IP

WebOsmotic_official

Regardless of how this case turns out, one thing is becoming clear: AI companies need much stronger governance around employee onboarding and IP handling. There's a big difference between training on public data and bringing confidential company information into a new employer. The latter isn't an AI problem - it's a compliance problem.

Gositi

I think its doubtful if the dektop metaphor can count as IP.

yellowstickypad

Other country governments are definitely capable of doing that but for a good many decades it was just more convenient to buy American goods (software, defense, IP). Might be another few decades to fix that or it might never get fixed in our lifetimes.

drew-gen-x

That's why I am buying $VXUS, $EWJ, and $VPL over $VTI. I want Kioxia, ASML, SK Hynix, Samsung, and TSM over NVIDIA, AMD, and the US $SOXX stocks. This is another variation of the HALO trade buying the actual fabs manufacturing the damn chips. IP only gets you so far and then you are at the mercy of paying the price for fab manufacturing capacity just like everyone else.

Unique_Statement7811

Yes. Also negotiating with the original IP owner and signing an agreement for use makes it all legit.

Ok-Garlic-3202

Random Conspiracy Theory: Apple wanted their employees to leak information to OAI, so then Apple can sue OAI and get \[x\] (license OAI tech for cheap, etc). I recall DEC sued both Microsoft and Intel for stealing IP, and DEC got some nice deals from it (Windows ported to DEC Alpha; and a huge cash payout from Intel plus Intel had to buy DEC's under utilized fab for way above market value).

Familiar-Suspect730

Looking for a sharing subscription stock talk insiders Looking for stock talk insiders/ stock talk weekly shares account \\\[LF\\\] Stock Talk Insiders / Stock Talk Weekly \\\[H\\\] 50% cost split via PayPal / Revolut Hi everyone, I am looking to get access to \\\*\\\*Stock Talk Insiders\\\*\\\* (or Stock Talk Weekly), but the standalone monthly fee is a bit too high for me right now. I’m looking for 1 or 2 partners to split the cost evenly. Since this community operates on Discord via Whop, we would need to be smart about it to avoid IP conflicts. What works and what I have done before is that we create a discord server ourselves and I share the information shared directly on that server the moment a new post appears. \\\*\\\*My Payment Methods:\\\*\\\* Revolut If you are interested or are also looking for a way to make this subscription cheaper, please comment here first and then send me a DM!

FewWeek0

Don’t care that he wasn’t sued individually. That’s never how these lawsuits work. He’s the CEO of a company that misappropriated Apple’s IP.

Mother___Night

yes! great movie. shit was really contentious back in the day, which is why the sudden flare up (Apple essentially suing a MSFT proxy company) is so spicy. If those companies really want to go at it, the amount of antitrust and IP litigation would employ half the lawyers in the country.

terminalguy007

The dot-com comparison is worth unpacking numerically. In 2000, Intel traded at 50x earnings and 10x book — priced for secular dominance of a world that had yet to materialize. Today INTC trades below book value, which means the market is saying the physical assets — fabs, equipment, IP — are worth more in liquidation than as a going concern. That's a fundamentally different kind of pessimism. The 2000 crash was a valuation correction; this is a business model question. The foundry bet is the real variable. If IFS gets to 3–4 major external customers at 18A, the economics change dramatically — you're essentially getting the fab infrastructure at a discount because the market is pricing it as a failed CPU company, not as a potential contract manufacturer. TSMC didn't build its moat overnight. The bear case is execution risk and cash burn; the bull case is that you're buying optionality on a strategic asset the U.S. government has explicitly said it wants to exist domestically. Neither of those is a 2000 dynamic.

