Gianluca Carrera

Deals

Where the value actually went.

Announced data monetisation deals and moves, each read from the data owner’s seat: who did the work, what crossed, and who kept the rake.

Entries are classified by a stated method — including the ones where the public facts do not settle it, which are published as unclear rather than guessed.

✓ Reviewed: read and analysed by Gianluca. Others are short summaries of the public record.

12 entriessell 6
AnnouncedDealRouteConfigurationPublished
2026-09-29AJA and Netflix jointly develop DCR-based conversion measurement solution for Netflix adsAJA · Netflix——2026-09-30
2026-09-29Motion Picture Association and ByteDance agree to strengthen copyright protections in Seedance and SeedreamMotion Picture Association · ByteDance——2026-09-30
2026-09-10Universal Music Group licenses catalogue to ElevenLabs for multi-year AI music platform collaboration✓Universal Music Group · ElevenLabsSellPartner-enriched, partner-fronted2026-09-10
2026-09-08Catalist Sports grants Kalshi exclusive US prediction-market rights to live streams and low-latency sports data✓Catalist Sports · KalshiSellPartner-enriched, owner-fronted2026-09-15
2026-09-08Indian Express Group and OpenAI announce strategic partnership to surface Group journalism in ChatGPTIndian Express Group · OpenAI——2026-09-30
2026-09-07BCCL and OpenAI announce strategic partnership to surface BCCL journalism in ChatGPTOpenAI · Bennett, Coleman & Co Ltd——2026-09-30
2026-08-12CuriosityStream Q2 2026 press release discloses $14.1M licensing revenue driven by AI training partnerships✓CuriosityStreamSellOwner-enriched2026-08-25
2026-07-22reportedReddit weighs ending $60M/year Google AI training licence as renewal negotiations stall✓Reddit · Google · OpenAISellBuyer-enriched2026-09-30
2026-07-03Nine Entertainment signs AI content agreement with Microsoft to allow Copilot to reference its mastheadsNine Entertainment · Microsoft——2026-09-30
2026-05-13Chegg pivots to licensing decade of proprietary STEM academic content and expert network to AI labs✓CheggSellOwner-enriched2026-06-30
2026-04-30Reddit's capital-light data model: $1M capex against $300M+ cash flow demonstrates non-consumption and non-rivalry✓Reddit · Google · OpenAISellBuyer-enriched2026-05-10
2025-10-07Shutterstock launches AI Services offering training datasets, preference data and evaluation tools for model buildersShutterstock · NVIDIA · Meta · OpenAI——2026-09-30

Newsletter

Each essay, by email, as it is published.

For operators, boards and investors who have to decide where value goes before the dust settles.