IP

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.)

AutoModerator

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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

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 Trump took a position around a year ago and we all know how most things he touches ends up rocketing eventually.

SGaba_

In my experience, QCOM doesn't have a good innovative culture. It's relying on acquisitions to innovate or enter adjacent fields. Most of the acquisitions are for technology IP, not the customers - which is not a good sign for a tech company.

somenace

Considering the context, it is unlikely starman will walk away from this due to the massive amount of AI imaging related IP/AI training that gopro has, as well as the GoPro voting investors knowing full well if they reject the merger they lose everything. Baseline for me is 1.14+10% which is 1.25 instead of 0.8-1.1 because people won't pass up as strong of an opportunity as this. . However, you will always correct for fearing the worst and I will certainly be careful and keep a close eye on things in case starman ends up backing away for their own mysterious purposes.

Tina4Tuna

There are a couple more parts, but essentially, yes. We are export controlled because of few pieces of the machine being American IP

dumbest-bastard

Congrats, you found the one flaw in the whole IP

Primary_Olive_5444

[https://hc2025.hotchips.org/assets/program/conference/day2/40\_Marvell\_Kuemerle\_final.pdf](https://hc2025.hotchips.org/assets/program/conference/day2/40_Marvell_Kuemerle_final.pdf) Marvell® dense SRAM in 2nm Marvell IP -> but they goto TSMC Intel Foundry + Intel DCG -> products with stack SRAM (i.e. Logic on too of SRAM) Intel Xeon 6+ clearwater forest -> this is launched and should be shipping to hyperscaler. Intel Xeon 7 diamond rapids -> product announced but shipping early-mid 2027 If SRAM actual silicon, that is the logic foundry players. If SRAM IP, then Marvell and Broadcom (maybe MediaTek) some players that benefits: ASML -> because you need EUV for SRAM at those advanced nodes. Foundry -> Intel and TSMC for fabrication and advanced packaging.

Yogurt_Up_My_Nose

yeah smart to admit that when they can just perma ban your account. they probably change how they do it too. maybe it's IP, maybe it's Browser finger prints. either way it's annoying.

greyenlightenment

lulu and nke dying. before that it was under armor. clothes have no barrier to entry, no IP.

IdkAbtAllThat

If I buy every single Bitcoin in world, what do I have? Nothing. If I buy every single Apple share in the world what do I have? A massive profit generating company with 10s of thousands of employees, dozens of factories, billions of dollars in IP and patents, billions of dollars in cash reserves, a phone OS, a PC OS, a loyal customer base, etc etc... You can see how these are two very different things... Right?

Maakus

They are staying public. This bought a transceiver company some optics IP and talent hey find valuable, as well as GroPros product and IP. You can invest if you see a turnaround.

Odd-Two-6437

They’re just going to add new shares to the float. They want to manufacture the new transceivers under GoPro Brand and they want the GoPro ticker and IP

kjk42791

A lot of people are missing the point GoPro was bought out by Starman optics, which has a huge role in the upcoming data centers that are going to be implemented storm and when it access to GoPro‘s 1500+ patents and IP property. People are mistaking it for a meme because that Markiplier guy just coincidentally happened to buy an 8.5% steak in the company over the last few months. But I was looking into it and they’re going to keep GoPro public as a sort of legacy company, but it will transition to being AI phonetics and optics. I actually kinda like it as a long-term play because post merger. The emerging entity is going to be a debt free company.

Adventurous-Quit-669

This is anti WSB but I think DIS hits 200 before the decade ends Only holding stock for em but its just free money Whenever AI gen gets really good they get to claim their IP and shit out content at micro costs

Low-Cartographer-429

Great observation about ARM. I'd been considering investing in them but not any more. Not in a world where design is cheap and can improve recursively. No longer takes years to design so IP seems less valuable.