terminalguy007

The legal theory here is more interesting than the headline suggests. Trade secret litigation against a former partner — Apple and OpenAI had a deeply embedded commercial relationship around Siri and on-device AI integration — is notoriously difficult to prosecute. The plaintiff must prove (1) the information qualifies as a trade secret, (2) reasonable steps were taken to maintain secrecy, and (3) misappropriation occurred. The third element is where Apple will face the hardest fight: OpenAI has thousands of employees, many of whom likely interacted with Apple technical teams, and establishing that any specific capability in OpenAI's models derives from misappropriated Apple IP rather than independent development is a high evidentiary bar. The more common outcome in partner-turned-competitor IP disputes is a protracted discovery process followed by a confidential settlement — not a courtroom verdict. The real leverage Apple is seeking is likely contractual compliance or licensing terms, not damages. From a stock perspective, this suit is more relevant to OpenAI's IPO timeline and valuation than to Apple's. An unresolved trade secret lawsuit with a former integration partner introduces material legal risk that any underwriter will price into OpenAI's offering. For Apple itself, the investment thesis is unchanged: Services gross margins continue expanding (now above 74%), the installed base of 2.2 billion active devices grows steadily, and the Siri/Apple Intelligence trajectory remains intact regardless of OpenAI's status as a partner. Apple replaced its original OpenAI integration agreement at WWDC, suggesting the company is already managing the dependency risk. The litigation is likely more about competitive positioning and deterrence — signaling to other AI companies that Apple's internal technical IP has a legal perimeter — than about any near-term material financial outcome. Treat it as corporate legal positioning, not a fundamental catalyst.

realribsnotmcfibs

The thing is the biggest “debts” can be to Microsoft but Microsoft did not invest in anything but a shell company with a name. It does not actually hold any voting rights, any IP for chat gtp etc.

9966

You exchange magic beans to cursor who can sell them while the market still thinks they have value and then let the people if fine regard hold the bags when you've moved on and own the IP and infrastructure.

terminalguy007

The investor angle here is more interesting than the initial headlines.IP theft cases are notoriously hard to win. Apple has to prove (1) it had protectable trade secrets, (2) reasonable measures to protect them, and (3) misappropriation. The alleged facts — employees using company-issued laptops, emailing hardware summaries before departures, "show and tell" sessions during job interviews — are specific enough to get past a motion to dismiss, but converting that into a damages award is a multi-year process with uncertain odds.A few things worth parsing for investors:On AAPL: This isn't primarily a litigation bet, it's a signal. Apple rarely sues competitors unless it's trying to create leverage or deter future employee movement. The IP involved is reportedly iPhone hardware architecture — the kind of edge computing and on-device inference work that is central to Apple Intelligence. If OpenAI was genuinely absorbing that to build consumer devices, Apple's moat in hardware/software integration is the concern, not just the lawsuit.On OpenAI: Still private, so the equity impact is opaque, but this adds to its regulatory and litigation overhang. The FTC investigation, the NY AG nonprofit-conversion scrutiny, and now this — each individually manageable, collectively they're a pattern that could complicate any future IPO valuation. Precedent for IP damages in tech ranges from tens of millions to over a billion (Waymo/Uber settled for \~$245M plus 0.34% equity in 2018). If Apple gets into that range, it's material.The "whistleblowers" framing is also notable. If Apple's own former employees are cooperating as witnesses, the evidentiary record is stronger than a typical corporate IP suit. That moves this from "PR posturing" to "actual litigation risk."Still early innings. But worth watching how OpenAI's corporate restructuring and IPO timeline interact with this.

wowthisislong

Because crime used to be illegal and you would get fucking nuked from orbit for IP theft. Now its "if you aint cheatin you aint tryin"

Krillin113

Normal companies: get IP, show it works to some degree, get money. Musk: come up with sci-fi, lie you can deliver in 2-4 years, get money, start research, delay, get more money, deliver <50% of the promise. Seriously, he promised so much that inventing fuck g reusable self landing rockets from scratch is under delivering.

pigeon_shit

What’s crazy is all the memory tech is simply stolen IP from NLST…

WorldlyWar2143

Nah, I can imagine having my a cold day and hopping into my BMW only to discover I can go fuck myself instead of turning on my heated seats because I didn't pay the monthly subscription to BMW for it. Then I go complain online about it and catch an IP ban. Decide to torrent some games and get permabanned from ISP services. Go for a drive and get tracked by flock only to be met behind Wendy's, held down, and well.. you know the rest

ambidextrous12

SKHY IP0'd at 149$. The trading day ended at 172$ That's a 15% pump on a day in which the rest of the market is sideways and with the iram war reignition worries. But yeah "zero bids in force for the SK hynix listing"

Filthy_Joey

You mean they instructed you *not to* use stuff that can be related to your previous company IP?

