Proprietary data owners win AI licensing boom
The guest argued that proprietary data providers and platforms with unique human discussions will benefit from lucrative content licensing deals with AI model developers.
The argument
While the free, ad-supported internet of low-quality SEO pages may suffer, high-quality platforms are successfully clamping down on scraping to establish paid data pipelines. Reddit was highlighted as a prime example of a platform successfully monetizing its data.
The thesis, stress-tested
✓ What validates it
- ✓Reddit reports increased data-licensing revenue in upcoming earnings
- ✓More publishers sign high-value licensing deals with major LLM providers
▸ Risks discussed
- ▸AI companies may face legal challenges or pushback over unauthorized scraping
- ▸High costs of API access could stifle independent developer innovation
Hear it yourself
"We really do have the perfect guest, someone we've wanted to talk to for a long time, someone who's right in the thick of it and all this stuff with the agentic commerce and payments. We're gonna be speaking with John Collison, the president and cofounder of Stripe. So, John, thank you so much for, coming on Outlots. Great to be here. I'm very excited. Yeah. Buzzwords, etcetera. What is, quote, agentic commerce, unquote? Yeah. So there's a a bit of a definitional question, but broadly, it is AI buying something for you. Okay. And we think about it in two categories. One is on the consumer side of things. This"
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