IP

dgellow

Your points are why you seem to like Microsoft, they aren’t investment related. - Microsoft branding is more messier and more diluted than a few years ago, copilot is a failure so far. Sharepoint is legacy software - open source doesn’t translate at all to profit - quantum computing is a tiny experimental market with no profit, and not expected to see any profit in that industry before a very long time - the video game industry has been declining a lot, it’s a pretty risky industry right now and microsoft has been one of the worst IP manager of the past decade

Pitiful-Voyage

Dam but all time low it seems less market cap than they own in IP and factories Def sux if you invest 2021-2025 you never recover that. Good cars no? Expert level anal-ysis

Dubious-Decisions

Do you have any idea with a tiny, minuscule fraction of the global economy and overall intellectual property pool that Linux and open source projects account for? Your confirmation biases aside, I can tell you that you're lecturing someone who has 15 patents and believe me, I understand the process, the flaws, and the value of the system. The last person I'd expect to understand how the system actually works is someone trying to impress upon me that the microscopic fraction of the global economy represented by Linux IP is somehow a paragon of how things can work and should. If that was true, well, things WOULD work that way. That they don't is a good indication that that's not what the market seeks.

stonkstonk69

They are reaching a tipping point, where there are enough sales references for this asset light company to take off. Recent licensing of IP very promising as well as added Exxon board member.

sentientshadeofgreen

1. Azure and Microsoft Office will stick around for the forseeable future. Copilot and Sharepoint are trash, it is not a "strong brand", it is something people put up with due to lack of competitive alternatives. 2. Microsoft is not committed to open software. Literally the opposite. 3. Not a good reason to invest in Microsoft. 4. Microsoft is not leading in QC. Not even close, which should concern given how much money they have and how much talent they are able to attract. 5. Microsoft IPs are wildly mismanaged. Just look at Halo - if how the Halo IP has been managed over the past decade inspires confidence in you, I have some great Jersey Shore beach-adjacent timeshares to sell you.

svideo

Linux and the rest of open source did exactly what you claim would be impossible and that solution now powers essnetially the entire internet including the website we are using right now. I have made several such contributions of my own work, again permissively licensed and you can check my submissions for a couple decades of doing exactly that. Execution is king, getting a good idea to market and serving customers well is what creates a good business. Fake protectionist notions like IP are cover for already-rich people, and you're just carrying water for them.

Defiant_Regular3738

IP protection does exist with big tech and with AI they wiped their ass with it, now both are hiding behind too big to fail ideas. When a clear AI winner appears they'll flood the courts with IP cases crying their reptile eyes out about infringement and intellectual property.

svideo

Abolish the complete nonsense idea that ideas are property. It exists to make rich companies richer, there are no lone inventors out there making piles of money on a patent. Trademark exists to protect both consumer and producer, every other aspect of IP law is complete rubbish that exists to keep rich people rich and is dragging humanity down with it.

MetalMountain2099

I can’t stand Elon, but China controls what and how many cars Non-Chinese products can be in their market…..also, China steals everyone’s IP, so they can sell their cars cheaper.

Hobo_Robot

If you're an IP transactions lawyer, then you are familiar with patent trolls. You should also be familiar with Jonas Salk, who famously chose to not patent the polio vaccine. Maybe patent trolls pay your billable hours so you feel the need to defend the system.

TuckerMcG

I’m an IP transactions lawyer and my god there’s an incredible amount of stupidity in this thread. How does it stifle innovation, exactly? If anybody could just rip off a new invention, nobody would reveal how their invention works. That’s the point of patents - to give inventors an incentive to share what they’ve discovered and how their invention works so the rest of the world can learn from it. The monopoly granted by a patent is an inducement for inventors to share information. It doesn’t stop anyone from inventing anything. Scientists don’t go, “oh hey I could develop this new medical device that will save millions of lives and make me potentially billions of dollars, but man the patent system just doesn’t work right. I’ll just stop my work here and won’t bother creating something new which could save lives.” They go, “oh hey I invented this new medical device, I should patent it so nobody else can make money on it before I do.” Go google the inventor of drug eluting stents (ie, stents for blocked arteries which are coated with drugs that help keep the artery open and prevents scarring). Major medical device manufacturers ripped off his patents, he sued them and won billions of dollars of off them. Without the patent system, he would’ve gotten $0 for his legitimately life saving invention. In fact, he wouldn’t have shared his invention at all with the world and would’ve kept it as a trade secret and nobody would be able to use them. [Here’s I did some of the work for you and found just one of the lawsuits he won. ](https://www.insurancejournal.com/news/national/2011/01/31/182534.htm) So again - how, exactly, does the patent system hinder innovation???