Th1rt13n

Can you not read? Plus they are worth at least the spectrum & the IP they own. Elmo has got nothing to do with that. And if we’re talking about it, BO will come back, not that if Elmo didn’t exist that ast would not either. You’re mixing up too many things at once

Seienchin88

Don’t bet on it just yet… OpenAI, Grok and Anthropic have the protection of the American government and the U.S. knows if Apple succeeds it will severely hinder the AI boom the U.S. is at the moment betting everything on. This would also just be the beginning - Anthropic also has IP protected and even non public data from my company as well. It’s even very easy to check… but so far we didn’t dare to bring them to court given the U.S. government protection and our company suffered from nearly a decade of lawfare against us in the last when we got into a government supported company‘s way (we solved it by buying a large supplier for the DoD, hired thousands of Americans and have had always at least one American executive board member…)

CulturalChampion8660

Yea, i don't know. I never worked for Lockheed and only know what was causally told to me. He just mentioned that IP theft was constant. I dont work in the field, I don't know shit. The same guy that told me this spent 30 years building spy satellites. When MH370 went missing he casually mentioned he had worked on satellites in the 90's that tracked every heat signature from any aircraft or missile etc on the entire planet and that the US knows exactly where that plane is but doesn't want to reveal its capabilities. I dunno. 

venhuje

Jippity Joppity, your IP is my property

JehanScript

Yup, the other day I got to witness a "prompt engineer" write a long ass wall of text to have a LLM generate a picture of the disney princesses playing beach volleyball, he thought he was clever by not using anything relates to Disneys IP and was bragging about Jailbreaking the model when in reality the model knows that if you describe a brunette wearing a yellow dress you are talking about Belle because the model was trained in all the stolen IP from Disney. Dork shit

Apprehensive_Gap3673

Ironic because AI as we know it could not exist with systemic theft of IP

Dry-Magician1415

I wonder if it technically gives Apple the right to pull the ChatGPT app from the Appstore. If the IP that has been stolen has made it's way into the ChatGPT app, then it must violate SOME appstore rule and be grounds for the app being taken down. Either way they should threaten this. It would virtually kill OpenAi's consumer business.

42nu

BREAKING NEWS: u/kadam_ss has described generic office work as though it is unique to Apple. NEXT: Did you know that IP is a thing? And that companies protect IP?

daynighttrade

> you have no reasoning beyond “China bad”. > Chinese firms are the masters of corporate espionage. This is just an rare example of that in the West. For Chinese firms, look at how they got their semiconductor industry started. They stole lots of IP from Nokia, Ericson, TSMC, SK-Hynix, Samsung among others. And you say this has nothing to China. This doesn't seem like an enough reason? Lookup Huawei and SMIC and the corporate espionage that they have done in the past. How much do you get paid by the CCP?

nomoremoar

This is insane and unbelievable. No way OAI lawyers were this dumb to encourage IP theft and no way OAI actually coached the employees. This smells like a lawsuit to get discovery on OAI or put a full stop to their poaching which they’ve been heavily doing.

