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Contracts require agreement (a “meeting of the minds”)… if X makes a contract with Google, that contract between Google and X can’t create a contract between Google and Y without Y’s agreement. Of course, Google’s lawyers will do all they can possibly can to make the contract “transitive”, but the problem is contracts fundamentally don’t have the property of transitivity.

Now, if you are aware of a contract between two parties, and you actively and knowingly cooperate with one of them in violating it, you may have some legal liability for that contractual violation even though you weren’t formally party to the contract, but there are limits - if I know you have signed an NDA, and I personally encourage you to send me documents covered by the NDA in violation of it, I may indeed be exposed to legal liability for your NDA violation. But, if we are complete strangers, and you upload NDA-protected documents to a file sharing website, where I stumble upon them and download them - then the legal liability for the NDA violation is all on you, none on me. The owner of the information could still sue me for downloading it under copyright law, but they have no legal recourse against me under contract law (the NDA), because I never had anything to do with the contract, neither directly nor indirectly

If you download a model from the vendor’s website, they can argue you agreed to the contract as a condition of being allowed to make the download. But if you download it from elsewhere, what is the consideration (the thing they are giving you) necessary to make a binding contract? If the content of the download is copyrighted, they can argue the consideration is giving you permission to use their copyrighted work; but if it is an AI model and models are uncopyrightable, they have nothing to give when you download it from somewhere else and hence no basis to claim a contractual relationship

What they’ll sometimes do, is put words in the contract saying that you have to impose the contract on anyone else you redistribute the covered work to. And if you redistribute it in full compliance with those terms, your recipients may find themselves bound by the contract just as you are. But if you fail to impose the contract when redistributing, the recipients escape being bound for it, and the legal liability for that failure is all yours, not theirs

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Thanks for such a clear and logical explanation, it is a pleasure to read explanations like this. Anyway, I am always skeptical about how law is applied, sometimes the spirit of the law is bended by the weight of the powerful organizations, perhaps there are some books which explains how the spirit of the law is not applied when powerful organizations are able to tame it.
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