Possible scenario
Licensing Framework Emerges
45% Chance
The publisher coalition uses the New York Times and Economist brands to force a negotiated standard for AI crawling, training and answer-display payments. This is the most likely path because Google has already begun paying publishers for AI Answers and Cloudflare has created payment infrastructure for crawlers.
Secondary impacts
- Consumer Services +1.3%
- Technology -0.4%
- Business Services +0.2%
Tickers
- NYT+3.5%
- NET+0.9%
- GOOG-0.6%
- -0.4%
Portfolio impact
S&P 500-0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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