EI-SANDPIPER

I never understood why Netflix is worth more than Disney,.when Disney has parks, ESPN and IP

viral3075

"evasion" could mean absolutely anything, but of course they have no problem stealing others' IP

Viktri1

There's some real irony here on a few levels. From Apple was safer working w/ Chinese companies that don't steal its IP to OpenAI accusing Deepseek is stealing its IP.

dcp04

Please look into the trade secret theft that Samsung, Micron and Google have been getting away with for many years now. Netlist IP drives AI innovation.

fansonly

No they aren't. They are looking at the debt problem. OpenAI is going to run in to financing problems. Frontier models bear the burden of massive data center costs. If they capital dries up because people are worried: 1. OpenAI ethnics are suspect 2. OpenAI LLMs have stolen IP that makes them vulnerable to lawsuits outside of Apple 3. OpenAI can't service its debt (very real issue) 4. All of the above Dollar cost aside, OpenAI can't afford the litigations impact on reputation.

Rock_or_Rol

OpenAI: I thought you guys were cool with the whole IP rip off thing

daynighttrade

> China in a thread that has nothing to do with China Maybe I don't care about their social credits and you do need their social credits Chinese forms are the masters of corporate espionage. This is just an rare example of that in the West. For Chinese firms, look at how they got their semiconductor industry started. They stole lots of IP from Nokia, Ericson, TSMC, SK-Hynix, Samsung among others. And you say this has nothing to China.

Rock_or_Rol

I kind of don’t blame them 😂 did you google the OpenAI phone? It looks exactly like an iPhone, it’s actually kind of funny lol I’m going to let my inner redditor out and point out the irony of them being so possessive of IP tho

IdkAbtAllThat

I'm referring to the comment about open source models being the future. Everyone knows all these models were trained on stolen IP yet there have been no consequences. Obviously this hardware case is different and Apple will rake them over the coals.

2d12-RogueGames

My wife is an IP attorney. Trade secret cases are often the death of companies if a client is rich enough to go the distance. How much cash is Apple sitting on?

IdkAbtAllThat

I'm more referring to your statement that open source models are the future. No one is ever going to see consequences for using stolen IP to train their models. I agree this is completely different, this is stolen hardware and Apple will probably torch their asses.

IdkAbtAllThat

Wait... You think there will actually be any consequences? All these models are built on stolen material. The entire industry wouldn't exist if they couldn't steal IP.

dreggers

The problem isn't that "facts are racist." The problem is that you're taking facts about **specific governments, organizations, and criminal cases** and turning them into a claim about the character of an entire ethnicity. Nobody is denying that Chinese state-linked entities have been involved in economic espionage. Those cases exist. Nobody is denying that China is a major geopolitical competitor or that IP theft is a serious issue. But your argument goes from: "Some Chinese nationals and China-linked organizations have been involved in espionage" to: "Chinese engineers are more willing to subvert and divulge secrets." That second statement is not a fact. It's a stereotype about millions of people based on their ethnicity. If an American engineer steals trade secrets, we call that an American engineer committing a crime. We don't conclude that American engineers are inherently dishonest. If a Russian scientist commits espionage, we don't conclude Russian scientists are genetically or culturally predisposed to stealing. The same standard should apply here. Also, "it is always a Chinese when it comes to a high profile case" is exactly the kind of reasoning that creates bias. High-profile cases get attention precisely because they are unusual. You are seeing selected examples and using them to infer something about a much larger population. The relevant risk factors are access to sensitive information, incentives, security practices, and specific ties to governments or organizations—not someone's ethnicity.

waitses

These AI companies stole the whole world’s data for free to train and now they think they can just steal IP as well. Alex Karp was right no one should be trusting their company data with these providers and not expect it to be stolen.

insomniac8994

Oh wow! The company who's entire business is built off of IP theft is also stealing trade secrets????

Nikoladge

Isn't stealing IP the entire premise of LLMs?

userhwon

This isn't AI sucking down IP. They were getting Apple employees to exfiltrate non-public data.

SteakEater137

But it opens the floodgate for all types of IP theft. If Apple wins, they're definitely not going to be the last to sue.

