Insights
Notes from the house on the market for AI training data: how private deals work, what the disclosed deals teach, and where value concentrates.
How to License Your Company's Data to AI Labs in 2026
What qualifies, how a valuation is actually built, and what happens between first description and settlement.
Sep 2026
What AI Training Data Is Worth: Lessons from Disclosed Deals
The deals that reached the public record, the scarcity logic behind them, and why serious estimates are ranges.
Sep 2026
The Rights Checklist Before Licensing Data for AI
Ownership, consent posture, third-party material, and identities: what preparation fixes and what must already be true.
Sep 2026
Why Code Repositories Became AI's Most Wanted Asset
Production history holds what public open source never did, and buyers price the difference.
Sep 2026
The Private Data Gap: What Labs Cannot Get from the Open Web
The open web has been read. What frontier models need next sits in private archives, and it will be licensed.
Sep 2026
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