DMN_LQMT

No, that’s wrong. Apple only has rights to the IP produced with their joint venture with LiquidMetal, Cruciable LLC. That ended in 2016. All new IP is under the LiquidMetal owned LiquidMorphium, LLC. Production will be done by Eontec and/or Yihao, both having agreements with LiquidMetal. Yihao is LQMT’s contract manufacturer, and Eontec has a territory agreement with LiquidMetal stating that orders from their territory (America and Europe) go to LiquidMetal. Lugee Li, LQMT COB, started Eontec and was the CEO of Yihao before recently stepping down to set up LiquidMorphium and LiquidMetal Asia. He is a major shareholder in LiquidMetal and it’s unlikely he is cutting himself out of the loop.

DMN_LQMT

Good question. Those of us in our small investment group believe 40-60 cents is possible before next Wednesday, but who knows. After the presentation is the tricky part. John Ternus is a mechanical engineer and has been working on this for some time. The hinge mechanism is a big deal and differentiator for the folding phone. We assume that he has been working with LiquidMetal, more specifically Lugee Li, for years developing the hinge. Will he invite Li on stage, will he mention LiquidMetal, use the generic name “bulk metallic glass”, or skim over it? It’s anyone’s guess. If he mentions LiquidMetal by name, we expect this to go well over a dollar. A few think $3-4 with it settling back to $2. But honestly, the biggest news of all this is the huge production capacity they are building out for LiquidMetal. We believe that Li must have contracts in hand or he wouldn’t have left as CEO of Yihao to build out LQMT production. We believe that the days of hype and crash are over and consistent revenue will be coming in. The company has $30mm+ plus in assets with a low burn rate, so they are in a very healthy position. They have two sites in Asia and the U.S. and launched LiquidMorphium. They should be earning revenue from IP, production, and selling machines. Li’s stated goal is NASDAQ, and that’s $4/share. We expect to see that in 2-3 years, if not sooner. Li is LQMT’s COB, and the CEO is Tony Chung. TC’s short term incentive is $1/share. As you know, the stock market is a gamble. Who would have thought that Apple would be trading down just before these huge products launch? As mentioned before, just do you own DD and see if it fits your risk/reward strategy. If you go long on this, I think you’ll be happy because of what’s in the pipeline. I don’t know if that helps, but wish you luck in your investments.

Sea-Chemist-5421

The IP list is stacked but their management been fumbling for so long I don't trust them to not mess up again, even with a movie coming.

Parking_Reputation17

All of Japan's debt is denominated in Yen. On top of that, 85% of it's debt is held domestically. It's also the world's largest creditor and has vast domestic private wealth, top-tier infrastructure, dominant industrial IP, and deep institutional stability. Is the fiscal situation perfect? No, but Japan has a ton going for it. Things don't change overnight.

Yogi_DMT

two things can be true at once. they are kind of profiting off of all the hard work that came before them and not paying any royalties and also their model architecture/training/data is valuable IP that should earn them a good profit.

DMN_LQMT

This is old, old stuff. That IP that was licensed is no longer in use nor relevant to today’s company. It’s true that they have a licensing agreement for old IP, and it’s also true that they don’t get the stuff for free!! Also, the new IP is now in a new company solely owned by LiquidMetal - LiquidMorphium. This is a routine scare tactic used by disgruntled early investors that lost money before the production was developed. We see these posts routinely from these people. Just do your own DD.

Nerd-Beautiful

The formula Apple paid for included Berylium which is toxic and hard to recycle. In 2016 once the Apple shared IP agreement (called crucible) expired Lugee Li bought the company and brought his own formula which is what has been used extensively in Asia since 2020. Liquidmetal’s 3rd generation  Liquidmorpheum machines use this new formula which again is NOT what Apple bought a perpetual license for. But they can use the name. 

