A.G. Sulzberger, the chairman and publisher of The New York Times, stood up at the WAN-IFRA World News Media Congress in Marseille last week and delivered a blistering takedown of AI companies, I wasn’t the automatic audience for it. I went in skeptical.
The speech, titled “AI, Journalism, and the Uncertain Future of the Public Square,” makes a distinction that a lot of the AI discourse collapses. Sulzberger isn’t arguing that AI is bad. He said so explicitly: “There’s nothing inherently bad about AI technology.” His argument is about the specific choices AI companies are making. Choices that, in his words, “violate settled law, threaten the viability of creative work, and appear likely to cause a great deal of unnecessary harm.”
That’s a narrower and more defensible claim. And it’s one I find hard to argue with, even from where I’m sitting.
He frames it this way: AI is built on four ingredients: talent, compute, energy, and data. The first three are paid for, because of course they are. No tech CEO would dare suggest engineers work for free. Nobody’s stealing chips from an Nvidia factory. The fourth ingredient is “data,” which is tech-speak for books, music, films and journalism. It is simply taken without permission or compensation. The argument shifts depending on who’s asking: sometimes it’s fair use, sometimes it’s national security, sometimes it’s just “innovation requires it.” None of those arguments hold up. But the taking continues regardless.
Here’s what that looks like in practice: The New York Times was the single largest source of proprietary data in a major dataset used to train multiple large language models. The Times didn’t agree to that. They weren’t paid for it. And when they sued, they got back what Sulzberger described as two-and-a-half years of litigation and a bill north of $20 million.
What makes this especially galling is that the AI companies aren’t even pretending the journalism is worthless. A Microsoft vice president said “premium content meaningfully improves response quality.” OpenAI has acknowledged it would be “impossible to train today’s leading AI models without using copyrighted materials.” You are what you eat — they just prefer not to pay for the meal.
This isn’t a theoretical threat. Traffic to the country’s largest news websites has fallen more than 45 percent over the last four years. AI-driven search results now deliver news without directing users to the outlet that produced it. Referral traffic from leading AI tools runs 96 percent lower than Google search. The value exchange that made the internet era survivable, where platforms got content and publishers got audience, has essentially collapsed.
Sulzberger compared what’s happening now to Napster, the old, pirated music platform. Spotify, whatever its critics in the music industry think, at least makes the argument that it has a symbiotic relationship with artists and sends them money. The AI companies don’t bother with that argument. They just take. And when pushed, they disclaim responsibility for what their products produce. Microsoft launched Copilot with the note that it was “for entertainment purposes only.” Premium content. Entertainment purposes. Both true, apparently, depending on which executive is talking.
Sulzberger called it a “tsunami.” He’s not wrong. And I say that as someone who has been something of a cheerleader for the wave.
“We cannot afford to be as naive this time. News organizations are collectively smaller and weaker than two decades ago. Tech giants are bigger and stronger — and far more willing to use their size and power. Meanwhile, the A.I. wave itself may be bigger and faster as the technology continues to improve. Even if things are feeling fine now, remember that these early swells herald an approaching tsunami,” he said.
He urged publishers to stand up for their rights, fight back legally, push legislators, and work together with other creative industries. Good advice. Principled advice. Also advice that sounds considerably more doable when your organization has already spent $20 million on lawsuits and has the balance sheet to keep going.
The New York Times can do this. Most news organizations cannot. A local paper in the Midwest, a regional TV station, a mid-size digital outlet – they don’t have the resources to litigate against OpenAI. They don’t have the lobbyists to shape AI legislation. And the suggestion that they should “deal carefully” with AI companies assumes they’re at the table in the first place. Most of them aren’t being offered a deal at all. Their work is being taken anyway, without so much as a courtesy email.
Sulzberger acknowledged this gap, at least in part. He noted that less than half of one percent of the nearly $350 billion invested in AI last year has gone toward compensating the creators whose work powers these models. That’s not an oversight — it’s a choice. And the organizations with the least leverage are the ones being squeezed the hardest.
The honest answer to “what should smaller newsrooms do?” isn’t a satisfying one. Collective action helps, which is why the coalition of publishers developing shared AI licensing standards is worth watching. But it’s slow, and the technology isn’t waiting around.
What also worries me is that after talking to some digital producers in mid-size markets, I find that AI adoption is underway in some newsrooms with little consideration of the long-term consequences.
And what I keep coming back to is Sulzberger’s phrase about producing journalism “so distinctive it has its own gravity.”
That’s the part of the speech that doesn’t require a legal team. It requires a commitment to original reporting, which is the kind of work that can only exist because a journalist went somewhere, talked to someone, built trust over time, and brought back something no algorithm could have produced. OpenAI credited the news organizations whose information it cited in just one percent of responses. The other 99 percent? Presented as if the AI thought of it.
Sulzberger is right that the industry has been too quiet and too passive. He’s right that the behavior of AI companies around intellectual property is hard to defend. I say all of this as someone who genuinely thinks AI is one of the most important developments of our professional lifetimes.
At the close of his speech, Sulzberger invoked the old Silicon Valley mantra that “information wants to be free.” Many in journalism bought into it during the last disruption, to their lasting regret. He reminded the audience that the tech philosopher Stewart Brand, who coined the phrase, actually said more: “Information wants to be expensive, because it’s so valuable – the right information in the right place just changes your life.”
Something so valuable needs to be protected.