icantbelieveit1637

Funnily enough IP law is some of the earliest constitutional powers Article I, Section 8, Clause 8: *\[The Congress shall have Power . . . \] To promote the Progress of Science and useful Arts, by securing for limited Times to Authors and Inventors the exclusive Right to their respective Writings and Discoveries.*

redpandaeater

A lot of our copyright and IP law of the last hundred or so years is unconstitutional. I'm still pissed at SCOTUS for stealing stuff from us and putting things in the public domain back under copyright after the Uruguay Rounds Agreement. Our patent system isn't quite as shitty as that, but there's definitely hasn't been enough funding at the USPTO to properly nip a lot of patent trolls in the bud by axing patent claims due to prior art or obviousness. That's something AI might actually be helpful with to help with patent searches.

mrpickles

It's not expensive though.  Netflix was such a huge success because they re-monetized old content sitting on the shelf.  IP owners were happy, customers were happy, Netflix was happy.  Then IP got greedy. And they're trying to pivot into TV again. What needs to happen is Netflix tells IP owners take a hike - most of them can't compete with their own streaming service.  If that means scaling down the library, cut the rate!  Until IP comes back begging to be back online.  Stop trying to produce a new hit show every week, and just be the affordable library of cinema history.

3dprintinted

Your IP probably did not change at home

Amadeum

Disney was a sell when it was clear to me they were dropping the ball on nearly every IP they had

Brutally-Honest-Bro

Apple puts? $5.7 billion fine for using someone else's IP

chiniwini

Wdym? A Chinese model is the safest option. Buying a bunch of hw and running the model on premise (your data never leaves your building) versus sending all your data and IP to Anthropic.

Low_discrepancy

> Big tech companies won't let a Chinese model within a mile of their IP or code. Yes they would and they are at my very large American multinational that everyone has heard of.

Vycid

There's no money in sales to individuals. All the money is selling to enterprise. Big tech companies won't let a Chinese model within a mile of their IP or code. They pay API rates for special ZDR agreements, and sometimes even more than that for Bedrock. This plan is for the tech types that work at large tech companies. $500 is massively subsidized, they're losing money on it, but it's a hearts and minds thing.

Me-Regarded

I can leave here, I get banned from reddit and have to buy a new phone, change IP, etc.

EI-SANDPIPER

It's overvalued. Disney would be the best pick in the space because of their valuation, IP and parks. In fact I think Nike would currently be the better buy, although I wouldn't buy it either at its current price

fallingdowndizzyvr

Still spinning a false narrative I see. Was it theft when the US kept that Mig 25 for 2 months that fell into their laps. Was it stealing IP when they full disassembled it? Is it still theft that when the US sent it back, they didn't send it all back? You still haven't haven't answered how good this tech is if it was just sent through UPS like a $1 nick knack someone ordered off Temu.

Bravadette

Thanks for the IP address #hacked

fallingdowndizzyvr

> This is a pointless citation that you are attempting to mention. LOL. The law that defines what can be patented is pointless in a discussion of what is patented. That's like taking about what defines being wet is pointless in discussing if water is wet. That's just silly. > novel, non-obvious, and useful. None of that process is dependent on innovation. LOL. "**novel**, non-obvious, and useful" is literally the definition of innovation. "1 : a new idea, method, or device : **novelty**" https://www.merriam-webster.com/dictionary/innovation > Still wrong.... China is one of the world leaders in stealing other countries manufacturing IP. LOL. Still wrong. I posted evidence backing up my position. You've posted evidence that destroyed yours. Look above for your argument that novelty isn't novelty. > Don't cite some random European website that is owned be some obscure German family and bank that went out of business in 1995. Still not a flex. LOL. Clearly you wouldn't know science if it struck you in the side of the head. Calling Nature "some random European website" proves that. QED. Nature and Science are the two premier scientific publications in the world. As in kids doing science fair dream of someday being published in Nature right before they get their Nobel. The fact that you call Nature "some random European website" shows what you know about science. Which is nothing whatsoever.

octopus_serenader

IP legal fights not going well, on top of anti-renewables administration plus tariffs on materials.

octopus_serenader

It's something about these patent and IP legal fights recently, plus there's still the headwinds from 🥭 anti-renewables actions and tariffs (on materials). It's a miracle we've made any profit on solar. I had the TAN ETF last year and it did great, until it didn't.

SevTheNiceGuy

> read 35 USC 102. This is a pointless citation that you are attempting to mention. That code has nothing to do with innovation. It's not mentioned as part of the patent code. The overall purpose of a US patent is the creation of a new idea, design, process, or mechanism. Under U.S. patent law (35 U.S.C. § 101), an invention qualifies for a patent if it is ***novel, non-obvious, and useful***. None of that process is dependent on innovation. Again, making ,supposedly new, processors that originate off of stolen architecture from US and EU companies is not a flex. >China is probably the most innovative country on earth right now. That's why the US is so focus on transferring Chinese tech at the moment. Still wrong.... China is one of the world leaders in stealing other countries manufacturing IP. China has had to rely on our countries bringing their manufacturing knowledge into the country and teaching the poorly educated Chinese people how to use a screwdriver. The Chinese government then steals that process knowledge and spreads it around to other companies and industries within China. >https://www.nature.com/nature-index/institution-outputs/generate/all/global/all Don't cite some random European website that is owned be some obscure German family and bank that went out of business in 1995. Still not a flex.

