| 25% of the top 1000 websites are blocking OpenAI from crawling: https://originality.ai/ai-bot-blocking I am betting hundreds of thousands, rising to millions more little sites, will start blocking/gating this year. AI companies might license from big sources (you can see the blocking percentage went down), but they will be missing the long tail, where a lot of great novel training data lives. And then the big sites will realize the money they got was trivial as agents start to crush their businesses. Bill Gross correctly calls this phase of AI shoplifting. I call it the Napster-of-Everything (because I am old). I am also betting that the courts won't buy the "fair use" interpretation of scraping, given the revenues AI companies generate. That means a potential stalling of new models until some mechanism is worked out to pay knowledge creators. (And maybe nothing we know of now will work for media: https://om.co/2024/12/21/dark-musings-on-media-ai/) Oh, and yes, I love generative AI and would be willing to pay 100x to access it... P.S. Hope is not a strategy, but hoping something like ProRata.ai and/or TollBits can help make this self-sustainable for everyone in the chain |