Rock_or_Rol

Apple filed a complaint against OpenAI for IP theft today 😳 this might get spicy

Emergency-Half-3122

But this is IP theft for hardware 

SteakEater137

Because the entire business model of 'training' AI would fall apart if someone actually enforces the blatant IP theft and data that theyve been built off of. It doesn't stop LLMs from existing of course but youre joking if you think that risk wouldn't have legal, and thus financial, repercussions

artbystorms

Who would have guessed a company built off of flouting creative and intellectual property laws doesn't respect intellectual property laws....If only we had a government that actually enforced creative and IP rights against AI harvesting.

Qanonjailbait

And? Every country including your beloved America has engaged in enormous amount of IP theft including literally taking the scientist of other countries like in Operation Paper Clip where German know-how was transferred to America. What’s your point? America’s AI is built on the backs of China’s citizens moving to American higher learning without them you’d definitely lose the race \> https://youtu.be/9CqIhSUBRP0?is=l3crG6m-I7kCG5dc

crimepais

US Financial Services. A China distillation model would never pass our regulatory review. The issue with those models is 1) national security, 2) IP rights and 3) support.

Fun_Zookeepergame975

Chinese chips are banned and basically live in their own world.. remember every single one of their chip companies are stolen IP so they can't sell overseas unless we really need it like right now. While more fabs are created there will be a lot higher volume sales for memory chips.

Dude_HaHa

Im just talking about LLM and coding agents. If they have an app layer on top, obviously they will need whole teams to support. The truth with OpenAI or Anthropic is that the token burn rate is very high and costing them cash. Pre IPO they seem to be fine with it but everybody knows the subscription price will rise sharply once the IPO happens. The cost can be offset with great open source models, and will give them a peace of mind about their IP.

Dude_HaHa

Its cost-benefit along with IP protection. New open source models are very resource efficient.

AsbestosDude

Well then youre just moving goalposts. You want to claim Google is "done" but all youre saying is other models are ahead If it's all priced in, then why would a temporary leaderboard gap prove Google is done? The market knows Google's strengths and weaknesses and you're still making a much bigger claim than the evidence supports. That's why I said you're moving the goalposts. You want to ignore Google's cash flow infrastructure, distribution, and IP because they're "priced in," you're also ignoring the very things that determine its ability to catch up or even overtake competitors. A leaderboard is just a snapshot in time. It tells you where companies are today, not who wins the race and frankly calling it done is a very weak position for so many reasons.

Hairy_Check_4784

how can I invest in this IP?

Advanced-Morning1832

they have netflix house near me and it’s very bizarre to me to create a big in person experience given how lackluster their IP is. gonna go see the… wednesday addams… thing… this ain’t disney or nintendo

Unicycldev

AI is commodity infrastructure. You wouldn’t claim Amazon was behind in the internet in the 90’s because they were behind on browsers or TCP/IP.

CrowdGoesWildWoooo

Wednesday, but that’s quite a while ago as well. But the reason netflix is quite aggresive with trying to make a new shows is because it’s also the rights owner pulling from netflix. Everyone wants a piece of the streaming revenue cake, and they pull their show from netflix and host it on their own platform and charge subscription fee. So if they don’t have an IP thst they own, they are royally screwed, because they always have that risk.

EISERN_berlin

**Software & AI Ecosystem (AKD1500 Launch Prep)** **MulticoreWare**: Optimizing AI models for the Akida platform. **P-Product**: Porting neural networks to Akida microcontrollers. **BeEmotion.ai**: Developing ready-to-use edge AI applications. **Edge Impulse**: Long-term machine learning platform integration. **🪖 Defense & Aerospace** **Parsons Corporation**: Integrating AKD1500 into US government surveillance systems. **Klepsydra Technologies**: Software for European space & military standards (ECSS). **Neuromorphyx**: Ruggedized edge AI devices using the AKD1500 chip. **ISL**: Developing advanced neuromorphic radar technologies. **Quantum Ventura**: Cybersecurity for mobile and embedded systems. **🔌 Semiconductor, IP Licensing & Hardware** **ASICLAND**: Collaboration on custom ASIC designs and ecosystem growth. **EDGEAI**: Global licensing of Akida 2 IP for smart metering. **MicroIP**: System architecture and hardware modules for global markets. **MegaChips**: Strategic partner for mass-market scaling and integration. **🔋 IoT & Sensors** **HaiLa Technologies**: Ultra-low-power solutions for smart sensor networks.

