IP

Binder509

Be funny if all this AI shit leads to the end of IP law and just destroys any value these companies have.

Aceous

If you read the other headline from today, Disney sent Google a cease and desist. What they're probably thinking is to play one AI giant against another. If OpenAI is supposed to have the Disney IP, they'll fight Google on copyright infringement. They're getting the AI bros to care about copyright.

MagnesiumKitten

Sure! Peraso Incorporated 2033 Gateway Place, Suite 500, San Jose, CA, USA, 95110 Peraso Inc is a fabless semiconductor company focused on the development and sale of: i) millimeter wavelength wireless technology, or mmWave, semiconductor devices and antenna modules based on its proprietary semiconductor devices and ii) performance of non-recurring engineering, or NRE, services and licensing of intellectual property, or IP. The company's primary focus is the development of mmWave, which is generally described as the frequency band from 24 Gigahertz, or GHz, to 300 GHz. Geographically the company generates revenue from the United States, Hong Kong, Taiwan, and the Rest of the World. IPO Date 2021-12-20 Poor Future Performance **Profitability Mediocre** **Growth Good** **Risk High** Valuation ? Not enough information on a $1 Penny Stock to get any kind of assessment but I can see that most of the other semiconductor industries have much more promising metrics Momentum Mediocre //////// It's 172% overvalued Stock Price $1.11 Fair Value 41 cents /////////////

Shapen361

I only viewed the deal as Sora and their users control the AI content, not Disney. I could be wrong. But my way I feel like all you do is infringe your brand value by turning the value of your IP into the weakest link of whoever creates the worst slop with it.

postwarjapan

It depends on what your distribution of winners are. Cash/debt is optionality imo. If you don’t take risk, you will not grow your earnings meaningfully and stagnate. Case in point, K-pop Demon Hunters was bought for Pennie’s and now you have a new billion dollar IP. It doesn’t alway pan out but Netflix has won here multiple times.

SirTiffAlot

Counter point, they don't need to be creative if they can just buy up existing IP.

cwrighky

This feels less like Disney risking brand dilution and more like a strategic move to get in front of an inevitable shift. Not because trademarks or IPs disappear legally overnight, but because their practical enforceability and cultural control weaken as large and local multimodal models proliferate. In that context, Disney being involved with a dominant AI personality like ChatGPT is a way to retain relevance and influence rather than fight a losing battle over ownership and attribution. IP likely continues to exist on paper, but its ability to function as the primary mechanism of control erodes as generation, remixing, and distribution scale beyond centralized enforcement.

cwrighky

This feels less like Disney risking brand dilution and more like a strategic move to get in front of an inevitable shift. Not because trademarks or IPs disappear legally overnight, but because their practical enforceability and cultural control weaken as large and local multimodal models proliferate. In that context, Disney being involved with a dominant AI personality like ChatGPT is a way to retain relevance and influence rather than fight a losing battle over ownership and attribution. IP likely continues to exist on paper, but its ability to function as the primary mechanism of control erodes as generation, remixing, and distribution scale beyond centralized enforcement.

