GFMD — Global Forum for Media Development Pre-read · Policy meeting · 13 Oct 2026
The briefing

The summer the
compensation rulebook moved

As AI tools are developed and deployed at speed, new market mechanisms for licensing and compensating content are taking shape, with companies from large corporations to independent start-ups building ways to connect AI firms with the content they rely on. As Courtney Radsch and Karina Montoya observe in their report Same Gatekeepers, New Tollbooths, all of this is happening in a public-policy and regulatory vacuum, producing a range of risks and market externalities. Collective and independent efforts are both under way, but powerful Big Tech firms are once again trying to set terms that work mainly for them, and to capture the market.

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Infrastructure

The AI licensing and compensation tech stack is being built

The technical stack that aims to let AI companies and publishers decide who can access content, how it can be used and who should pay for it moved this summer toward machine-readable licensing terms and standards. The SPUR publishing-industry coalition (around 30 publishers, including the BBC, the Financial Times, the Guardian, Sky, the Telegraph, Mediahuis and AP) published its first draft Content Telemetry Standard, which lets a publisher see whether their content was crawled, cited or used to ground an AI answer. Really Simple Licensing (RSL) lets publishers set machine-readable terms covering attribution, pay-per-crawl and pay-per-inference. And from 15 September 2026, Cloudflare blocks mixed-purpose AI crawlers by default on pages carrying advertising.

Content marketplaces are another piece of infrastructure taking shape, and they are being built by Google, OpenAI, Cloudflare and Amazon, the same companies whose crawlers created the problem in the first place. If the sector's entire strategy is to get a better price inside their systems, we will end up exactly where we did with AdTech: dependent on infrastructure controlled by the same tech companies that cannibalise our content.

◆ What this means for you

The licensing tools being built are, for now, tools for publishers with money and engineers. Small and community outlets are being left out by default.

Do thisHelp interested organisations and newsrooms switch on the one free protection that already exists, robots.txt, and push for small- and minority-language-publisher seats as the paid standards (SPUR, RSL) are written. Today only around 30% of South African news sites, and 7% in Brazil, block even one AI crawler.

More detail: the tech stack and the Protocol Gap evidence

The licensing and telemetry layer

  • SPUR published its first draft Content Telemetry Standard in June. It lets a publisher see whether content was crawled, cited or used to ground an AI answer, while protecting both user privacy and intellectual property.
  • Really Simple Licensing (RSL), developed by the non-profit RSL Collective, is an open standard for machine-readable terms covering attribution, pay-per-crawl and pay-per-inference. Rightsholders can choose between compensation models or prohibit AI use altogether.
  • Cloudflare's default applies to new customers, new sites and free-plan users, and site owners can change it. By default, ad-carrying media content may no longer be used to train AI models.

The Protocol Gap evidence (IFPIM audits)

  • IFPIM, working with GIBS (South Africa), Momentum (Brazil) and AMSI (Indonesia), audited the use of robots.txt and published the results as a series of Protocol Gap reports.
  • South Africa: three-quarters of news sites carry robots.txt, but only around 30% use it to block even one AI crawler, and those same sites lost, on average, 20% of their daily page views in a year (The Protocol Gap: South Africa).
  • Brazil: three-quarters again carry the file, but just 7% block any AI crawler (The Protocol Gap: Brazil). Findings from Indonesia are due to be published soon.
  • In both countries it is the large, well-resourced publishers doing the blocking.
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Enforcement

Competition investigations and copyright rulings are now the more promising route

Over the past months, the compensation and licensing question has moved out of private, largely bilateral licensing deals with the biggest news companies and into the public-policy and regulatory arena, where the leverage is stronger and the outcomes reach every publisher, not just the one at the table.

◆ What this means for you

Regulators and courts are now a faster route to getting paid than negotiating with a platform alone.

