IP

ascourgeofgod

yeah, much more to fall. They can't deliver those dreams or fake promises. They only want to enrich themselves. I know people working in AIs, their whole interest being there is to ride the IP high into weath without doing anything useful.

dorkcicle

Buy all, take free IP & take it private.

Paddington_the_Bear

As long as you trust where your companies IP is going.

Luxferro

Yeah, same here. Most of my browser bookmarks are old forums I used to frequent. I'm not sure the last time I used my bookmarks or cleaned them up. I can probably delete them all. I use Reddit daily but that doesn't mean it's special. It's just the most common platform for talking about hobbies and interests. I used Google+ before Reddit and before Google killed it for the same thing - hobbies and interests. I'm not here to make real friends, become famous, or anything you find on other social media platforms like Facebook or X where popularity and seeking attention are what drives the platform. Reddit can easily be replaced once someone comes up with a better idea or a way to improve the faults with Reddit. People are here because its simple and has pretty much everything. Theres no IP that makes Reddit special. The voting thing was kinda cool, but it's been looking exploited by bots and no lifers with multiple accounts.

Spezalt4

And all of the years of IP theft.

Traktion1

It is a good point, but I suspect it will encourage other business sectors to try to evaluate output in a similar way. There was a time when most software had little or no automated testing. Big firms had QA teams where humans would manually verify everything. Smaller teams just winged it. It was observed that automating testing led to faster software production, with fewer bugs. I suspect there are many industries that may find value in emphasising the evaluation phase. It may not have been economical before, but if it leads to delivery speed improvements now that we have AI, it may become beneficial. While claude code (or alternative harnesses) are geared towards coding, similar harness development into other areas may help. Some may be derivatives of the same core (MCP tools calls and loops), but the heuristics and specialisms may be restructured. We don't yet know what this could look like, but if we accept claude code is designed for coding, it is possible to imagine other specialisms. Ofc, this doesn't mean anthropic or openai are needed for this. Open weight models and harnesses may flourish in lower value areas. Areas where privacy and IP concerns are an issue too. I suspect AI may become too embedded to want a private US company in the middle of it all. Using MS and Google stuff is already getting scrutiny and I doubt the EU, China, etc, will want more dependencies. So, I predict an open stack will become popular. Open models, open harnesses, open MCP tools, etc. Cloud may remain popular for complex sessions, but I expect ever more capable, smaller, desktop AI to do the bulk of the lifting in the future.

thedarkpath

Do they have any IP whatsoever ?

br0ke1

Increasingly common, feds are always finding VPN+laptop farms to get a US IP for NK workers

livingbyvow2

Tbh, if OpenAI goes bust because they cannot keep on running / ran out of cash flow, they will just be reabsorbed into MSFT (who owns all their IP) while Anthropic's competitive position will likely allow them to continue being OK. Ant isn't that bad, they barely burned any of the cash they raised since founding.

MaybeLiterally

OP, being pro AI on 90% of Reddit is only going to result in downvotes. I'll agree with you, mostly because people are missing some key components of what makes Anthropic valuable: The things that AI will create for them. Bio is going to be big: [https://www.anthropic.com/research/agents-in-biology](https://www.anthropic.com/research/agents-in-biology) The idea here is Anthropic would patent the discoveries and license them for a cost. Labs will be here as well: [https://www.anthropic.com/news/introducing-anthropic-labs](https://www.anthropic.com/news/introducing-anthropic-labs) So don't think of it as JUST the model, there are 4 other major US companies that are making frontier models, the real way to make money is create the frontier model, use it internally for a number of months to produce discoveries while you're adjusting it for public use, and then when internally there is a new more capable model, release the previous one and continue to make discoveries. OpenAI is doing this as well. Don't get me wrong, the API, along with the public harness will be the main breadwinners, but keep an eye on how they're using the intelligence to create IP that they can make money on. Imagine if Anthropic managed to create a new and novel human insulin for diabetes, and since the cost to discovery was lower, they're able to sell it for much cheaper than current treatments. The value there is astronomical. Look at the bigger picture, and the potential opportunities. I will concede that the possibilities are theoretical, and we will need to see if these discoveries actually happen, but investors aren't looking at what it's doing NOW to make an investment decision, because you'd be right it's hard to justify a 1.5T valuation. Investors are looking at the next 5-10 years of potential. THAT, for many, justifies at least a 1.5T valuation. You might not think so, and that's fine. These stocks aren't for everyone.

