Meta Platforms(US:META) Zhi Tong Cai Jing·2025-09-18 13:17Core Viewpoint - Meta is negotiating with several media companies to obtain content licenses for its AI product development, indicating a strategic shift towards integrating news content into its AI-driven offerings [1][2] Group 1: Negotiations and Partnerships - Meta has engaged in discussions with media entities such as Axel Springer, Fox Corporation, and News Corp to secure article licenses for its AI products [1] - The negotiations are still in preliminary stages, and there is no guarantee that new agreements will be reached [1] - Meta's past collaborations with publishers have been mixed, having previously invested millions in partnerships but ceased payments for content in 2022 [1] Group 2: Impact on Publishers - Many publishers have experienced a significant decline in traffic from Facebook due to Meta deprioritizing news content on its platform [2] - Recently, some publishers have reported a resurgence in traffic from Facebook, suggesting a potential recovery [2] - Publishers are taking measures to restrict unpaid AI crawlers from accessing their websites, reflecting the ongoing tension between tech companies and the publishing industry [2] Group 3: Competitive Landscape - Meta's competitors, such as OpenAI and Amazon, have already established content licensing agreements with various publishers, highlighting a competitive race in the AI content space [2] - OpenAI, supported by Microsoft, has signed licensing agreements with News Corp, Axel Springer, and Dotdash Meredith, while Amazon has partnered with The New York Times [2]