Joepool11

Manufacturing cars or energy is never going to be a high margin business. You need a monopoly with solid IP protection to be a high margin business. Same for robotaxi 'dominance'. No evidence they wont have competition driving down prices. You need something like the dominant social media company, the dominant search engine, the dominant operating system etc to charge high margins. They have already lost their global EV advantage, the only thing keeping them aflot in the US is chinese EV tariffs. 

EISERN_berlin

Sorry i‘m german, have to use ai. Exactly. People are completely sleeping on the fundamental value here. There are two massive reasons why BRN is sitting on a goldmine: **The Datacenter Power Crisis:** Traditional AI hardware is literally breaking the global power grid. Big Tech is scrambling for nuclear energy just to keep up with GPU electricity demands. BrainChip’s neuromorphic Akida architecture fixes this. By only processing data when "spikes" occur (like the human brain), it slashes energy consumption dramatically. It directly solves the number one existential bottleneck of the AI revolution. **The Ironclad Patent Moat:** BrainChip isn't a hype story; they own the underlying IP. Their extensive global patent portfolio covers vital aspects of neuromorphic computing and on-device learning. Even if tech giants try to copy this tech later, they will run straight into BrainChip’s legal wall. This makes them a prime target for massive licensing revenue or a future acquisition.

snasna102

I totally agree, my company is very weary of anything AI because of IP and also no one can be held accountable for its fuck up. We make cancer meds, made by and for humans. If we fuck up a batch cause Claude LLM’d something it doesn’t know much about, say a new division of pharmaceuticals like my own, who gets fired? How do we tell Claude we are upset and he is on the hook for the 13 million dollars of actinium-225 batch that got wasted. (Also look up the cost of ac-225 per gram if you want an idea of the numbers we deal with per batch)

LoveMyBigWhiteDog

Disney has been languishing since COVID. How they can’t make money out of all that IP, experiences, hotels, cruise lines and products is baffling.

liquinas

James Bond IP is not worth $25 billion

DanielBeuthner

Interesting point. I agree that they have expanded their scope beyond mRNA, and that mRNA is no longer their number one priority. However, they still have twelve ongoing mRNA trials. The most important ones are BNT122, BNT113, and BNT116, which are all in Phase 2/3 studies and will have significant data readouts this year. With the acquisition of CureVac, they now have the largest mRNA IP portfolio in the market, surpassing even Moderna. They can pivot into more products if they see an opportunity.  Regarding Pumitamig, the slight difference is that it is a PD-L1/VEGF inhibitor, not a PD-1/VEGF inhibitor, which may result in lower toxicity (Important for combinations with ADCs). This brings me to my next point. Mono therapy will be replaced by "novel-novel combinations" in the next few years. The Biontech founders are geniuses in the field of oncology and have been talking about and preparing for this for years. They developed and acquired the entire arsenal, including their own PD-L1/VEGF inhibitors, ADCs, and mRNA products, with full worldwide rights and a solid IP foundation exactly with this in mind. They also partnered with BMS to advance this approach with what you call clinical development excellence. The market doesn't see this yet, but it becomes clear when you look at Biontech's pipeline under "Innovative Combinations." https://www.biontech.com/int/en/home/pipeline-and-products/pipeline.html?combination=combinationInclude I see no other pharma company which has this vision or capabilities yet.

_AntiSaint_

Let me clarify. They don’t care about interim cash flow. They care about enterprise value / IP. Yes, they want to make money, they’re just deferring their payout until later to build competitive advantages today. So right now… no, they don’t care about losing money each quarter; long term, yes they plan on far exceeding historical losses with profits from either contracted AI product revenue or the sale of their IP for a huge multiple.

