THE SHORT VERSION
- The Wikimedia Foundation filed an amicus brief with the Southern District of New York in the combined OpenAI copyright litigation, asking the court to protect the open knowledge ecosystem without endorsing either side.維基媒體基金會向紐約南區聯邦地院提交法庭之友意見書,涉及 12 件合併的 OpenAI 版權訴訟,其中最知名者為《紐約時報》案。
- It argued that training a model on copyrighted work should count as fair use when the model is something new and different, but that retrieval-augmented answers which substitute for the original should require a licence.意見書主張:若模型產出「新的、不同的」成果,以受版權內容訓練屬合理使用;但檢索增強生成等把內容回傳給使用者的做法,應遵守授權。
- The brief warns that a ruling for either extreme could gatekeep transformative uses or green-light ignoring licensing terms, in a case that includes 12 combined lawsuits led by the New York Times.意見書警告,兩種極端判決都可能造成傷害:出版者一方可能讓權利人對變革性使用設關卡,AI 一方則可能縱容忽視授權條款。
- It also argues that AI models are useful to Wikipedia's volunteer editors, who use them to fight vandalism and find articles needing work.意見書也主張,語言模型對維基百科的志工編輯有用,可用來對抗破壞、找出需要改善的條目。
The filing, and why this case matters這份意見書,以及本案為何重要
The Wikimedia Foundation, the nonprofit that hosts Wikipedia, filed an amicus brief on October 30 with the Southern District Court of New York in In re: OpenAI, Inc. Copyright Infringement Litigation, a set of 12 combined lawsuits whose best-known member is The New York Times Co. v Microsoft and OpenAI. The court will rule on whether AI companies' use of copyrighted content to develop large language models is fair use.營運維基百科的非營利組織維基媒體基金會,10 月 30 日向紐約南區聯邦地院提交法庭之友意見書,案件是「In re: OpenAI, Inc. Copyright Infringement Litigation」,由 12 件合併訴訟組成,其中最知名的是《紐約時報》公司訴微軟與 OpenAI。法院將裁定 AI 公司使用受版權內容開發大型語言模型是否構成合理使用。
Wikimedia is not a party to the case, and it framed the brief as neither a defence of OpenAI nor of the publishers. It argues that the ruling will be unusually influential because the jurisdiction and the parties are significant, and because only a few courts have addressed the question so far. The brief asks the court to protect what Wikimedia calls the open knowledge ecosystem when it decides.維基媒體並非本案當事人,它把意見書定位為既不替 OpenAI 辯護、也不替出版者辯護。它主張,由於管轄法院與當事人都具份量,而且此前只有少數法院處理過這個問題,這項裁定的影響會特別大。意見書請法院在裁判時保護維基媒體所稱的開放知識生態。
A middle ground with two different rules折衷方案:兩種用途、兩套規則
The substance of the brief is a split between two uses of copyrighted text. For model training, Wikimedia argues that using copyrighted content should be considered fair when the model is something new and different from the original sources, in which case no licensing terms would be required. That covers pre-training, the stage where a model learns from a large corpus rather than reproducing it.意見書的實質內容,是把受版權文本的兩種用途分開。就模型訓練而言,維基媒體主張,若模型產出的是與原始來源不同、新的東西,使用受版權內容應被視為合理使用,此時不需要滿足任何授權條款。這涵蓋預訓練階段,也就是模型從大型語料學習、而非重述內容的階段。
For retrieval-augmented generation and similar grounding techniques, Wikimedia takes the opposite view. Those systems find and copy news or other works and deliver the same content back to users through a chat interface. Wikimedia argues that this should not be fair use, that companies offering it should respect each platform's or publisher's licensing requirements, and that for Wikipedia the relevant licence is Creative Commons CC BY-SA 4.0, which requires credit and that adaptations stay under the same licence.就檢索增強生成與類似的「接地」技術而言,維基媒體持相反看法。這類系統會找出並複製新聞或其他作品,再透過聊天介面把相同內容回傳給使用者。維基媒體主張這不屬合理使用,提供此功能的公司應尊重各平台或出版者的授權要求;對維基百科而言,相關授權是創用 CC BY-SA 4.0,要求署名,且改作須以相同授權釋出。
Why Wikipedia is taking a position at all維基百科為何要表態
Wikipedia describes itself as one of the highest-quality datasets used to train language models and the backbone of information for chatbots, search engines and voice assistants: more than 67 million articles across 300 languages, written and improved by nearly 250,000 volunteers a month. Those same systems, Wikimedia says, siphon away visitors and undermine the communities that maintain the site.維基百科自稱是訓練語言模型品質最高的資料集之一,也是聊天機器人、搜尋引擎與語音助理的資訊骨幹:超過 6700 萬條條目、橫跨 300 種語言,每月有近 25 萬名志工撰寫與改善。維基媒體表示,這些系統同時吸走訪客,削弱維護網站的社群。
