Newsroom of a major publisher at the moment editors negotiate content licensing deals with AI providers, May 2026

In one sentence

On May 25, 2026, OpenAI brought Brazil's Folha and UOL journalism into ChatGPT with pay and attribution; two days later, a report warned of the "double bind" trapping publishers. Translation for you: licensing money flows to big media groups, never to a small business. The only lever you keep is being the source the model wants to cite, for free.

On May 25, 2026, OpenAI announced a content partnership with Brazilian media groups Folha de S.Paulo and UOL, bringing their journalism directly into ChatGPT, with attribution and links back to the source, according to the announcement published on OpenAI's site. Two days later, the Nieman Journalism Lab covered an Open Markets Institute report warning that this emerging licensing market traps most publishers in a "double bind." Two announcements, one lesson: the value of your content is now negotiated with AI providers, and the vast majority of sites have no seat at the table.

The figure a business owner should watch isn't the deal size, it's the audience behind it. OpenAI claims more than 900 million weekly active users on ChatGPT, and Brazil alone accounts for over 50 million monthly users and roughly 140 million messages a day, per the same announcement. ChatGPT reads the web to answer that audience. For large publishers, that now buys a check and a link. For everyone else, the traffic leaves with nothing in return.

900M+ChatGPT weekly active users (source: OpenAI)
5Markets covered by OpenAI media deals: US, UK, France, Germany, Brazil
17,000+Articles CNN accuses Perplexity of copying (May 28 suit)
2Only exits offered to publishers: license or lawsuit

License or lawsuit: the two exits for content facing AI

For eighteen months, two roads have opened up for content producers. The first: sign. OpenAI already has media deals in the US, UK, France, Germany, and now Brazil. The second: sue. On May 28, 2026, CNN filed suit against Perplexity, accusing it of copying more than 17,000 of its articles, a case that joins those from The New York Times and Reddit, among others. We unpacked that legal shift in our analysis of CNN's lawsuit against Perplexity.

The Open Markets Institute report names the trap shared by both roads: the platforms diverting traffic by answering in a site's place are exactly the ones setting the price of the alternative revenue. Signing means depending on the buyer. Refusing means losing revenue and ending up in court. Either way, AI holds the lever.

The nuance that matters: both exits are reserved for heavyweights. An OpenAI license is negotiated between groups holding millions of pages; a federal lawsuit costs hundreds of thousands of dollars. A small business or independent has access to neither. So the question isn't "how do I get paid by AI," it's "how do I stay visible when AI answers in my place."

Not sure whether ChatGPT cites you or ignores you? We test your visibility in AI answers within 24h, free.

What it concretely changes for a small business

You won't get a check from OpenAI and you won't go to court. So the only ground left is yours: making your site the best possible source: the one the model reuses because it answers better than the rest. That's the point of Generative Engine Optimization (GEO). Here's where to start.

1. Measure the traffic AI already sends you

Before optimizing, look at reality. Most small businesses underestimate traffic from AI assistants because it's poorly attributed. Set up the tracking described in our guide to measure ChatGPT and Gemini traffic in GA4. You often uncover a source of qualified visitors that was completely invisible until now.

2. Make every page citable, not just readable

An answer engine cites what it understands quickly: a direct answer up top and sourced figures, in self-contained paragraphs under explicit headings. Unlike a major publisher, you don't need a deal; you need to be the clearest sentence on your topic. See how small businesses win this in our guide to GEO for small businesses in AI search.

3. Take back control of the visitor relationship

The publishers' nightmare is that AI summarizes and keeps the user. Your counter: make sure the remaining click, the one attribution sends back, lands on a page that converts. An AI answer that cites you is only worth it if, behind the link, the visitor finds a clear offer and a way to reach you.

4. Test the engines like your customer would

Ask ChatGPT and Perplexity the ten questions your prospects type before buying. Note who gets cited and with which link. If it's your competitors, you have a roadmap. If it's you, check the link points to the right page.

What this story doesn't tell you

  • Deal amounts aren't public. OpenAI discloses neither the price paid to Folha and UOL nor the revenue share. So it's impossible to gauge what a publisher page is really "worth" in these deals.
  • The "double bind" is about the press first. The Open Markets Institute report targets news publishers; its lesson generalizes to small businesses, but the report itself doesn't address their specific case.
  • Attribution doesn't guarantee the click. A link in a ChatGPT answer only sends traffic if the user clicks, which many don't once they have the answer. Real volume has to be measured sector by sector.
  • The legal picture isn't settled. The Perplexity suits are ongoing; no ruling on the merits yet sets the rules between publishers and AI.

FAQ

What is an AI content license and who can get one?
It's a deal in which a publisher lets an AI provider, such as OpenAI, use its content inside its products in exchange for payment and attribution with a link. In practice these deals are reserved for large media groups like News Corp and the Financial Times, and now Folha and UOL in Brazil. A small business or independent has no realistic chance of signing one: the AI channel stays accessible, but not through that door.
What exactly is the publishers' "double bind"?
According to an Open Markets Institute report covered by Nieman Lab on May 27, 2026, publishers are caught between two bad options: the same platforms draining their traffic by answering in their place are the ones dictating the terms of the alternative revenue. Accepting a license means depending on the buyer; refusing it means losing revenue and ending up in court, as CNN did against Perplexity.
What can a small business do if it will never get an OpenAI deal?
Work the one lever it owns: citability. Structure every page to be reused (a direct answer up top and sourced data, in self-contained paragraphs), measure the traffic ChatGPT and Gemini already send, and make sure referred visitors land on a page that converts. That's Generative Engine Optimization (GEO).

The Cicéro take

Licensing makes the headlines, but it really tells one story: content has never been more valuable, and that value is now captured at the entrance of answer engines. Large publishers monetize it by contract. For everyone else, it's earned simply by being the best answer: clear and well-sourced, then structured to be cited. That's not a consolation prize, it's an edge: you don't have to wait for anyone's permission.

That's exactly Cicero Studio's methodology: GEO audit + editorial production + automated semantic internal linking, with a minimum quality score of 90/100 on every piece. Agency-quality work, software-grade productivity, from €250 to €1,800 per month. If you want to know whether your pages are ready to be cited by ChatGPT, Claude and Google, we diagnose it for free.

AI answers in your place: does it cite you, or ignore you?

Free 24h diagnostic: we test whether ChatGPT, Claude and Google cite you, pinpoint what makes you invisible, and give you 3 priority actions.

Primary sources

  • OpenAI: announcement "OpenAI, Grupo Folha, and Grupo UOL announce strategic content partnership" (May 25, 2026)
  • Nieman Journalism Lab: Open Markets Institute report on the AI content licensing "double bind" (May 27, 2026)
  • Reuters / KFGO: "CNN files suit against Perplexity alleging unlawful content distribution" (May 28, 2026)
Alexis Dollé, founder of Cicéro
Alexis Dollé
CEO & Founder

Growth and SEO content strategist, I founded Cicéro to help businesses build lasting organic visibility, on Google and in AI-generated answers alike. Every piece of content we produce is designed to convert, not just to exist.

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