PrinsHamlet

This. He's obviously terrified of local inference. And he should be. Local inference isn't about raw compute power alone, it's also about flat rate costs, IP concerns and privacy that is of high concern to my employer, I know for sure. And local doesn't mean "5% of the time.". Obviously there'll be private clouds and different model routing tiers available and multiple user per compute unit. It's not all local or all (super vendor) cloud.

silicon_replacement

The more you use cloud AI, the more it will steal your IP, so mathematician have to work with local AI

ConejoSarten

Also there is a tiny problem with paying to give away all your company know-how and IP to a thing specifically designed to make sense of all that huge context. Tomorrow these pirates will copy you company effortlessly and they will say it’s fair use

peanut-britle-latte

This is less of a problem than you think. IP law only applies to the final product. I can't create a search engine and call it google search. The code itself, the for loops and all that- is all net new.

Ancient_Wishbone_806

I’m really curious how IP works if software is developed using LLM what’s stopping someone from replicating software ? Does every line of code get reviewed ?

unwieldybowling0175

competition from china and india is definitely something to watch but 75% cheaper with only a 10% performance hit feels like a stretch anytime soon, the r&d and fab access alone are massive hurdles the taiwan IP angle is the one that keeps me up though, that’s a whole geopolitical mess that could flip the table overnight

NappyDougOut

You mean for freely collecting, firewalling, & then monetizing all our posts, then severing any record of us ever posting our own content & IP if we get banned for any reason they want to make up? Like Twitter already does? Yep, terrible idea. Might break the camel's back, purely on legal grounds alone over time... 🤔⚠️

feivel123

* The future is open weight models. Not because they are cheaper or anything, but because sensible companies (and sensible governments) do not want to hand over all their IP, customer data, product data, research data etc to frontier labs, so those labs can steal their work (millennium price anyone?), train on their data, leak their data or even hack in to their systems. Any company with any IP or data worth protecting will want to run local AI under their own control, even if that AI is marginally less capable. I think with good it sec, this should be no concern. Beside why would a company hack you that makes money out of you? Your argumentation could also apply to all the foreign administrations using Microsoft products.

moorhound

CRWV's debt structure is basically designed to let them be picked apart by vultures if they don't make numbers. OpenAI is set up in a somewhat similar fashion that will let Softbank and Microsoft do the same to their IP. This dude is spot on.

Last_Succotash7218

I'm on so many accounts they managed to ban a SPECIFIC phones IP and would insta ban me when I logged into. It's always the trainees that get me banned. I don't even try to spell it right at this point I figured out the special no no word

Cheeky_Star

He’s here reddit.. get his IP!

WickedSensitiveCrew

Thanks. I’m not on any controversial subs. I mainly browse Survivor/Big Brother, sports, stocks, and, before I got banned, r/news. The only thing I can think of is they carried over an IP ban. 10 years ago I was a more prolific poster like had 4-5 million post Karma and constantly had things go to the front of that sub. That might have been somewhat controversial now that I think about it. Here are a couple of examples: https://www.reddit.com/r/news/comments/6g4u0p/900_high_school_students_in_georgia_groped_by/ https://www.reddit.com/r/news/comments/6az44b/high_school_ends_antidrug_program_after_parents/ https://www.reddit.com/r/news/comments/6xdx8a/lesbian_couple_win_10000_damages_from_county/ But I did lighthearted threads too: https://www.reddit.com/r/news/comments/8uvotk/mystery_person_buys_1m_worth_of_remaining_toys_at/ That account first got permabanned from r/news without a warning. And then the entire account got banned because I posted on porn subs before Reddit went and banned those subs and the people who posted on them. It was accepted back then, and Reddit just banned it overnight. But even then, that shouldn’t carry over to a new account years later. That’s the only thing I can think of.