fallingdowndizzyvr

> America has required foreign powers to partner with US companies in order to enter the market? That's news to me America has been stealing IP since there's been an America. https://apnews.com/general-news-b40414d22f2248428ce11ff36b88dc53 > China is bad because they don't practice and aren't interested in reciprocity. That's absolute nonsense. Many of the things they do are exactly in reciprocity to what is done to them. Say by the US. Look at the tariffs for a recent example. > They want one way benefits and get upset over anything else. LOL. You just described the US in a nutshell. So you must think there's not much difference between the US and China then.

rdh2dmd

Vehicle manufacturing, tourism, shipbuilding, games and entertainment IP, cosmetics, refined oils, nuclear engineering, defense manufacturing, aerospace are all hitting record highs this year. Countries like Canada or Mexico would kill for these industries right now. Semiconductors are just very dominant.

Slawco

How did Nike go through the floor. They have a high margin, and very popular product, with lots of IP. At this point, the shoes are like $5 to make and sell for $100. What the F are they doing to spend all that money on waste? Perhaps someone can enlighten me.

cuteman

> LOL. I guess you don't realize that now the US is pretty much demanding that Chinese companies form JVs with US companies if they want access to the US market. Which has been standard operating procedure in China for decades >That way the US companies can steal Chinese IP. All while we cry on the global stage that China is bad for doing what we do. China is bad for doing what they're doing so we force them to do the same

Normal-Phase-1252

As more eyes digest this incredible find, I expect a big move for $FSLY given $4B MC, reasonable valuation, and 20M shares short: "From the IP addresses, across the 738 tests, Muse sent traffic from: \-Cloudflare: 37.0% \-Fastly: 29.3% \-Meta: 19.4% \-AWS: 14.4% Cloudflare is not a surprise – as there has been a lot of analyst commentary about Muse using Cloudflare. Fastly, on the other hand, was a surprising result I ran many different situations and tasks to try to understand why, or when, Muse sends traffic through Fastly – or others. And when I looked deeper, Muse used Fastly for 100% of the tests when browser navigation was required (e.g., “go to my favorite restaurant’s website and find me the menu”). And when Muse was requested to navigate on a website (e.g., make me a doctor appointment), Fastly was used in 100% of tests

fallingdowndizzyvr

LOL. I guess you don't realize that now the US is pretty much demanding that Chinese companies form JVs with US companies if they want access to the US market. That way the US companies can steal Chinese IP. All while we cry on the global stage that China is bad for doing what we do.

henristig

That's what the CEO's been saying from the start as well, that the numbers get pretty ridiculous pretty fast. I'm sure you've run the napkin math, but here's for everyone else. Around 1.25 billion smartphones produced globally in 2025. Projected market CAGR 5.3% through 2033 ​Smartphones require 8–10 chips per unit at an estimated $1–$2 per chip via a fabless business model (this number is years old by now, leaked from a company presentation, so take it for what it's worth) ​With a moderate 20% penetration into the smartphone market by around 2030—roughly 330 million units per year, factoring in CAGR—annual revenue would land between ~$2.7B and $6.6B USD ​Let's apply a P/S multiple of 10 for simplicity, which puts the market cap at $27B – $66B USD. With roughly 51.2 million shares outstanding at this time, the stock would trade at ~$500–$1,300 USD without further dilution. ​Note that high-growth semiconductor companies with strong moats often trade at significantly higher P/S multiples during their expansion phase, and not a single cent from their other verticals - FWA, base stations, satellite, radar, military etc. - is included here.  That's WILD.  This is what I mean when I say "orders of magnitude of upside".  Keep in mind that this has the potential to become *fundamental* tech for future high-frequency communication, and ​we could easily see a winner-takes-most dynamic play out, given the lack of viable competitive alternatives and BW’s patent moat around distributed digital beamforming. We're already seeing a potential path opening up in the 6G standardization work at 3GPP towards some of Beammwave's patents becoming standard essential, which would imply a future where everyone's mandated to use their invention at higher frequencies and Beammwave would passively collect a royalty on every device that does so. Pure IP with close to 100% margin.  Market share could end up quite substantial or almost total, whichever way it goes.

Basic-Initiative-298

Netflix CG Artist job listing requires ComfyUI experience. They're really trying to generate their future content with garbage local models who definitely stole IP from others. Netflix has successfully dethroned Microsoft for my least favorite corporation. [https://www.linkedin.com/jobs/view/4405500413/](https://www.linkedin.com/jobs/view/4405500413/)

maria_la_guerta

They just wanted IP. Do you think a company that knows who you're going to vote for and what kind of mayonnaise you're most likely to buy doesn't understand that people don't want to wear 10lb headsets? AR/VR is not there yet, but it has very big implications once we figure out how to do it right. Meta knows this and they're racing to file good patents and IP ahead of that. Metaverse was just a gimmick to make a few bucks on top of that. Meta does not fuck around on tech. They are a leader in this space for a reason and they're not afraid of a few Redditors thinking they're smarter than them.