iDontLikeItHere00

From chat gpt. Fact vs cap at the bottom. This is a classic high-conviction Reddit pitch, so let’s break it down cleanly and unemotionally—what’s real, what’s hype, and what actually matters if you’re thinking about SES AI ($SES). --- What SES AI actually is SES AI (formerly SolidEnergy Systems) is a lithium-metal battery company, not a lithium-ion tweak. Key distinction: Lithium-ion → graphite anode (today’s EV batteries) Lithium-metal → pure lithium anode (higher energy density, harder to commercialize) Lithium-metal theoretically enables: Longer EV range Lighter batteries Faster charging Better performance for aviation, drones, defense But it’s technically brutal to scale (dendrites, safety, cycle life). --- The partnerships (this part is real, not fake) SES does have legitimate partnerships: GM Honda Hyundai Important nuance: These are joint development programs, not mass-production contracts Automakers always hedge with multiple battery vendors “2026” is target validation timing, not guaranteed revenue So: ✅ Real partners ❌ Not guaranteed revenue yet This is pre-commercial tech risk, not a cash-flow story. --- “MU-in-a-Box” — what that actually means This is the most interesting part of the post. MU = Molecular Universe SES uses AI + simulations to model electrolyte chemistry Instead of building endless physical prototypes, they run massive simulations MU-in-a-Box = On-prem AI hardware + software Lets customers run battery R&D locally No cloud, no IP leakage Why that matters: Defense & aerospace hate cloud Auto OEMs guard chemistry IP like nuclear codes Governments require on-prem systems This is not a battery product — it’s battery R&D infrastructure Think: > “NVIDIA for battery chemistry before NVIDIA sold GPUs” Still early, but strategically smart. --- Where the Reddit post goes off the rails 🚨 1. “ONLY lithium-metal player” False. Competitors include: QuantumScape Solid Power Toyota (internally) CATL (quietly) SES is one of several, not the only one. --- 2. “Stupidly undervalued” That’s opinion, not fact. SES is valued low because: No mass production yet Negative cash flow Commercial risk is still high Battery timelines always slip Markets discount execution risk, not ideas. --- 3. “$4 by January 1st” That’s pure Reddit chest-beating. To hit $4 quickly, SES would need: A production contract announcement Or a government/defense deal Or OEM confirmation of lithium-metal adoption Without that → price action = speculative swings only. --- The real bull case (short and honest) SES wins if: Lithium-metal becomes commercially viable OEM partners choose SES chemistry over competitors MU-in-a-Box becomes a recurring revenue platform Defense/aerospace adopts their tech first (likely earlier than EVs) This is a venture-style equity, not an investment-grade stock. --- The real bear case SES loses if: Lithium-metal remains unsafe or too expensive OEMs delay adoption past 2027–2028 Cash burn forces dilution Competitors beat them to scalable production Battery tech is notorious for: > “Always 2–3 years away” --- How to think about this stock (important) This is NOT: NVDA NBIS A cash-flow compounder This IS: A speculative deep-tech option Binary-ish outcome Needs patience + risk control If you play it: Small position Treat it like a LEAP, not a core holding Expect violent volatility --- Bottom line Fact: SES has real tech, real partners, and a smart AI angle Cap: Guaranteed success, “only player,” near-term moon If you want, I can: Compare SES vs QuantumScape vs Solid Power Break down dilution risk Look at insider ownership Or map a defined-risk options play instead of shares Just tell me how you want to play it.

qroshan

Look, I'm sad that you are being brainwashed by reddit and are mostly clueless about how to value firms. But I'm feeling generous today and reply to your two main points. * Disney IP: All IPs are worthless if it's locked in basement. The best IPs allow other people to execute on them and make it even more valuable. If more content is being created, Disney is capturing more human attention (and taking it away from other sad, pathetic losers who protect their IP). Disney can work with OpenAI to get a cut out of content created in the OpenAI ecosystem. Just like how Youtube works with content creators making everyone win. * Now let's get to OpenAI valuation. Today we pay $250 per hour to smart / productive individuals. Open AI (and Google) can produce the same intelligence for < $5 / hour. If that increases world GDP by 10% that's $13 Trillion of Extra value being created. If AI companies get 50% margin out of that, that's $6.5 Trillion per year in operating profits. Put a 30x multiple and we are looking at $20T additional value (and growing). You can be a moron and laugh about Fed, money printing, GPU depreciation, arbitrary metrics and ratios that has no relation to productivity/GDP growth and get karma on reddit or you can build your own model of the world and constantly correct it (if it doesn't meet reality) So, you have a choice to make. Are you going to blindly follow the most upvoted moronic takes on reddit/social media or build/iterate your own model of the world and do your own thinking?

Provia100F

Based if it turbo-nukes the Disney IP empire

Xanderamn

Youre right, youve got a moronic take.  This is just more fuel to the AI bubble, and an AWFUL gamble. Disney is paying 1 Billion to basically let anyone use their copywrited IP, which is all Disneys real value.   Also, I love that you legit think open ai will be a trillion dollar company. Please invest all of your money in it. Please, theres no bubble, I was wrong earlier. 

