I've been asking this for a while, especially as a lot of the early blame went on the big, visible US companies like OpenAI and Anthropic. While their incentives are different from search engines (as someone said early on in this onslaught, "a search engine needs your site to stay up; an AI company doesn't"), that's quite a subtle incentive difference. Just avoiding the blocks that inevitably spring up when you misbehave is a incentive the other way -- and probably the biggest reason robots.txt obedience, delays between accesses, back-off algorithms etc are widespread. We have a culture that conveys all of these approaches, and reciprocality has its part, but I suspect that's part of the encouragement to adopt them. It could that they're just too much of a hurry not to follow the rules, or it could be others hiding behind those bot-names (or others). Unsure.
Anyway, I think the (currently small[1]) but growing problem is going to be individuals using AI agents to access web-pages. I think this falls under the category of the traffic that people are concerned about, even though it's under an individual users' control, and those users are ultimately accessing that information (though perhaps without seeing the ads that pay of it). AI agents are frequently zooming off and collecting hundreds of citations for an individual user, in the time that a user-agent under manual control of a human would click on a few links. Even if those links aren't all accessed, that's going to change the pattern of organic browsing for websites.
Another challenge is that with tools like Claude Cowork, users are increasingly going to be able to create their own, one-off, crawlers. I've had a couple of occasions when I've ended up crafting a crawler to answer a question, and I've had to intervene and explicitly tell Claude to "be polite", before it would build in time-delays and the like (I got temporarily blocked by NASA because I hadn't noticed Claude was hammering a 404 page).
The Web was always designed to be readable by humans and machines, so I don't see a fundamental problem now that end-users have more capability to work with machines to learn what they need. But even if we track down and sucessfully discourage bad actors, we need to work out how to adapt to the changing patterns of how good actors, empowered by better access to computation, can browse the web.
[1] - https://radar.cloudflare.com/ai-insights#ai-bot-crawler-traf...
(and if anyone from Anthropic or OpenAI is reading this: teach your models to be polite when they write crawlers! It's actually an interesting alignment issue that they don't consider the externalities of their actions right now!)