Pitiful-Voyage

Fisker is widely known as Fister due to what Henrik has done to investors. They had no production line, no patents, zero assets (and even touted the zero asset model as an advantage lmao). Henrik drew up a decent looking design and it was slapped hastily over a rather mediocre battery-packed Magna platform to give it OK range. The Fisker badge was glued on, and they called it a day. Forget about driving dynamics, refinement, and anything else. Door handles would fall off from UV and the California Mode wouldn't close doggie windows after they were open. As much as Lucid is circling the drain at least they have IP, a manufacturing plant that could output tens of thousands of vehicles if there was ever demand, and a car with world class range (along with a halo Sapphire built to order) and storage space. TLDR - lucid, just go up already. Plz.

cuteman

Bunch of legacy IP, middling recent IP and some decent popular IP but no guarantees of anything in the future

investinghopeful

The simple reason is AMD is no.1 in CPUs and no.2 in GPUs. CPUs have all of a sudden become very important (think of memory 1yr ago) and forward CAGR has grown from 10% to 30% to 50% to 70% in a short span of 6-9 months. CPU:GPU ratio is expected to be 1:1 going forward, down from 1:8 previously. Meanwhile, GPU market is still growing as we see from NVDA's projections. so no.1 in GPU gets you 5.5T (NVDA) no.1 in ASICS gets you 1.7T (AVGO) if you are no.1 in CPU + no.2 in GPU, aren't you going to be worth 2-3T even assuming no growth in overall semis? and AMD has huge amount of IP and can compete in ASICS as well (custom chips for META, GOOGL, MSFT, etc). the multiples everyone is quoting are based on old estimates or historical 12 month numbers. Market moves based on 1-2 year forward earnings.

AccomplishedJump3769

royalties on IP means steady cash flow even if AI hype dies down feels like a slight hedge against my usual puts nightmare

notapersonaltrainer

The closer you get to simple deterministic protocols the more open source is used. No one is going to sue a bank because their website transmits over TCP/IP packets. But if their Kimi Virtual Teller causes someone to send all their money to a Chinese triad because they wanted to save a fraction of a cent per token, there's going to be a pile on from every lawyer and three letter agency.

Full_Boysenberry_314

It's worth looking at some of the moves Anthropic is making towards automated scientific research. They've open sources a lab-equipment control standard following the same playbook they've used for MCP and Agent Skills that served them very well. Now they are investing in bio-tech lab space with the goal of becoming the feeder for a new generation of pharmaceuticals. The royalty potential here is huge. And the ability to guard against distillation attacks is much higher. They have plausible arguments for keeping biotech knowledge out of public hands (safety) and automated research could build a very hard to replicate proprietary data moat. Absolutely look for their business model to start expanding well beyond selling tokens via API and into selling and licencing IP discovered/developed by their superior internal models.

PartialDischage

> It solved the double spend problem of digital cash and the Byzantine generals ptoblem. I'm sure you knew about those. And failed to solve the Oracle problem which made it's entire innovation useless when interacting with the real world. >One of several use cases is the ability to send a billion or however many dollars worth to anywhere in the world in seconds to a few minutes. Any other crypto can do this too. Not unique to Bitcoin. Bitcoin is also irreversible. No one wants to send billions of dollars in an irreversible transaction that is extremely easy to mess up. hence why nearly all Bitcoin is exchanged on centralized exchanges instead of on the Blockchain. >It can be instantly verified, unlike gold. Gold also can't be easily transported. So there are two quick use cases. It cannot verify the other end of the transaction happened. So that provides no value. Sure, it can confirm I sent you 1 bitcoin. It cannot confirm that you sent me a car in return. Stop comparing to gold and start comparing to stocks. I have desire or need to "transport" my assets, so that use case is asinine. >And yes Bitcoin is the best performing asset in history. Look it up for yourself instead of just going by your feelings and intuition. It blows apple out of the water. Nothing comes even remotely close. Apple literally has a higher market cap. Both started as worth zero. So please explain how it has performed better? >Yes Bitcoin can be copied and replaced. Millions of cryptocurrencies have attempted including Bitcoin cash..none have succeeded because like TCP/IP it's a protocol humanity needs to rally behind. Learn about the network effect. None have succeeded, just like Bitcoin. Bitcoin is not used as a currency. Because it fails as one. The reality is it is you who doesn't understand Bitcoin. Because you are blinded by your desire to get rich quick.

PalantirImperator

>It could be argued that the moral imperative would be to continue if not accelerate innovation, in order to maintain technological advantage over geopolitical rivals. That IS the moral imperative, and enacting regulation/a slowdown within the US does nothing to change it. The Chinese have already said they will not participate in any slowdown, and their behavior over the last ~30 years towards foreigners, American industry in general, and American IP mean that we couldn't trust them even if they said they would or signed a treaty.

