u/FrenchFryPerson1

Reddit earns ~$100M from AI data licensing (10% of revenue), with major deals from OpenAI and Google signed in 2024 and expiring 2026–2027. The author believes renewal prices will “shoot way up” as AI models increasingly rely on real-time Reddit data for current events and continuous training, and the company currently captures only 0.01% of AI CapEx. RDDT is positioned as a unique data monopoly in the AI ecosystem, and the market has not yet priced in the full value of its live, user-generated content stream. Model training may only need one-time historical data; growing bot/AI content degrades data quality (per comments); competition from other platforms; deal negotiations may disappoint.