Meta's commercial terms, effective October 30, appear to let it scrape sites tied to business accounts for AI training, according to Nieman Lab. With no opt-out, a publisher negotiating payment for its archive is bargaining with a counterparty that may already hold a contractual route to the same text.
Perspective Coverage
5 publishers
- Builder
- Builder 17%
- Operator
- Operator 51%
- Investor
- Investor 32%
Reality
- Evidence58
- Adoption
- Not scored
- Hype gap+30
- Incentives50
- Confidence62
Unsealed internal comments from Microsoft and OpenAI executives speak to the substitution question that fair use turns on. The visible market response is one options trade worth about $407,000 in premium, expiring in October.
Perspective Coverage
4 publishers
- Builder
- Builder 23%
- Operator
- Operator 40%
- Investor
- Investor 37%
Reality
- Evidence62
- Adoption
- Not scored
- Hype gap+35
- Incentives72
- Confidence60
The news publishers' partly unsealed summary judgment motion quotes Microsoft's CEO on substitution and on licensing paywalled training data. Microsoft says he was speaking to broad principles about how people find information, and that his words are not conclusions about copyright.
Perspective Coverage
3 publishers
- Builder
- Builder 25%
- Operator
- Operator 32%
- Investor
- Investor 43%
Reality
- Evidence64
- Adoption40
- Hype gap+30
- Incentives80
- Confidence62
OpenAI's 550+ Publisher Coalition Grows as Fair-Use Summary Judgment Looms
The coalition suing OpenAI and Microsoft passed 550 publishers this week, and the cost of training data will be settled either by Judge Sidney Stein's fair-use ruling or by private deals struck before it lands.
Reality
- Evidence32
- Adoption35
- Hype gap+32
- Incentives68
- Confidence40
The Atlantic's CEO says the bots are not sending the traffic his OpenAI deal was meant to secure
Nicholas Thompson took The Atlantic from red ink to profit and 1.6 million subscribers. He says the early OpenAI deal has paid in cash and in enforceable limits on imitation, and that the traffic he expected did not follow.
Reality
- Evidence40
- Adoption38
- Hype gap+15
- Incentives72
- Confidence55