Salt_Contract342

I thought it was based on your IP

BullshittingApe

Replicating this site would be a same-day job for Claude — everything on it is off-the-shelf SaaS scaffolding wrapped around a simple rules engine, with zero proprietary tech, IP, or hard-to-source data. What the site actually is It's a single-page marketing site + gated dashboard for a $37/mo SPX/ES "gamma wall" scoring tool. Strip away the copy and it's four components: a landing page, an 11-field scoring readout (Wall Strength, GEX Regime, Flip Proximity, Directional Bias, Wall Shift/Migration, Risk Warning), a Stripe paywall, and a scheduled job that recalculates the scores through the trading day. Why nothing here is proprietary The data isn't theirs. Gamma exposure (GEX) is computed from public options open interest and Greeks — the same inputs every GEX tool (SpotGamma, GammaEdge, unofficial free trackers) already uses. There's no unique dataset here, just a standard options-chain feed (e.g., CBOE, Polygon, Tradier, or a free options API) run through a gamma-exposure formula that's published and well-documented. The "scoring" is just labeled thresholds. Fragile/Moderate/Strong/Dominant, the confidence score, "flip proximity as a multiple of expected move" — these are all deterministic bucket rules on top of GEX math, not a trained model or secret sauce. Claude can write that logic directly from the plain-English descriptions already sitting in the page copy. The frontend is a template pattern. Hero, "how it works" 3-step, feature breakdown with screenshots, single pricing tier, FAQ, disclaimer footer — this is the standard indie-SaaS landing page structure, almost certainly built fast with Next.js/React + Tailwind + a component library, deployed on Vercel. Nothing about the layout, animations, or copy tone is technically defensible. The infra is commodity. Stripe for billing, a cron job or serverless function for the intraday refresh, a database row per session snapshot. All boilerplate any competent dev (or Claude) assembles from memory. None of these steps involve novel engineering — it's assembling known primitives. Want me to build a working clone right now?

SangerGRBY

If i was GoPro CEO i would just create a clone of DJIs products. Literally just do what China does to the whole of the world. There is no such thing as IP. GoPro doesnt need to innovate, just build a GoJi clone, claim that DJI is anti american, then lobby for Mr Mango to ban it, then capture the entire market share DJI has created.

ralphy1010

Think of it as shares are a fractional ownership of a company. companies own tangible assets such as real estate, capital equipment, inventory, IP. As the USD experiences devaluation, the physical assets rise to match their real world value. companies with pricing power raise their prices to keep pace with their currency loss. rev and profits expand because price tags are higher. Stock prices are driven by corporate earnings over time, higher earnings lead to higher stock prices. Thus ironically, the more the USD sees devaluation the greater the stock market will go up.

HashtagMelnykOut

The GoPro deal is interesting because of this line "the combined company also intends to leverage it's IP, optics and imaging capabilities across defense, government, robotics and aerospace markets, building on demand for US-made solutions" GoPro a new defense contractor?

neck_iso

Ad based AI is only going to do what Google search started - make people put their content behind walls. This is already happening due to rampant IP theft by the big AI companies but it will accelerate. The pending AI bills in congress don't seem to have momentum and if we get past the midterms the industry is much more likely to have to deal with significant restrictions in compensation free access to other's IP.

throwaway9gk0k4k569

9 years low karma history hidden. Please. If you want be legit you need to look legit. > Tim Apple stays winning. Tim is gone. Turnups is in. The new AI products are going to be hyped up then everyone is going to get disillusioned like always, the media will pile on the hate train, then the polish happens and everyone loves Apple again and then the media talks about how great Apple is. Short term bearish, long term bullish. > Open-Source & Self-Hosted Models (BEARISH): Yikes. Sovereignty really matters. There are a ton of companies who still run their own email servers and always will. It won't be for everyone, but advancements will make self-hosting much easier than it is today. The legal cases like US v Heppner are going to start piling up. Most software shops will end up running their own self hosted because they absolutely won't let their IP or what they are working on leak out, and these kinds of models are not hard to self-host anyway, and it's going to get a lot easier. Like OSS in other areas, this will go push and pull back and forth over time.

Ok-Operation4437

Actually going long $IP. Will beat spy next year

FrostedFlakes12345

Be very careful with these guys. Their entire model was based on the de minimus rule, there is 0 IP to what they are doing and how they are doing it. Not even sure how they would come up with 26-27B valuation. I just stay away from CN stocks.

imustbegthequestion

$IP?