Do thisIf a competition authority in your jurisdiction is examining platform-news relationships, submit your own revenue and visibility-drop data, prepare a court submission such as an amicus brief, or organise a collective meeting with the authorities. Anchor it in two precedents: Italy, where copyright can be reactivated to build a licensing model, and the UK, where opting out of AI Overviews must not cost you search ranking.

More detail: the six cases, jurisdiction by jurisdiction
  • Italy / EU (CJEU): the Court ordered Meta to compensate Italian publishers in a case brought by media regulator AGCOM. It confirms that Member States can set up fair-payment mechanisms for the online use of press content under Art.15 of the 2019 Copyright Directive, demands transparency in defining fair remuneration, and says platforms must negotiate for the commercial use of journalistic content. The judgment strengthens the position of other Member States facing similar challenges.
  • France: nearly 300 newspapers filed a complaint with the Autorité de la concurrence over Google's AI Overviews, launched in France in late July. Publishers report 33 to 38% traffic losses. APIG argues that AI Overviews breach Google's 2022 copyright commitments, the same commitments that already cost Google €500 million in 2021 and €250 million in 2024 in fines.
  • Nigeria: President Tinubu directed the FCCPC to investigate Meta, Google, X and generative-AI platforms over alleged anti-competitive practices and unauthorised use of Nigerian news content, following a joint petition from the Nigerian Press Organisation.
  • Brazil: competition authority CADE issued a 180-page opinion recommending formal antitrust proceedings against Google, framing AI Overviews as an "exploitative abuse of dominant position" and reframing the issue from narrow scraping to a broader market-structure question.
  • EU: in December 2025 the Commission opened a formal Art.102 TFEU investigation into Google. In February 2026 members of the European Publishers Council (among them DMG Media, the Guardian, News UK and the New York Times) filed a complementary complaint. The Commission sent publishers a summer questionnaire on whether Google's opt-out is viable without costing search visibility.
  • UK: the CMA ordered Google to let publishers opt out of AI Overviews, AI Mode and broader generative-AI services, at both directory and page level, without harming ordinary search ranking, and to credit any content it uses with a direct link. The order follows a June 2025 complaint from Foxglove documenting traffic drops of up to 79% for some UK publishers.
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In focus

UNESCO's Draft Guidance on Fair Compensation for News

Intended as a reference model for national regulatory frameworks, it is built on three pillars (rights-based, competition-based and fiscal), combinable through four disbursement models, under nine guiding principles (para. 45). By the 30 July deadline more than a dozen journalism and media submissions were on the table. GFMD analysed six in full, plus the CCIA counter-position.

Six themes from the journalism & civil-society submissions
1

News compensation and AI compensation are not the same problem. Separate press-publisher rights from AI governance, letting publishers permit search indexing while refusing AI training or summaries.

2

The definition of media is too narrow. Cover the full range of journalistic output (TV, radio, podcasts, scripts, subtitles, archives and multilingual services), with explicit accommodation for diaspora and exile media.

3

Smaller media need dedicated protection. Separate funding streams and eligibility rules for regional, non-English outlets, plus a protection-and-insurance mechanism for those who cannot afford to litigate.

4

Pay journalists as individual rightsholders. Training deals pay corporate rightsholders, not the individuals whose labour produced the work; follow EU equitable-remuneration rights that survive assignment.

5

Enforcement needs to be structural. Enforceable obligations with deadlines and sanctions, including a "must-offer" right and a banking or pharma-style licence for very large platforms.

6

The technical layer needs governance too. Non-discrimination rules for crawlers, standardised transparency, and attribution and compensation at the model level, not just the product.

◆ The counter-position: the tech industry (CCIA)

The CCIA (Computer & Communications Industry Association) is a US tech-industry lobby group whose members include Google, Amazon, Meta and Apple. In its UNESCO submission it rates the three-pillar architecture "not very accurate or useful," would put voluntary, market-based arrangements on equal footing with the interventionist pillars, and proposes adding four principles: free flow of information, competitive neutrality, trade and copyright consistency, and evidence-based policymaking. It calls the "siphon" premise empirically unsupported and frames AI training as transformative fair use. It shares one point with civil society, that the Draft is thin on implementation detail, but reads that as grounds for less intervention.