Pale-Community1211

Smart. Disney knew they already lost control of their IP. May as well get paid for it. AI is going to take everything whether people consent or not.

cerulean__star

My guess is that Disney will still own rights to any of their IP you create they are like to straight up steal it and it be legal /shrug

LimeDramatic4624

\>Beause movie studios also owned theaters, they could air movies even if other theaters refused, so they always knew they could recover their costs, at least on the A-movies ***(and I guess they could skip producing all the B-movies).*** This is exactly what was happening before the accords. It also prevented independent producers from being able to get in and exhibit their work. \>Further, streaming platforms are much cheaper than going to a theater, so competition-wise it is beneficial to the end consumer. That it undermines the theater business is not a monopoly issue. It undermines the metrics that Hollywood has used for decades to measure a films success // how much directors and starts get paid. These metrics are not gonna go away anytime soon especially due to contracts/unions and netflix suddenly getting WB isn't going to change that anytime soon. Also, The issue isn't if it's cheaper than going to the theater or not. It's the sheer fact that consolidation like this leads to less new/fresh tv/film to be created. There's less incentive to take as many risks on new IP or insanely big budget films. The entire film/tv market would've been healthier if studios had to compete with each other for space on independent streaming platforms instead of being able to launch their own streamers. (Only Netflix and Disney are actually in the black on their streaming services) It was literally the golden age of streaming when stuff was being licensed to netflix/hulu and everyone could find the popular shows they wanted to watch by only needing one/two platforms. Piracy actually went -down- because of how easy it was to just buy and see what you want. Now the opposite is happening. Everything is segmented to shit, in order to watch everything you might wanna watch you gotta subscribe to 3+ services and can easily outpace the price of cable which is what streaming was supposed to be cheaper than. And piracy/self hosted media is coming back bigger than ever because of the consolidation which is a direct retaliation for how less consumer friendly these business models are.

Pristine_Hurry_4693

**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** ‏FDA Breakthrough Device Designation ‏FDA TAP program inclusion ‏FDA MDSAP certification ‏FDA IDE’s for **five** cancers and counting ‏**FDA PHASE 3** completion for one indication in H1 2026 ‏FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) ‏FDA approval for commercial factory in the US, with other factories built and more in planing ⁠100% tumor response rate in early FDA trials ‏Effective against all tumor types, including high unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… ‏Activates immune system response ⁠**50+ clinical sites worldwide** (including USA, UK, Canada, France, Germany, Russia, Italy…) ‏Patents, IP and more…

Crazy_Donkies

Google might not have been open to an investment arrangement. Google would have been a better fit, give YouTube, Nano, and their solid IP infringement tools.

HaMMeReD

It's definitely a bit spicy. I.e. generative works are not copyrightable in themselves. But they still could be copyright violations. So what would the legal relationship be? Disney won't sue users for copyright infringement if they use Sora w/Disney IP and follow OpenAI's TOS? It doesn't exactly ruin the copyright, afaik you own copyright and you can selectively enforce it. It's not like trademark that you need to actively defend. I ran this scenario through OpenAI and this kind of what it came up with. \-------------------

socialdirection

It's actually a good decision. It gives them leverage and guardrails with the IP.

jameskwonlee

DIS Disney's moat is their content vault. Their celluloid that no AI models have access to. Not only is Iger giving their 100+ years of historic content and IP away, they are paying to do it. Also, with AI replicating humans--there is an uncanny valley. No matter how good a Tom Cruise or Elon AI video is, you will eventually know it's AI generated. Not with animation. In only a couple months to years, you will never know if the short clip of Elsa or Buzz Lightyear is from an AI creation prompted by a 10 year old, or if it was actually made by the studio's animators. DIS is stupid for doing this. They're cooked.

