AI companies
9 statements across 3 episodes · 5 bullish · 4 bearish · 3 people on the record · first statement Aug 7, 2025 by Matthew Prince · across every show →
Everything said about AI companies, oldest first
Aug 7, 2025 negative
Prince: Fixed-Sum AI Licensing Deals Are a Mistake for Content Creators
“I think the mistake that a lot of content creators did was they actually did deals that don't scale as the business models of the AI companies scale with them. So if you do a deal that's like, twenty million dollars and you get all my content, I mean, that's a…”
Aug 7, 2025 positive
Aug 7, 2025 negative
Prince: AI companies fear Google most due to its privileged content access
“Why Google is so important is when you talk to all of the other AI companies, Google is the one company that they're the most afraid of. And that the reason that they're most afraid of them is because they think that they have privileged access to content in a…”
Aug 7, 2025 negative
Aug 7, 2025 positive
Prince: AI Markets Should Reward Creators for Filling Knowledge Gaps Over Traffic
“Their very algorithms, as they come across a piece of content, they prune off that content Which is already kind of part of the meaty part of the cheese, whereas the parts that are in holes are actually super valuable to them, and so I actually think that if w…”
Aug 7, 2025 bearish
Prince: AI Traffic Drop Could Starve Web Content and AI Training
“What I worry about is that if the value creation model of the web has been all about how do I get traffic The new interface of the web isn't going to send you traffic, and if that's the case, if content creators can't get value from selling a thing or a subscr…”
Aug 7, 2025 positive
Cloudflare blocks AI training crawlers by default across all customer sites
“And so what we did on July first was we announced what we called the Content Independence Day, where you could actually have independence from these AI companies. And we, for free, across all of our customers, whether they paid us or they didn't pay us, we sta…”
Sep 18, 2025 positive