Signals / Sept 23, 2025
This week was all about the Benjamins. Four announcements from Microsoft, Cloudflare, Coinbase, Akamai, TollBit, and Google point in the
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
Signals / Sept 15, 2025
Lawsuits, Standards, and Leverage: The AI Licensing Wave Rolls On
This week underscored a turning point: the fight over AI’
From Catalogs to Kitchens
The Cupcake Phenomenon
We’ve noticed a shift in user behavior of consumers in the past year, driven by AI
Signals / Aug 25, 2025
From Flat Fees to Meters: AI Content Deals Get Real
This week, the signal is clear: the economics of AI
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
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
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 -
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’
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