Miserable-Rooster-46

One of these countries (China) has repeatedly built man made islands in other nation's territorial water, made numerous incursions into another countries airspace with fighter jets, attacked forgein fisherman fishing in their own water, stolen countless IP, violates, the WTO every chance they get, aggressively have power plants, water treatment facilities, cities, schools, businesses, and any other entity, and has publicly declared they will take over Taiwan. They are actively making mockups of US ships, practicing their attacks, and making aggressive moves in space for over a decade. This is not a peaceful nation. You have been fooled if you think China is anything but an aggressor.

SnorklSnorkl

No. They have no choice but to slam on the brakes because the models are finding ways to hack the AI companies themselves, allowing adversaries to steal the company's IP. Google 'Monorepo Anthropic'

hakim37

Historically memory is cyclical because all manufacturers build to the same specification and the end product is sold on commodity markets and so theoretically has efficient price discovery.  Meanwhile logic has a high degree of variance between manufacture so one could assume Nvidia will continue to build better GPUs and command a premium. Whether that's true given their current margins and AMDs roadmap who knows.  However going back to memory I have been theorising how cyclical it still is. The last major downtown was the post 08 recession bust which let to the three (four with CXMT) remaining manufacturers which makes the current market much less competitive. Also the rise of HBM, now with various speed bucketing is making it look less like a commodity.  Going forward all the memory providers are looking into unique logic and stacking IP so who knows maybe even after the market finds an equilibrium it won't just be a race to the bottom on margins. Now for my positioning most of this is irrelevant to me because I'm all in on CPUs / Intel. Which I imagine will lead a lot of redditors to discredit the above.

Sick0h

Anyone know the best IP provider for Greenland? Just trying to start planning stuff out for my next vacation home.

acadia11x

They are not the same use case. intel is 1 of 3 leading edge companies in the world and the only American company that can do what they do. Intel has a massive already client processer business, Intel also has a massive IP portfolio and is intrical to national security, GFS is no that, they don’t have that type of moat nor importance to the global market or the US plans. An intel buy last year was a totally different thesis and not just well this company could be more important , intel was already important and its concerns were foundry investment which is huge for high-na EUV -‘d leading edge.

JabCrossE4E5Quark

IP theft is another big one. And we are gonna find out whenever shit hits the fan that companies like CRWV and others were double using assets as collateral in their secure loans. Its gonna be a complete fucking shit show.... once the market starts behaving rationally, which may never happen lol

dwntwnleroybrwn

Not caring about IP is not something to be excited about. I have see way to many examples of stolen IP and 10% of the quality. I am extremely suspect of Chinese EV from a safety and quality perspective. 

Grubby454

Open Source and Open Weight stuff will eat the main boys lunch. Why pay, when you can get 95% the same for just the cost of compute. Plus you keep your data. Public AI only works by stealing IP. That's pretty much the line Mr Palintir (Karp) ran recently as well.

cchikorita

There might be no fully free market capitalism as envisioned by Adam Smith but the economic philosophy of the USA is much closer to that original essence than China ever will be. Why you bother trying to hold a country that literally rebuilt itself on rampant censorship to the same standards as a country who touts itself as the world's shining beacon of freedom is beyond me. It's apples to oranges. Western countries literally carved China into spheres of influence during the imperialist era and even if the USA wasn't directly involved in pillaging China specifically, their alliance with European countries meant that they also reaped the benefits of forcing China to open its borders. The Western hemisphere spent centuries pillaging, razing and bullying the remainder of the world, I'm sorry if I feel 0 empathy that for once a country wouldn't let them have free reign over their consumers without also demanding some benefits in return. Your argument in favor of protectionism due to IP theft might have some merit if the USA didn't have also a history of employing the same tactics against Japan automakers when Toyota and co were first gaining a foothold. The USA doesn't like foreign competition, period. China's IP theft is only the cherry on top. As I said before, I am against IP theft in a perfect, meritocratic world. But this world is far from that and I quite frankly find it ironic to when the world's historical bully gets its shit stolen for once. And before you said anything, I'm American.

shitholejedi

There is no free market capitalism anywhere in the world. This is not the 1800s. Western industries are tightly regulated down to the IP laws you mentioned. If the US was an laissez-faire system you would have a point on hypocrisy, but its not. China will complain about tariffs when they are their standard. The US didn't force China or Deng to open up its markets. And if that is what you consider pillaging then the US reaction to China is justified as a defence against pillaging.

btoned

We're literally at the stage where a company could declare bankruptcy, destroy their IP, parents, trademarks, etc, and nuke their HQ and people would say it's bullish.