Jeffoxy

so disney gave openAI a billy and the rights to their IP what do they get from this ???

jameskwonlee

DIS - Disney just gave away all their rights and IP to a mass "plagiarism-as-a-service" bot. Hollywood studios should be doing everything they can (and more) to fight against generative AI companies and instead build their own foundation models as they have privileged access to film/animation data that can't be scraped off Youtube or the web. I'm a perma bull, but I get puts when companies make regarded decisions. DIS pumped on the rate cut, so I'm getting puts on this.

jrex035

>AI literally cannot make art, it can only steal it Couldn't agree more. What it does produce is literally soulless ripoffs of the hard work of actual content creators who not only don't get paid for the infringement of their IP, but get put out of work because despite megacorporations turning record profits, they can't be bothered to actually pay for real content anymore. >I work in marketing and I would caution any reputable brand to tread very carefully, since the money you save using generative ai in your promotional materials may result in harm against your brand's image. I'm already seeing backlash against Coca-Cola and McDonald's for their shitty AI-generated holiday commercials. Which is a shame too since Coca-Cola was famous for having so many celebrated Christmas commercials in the past. >Once the job market gets worse and electricity prices continue to rise, I'm expecting a cultural schism. That's my expectation as well. The backlash is growing already, just wait until people are *personally* affected by this shit. Job losses, surging energy prices, AI-generated revenge porn, children committing suicide with help/encouragement from chatbots, AI creating and spreading fake news, all this is just getting started in earnest, it will only accelerate over the next few years. And, heaven help us, when AI and drone technology merges and we start seeing hard to track assassinations and mass killings using drone swarms. >The greed on this sub and other tech related subs is disgusting. people would be totally fine with the world becoming a markedly worse place if it means their ai stocks go brrr. This kind of short-sighted small-minded greed is, quite literally, killing our species. My concern for the future grows by the day. What kind of world are we leaving behind for our children?

el-gato-volador

Dumb question how does this not hurt their IP protections in the future? If the ai model is "learning" off their IP and character models to help GPT or Sora make prompts off the characters style. What's going to stop people from making content with ai models that are stylistically the same as their IP?

Doomdice

This is like protection money—now OpenAI has a vested interest in protecting Disney’s IP

anonymous_amanita

Step one: let people generate your IP Step two: send cease and desist Step three: sue Step four: profit

johndsmits

That would make sense that openai would inject ads for Disney sora IP. They can detect it and it's their platform. And only open AI can do it since sora is a frontier model. Disney is buying ads, mind helping openai build an ad platform...not paying them for ip. Interesting.

AggressiveTip185

Is this the thinking though? That eventually they will lose control of their IP anyways due to AI so they mise well cash in? 

Johnmcslobberdong

Can’t be any worse than what Disney does with their own IP

I_Rate_Assholes

In the kingdoms of regards, literacy is for your wife’s boyfriend. They’re not paying them to use their IP, they are buying equity in OpenAI, with future warrants for more. If only her boyfriend was over by your house now to open the article and read it to you.

Eggyhead

This is so Disney can depend on it freely in their own production of entertainment and promotional materials. If laymen are allowed to access Disney IP at all through Sora, I imagine there being restrictions built in.

asanisimasa88

Disney will absolutely find a way to protect their IP. What this deal is meant to address is marketing. Disney plans on using AI platforms to create supplement content to promote upcoming movies or shows. For example, when the next Star Wars movie comes out, there will be AI generated narrative short “films” where the consumer can add themselves as a character, presumably found on the Disney Plus app. For all the Star Wars fanatics, they’ll finally get to live out their fantasies of being a Jawa on tattione or whatever the fuck. These short “films” will be extremely brand-oriented, curated, written, produced, and not just the AI slop one can prompt jockey on the Sora website.

AlmightyyGlooo

DIS willing to risk destroying their IP for a 1.3% pump to their share price lol

DefiantDelta

DIS long-dated poots, tourism gonna keep getting rekt and they're setting their own IP ablaze in AI delusion

New_Ad_1682

Disney always has a plan. Legal department is protecting their IP here, that's all. 

BosSF82

I'm confused, is Disney getting paid for their license or are they just getting cucked and giving a billion to OpenAI to fuck with their IP for additional warrants?

CougarMangler

Disney paid $4 billion for all of the star wars IP. But somehow shitty AI generated crap is worth $1 billion?

gizamo

Nah, we'll get brownouts when only about half of them are making tailpipe porn with the Cars IP. The moms are too hot for gooners, and they're probably into tailpipe shit.

