Latest
23
Sep
Signals / Sept 23, 2025
This week was all about the Benjamins. Four announcements from Microsoft, Cloudflare, Coinbase, Akamai, TollBit, and Google point in the
2 min read
19
Sep
Signals / Sept 19, 2025
Movement towards a transparent, usage-driven licensing economy
A few new items late this week showed how quickly licensing is maturing
2 min read
15
Sep
Signals / Sept 15, 2025
Lawsuits, Standards, and Leverage: The AI Licensing Wave Rolls On
This week underscored a turning point: the fight over AI’
2 min read
26
Aug
From Catalogs to Kitchens
The Cupcake Phenomenon
We’ve noticed a shift in user behavior of consumers in the past year, driven by AI
4 min read
25
Aug
Signals / Aug 25, 2025
From Flat Fees to Meters: AI Content Deals Get Real
This week, the signal is clear: the economics of AI
2 min read
16
Aug
Darts, Bots, and Missed Shots
The Hard Fork podcast this week featured Perplexity’s CEO, Aravind Srinivas. His remarks about AI agents, publishers, and the
3 min read
13
Aug
Nashville Briefing: What a Good AI Deal Actually Buys
Next week the sell side gathers in Nashville. Before the handshakes and hallway promises, we should get clear on what
5 min read
08
Aug
Smart Money vs. Dumb Deals: Real-Time Licensing Splits the Cash from the Chaff
Long-term content revenue won’t come from being remembered by an AI model. It’ll come from being used -
2 min read
05
Aug
Bot or Not? What Are All These AI Agents Even Doing?
The recent “AI traffic apocalypse” has sparked a lot of noise. Traffic is down, ad revenue is slipping, and everyone’
6 min read
23
Jul
Forget Lawsuits. Build Licensing Infrastructure Instead.
Over the past year, publishers have taken an increasingly assertive stance against unlicensed use of their content by generative AI
4 min read