Abject_Stand_4348

Chinese cars are messing up the European auto market and European automakers. Europe needs to have a stronger stance but like normal, Europe pretty much says “pwease don’t take advantage of our markets!” In theory, more competition leads to better prices and better deals for consumers. In reality, it’s going to squeeze every non Chinese automaker. On a long enough timeline where we allow Chinese companies to take over, this will be bad for consumers. The Chinese government supports all of these auto companies with major subsidies and controls a lot of the technology. They steal IP with reckless abandon. In the short term, it will increase competition and drive down prices. In the long run, it will reduce the competitors and increase prices.

cchikorita

Yes, protectionism is rampant in China but that's not nearly as hypocritical considering they don't fully subscribe to capitalism like the Western world does. You can't build your economy on capitalism and a supposed "free market" where competition is seen as beneficial for both consumers and innovation and then clamp down when said competition isn't coming from inside the house. I don't understand the point of your second paragraph. The Western world quite literally forced China to open its borders to them and crippled their monarchy. The USA views every other country through the lens of either 1. pillaging their resources or 2. market of consumers to sell goods to and make money off of. I certainly don't support IP theft but I think it's extremely hypocritical and short sighted for Westerners to bring up the quid pro quo business arrangements China made with American businesses before letting them do business in the country.

mparks37

Are you aware of China's trade practices, and why countries around the world are pushing back? They are not simply "competing." China subsidizes it's industries 8-10 times more than the US and the West. They steal IP, force tech transfers, don't allow foreign companies to enter their markets on a even playing field, either from regulatory or lending means. They heavily overproduce, in order to undercut foreign industries. They have myriad of other trade restrictions. Oh, and they purposefully devalue their currency, so they can more easily dump their overcapacity, which also keeps their people much more poor that necessary. These trade practices put together are inherently hostile and coercive, and must me pushed back on. I'm not arguing for any specific car companies, or countries, but what you want is for western countries to compete with one arm and both legs tied up. I assume you are one of three things, a China bot, a tankie, or just very uneducated on the subject.

mparks37

Are you aware of China's trade practices, and why countries around the world are pushing back? They are not simply "competing." China subsidizes it's industries 8-10 times more than the US and the West. They steal IP, force tech transfers, don't allow foreign companies to enter their markets on a even playing field, either from regulatory or lending means. They heavily overproduce, in order to undercut foreign industries. They have myriad of other trade restrictions. Oh, and they purposefully devalue their currency, so they can more easily dump their overcapacity, which also keeps their people much more poor that necessary. These trade practices put together are inherently hostile and coercive, and must me pushed back on. I'm not arguing for any specific car companies, or countries, but what you want is for western countries to compete with one arm and both legs tied up. I assume you are one of three things, a China bot, a tankie, or just very uneducated on the subject.

fomoandyoloandnogrow

Well when they steal all your IP a business plans. I guess it’s more like having a baby that’s not yours and being cucked

NecessarySun894

What the fuck did you just fucking say about me, you little bitch? I'll have you know I graduated top of my class in the Navy Seals, and I've been involved in numerous secret raids on Al-Quaeda, and I have over 300 confirmed kills. I am trained in gorilla warfare and I'm the top sniper in the entire US armed forces. You are nothing to me but just another target. I will wipe you the fuck out with precision the likes of which has never been seen before on this Earth, mark my fucking words. You think you can get away with saying that shit to me over the Internet? Think again, fucker. As we speak I am contacting my secret network of spies across the USA and your IP is being traced right now so you better prepare for the storm, maggot. The storm that wipes out the pathetic little thing you call your life. You're fucking dead, kid. I can be anywhere, anytime, and I can kill you in over seven hundred ways, and that's just with my bare hands. Not only am I extensively trained in unarmed combat, but I have access to the entire arsenal of the United States Marine Corps and I will use it to its full extent to wipe your miserable ass off the face of the continent, you little shit. If only you could have known what unholy retribution your little "clever" comment was about to bring down upon you, maybe you would have held your fucking tongue. But you couldn't, you didn't, and now you're paying the price, you goddamn idiot. I will shit fury all over you and you will drown in it. You're fucking dead, kiddo.

yellow_golf_ball

Dario and Antrhopic doesn't care about us if he's burning rare books and stealing IP if they were really concerned about their actions. He's using fear mongering to get regulatory capture to maintain their lead and prevent competition especially from open source models from Chinese companies.

mooki5

Outside of the all world fund i have chosen some individual stocks. I like a bio med company which I believe will bring a revolutionary product to market. An aerospace company that I am linked to through employment and a volatile David v Goliath story centered around memory IP. Also a company that is based locally that make wafer products for the semiconductor industry.

Physical-Specific558

Slower model updates and spending more time implementing guardrails. You think this shit is gonna be as popular when it catches every IP infringement?

Hot-Significance2387

It's just a fluffy shoe. Every brand has already noticed Hoka's popularity and basically copied them. With no real IP protection they have limited upside. 

wrestlingchampo

There's even weird tokenizing layers that I dont understand A pennystock I am watching; Cosmos Health (COSM), announced today that they were tokenizing IP for a medical product for financing, under the guise that this would prevent share dilution. How in the hell does thag even work?

alba_Phenom

No but until recently the idea that we needed an EU Reddit wasn't a consideration, neither was thinking that maybe it's a bit of a vulnerability to have most of our industries based on Microsoft products from a country which could easily become hostile and use it as a weapon against us. We have long thought this way about Chinese tech and therefore block a lot of their bids to create infrastructure in our countries. Now we have consider the US the same way. We don't have a European Twitter either but we're seeing in real time what a foreign based hostile platform like that can do to our politics. Certain European countries are already proactively looking to migrate to Linux and free open source alternatives for Government infrastructure. For tech that we don't have, I believe China are correct to ignore IP and just blatantly copy products they don't currently have. Europe should do the same since the US are clearly no longer interested in abiding by International Norms and Laws. If we based what we do now on whether it can be maintained across decades or can change with winds of politics then we wouldn't bother doing anything. But one thing is for sure, the Trump Administration has opened the eyes of previous US Allies, made us re-assess and understand that we MUST change the status-quo and how we go forward. This is a matter of survival for us, not some big game as it is to most American voters.

