Google has asserted that YouTube’s terms of service permit AI model training on platform content, as the National Music Publishers’ Association (NMPA) reveals that Spotify and Amazon’s streaming bundles have erased nearly $500 million in value since 2024. The developments arrive alongside Warner Music Group (WMG)’s acquisition of Sureel AI and a push by independent venues to dismantle blanket licensing by performing rights organizations (PROs).
The NMPA’s analysis details how combined music and non-music subscription offerings reduce the royalties paid to songwriters and publishers. The organization estimates the financial impact at close to half a billion dollars over the past year.
Google’s position on YouTube’s terms of service clarifies that user-uploaded content may be utilized for AI development, a practice that has prompted discussion among rights holders and regulators globally.
WMG’s purchase of Sureel AI brings in-house a platform focused on detecting and monetizing unauthorized uses of music and other assets. The acquisition reflects the label’s investment in AI-driven content protection.
Meanwhile, a group of independent music venues has formally called for the elimination of the blanket licensing model used by PROs, arguing that the system disproportionately burdens smaller operators.