June 26, 2026 · Bloomberg
Getty Images Surges 145% After Announcing OpenAI Deal
My take: This one made me laugh. Getty Images and OpenAI signed a deal to surface Getty's licensed photos directly in ChatGPT search results, and Getty's stock surged 145% in a single day. It is like the neighbor who sued you for using his Wi-Fi and a year later knocks on your door to hand you his new password 😅, because Getty had been suing AI companies and now sits down to negotiate with one. That 145% says everything: the company was desperate to find a business model that works in the AI era. Heads up, the deal does not include training rights, only display rights, so the core problem (what its archives are actually worth in the full generative era) is still there. Even so, I read it as a good signal: at least on distribution, visual media can negotiate with AI platforms instead of just suing them. Ever since I started making my own images with AI I barely touch stock photos, so I get why they are rushing to the table.
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