior whether advertisers adopt the new features or not.

Here are a few areas worth reviewing:

  • Review the July 6 account notifications and historical performance data when they become available.
  • Revisit CPA and ROAS targets to confirm they still align with current business goals.
  • Identify campaigns that regularly operate under budget constraints and monitor them closely during the rollout period.
  • Evaluate Smart Bidding Exploration and Promotion mode if they become available in your account and align with your campaign objectives.

Most advertisers will likely spend more time monitoring this update than making major account changes. However, campaigns that frequently hit budget limits deserve a closer review before August 17.

Final Takeaways

The Smart Bidding Exploration expansion and Promotion mode beta give advertisers additional tools to test.

The August 17 rollout is different because it affects how Google handles optimization for budget-limited campaigns behind the scenes.

Google is providing advance notice through July 6 account notifications, giving advertisers time to review existing CPA and ROAS targets before the change takes effect.

For most accounts, the update will likely be something to monitor rather than something that requires immediate action. Still, any campaign that regularly operates under budget constraints deserves a closer look before August arrives.

Featured image: Prostock-studio / Shutterstock