◆ What this means for you

UNESCO's final text is being drafted now, and all six community asks fit inside the structure it already uses, which makes them realistic to win.

Do thisUse the same six points as ready-made arguments in national competition cases, copyright reform and AI-governance consultations, anywhere a framework for paying for journalism is being written.

More detail: the architecture, the nine principles, who submitted

Three pillars and four disbursement models

  • Rights-based (neighbouring rights, mandatory licensing), competition-based (mandatory bargaining, structural remedies) and fiscal (levies, subsidies, tax credits).
  • Combinable through four disbursement models: collective management (for example Denmark's DPCMO), direct negotiated payments, an industry-led trust fund, or a public fund (for example the Canadian Journalism Collective).
  • The Value of Journalism companion brief supplies the evidence that compensation is a rational public investment, not charity. Final guidance and a summary of contributions are due later in 2026, followed by three regional roundtables.

The nine guiding principles (para. 45)

  • Human rights and freedom of expression · journalism and news as a public good · equity, inclusion and media plurality · transparency and accountability · independent oversight · attribution and recognition · fairness and economic balance · technology adaptability and future-readiness · multi-stakeholder participation.

Submissions analysed

  • AJOR; the Center for Media and Digital Governance at the Open Markets Institute; RNW Media; the Association for International Broadcasting; and a joint response from Denmark's DPCMO with Anya Shiffrin (Columbia University) and Haaris Mateen (University of Houston). As the platform-industry counter-position, GFMD also analysed the CCIA submission.
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Provenance

Article 50 and the provenance layer, built without small publishers

The EU AI Act's Article 50 (in force 2 August 2026) requires AI providers to label synthetic content, and obliges deployers, newsrooms included, to disclose AI-generated and manipulated content. Fines run to €15m or 3% of global turnover. Alongside it, a provenance stack (C2PA content credentials, IPTC's Origin Verified Publisher Certificate) lets publishers prove what is authentic. But adoption is concentrated among large publishers with the tools and verified identity to opt in. The very mechanism that will decide what counts as authentic is being built without the small publishers who most need to be verifiable inside it.

◆ What this means for you

A new layer that decides which content counts as "authentic" is being built, again mostly by and for large publishers.

Do thisGet members into the Code of Practice's Working Groups and Signatory Taskforces now, while the rules for how labelling works are still open (only around 10 newsrooms have signed so far), so small and minority-language outlets are verifiable inside the system rather than shut out of it.

More detail: how Article 50 works, and the provenance tools

Article 50 in practice

  • Providers must mark their outputs as AI-generated. Deployers (newsrooms, CSOs) must disclose AI-generated content to their audience, including deepfakes and public-interest text. No special software is needed, as deployers can label content with the EU's official icons.
  • Exemption: the duty does not apply once content has had genuine human review, such as fact-checking and a named editor or organisation taking formal responsibility. The exemption falls away the moment anything is substantively changed afterward.
  • It also targets the "liar's dividend," the way the mere existence of deepfakes lets bad actors dismiss genuine reporting as "probably fake too."
  • Backed by official Guidelines and a voluntary Code of Practice with around 230 signatories; the Signatory Taskforces launched in September 2026.

The provenance stack

  • C2PA (Content Credentials): cryptographically signed origin and edit history, already piloted by major newsrooms, but it depends on cameras, editing tools and content-management systems.
  • IPTC Origin Verified Publisher Certificate: publisher-identity attestation that vouches for who published content, but it assumes identity verification. Each step is manageable for a large media company and a real cost for a small newsroom.
  • The Journalism Trust Initiative (JTI): an international, ISO-type standard initiated by Reporters Without Borders (RSF), designed to promote trustworthy news media and protect content provenance. It evaluates editorial integrity and operational transparency across 130 specific criteria.