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02:33
Feb 15
Jason Calacanis Angel Investor / Founder, LAUNCH All-In Podcast
LLMs will pay content owners royalties
Following the Thomson Reuters win over Ross, Jason predicts the AI copyright fight ends like Napster and Spotify: Spotify pays roughly 65 cents on the dollar to rights holders and built a business, while Napster became roadkill. He sees a real chance that OpenAI loses the New York Times case badly, with injunctions, and that the settlement forces language models, especially closed ones, to pay a negotiated percentage of revenue, possibly half to two thirds, to content holders. He argues that would give the content industry a massive uplift and resurgence, and cites his own publisher licensing his book to Microsoft for indexing as evidence that licensing deals are already being struck.
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About Media and publishing stocks Investor Commentary

Across the available history and selected sources, Buzzberg tracks Media and publishing stocks across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Jason Calacanis.