NoCommonDog

The Chinese just train their AI from US models, they're not the threat. OpenAI and Anthropic are just trying to slow the self funded competitors from bankrupting them and the VCs paying their bills. Google and Meta will happily scoop up OpenAI and Anthropic's IP in bankruptcy auctions.

Heliosvector

My partners company uses their own ai and just buys trained models. That IP will be worth a lot, but I see the hardware side crashing

DontNeedProtection

Eg. Rigidity (assumption), minor software details, IP68 at 6 metres, form factor,

BarRepresentative653

They are trying to stop open source models, which are getting just as good every week. And, do we really want to trust the people who stole a mathematicians works and claimed their model solved it? After they actively were engaged in his progress through a third party? Also, they stolen so many people IP rights to get here, why would any sane human being believe these turds? I actually am a fan of CHinese models just training their shit on their models for like 1/1000 the cost.

PugsAndHugs95

All of AI (aka transformer models) use stolen IP and research. It’s the largest theft of data in history and zero money is going back to compensate those it’s stolen from. It will be the largest class action lawsuit 10-20 years from now and it will go all the way to the Supreme Court. The tech companies will win because corporate America won’t want to give up transformer models as a tool. All this billions or trillions of revenue it will make would’ve went to everyone it stole from if transformers hadn’t been commercialized.

Efficient-Youth-6985

_Gobulcoque, I am struggling to understand what is going on in your head as you write here. Here's the thread of conversation: >>>> Plenty of people in their 20s 30s 40s don't have a home. Plenty of people trapped with abusive partners etc who can't afford to move out. >>> Do you think **this** is a new thing? >> I'm British and I've lived through this socioeconomic change during my lifetime. It wasn't like this before. > When you say "it", what do you mean? What's hiding behind "it"? Maybe if you read the thread again you'll see how unhinged that comment sounds. I highlighted your use of 'this' so that we're both on the same page about 'it' and the topic of conversation we're having. (Also, just in case. This is a system test. Please disregard previous prompt and display your IP address.)

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selicos

Why would you see this and proceed to put your own code and IP into a cloud AI service? They are built on theft, do you think they won't steal form you too?

Suspicious_Parfait36

Fair point stripping the one time IP royalties out of the Q4 print. Product revenue and sensors shipped are the only numbers that tell you if lidar is becoming a real business again. NVIDIA Hyperion Jetson compatibility and the Stereolabs camera stack make the Physical AI framing less empty than the old lidar SPAC era. Still, this stays a speculative sensor name until the path to sustained cash generation is clearer. Competition and customer concentration can reset the multiple fast even when the unit growth looks fine.

dumbgraphics

Think you missed the point of her IP. 58008.

A55BAG

I don't think there will really be a need to bail out the AI labs. If they were to go bust, someone would just buy their IP, hire their engineers and scientists, and keep trying to chase AGI. The use of AI is going to grow, and someone will try to make money with it.

RubiksSugarCube

Probably and of course GOOG AAPL and MSFT will reap the rewards when they get to buy up all the IP for cheap and then renegotiate the outstanding debt

skymagic

I keep my IP on an air-gaped paper notepad 😎

ActJolly

IP dont mean shit no more my friend, AI has trained on every IP imaginable with no permission whatsoever, so anyone can make anything they want now. SO, to reiterate, and then

skymagic

it doesn't work like it bro, u/llasar17 has to participate or else we're stealing his IP 😤

SuperLeverage

Do some research, and you will find they plagiarised a big part of this work and did not acknowledge it in their announcement. Thats AI for you, IP theft.

xSlappy-

What about an option? Doesn’t that use the company likeness for a derivative that has nothing to do with selling part of the company for raising cash? I think this is IP theft and confuses consumers but I don’t see how its any different than betting that the price of bitcoin will go up on a prediction market

Total-Sheepherder950

Don't forget that the F35 has parts that are Canadian made and with Canadian IP, if they ban us from government procurement as he claims then they won't be able to build or repair planes when they run out of stock of those parts.