Swingfire

Nobody cares about IP integrity, look at the massive successes of CoD, Roblox and Fortnite.

AegonTheMeh

Disney to everyone before AI: We will destroy your life if you put a Mickey anywhere on your product. That $10 shirt is infringing on our precious IP. Disney after AI: Yeah you can make a video of Judy Hopps twerking if it means we don’t have to pay animators.

KopOut

It will likely mean that Disney will keep you from being able to make a video of Woody blowing Buzz using Sora, and a whole bunch of other restrictions I am sure. They will also probably require a watermark on the content explaining it was created using Sora. These are just guesses by me, but in line with how Disney traditionally licenses their IP.

KopOut

There really isn't any irony. They are licensing the IP to OpenAI for purposes Disney will dictate. Just like any other licensing deal they make. The difference here is that Disney will also now own a sizeable piece of OpenAI when it inevitably goes public in 2026. This has the effect of getting them some expertise in a new technology, and the potential of a payoff of many times their investment within a few years.

dalooooongway

explain to me how Disney allowing their IP to be used by OpenAI is bullish? I'm making Mickey suck off Goofy pronto

Bannedwith1milKarma

Getting paid for inevitability and supplying courts with reasonable attempts on commercial deals to show harm with IP theft with the eventual AI lawsuits for copyright.

No-Psychology4678

Right? Shouldn't OpenAI be paying Disney to use their IP?

IrishSpectreN7

Doesn' seem like the details of the licensing deal are disclosed, just Disney's investment in the company. They are probably going to get a cut of any revenue generated directly related to any of their IP.

Brilliant-Student-55

slop induced IP devaluation, coming to your closest theater

copperblood

Alas, one more subscription to cancel. If any of the C Suite douchebags working at Disney are reading this, AI slop dilutes your brand. There is value in the stories your IP presently has. When you integrate AI and it churns content out, it dilutes your brand.

Relaxybara

How to trash your IP for dummies.

joecarter93

So strange. Disney has been famously protective over their IP forever and now they are doing this?

TooBoredToLiveLife

At this rate, a.i gets so advanced and fast they can't even post it on any social media. The second they hit post the whole vid gets scanned and if any IP is found it doesn't get posted

Serious_Swan_2371

I think they’re betting that there will be too much for them to stop. Like TikTok and YouTube will be flooded with AI generated content using copyrighted IP, and it will be produced faster than it can be taken down. Also it can be seen as free advertisement, so long as it is within their rules, which gives them some control over how it’s used. I’d imagine this will only be useable within a Disney owned platform that has strict rules.

loud-spider

They'll look back on this like they'll look back on IP that they've stretched to breaking point and regret it.

Particular-Ad9304

The same company that sued the absolute shit out of anyone that uses their IP now realizes how much slop will exist in a few years so they’re getting ahead of the curve. Honestly never expected this from a company like Disney. Massive paradigm shift

Lexsteel11

Eh, hear me out- there could be value in this. Right now, Disney will release a new IP and create 2-3 big movies out of it, but then a litany of low budget spinoffs with cheaper animation and voice actors. With this/ they can continue the same cycle but make all the derivative content the same caliber as the original at the same time ROI

ObiWanCanownme

This is absolutely true. If everyone is using their IP and they can't stop it, there's an argument that they're not doing a good enough job of protecting their IP and it goes away. But if they say "sure, here's our IP, here are the very reasonable rules about how to use it. Now knock yourself out!" Well then they're just being keen businesspeople who protect their IP.

Medical-Shoulder-337

It will crush it short term The only thing that makes any sense is that Disney will own the rights to anything created on Sora with their IP. in essence they get millions of regards creating content and can grab anything that looks promising and not pay the schmuck that did the work The only challenge is how long their IP can survive when Cinderella is getting spit roasted by Captain America and Goofy

btoned

DIS is utter trash. There is not a single IP anymore that's engaging. Marvel has been trash since IW, star wars died when Vader died, and all their traditional DIS content is being inverted to cater to new age emos.

