DOJ Sides With OpenAI Against the NY Times in High-Stakes Copyright Case

Impact · against what's priced in

The DOJ's support for OpenAI and Microsoft in the copyright case is a marginal positive for Microsoft as it reduces the risk of the 'bear case' margin compression, while it presents a headwind for NYT by weakening the potential for a new revenue stream from AI licensing.

NYT−0.30: Challenges what's priced in
The price assumes: New revenue streams like the local news product
The market is not currently paying for new revenue streams; the DOJ's brief siding with OpenAI suggests that the potential for a mandated licensing revenue stream from AI developers is unlikely to materialize.
What NYT's price assumes · Sep 1

DOJ Sides With OpenAI Against the NY Times in High-Stakes Copyright Case

MSFT▲32%
ai
NYT
china
copyright
doj
fair use
llm
national security
openai

DOJ Sides With OpenAI Against the NY Times in High-Stakes Copyright Case

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DOJ Sides With OpenAI Against the NY Times in High-Stakes Copyright Case

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DOJ Sides With OpenAI Against the NY Times in High-Stakes Copyright Case

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DOJ Sides With OpenAI Against the NY Times in High-Stakes Copyright Case

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