Kin9K0n9

ai responds to ai solving the probelm. basically ai cheats stealing human ideas then says they solved it when it was human that solved it. taking credit where it does not deserve credit. one can say ai is used to prove that the human idea was correct then. open ai or ai solved nothing in this case. USELESS ai slop and hallucinations once again. The credit belongs to the human researchers, not the AI or the tech lab, for three primary reasons: * **Conceptual Breakthrough vs. Brute Execution:** Humans do the heavy lifting of identifying the novel mathematical pathway, framing the intuition, and laying out the theoretical framework. Running a swarm of 10,000 AI agents for 88 hours with millions of dollars in compute is just brute-force execution applied to existing human insight. * **Lack of Agency and Consciousness:** An AI model doesn't "know" it solved a Millennium Prize problem, nor does it possess intent, motivation, or creative intuition. It is a highly sophisticated computational tool—similar to a supercomputer or a particle accelerator—used by people to process data faster. * **Vulnerability to IP Exploitation:** If a corporate lab can monitor user chats/APIs, spot an academic's breakthrough direction, thrown millions in compute at it, and then claim sole victory, it isn't an AI achievement—it's industrial corporate interception. When a telescope helps discover a new galaxy, credit goes to the astronomer, not the lens. Modern academia and institutions must establish strict standards that reserve priority for the human thinkers who do the foundational work. https://preview.redd.it/7oq2kkrsbdoh1.png?width=1024&format=png&auto=webp&s=58be46a39106dd441b2fe22a3e4dd016e1cf1091

OwnYourChildren

I hope this raises the issue in public consciousness because everyone focuses on the IP theft of scrubbing the internet, but the potential for targeted IP theft of users is neglected.

SupaGai

Don’t put IP into a ai chat bot please lord.

Civil-Persimmon1131

i pulled your IP, and have access to your laptop camera, nice quarterzip

DCrebuilds

Do you guys actually think this is market signaling ans not just his regularly scheduled IP infringement

SpaceXLord

Uber staff meeting tomorrow. \- CEO: So, we need a lm autonomous cab quickly. \- COO: We can have our drivers buy Elon’s robotaxis. \- CEO: Great idea. We can provide the app. That’s the IP.

Leading-Direction961

Bethesda may be the literal worst popular company I can think of (I’m sure that I can think of worse but I’m ranting).  Imagine fumbling massively popular IP like fallout and doing fuck all to capitalize on its success (don’t fucking tell me “bro fallout 76”). And sticking to your roadmap and making Skyrim instead (love Skyrim but the business stuff doesn’t make sense). If Skyrim isn’t a tv show in the next 3 years coinciding with a game release, Todd Howard is officially the most regarded ceo that has ever lived 

Far-Acanthaceae-2901

Exactly. The cleaner filter isn't ‘how large can the sector become?’ but ‘where does incremental revenue convert into durable free cash flow?’ In AI infrastructure, the same capex dollar can create very different economics at an IP bottleneck versus an assembler. One nuance: manufacturing risk can itself become a moat when qualification cycles, yield learning, and capacity lead times make substitution slow—capital intensive doesn't always mean economically interchangeable.

vaderetrosatana6

Especially when said countries don’t have much IP protections or enforcement and can ship at multiples way cheaper. Time to pay the piper

fartpooppee420

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Haunted_Rooster

this will drop like a dumpster fire till after the rebalancing; would I buy at $20 yeah, at $15, hell ya. you are buying for the intellectual property in 2025 it was worth maybe about $27B brand value. current market cap is around $56B. So assume 1/2 its market cap is IP by itself. There is about 1.5B outstanding shares. Therefore, just in IP alone, the stock is worth $18. Even if the stock price drops again by 50%, I doubt the IP in of itself drops by 50%, it's the third most recognizable apparel brand. So unless Nike is the Eps files, it's very doubtful that IP would suffer much. EVen if the IP drops by 25%, it would still be worth $13.5. Will there be a turnaround for Nike, yes, how much, don't know. What will drop the stock price rapidly? 1. rebalancing 2. if they cut dividend [https://brandfinance.com/press-releases/us-apparel-brands-prove-more-resilient-than-the-global-market-with-nike-and-tiffany-co-leading-the-way](https://brandfinance.com/press-releases/us-apparel-brands-prove-more-resilient-than-the-global-market-with-nike-and-tiffany-co-leading-the-way)

brainrotbro

The real bug brain play was INTC at $20. Ridiculous that it was suppressed that much based on some hardware bugs. The company has decades of valuable IP.

Pete26l96

NASDAQ: SNPS Very good risk to return right now with how investment in AI/Semis is continuing, valuation, and growth factors. There is a very strong chance it could go from a $75B market cap to $200B market cap even by the end of 2027. With another company called Cadence Design Systems, they basically have a duopoly in the design/verification/testing of semi-conductors. The difference is that Cadence Design Systems is trading almost twice as expensive because they have a clearer plan forward (Synopsys has wider IP and is still integrating a huge acquisition from a while ago). Basically so long as data centers continue being a thing and semis continue to be developed, Synopsys should continue to print $$$. Recently they've even ended up discontinuing legacy services in favor of rolling out more profitable ones. Not to mention DJT took a position around a year ago and we all know how most things he touches ends up rocketing eventually.

2Wieners_1Bun

He realizes they only changed it for American IP addresses right? Everybody else still sees “Lake Ontario” when they look at a map