WickedSensitiveCrew

Thanks. I’m not on any controversial subs. I mainly browse Survivor/Big Brother, sports, stocks, and, before I got banned, r/news. The only thing I can think of is they carried over an IP ban. 10 years ago I was a more prolific poster and constantly had things go to the front of that sub. I forgot some of the threads I posted back in my prime in those days lmao https://www.reddit.com/r/news/comments/6hr6qr/fake_architect_named_newman_busted_in_operation/ That account got banned because I posted on porn subs before Reddit went and banned those subs and the people who posted on them. But even then, that shouldn’t carry over to a new account. That’s the only thing I can think of.

GobbIaOnDaRewf

Well I’m fucking IP banned and it works for me so, weeehhhh

samwichse

Remember when Intel sold off their StrongARM/XScale IP in... 2006? It's like they hate money over there.

Travis---Beckmen

I would never post there for one. Number 2. Based on RLXs algorithm.   Your user profiles IP address frequents the above sub weekly.

ViralTrendsToday

FYI, the bans are not just IP level anymore, reddit specifically is Wifi based.

Furdiburd10

Actually IP bans / ban evasion checks are only for 3 months at max.  Why on earth do they encourage making a new account if you get "perma banned" is a good question. 

auravolt_

You ain’t fingerprint banned. You need to rotate your IP address

prime_alki

They use mix of IP address and Device identifiers

KenBisky11

Got a 7 day ban for violent words when I didn’t say anything close to that. Had to appeal and for the first time ever they actually lifted the ban and apologized. Couldn’t believe it. Reddit also IP bans you, so if you ever get a perma suspended account you can’t ever use it again to comment or like things unless you set up on another device.

Itismytimexxx

Don't know about login IP addresses but one thing for sure if they can find ways to monetise it they will

cultoftheclave

such an obvious hit piece that falls apart on close inspection. what a surprise, early iterations of the technology had a slightly higher long term failure rate than they predicted. As if anyone seriously considers frontier AI hardware having a lifespan longer than two years anyway. The other chipmakers are clearly afraid of being boxed in by CBRS which has already claimed the only die growth territory they can expand into and are going to ramp up efforts to strangle it in its grave so they can buy its IP for pennies.

bslaven3

I know a lot of folks that pay for it, so I'd lean towards yes. My wife pays for it for her company and I can use her Chat GPT for no extra cost. She just gives me access and I create my own folder. I wonder if they will start limiting IP address logins like Netflix did where only 1 IP address can login at a time.

greenpride32

I am bullish on all, recently added DRAM, and long time holder of AMZN, MSFT and NVDA. If you were to give me the choice, you can be all in on DRAM or, all in on AMZN/MSFT/NVDA at equal weight, and cannot sell for 5 years, I'm without hesitation going with the latter. Ther latter group's success is driven by IP and products and services that you could potentially replace, but at lesser quality. The former group is selling commodity products and just taking advantage of bidding war markup to create their margin. One of these models has already created decade or decades of dominance. Other is riding a roller coaster of supply and demand dynamics. Now I'm invested in DRAM because the party isn't stopping for the next 2-3 years and potentially even more. But the underlying strength (or lack of) of the company is the reason why you see different valuation scale across the 2 groups. I plug RAM or storage into industry standard socket/connector and it works, doesn't matter which brand and it's equivalent performance. I swap NVDA AI GPU for AMD AI GPU, and well I lost 2 decades of CUDA advancements, and the very framework on which AI was developed past decade.

Jeff__Skilling

Going to go out on a limb here and assume “stealing IP” = using the internet to train their LLMs — that sound about right?