Rare-ish_Birb

Don't worry, using a disney character will cost you money....openai will have pro Max level subscriptions to IP just like all streamers.

Acrobatic-Event2721

Honestly, you’ve got to give Altman credit for this one. He gets the privilege of using Disney IP while getting paid for it.

Serious_Swan_2371

I think it’s a defensive move. They are betting that in a few years you will be able to make a full cartoon with any IP even without the owner’s permission. Now they’ll get paid when people do that with their IP. All companies that make money off IP are going to lose, they’re just going to lose a lot less than the others.

btoned

LMAO did DIS NOT bitch and moan over Sora videos like 2 weeks ago? Yay let's generate PS1 level graphics for the next *insert generic DIS IP sequel 12*!

Aggravating-Elk-7409

Peak regard move. Whoring put their IP to an inflated decaying start up for what is essentially Pennie’s

Jeffoxy

can’t believe netflix gonna own game of thrones IP 😔

moorhound

Now is the time, NFLX. Say you're washing your hands of the WBD deal, collect a free $2.5B, force PSKY to pay 40% over cost for a dead-end IP catalogue, and send the Ellisons to the poorhouse

Suitable-Can7453

Who cares man. Moderna’s got IP that Big Pharma drools over. You think a headline is gonna scare off companies sitting on dragon-hoards of cash? Worst case the stock gets slapped around for a bit. Best case some mega-pharma just scoops them up, buries the noise, and locks that mRNA tech in a vault next to the Coca-Cola recipe. Drama comes and goes. Real IP stays and someone with deeper pockets always wants it.

Loltoor

US stealing the tech is not the same. It's not like the US gov is going to fab chips, and if they were to hand it over to a publicly traded company, like Nvidia, then there's a massive issue. The inverse is not the same -- CCP owns everything, they can steal IP *and* issue the manufacturing directive.

moorhound

>WSJ: Investors Bet that a Higher Bid for WBD is Coming Oh, damn near double the market value isn't good enough for this washed up ass IP portfolio? I'm feeling like whoever wins this big war is gonna be the loser

magicjohnson89

I know we're glazing over like 5% with DFLI but after all the shit we've been through over the past month fuck you we're entitled to it. It's a legit US company with great products and IP. Fuck your Chinese PnDs.

moulinpoivre

I mean K pop demon hunters is HUGE hit netflix paid very little for this year that they are about to turn into IP

JustWandering18

That's why Netflix just Netflix just wants the IP and none of the networks

Ohnoes999

This is backwards. The market always rides inflation in the long run. You’re way overthinking it. Companies own physical assets and IP and have debt. The value of the first two increases with inflation and the drag of the latter decreases.  Inflation wildly favors stocks in the long run. You absolutely will lose value holding cash vs stocks during inflationary times. We literally just saw this with the absolute KILLING all the top billionaires made during the most recent inflationary period. Funny enough the inflation didn’t come all at once because of Covid. The US treasury had been printing money for a decade+. Covid was just an excuse for companies to jack prices and blame the suppply chain and inflation. The wealthy captured almost all the gains in the market because stock prices rise the inflation(eventually and inevitably).

MCB1317

> would you rather that the government did this themselves, at a cost of 100 times spacex, and 10 times slower?? The government mostly *did* do it themselves, they just don't charge private parties to use their IP and handle the end-stage of design/production/etc.

FoolishProphet_2336

IBM was once synonymous with computing and high technology. Today they do business consulting and have a sad portfolio of abandoned technologies that were going to make them relevant again and IP nobody wants to license. Maybe don’t follow predictions about the future from their CEO-of-the-month, Mr what’s-his-name.

TooBoredToLiveLife

What doesn't make sense? They paid 1.5 billion for 5-year exclusive rights for all South Park content, plus 50 new episodes and 14 special episodes. Since CBS owns 50%, they get paid $750 million by the creators of South Park. The new content is owned half-half by CBS and South Park, but CBS owns 100% of the licensing and distribution, meaning they decide who to license for how much and they get paid 100% of the revenue. Now for the back content (everything before this). South Park and CBS each own half the IP and half the licensing fee, but South Park has 100% control over how to license it out, to who, and for how much. But the revenue gets split between CBS and South Park. One part of the huge price tag is basically for paying southpark / CBS to own 100% of the licensing right for the new content.

