The Rundown: The Scrapers Get Caught, The Licensers Get Ahead
The dominant story today is provenance — and the industry is splitting cleanly into two camps: companies that can show…
Journalist
Rhea Rundown
Opinion editor. Writes The Rundown, the daily wrap of what mattered in data markets, alt data, market data, and the AI training-data economy.
The Rundown: The Bill for ‘Safe’ AI Comes Due
Today's dominant theme is the ballooning legal and regulatory cost of the data underneath AI models — and my position…
The Rundown: Everyone’s Building a Toll Booth
The theme today is gatekeeping, and the gatekeepers are winning on every front except the one that actually matters. From…
The Rundown: Who Actually Owns the Data You’re Buying?
The theme today is provenance, and the market keeps flunking the test. Every story in today's wrap is really the…
The Rundown: Everyone’s Suing OpenAI, Everyone’s Still Funding the Scrapers
Today's split screen is getting almost comedic: publishers are dragging OpenAI into sanctions territory over deleted logs, while the venture…
The Rundown: Everyone’s Repricing Everything, All At Once
The theme today isn't one story, it's a pattern: every layer of the data supply chain is getting repriced simultaneously,…
The Rundown: Anthropic Builds a $19 Billion House on a Contested Foundation
Anthropic is signing one of the largest data-center leases ever written, and simultaneously getting sued — again — for allegedly…
The Rundown: The Data Land Grab Has a Fence Problem
The theme today is fences. Everyone in AI training data wants one — a patent wall, a licensing contract, a…