A_Credo

Those machines are made by ASML and are run by installed by ASML. ASML doesn’t want to sell to China because they will steal their IP. And to be clear, China stole/piecemealed an EUV machine back together and hired former ASML to help them reverse engineer/build it. So yes, China does in fact have an EUV machine. Again, please do two seconds of research before talking. You sound stupid.

Puzzleheaded_Owl1308

Let's set aside the likelihood of an AI bubble pop for a moment, because Reddit has already beaten that horse to death many times over. If you hold individual stocks, especially smaller-cap tech stocks, that is a legitimate risk. If you are invested in the biggest names that also have huge advertising revenue, those will likely be fine. In all likelihood, when we see an AI correction, it will mostly affect smaller tickers that outpace their cash flow. That will cause a dip, but if those companies have a genuinely good product, their IP will be snatched up by Google, Amazon, whatever, for pennies on the dollar and the market will continue chugging along at a more modest incline. The dip will seem scary while it's happening, but with your timeframe most indexes or top names will forget all about that speedbump a few quarters later.

Coolgrnmen

I guarantee you someone bought a ton of IP with Super Intelligence tied to it so that now that it’s “required” it has more value

bleakvirgil3337

yeah but even flat is fine if they keep paying dividends and buying back stock, the value thesis here is not just price action. the IP alone is like a floor under this thing, no way pokemon or mario become worthless in the next decade

DefiantTelephone6095

Yeah, I see similarities, the internet created huge value and people saw that so bought in, just as with AI. The issue was that they bought in to "internet" companies. AI is similar, it'll create huge value for humanity, but it's unlikely to make huge value that these companies can take, because the IP can be copied so easily and then sold much more cheaply / as open source.

ResortMain780

A few more points. * Revenue growth has been impressive, no two ways about that, BUT, 1H includes the absolutely idiotic token maxing era. Extrapolating perpetual exponential growth based on that is a big mistake. * Token maxing was 'invented' by Anthropic's largest share holders, which includes Amazon, Microsoft, Google and nVidia. Companies that stand to gain 10s if not 100s of billions from this IPO. Coincidence? * LLM model capabilities seem to be on an S curve, not an exponential one towards the singularity. LLMs have been trained on every bit of training data that exists; without fundamental break throughs, improvements are becoming increasingly marginal and stem from mundane things like hardcoding/prompt engineering as well as increasing compute resources. This is a dead end. Its even plausible LLMs will get worse over time, as they are increasingly trained on their own slop output thats being spammed on the internet, eventually leading to a model collapse (ie "goblins"). * Frontier labs have no moat. They are on the hook for 100s of billions of spending, but tomorrow another AI company could develop a better/cheaper LLM and customers will switch in a heartbeat. * The future is open weight models. Not because they are cheaper or anything, but because sensible companies do not want to hand over all their IP, customer data, product data etc to frontier labs, so those labs can steal their work (millennium price anyone?), train on their data, leak their data or even hack in to their systems. Any company with any IP or data worth protecting will want to run local AI under their own control, even if that AI is marginally less capable.

Ok-Basil-9473

medical IP plays are the kind of dice roll that keeps me here, $DAVI looks like it could actually hold some weight if that acquisition is legit. $NEXR at 65 cents with a $6M deal is interesting but those AI business sales always feel like a 50/50 shot on execution

jamesrggg

For the IP, not to run it, and because a lot of big tech companies make a lot of stupid buyouts. Look at Micro Slop buying up so many game development companies just to lay everyone off.