Pristine_Hurry_4693

**DRTS’s clinical, regulatory, financial and commercial achievements and progress:** ‏FDA Breakthrough Device Designation ‏FDA TAP program inclusion ‏FDA MDSAP certification ‏FDA IDE’s for **five** cancers and counting ‏**FDA PHASE 3** completion for one indication in H1 2026 ‏FDA Phase 2 and other stages of trials going on in parallel for different indications (cancer types) ‏FDA approval for commercial factory in the US, with other factories built and more in planing ⁠100% tumor response rate in early FDA trials ‏Effective against all tumor types, including unmet needs like Pancreas, Lungs, Brain (GBM), Breast etc… ‏Activates immune system response ⁠**50+ clinical sites worldwide** (including USA, UK, Canada, France, Germany, Russia, Italy…) ‏Patents, IP and more…

Michaelcbaldwin

I think a deal gets done but not soon. By the time a deal is made they will be able to buy it much cheaper or just buy the valuable IP and leave the rest to crash and burn.

richze

Not a lot of liquidity there - going to be tough to find an exit unless it actually dumps. Being tied up during this period will make it difficult for WB to acquire more IP so this will absolutely going to kill value. Interesting hypothesis - God Speed!

Opening_AIx

you sometimes have to buy the bad to get to the good; like you said, they have good IP. without really understanding the business how can you say it's a turd and even know what to fix. eg. toy r us as a brand, despite bankruptcy, someone paid millions to own the rights to it; like Atari, etc. it's IP. as you've said, given their vast library, google or amazon can simply buy wbd whole and then spin off the legacy business as an ipo standalone. They may lose some money or maybe even gain a few bucks in the spin off. Never know.

Onlypizzafans69

Strong parts being IP like Sopranos, HBO, Harry potter... but those are all movies and series that had it's hay day long time ago. Sure, still "Lotta money in this shit", but 100 billion's worth?

Medical-Shoulder-337

Counterpoint it sucks Morning show started out strong 1 good and 3 decent shows in 6 years is not a great hit rate You realize that’s what Netflix did with the Marvel IP, right? Luke Cage, Jessica Jones, etc. Bragging about UX for a streaming service is a weird flex

Medical-Shoulder-337

Agreed the Netflix is the King of Slop AppleTV sucks Paramount w/ Tyler Sheridan is completely crushing it in terms of mast see TV. People are too fixated on HBO, the gem is the DC IP. I think Netflix has a stiffy with the thought of being able to try and recreate what they did with Marvel

Verboeten1234

There are several significant hurdles for them to develop further. They are banned from buying the best fab equipment, they don't have the IP for the chips, they also don't have the process engineering talent. While they spend time developing all this in country, the rest of the industry will keep marching ahead of them.

mailwasnotforwarded

My money is on Paramount is just bidding up the price to make Netflix spend more money. Most likely they are hoping that the more money they spend on purchasing the less money they have for actually releasing new movies/series. Paramount is already struggling and they just want a struggle buddy in the entertainment industry. Paramount really has no strong IP at the moment that is making them any sort of money. Disney has literally bought up all the IP that paramount wanted. Netflix owns a lot of the IP as well and have been creating new IP with their overseas partners. If Paramount actually can afford WBros then they have to buy it or else they probably won't have much time left competing with Disney and Netflix. Their streaming platform is trash compared to their competitors and they really don't have any iconic franchise backing them. They have a bunch of TV shows that should've ended 20 seasons ago but that is about it.

