I read a good take on this. Ethically, it's probably a good thing to compensate the rights holders. But it also means the only companies that can afford this

I read a good take on this. Ethically, it's probably a good thing to compensate the rights holders. But it also means the only companies that can afford this licensing are going to be the existing incumbents, e.g. Facebook, Amazon, Google, Microsoft. And that society is probably worse if these companies gate keep society's access to good AI and the vasty majority of the productivity gains AI brings.