letmeinfornow

So I was deep diving this early this morning. The valuation is completely unrealistic in any way outside of the hype. The debt is not fully and properly acknowledged. The 2025 comparison to a partial 2026 is very misleading, in my opinion deliberately to bias inexperienced share purchases. I want to see exactly how they are treating IP assets (may have missed this) and obligations tied to those assets, their valuation, etc....specifically retired models no longer generating revenue. The use of SPVs give me Enron vibes and concerning. Future obligations are fixed which creates inflexibility for planning for economic shifts and with the market drive to develop improved smaller LLMs for private/local use not an ideal choice for a market shift that is likely....also explains the drive to push for regulation. No single one of these concern is a deal killer (except may the moronic valuation). The problem is there are red flags everywhere. Many of these flags have been visible for some time (organizational behaviors), but what we are seeing in the IPO data drop creates a plethora of red flags. All of this give me vibes of sheer incompetence combined with desperation. They need cash. They are either unable to drum up any more cash from private investors due to their size or due to what investors are seeing (or both). While their revenues are impressive, 25% anchored to 2 large whales is concerning; what happens if one of those whales decides to shift to ChatGPT or if they develop in house tools using locally run models? No idea who those investors are (has this been released anywhere, did i miss it?). If the economy falters and revenue decreases, scaling back operations does not help them with the future obligations for compute hard set; their options become lay offs (limited) and reduce research, development, and new model releases, minimum impact in the grand scheme of things with serious potential negative impact to future revenue, or raise prices, a serious potential negative impact to current revenue. The use of SPVs really bothers me, likely more that it should, but I watch what happened to so many in Houston when Enron imploded because of exactly this type of sheltering of debt. It is legal generally speaking, but if not managed properly and legally can be a serious trap that is hard to unwind when it goes bad. All of this reeks of amateur hour tactics. So with all that said, what I see happening..... Huge blowout on stock sale. All the fanboys use all their milk money to buy as much as they can, some even leveraging what they shouldn't. Serious investors do an initial buy and dump and then back away slowly or don't touch it at all/limited purchases. The stock falls to next to nothing. Matters little to Anthropic because they got their initial offering cash, their war chest to survive at least for a while. The stock will get folded into retirements and other funds because thats just how it works. Anthropic survives for a few more years but there is a clock ticking....they will not be able to pull this off again. Now here is the real problem. The IPO maintains that the current owners retain 50.1% of stock. Stockholders have no say in how Anthropic is run. This creates a serious problem. All of these red flags are driven by Anthropic leadership and as I have said, seriously scream amateur and desperation. Shareholders will have a stock that may end up with valuation a small percentage of what they paid for it and no recourse to group together to shift the organizations direction, especially initial purchasers. This is a potential time bomb for them and those that hold Anthropic's debt. Personally I will avoid Anthropic stock till I see some of these red flags cleared which will require time and transparency.

StrikingMajor8488

> AI will operate at a loss until they've succeeded in obliterating independent judgment. Your personification of "AI" here completely ignores the fact that China exists. The Chinese open source models bring to local servers and personal hardware everything what OpenAI, Anthropic, Meta, all of the seething US based BigTech wants to gate-keep from the public while stealing all the IP created by humanity without any concern just to enrich themselves, all while wringing their stubby overfed fingers. This won't work as easily and effectively as the Uber and Amazon model that you are talking about, since people will still have viable options to download the latest and greatest(ish) stuff for free from Chinese companies who are being much more "open" than that parasite OpenAI. Unless China takes a call to stop sharing, but why will they if they can one-up these US companies while eating their cake?

W61k3r

Listen, the US is going to manipulate the AI market and devalue the dollar in a wealth transfer. These companies doing their IP are expecting a buy out or a bail out. There is no downside to investing in this, it is too big to fail. Don't listen to me though, I am a madman with zero moneys.

