1. Indian panel proposes revenue share for AI model training data. 2. Impacts companies like Google seeking free data access.
FAQ
Why Bearish?
Challenging revenue model could reduce profitability for firms reliant on large datasets. Similar regulations elsewhere have impacted tech giants negatively.
How important is it?
Regulatory changes in major markets like India could influence operational costs for GOOG and similar firms.
Why Short Term?
Immediate effects expected as companies adjust strategies; enforcement timelines are not yet clear.