Plus_Woodpecker5248

People are easily lured in under false pretences of something good, then get faced with a wholes series of woke propaganda dressed up as your favourite IP instead, with every box ticked imaginable.

biophazer242

I belong to the James Bond group as well and read this that they were selling the IP already :)

Icy_Extension_6857

So we all knew drones where next, why did my KTOS bet fail, was it because they are mainly IP, and the real hegemony is on hardware when it comes to drones? 

vandalizethethief

No, we need to do exactly what we did with the Japanese and what the Chinese do to us. We make them take on joint partnerships with American car makers, steal their IP and keep the money in dollar denominated accounts like Apple has to keep their money in Yuan denominated accounts whenever selling to mainland China. You want my money for your awesome/cheap cars you communist pigs well it better stay here in our banks and in US dollars. China does it to us, turn about is fair play.

rnmkk

This isnt true. Most movies that come out are original IP’s/stories but people like you dont actually care to go see them. You just rather complain. Obsession is one of the biggest movies of the year, and last year Sinners and Weapons were. All original. Not to mention indie films have gone NOWHERE. But again, you would rather complain.

notapersonaltrainer

Dumping subsidized product into the market to kill competition and take the market is economic warfare 101. You understand they can stop giving away their open source models once they have marketshare? Model development is also tightly coupled to hardware now which means they would control the hardware layer. They lead global cyberattacks attacks and espionage by a mile. If they simply keep one Mythos-style step ahead of what they release publicly, any IP on non-Chinese IT systems around the world would continually get raped with no recourse.

lurksAtDogs

Alibaba doesn’t like having their IP stolen.

Mashic

I think we'll have to either develop an encryption workflow for the data sent and processed by LLMs or a lot of companies will go local for the sake of privacy and IP protection.

NoCommonDog

> Because they are trying to steal IP from Anthropic and OpenAI I wonder where they could have learned that kind of behaviour?

WordsHappenedHere

Because they are trying to steal IP from Anthropic and OpenAI and use them to train their own shitty models. They will always be behind.

Zeitenwender

Some number related to how much money people make by using the IP they are licensing. The exact rule would be up to regulators to decide, but the principle is rather simple in itself. There is just no political will to do it, and there certainly are downsides as well.

reupped

Insurance and reinsurance an often overlooked category if you want non-tech. Companies like PGR (Progressive) and WRB (W. R. Berkley) have pricing power that is less dependent on the macro cycle than most sectors. PGR has compounded at roughly 16% over the last decade - the business is straightforward and the moat is distribution more than IP.

SolydSn3k

No one wants to talk about the fact that the quality dips. It’s “establish IP” and then it moves to “we expect this audience is now captive” Fool me once, I will probably still have high patience. Fool me 100 times, I’ll be quick to drop a show that becomes a skeleton / fanfic / parody of itself.

Iheardyoubutsowhat

"Executives" that have a financial bkgd. The studios dont grasp that sometimes you lose money on a project. Sometimes you win big. So now, they look for the guarantee, all the movies are IP we have seen before, and series are planned for 1 season then they'll look at the numbers...its why there is so much is out there and its not very good.

VonRikken737

And Skyrim/Halo remasters are the only thing they are capable of doing with the IP they have... was already sad when they bought Bethesda from the track record they had then. Boy I hate being right about it

Seastorm14

Nothing like buying a bunch of studio's and IP's for billions of dollars just to shut them down and kill them off forever, microsoft saved gaming guys!

StrangeCharmVote

How many shows have they actually **finished**? Not every IP needs to have 15 seasons. Most of these shows on Netflix **could** have been rapped up in 2-3 seasons... and instead they always cocktease the audience. When almost everything they put out is so predictable, there's no point in anything past the initial episodes that set up the premise. Take *The Boys* for a recent example... one of the reasons everyone loves that show, is they knew it had an ending coming. Sure there was plenty else to like about it too, but the fact they knew the story had a conclusion made putting up with its numerous deficiencies also worth it.

meistermichi

Percentage of what though? How do you wanna reasonably quantify the value of an IP.

meistermichi

They'd release a 5 min AI slop version of the IP everytime before the time runs out.

danielv123

IP laws already have time limits. Just put a time limit on it. 5-10 years without a release? I assume you are done with it then.