Honest-Republic9449

Lots of misinformation here. you dont seem to understand what the drivers for the stock price are. GTA 6 does not need to sell hunderds of milions of copies, they need a measly 30-35M copies sold within 4 months up until FY2027 is over, and combined with all their other inflows of money they will smash the projected target of 8.2B. I have informed myself on the state of the game as well as its mechanics, gameplay, story length etc. Everything looks out of the ordinary and way above expectations with a couple of smaller things that looked off (like animations or the 30FPS limitation) most of it just being redditors and their immediate jump to conclusions and hating on something that is not out yet. However, the game "GTA 6" will not have loot boxing (i dont even know how you got to that) or anything similar, GTA 6 Online is an other story though. While it is true that their GAAP was unprofitable for 4 years, this was mainly due to zynga acquisition and some stock based compensation for restructuring and shit. They have set their sales target actually very low. 8.2B is for every single IP and not exclusively for GTA 6. So I am fairly convinced that the expectations are going to get blown out of the water, and obviously you will institutions taking profits. thats what happens when a stock runs high.

Stunning_Macaron6133

You laugh, but tech has a weird way of meandering through industries. What started as a means of cryogenically turning viscous liquid fuel into granules for compounding into solid rocket fuel became a novelty ice cream product sold across theme parks and museums (Dippin' Dots if you recall) and then became a means for simulating fat globules in vegan fake meat. It won't be chips, but Beyond might just have some valuable IP that can find use outside its walls. You never know.

French_Hawaii

None of these companies were “first”. First gets you slaughtered. Anyone still use these products in their daily lives: Aol, TiVo, yahoo, ibm, blackberry, blockbuster to name a few. The giants you referenced recognized a flaw and pounced when the original was stuck with the weak IP they started out with. Let the first take the hit…scoop up the profits with #2! 😊

iamtracefree

Patent Summary [AEFI IP Expansion Program](https://finance.yahoo.com/energy/articles/american-ecofuels-inc-otc-aefi-113000467.html)

Ill-Mousse-3817

I would be sad, if this was the case. However, I think he will get to feel like a kid in a candy store one last time, and pass away just after buying OpenAI and Anthropic IP in Ch7, while limit-up circuit breakers repeatedly stop BRK sudden breakout, in the middle of an ocean of red.

Dualyeti

Common strategy- going for other organisations moat is much more important than keeping IP. It’s why open sourcing projects like turboquant was made public

TheLastGoodRiot

When a company goes under, the losses don't get passed on, they just die with the shareholders. The buyer just picks up the hardware, IP, and talent for cheap, then cuts whatever's burning cash. Inference costs are high, that's true, but a lot of it goes with the insane R&D spending and the hyperscalers marking up GPUs since demand is nuts. If the market goes under, the survivor pulls back on R&D, buy up GPUs at a discount, and waits for efficiency. Their costs drop a without needing new chips from Nvidia, because it's not competing for frontier model anymore (Chinese model get slapped by a digital tax or something or us AI get subsidies at the consumer level). Nvidia's (the co. not shareholders) not gonna fail, they're fine on debt. But their pricing power takes a hit when buyers consolidate and have leverage. Railroad playbook: buy cheap, cut costs, wait it out, come out stronger. Nvidia? A 5-10Y scrapping for returns.

RoyaleWithCheesess

Silver Surfer is an under appreciated IP

Gulliveig

Perhaps not even cloud-based, think Edge-KI. Which is why I just yesterday acquired a small side position $AMBQ. Of course, if you want it much more speculative, there's also Brainchip. But all they have so far is IP and some valuable license partners.

Salt_Contract342

They were decent in their prime. But ask yourself who would do a buyout? Cameras are cheap, they have no real worth in IP or special branding anymore.... just my retarded 2cents

HighonCosmos

Nah originally had a wait-list to create and track interest but then decided to remove that as sign in and sign up process as this is free data and nothing IP about it

HighonCosmos

Nah originally had a wait-list to create and track interest but then decided to remove that as sign in and sign up process as this is free data and nothing IP about it

trustfundkidotaku

is literally coming to the don’t ask an Ai Haters its favorite LLM type shit Most of my corporate friends who hate AI cause they had a favorite IP that got ai slopfication still end up using AI for real corporate work and saying it really help em so much that they basically become the human QC And end up just drawing the line on generative AI aka ai art