AI Is Taking What It’s Allowed - and That’s the Problem
As AI systems move from passive indexing to active retrieval, synthesis, and task execution, the line between being crawled and
The Club Good Protocol
Bringing a Balanced Economic Model to the Web
The economics of the open web have been distorted by the rise
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 -