The foundation also says the traffic is not the only thing at stake. It argues that language models are useful to Wikipedia's editors, who can use them to fight vandalism, detect copyright violations and doxxing, and look for articles that need improvement. That is the argument for treating training as fair use: the tools built on the corpus can help maintain the corpus. Chief executive Bernadette Meehan said expanding access to knowledge through AI is a powerful goal, but it must respect the people, contributors and communities that make reliable knowledge possible.基金會也說,流失的不只是流量。它主張語言模型對維基百科的編輯有用,可以用來對抗破壞、偵測侵犯版權與起底行為,並找出需要改善的條目。這正是把訓練視為合理使用的理由:建立在語料上的工具,可以幫助維護語料。執行長 Bernadette Meehan 表示,透過 AI 擴大知識取得是強大的目標,但必須尊重讓可靠知識得以存在的人、貢獻者與社群。
Its general counsel, Stephen LaPorte, framed the risk from both directions: a ruling that does not apply fair use principles carefully could threaten the sustainability of free knowledge and stifle the development of open source technologies, ultimately affecting access to information either way. He said the court needs to understand that Wikipedia is created through a collaborative process that requires a strong foundation of open and accessible human knowledge to thrive.基金會總法律顧問 Stephen LaPorte 從兩個方向說明風險:若裁定未能謹慎適用合理使用原則,可能威脅自由知識的永續性、抑制開源技術發展,最終無論哪一種結果都會影響資訊取得。他表示,法院需要理解,維基百科是透過協作過程創造出來的,而這個過程需要開放且可取得的人類知識作為穩固基礎。
The parties' positions, and the two extremes雙方立場,以及兩種極端
The New York Times sued in 2023, alleging that OpenAI and Microsoft infringed its copyright by using its content, including for model training. OpenAI and Microsoft contend that training and deploying models on publicly available data is fair use. OpenAI has described regurgitating work as a rare bug, and Microsoft argued in a September filing that expert analysis found Copilot rarely reproduces full sentences from news content used to ground the model.《紐約時報》於 2023 年提訴,主張 OpenAI 與微軟使用其內容(包括用於模型訓練)侵害版權。OpenAI 與微軟則主張,以公開可得資料訓練與部署模型屬合理使用。OpenAI 曾把重述作品描述為罕見的錯誤;微軟在 9 月的書狀中主張,專家分析發現 Copilot 很少完整重現用來接地的新聞內容句子。
Wikimedia's concern is that both sides push for overbroad and simplified applications of the doctrine. A nuance-free victory for publishers, it says, could let copyright holders gatekeep even innovative and transformative uses of their work; a victory for the AI companies could be a green light to snub licensing terms and fragment the flow of knowledge between authors and audiences. The brief also asks that scraping be done sustainably, in line with Wikimedia's public API rate limits or through its Enterprise API.維基媒體擔心的是,雙方都推動對合理使用原則過寬、過度簡化的適用。它說,出版者若獲得毫不細分的勝訴,可能讓權利人連創新與變革性的使用都能設關卡;AI 公司若勝訴,則可能等於放行忽視授權條款、割裂作者與讀者之間的知識流動。意見書也要求抓取應以永續方式進行,遵守維基媒體的公開 API 速率限制,或改用其企業版 API。
What a ruling could change, and what to watch裁定可能改變什麼,該觀察什麼
The practical effect depends on how the court writes its opinion. A narrow ruling on the Times' claims would settle one case; a broad ruling on fair use for training would set the terms for every model developer and every publisher negotiating a licence. Wikimedia's proposal is an attempt to make the second outcome less binary, and it will be cited by both sides whatever the court decides.實際影響取決於法院怎麼寫理由。針對《紐約時報》請求的狹義裁定,只會解決一個案子;對訓練適用合理使用的廣義裁定,則會為所有模型開發者與所有正在談授權的出版者定下規則。維基媒體的提案試圖讓第二種結果不那麼二元,無論法院怎麼判,雙方都會引用它。
Three things are worth tracking: whether the court adopts a use-specific test rather than a blanket one, how it treats retrieval and grounding as distinct from training, and whether licensing requirements are treated as enforceable when a chatbot answer substitutes for the original. For background, this site has reported on the Department of Justice inquiry into Nvidia and Hugging Face, on Proton's argument about AI and the web, and on the privacy case around Meta's Muse marketplace. The brief does not predict the outcome; it argues for a rule that would keep both training and attribution possible.有三件事值得追蹤:法院是否採用按用途區分的標準、而非一體適用;法院如何處理檢索與接地有別於訓練;以及當聊天回答取代原作時,授權要求是否被視為可執行。背景方面,本網站曾報導 司法部對 Nvidia 與 Hugging Face 的調查、Proton 對 AI 與網路的主張,以及 Meta Muse 市集周邊的隱私案。這份意見書沒有預測結果,它主張的是一套能同時保住訓練與署名的規則。
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