Deep-Ruin-9961

No, Witcher had the added complexity of a misandrist no-talent establishment showrunner who was desperate to write her own show to the point that she gave up and decided to co-opt another IP so she could finally make her Desperate Housewives with Magic show.

die_in_a_fire_reddit

Season one - interesting concept or beloved IP with some passion on the project Season two - production, story, and development is micromanaged by executives rather than creatives. Changes are made to broaden and attract a bigger audience. Some things are reshot and delays occur. Season one fans are less invested. New viewers get a disjointed experience. Season three onwards - key creative leave the project. More drastic changes are made to make the show more attractive and return on the investment. She becomes diluted and flat. Bored audiences advertise their annoyance across the internet.

Global-Dig6436

To Netflix execs: Just switch the model of producing quick to profit shows and shift into investing in some original IP with good writers/producers. You pick up a show push production to cut corners then wonder why it doesn't do well or you have the other side it's well produced and get's cancelled after one season. The most generic boring shows that don't do well get renewed but the very few that are well produced and written get scrapped. Move away from industry trends and create originals like you used to do. Move away from that awful LUT Color Grading that makes everything dark. Shift shows to a yearly release cycle and stick with it. People come to the platform to get lost in fast produced slop that makes it hard to choose a new show to start that's time investment wasting deciding. Create the next original content that keeps people coming back. Competitors like paramount are producing amazing long running original shows and spin-offs.

Zeitenwender

You would have to make it possible to license any IP at any time.

TheGRS

This is where I don't think Netflix has figured out their model well. They need to stop thinking "okey, the data tells us this isn't successful, let's cancel it" to some version of "we want to develop lasting IPs, how do we find the markets for this?" I think they know that having a hit IP is going to be more successful, but they've put very little effort into cultivating them. If you were gonna do more seasons of Squid Game, maybe don't immediately milk the property for everything its worth and trash a lot of goodwill. I don't think we got a John Wick theme park ride or whatever until like the 3rd or 4th movie, and honestly I'm fine with that, because the property developed over time into something bigger than a cool little action flick. I dunno, I don't understand marketing whatsoever but I'm a little frustrated by Netflix putting in the absolute tiniest effort into developing cool things when they could be kingmakers. They could probably develop the next Star Wars or Marvel property if they put the effort in.

TheDamDog

Because executives aren't willing to actually commit to a show until it's proven itself...unless they're hijacking an existing IP to hand over to some amateur hour director who doesn't care about the original source material and just wants to ram their own 'creative vision' through using a convenient trojan horse.

jabbergawky

Glow, Mindhunter, The Get Down, Santa Clarita Diet - yeeeah, no thank you. I'd rather get into a show where I trust the network won't needlessly abandon their IP.

Old_Object_7664

How would that be enforceable? What if Netflix announces Season 2 will be filmed up to year 2300? If they don't make Toy Story 6, do they lose their IP protection?

NotAnotherTav

Where were they advertised until the finale got hate? Even games that dominate their market niche with zero lasting competition that had a license for ST content like Dead by Daylight just had nothing between S1 Demogorgon and S5 Henry Creel, lol. S3 and S4 were genuinely nonexistent EVEN IN STRANGER THINGS LICENSED CONTENT!!! Like bro the dropped ball was genuinely extreme, it was completely off the radar even for fans and the IP. Someone massively fucked up the franchise reach after Scoops Ahoy Steve.

VapeSmoker420blazeit

Thats because they steal popular IP's and kill it with woke crap so the fans of the IP get disgusted and boycott it and only the low iq casuals bother watching the slop in S2