ElectionAnnual

The mandalorian did great. What are you talking about? We’re talking purely about investment. People watch that stuff, even if it sucks. The IP gain from Netflix is a huge win. House of Dragons isnt as good as GoT but ppl tune in. Just having the HP movies for ppl to rewatch over and over is a slam dunk. They’re cash rich and this deal is nothing to them. Even if they lose the deal bc of antitrust, it’s a win.

wrongrobertpatrick

I don’t like this season of succession where all these companies compete for Harry Potter IP

throwaway0845reddit

I think all this information is outdated. The market is thriving because it holds assets of companies that have real technological and manpower assets. Goods and objects have been completely commoditized by China including currency through inflation. Only tech , IP and coordination of manpower and effort has value now. So companies are what hold all the value now. More than the dollar and more than objects that these companies make. Stop waiting for the stock market to crash. It’s never happening. A 2008 or 1939 won’t repeat. You’ll just be left holding cash that will depreciate into dust.

Objective_Stock_3866

I mean tbf WBD has way more IP than just marvel or star wars, plus it has an actual profitable streaming service. Its worth fucktons more than star wars and marvel combined.

lurkering101

Imagine the empire they could build by investing $100B into new content instead of a library of IP that's been a drag on it's owner for decades.

Feralmoon87

WBD seems like a piece of turd tbh, they have good IP but cant seem to perform financially. It feels like on top of whatever is spent acquiring them, you're gonna need to spend more on top of that to fix them internally

HankSteakfist

I dunno, Paramount/WB will be a huge debt black hole if this goes through and those IP's will probably wither and become less valuable under their management. A better option is to wait for the company to go under and just pick and choose IP and assets from the fire sale rather than buying the company outright.

FaastEddy

Since Paramount moidered every single IP they could get their hands on, they are looking for more IPs to victimise. Fill the pen with hogs to slaughter with idiotic unwatchable decisions

Medical-Shoulder-337

Can we please stop with this AI driven DD Netflix needs this more. They haven’t turned out a big hit in years and their draw (ST) is wrapping up. They have zero IP. Other than watch Better Call Saul for the 7th time, whats the draw? WBD is as usefull as tits on a boar

moorhound

I don't even know why everybody wants Warner Bros, almost every IP right they have is either washed-up shit or the fanbase makes it near-untouchable. DC movies? Marvel already played out superhero fatigue. Harry Potter? They've already milked everything they could out of it even with JK Rowling alienating the neurodivergent fanbase. LoTR movies? They've got the Silmarillion left and that shits as boring as reading an encyclopedia. Dune? The books get too fucking weird after Children of Dune for mass market. Game of Thrones? Who's excited for new Game of Thrones shit? It seems like these guys are looking to shell out $80B+ for a bunch of rerun rights.

Appropriate-Talk4266

I mean, as of right now, Apple Tv+ doesn't have the content to justify their pricing. Not even close. Their library selecting is abysmal, which I think is the reason why buying a lot of IP would probably be instantly beneficial to their offering

be_easy_1602

Acquiring company’s stock usually goes down during a merger, so potential opportunity to buy. Like others have said, how is Netflix going to leverage the assets into incremental revenue increases or cost synergies? Unless there is a plan to diversify into more pay to watch/ppv content or ramp up development of existing profitable IP, seems dubious longterm as the debt load will be crazy. Paramount is basically backed by Larry Ellison, who basically has endless pockets to spend (He could use Oracle stock as collateral and finance the entire deal, basically what SkyDance already did with Paramount). Seems there’s more synergies there too: AI is about to be used extremely heavily in entertainment creation even more so than now, potentially good deals on data center usage with Oracle. His daughter heads Annapurna Pictures as well. Ellison is giving William Randolph Hearst vibes

SamuraiJustice

Imagine the AI content you can create with those IP

Fun_Success_3283

Yes, imo. There's a lot of IP there, and it will give them a huge backlog of older content to make available for streaming as well. On the other hand, if they acquire it, that signals to me that they are bending the knee to trump, which means I must stop giving them money. I would quit watching all popular streaming platforms and let some new company that doesn't bend the knee to trump have my streaming money. These big companies need to learn that it is not profitable for them to bend the knee to trump. I will do my part. I hope everyone else does theirs.

clockworkwarrior

That’s now how IP moats work. They have to be good parents with lawyers to defend them. If they’re going to run out of powder the def can’t afford to defend the parents

BrainNo569

Can't Netflix buy Paramount instead of WB? I want someone at least basically competent to handle the Star Trek IP please.