My guest is Clint Stinchcomb, CEO of CuriosityStream (NASDAQ: CURI).

Two years ago, CuriosityStream was known as “the Netflix of Documentaries.” Today, it is on track to earn more money from AI content licensing than from subscriptions.

Clint and I talk about how AI licensing really works for content-driven/media companies.

We use CuriosityStream as a real example, not a theory.

We focus on deals, content, and money.

Key Takeaways:
• How Clint built 2M+ hours of content (video and beyond) to license to AI Giants
• Clint’s hot takes on OpenAI, Anthropic, Google, xAI, and Meta
• ~$20M AI licensing run rate (my estimate) — the first 9 deals with AI companies, and why that number could soon double or triple
• The content that the major LLMs pay the most for
• What a typical AI video licensing deal looks like (length, exclusivity, etc)
• How many hours of content AI companies test before scaling
• Why video, audio, ebooks, and even software code are in play
• His work with the legendary John Hendricks, founder of Discovery (and CuriosityStream)

Family too — We also talk about the impact of AI on his family. Clint shares how he thinks about using AI to capture and preserve his mom’s memories.

If you run a media business, work in AI, invest, or create content, this episode shows how these deals work in the real world.

Thanks, Rob