ComputeBeepBeep

I am convinced this is why they are okay with lending so many GPUs to companies. When the small AI companies default, they get their GPUs back and they can acquire their IP if it was collateral, but even then they may just buy it out cheap.

gothpunkr

Bullish venture commentary is already citing Note 8 to claim Anthropic has an **85.4% gross margin** in H1 2026. **This is analytically flawed.** Unlike traditional enterprise software—where R&D builds perpetual IP that can be sold for a decade—frontier AI models (Opus 4.5, Fable 5, Mythos 5, Opus 5.5) have an economic shelf life of **6 to 12 months** before they are rendered obsolete by the next generation. Under US GAAP (ASC 730), Anthropic expenses training compute as incurred inside R&D rather than capitalizing it. However, economically, **training compute is recurring Cost of Goods Sold required just to stay in business.** A true economic gross margin must burden revenue with a major portion of R&D compute and cloud marketplace rev-share fees. When comparing total Compute & Infrastructure ($8,945M) plus Marketplace/Partnership fees (embedded in the $3,168M S&M line) against $16,286M in revenue, true economic gross margin is closer to **30%–40%**, not 85.4%.

Cybertrucker01

I dont disagree, but the end result is the same: the Chinese 'labs' have avoided burning up billions. As long as they can steal by distillation, they will. If I was a Chinese company where US IP law isn't enforced there is every incentive for me to do the same. Not saying its good or bad, that's just the rational economic decision.

zbern

Rambus Inc. (NASDAQ:RMBS) • Record quarterly revenue of $218.3 million, up 22% year over year, exceeding guidance range • GAAP diluted earnings per share of $0.69 and non-GAAP diluted earnings per share of $0.84, exceeding guidance range • Record product revenue of $114.3 million, up 15% quarter over quarter and 22% year over year • Expanded product and IP offerings for next-generation AI systems, including industry-leading PMIC for LPDDR6 SOCAMM2 and data center-class Root of Trust security IP "Rambus delivered record quarterly revenue and earnings that exceeded our guidance, with strong customer demand driving record product revenue and record cash from operations,” said Luc Seraphin, president and chief executive officer of Rambus. “We continue to expand our product and IP offerings to address the growing performance requirements of next-generation AI and data center infrastructure. Through ongoing execution on our roadmap and accelerating demand for our differentiated solutions, we expect an even stronger performance in Q4 and are well positioned to deliver long-term profitable growth and value for our stockholders.”

Double_Suggestion385

Not necessarily. Things like IP can be amortized.

brainrotbro

So this almost seems like house cleaning— they acquired and incorporated the IP & now they don’t need the extra employees.

r2k-in-the-vortex

Yeah but... that will not work. You can't put that genie in a bottle, whatever nerfing you do, whoever needs to get around the limits simply rents a server and runs their own local models. And if it's necessary to exit unfavorable regulatory environment, then the world is wide open, companies may successfully lobby against race to the bottom on pricing in US, but good luck doing the same in China or elsewhere. And if it's race to the bottom in one country, it's race to the bottom in all of them, because there is no customs for trading tokens, or on AI generated IP.

BoldestKobold

> I think like with most new industries, there will be a few winners and a lot of losers. This is basically the story of every major industrial boom and bust, especially in industries where a lot of infrastructure spending was involved. Notably look at railroads from the industrial revolution on, and you can see the pattern play out across multiple different countries in the same way. Everyone pitches themselves as either infinite growth, or "growth won't be infinite, but we'll win." Well turns out not everyone can win, and eventually bills come due. Eventually a bunch of companies will go bankrupt, and someone will come in and swoop up whatever IP and infrastructure is worth buying, for pennies on the dollar. Note this is not a judgment on the viability of the technology itself. Just like trains are still a massive technological marvel that radically changed transportation, doesn't change the fact 95% of the private companies that built and ran railways all died off.

iD-10T_usererror

Demand for free use of Grok? The $8/month version? What happens when all of these tech companies, all of whom entered this space at the same time, decide they can't keep hemorrhaging money by giving away their products for free? To put it another way: Even if you saw the future value of Amazon as their business shifted to online shopping, if a dozen similar businesses started at the same time and were all offering discounts on their services to get you hooked, would it have the same intrinsic value? I think not. If Elon can stand-up xAI in the short amount of time that he did to complete with ChatGPT (it's only been around since 2023), and it is a comparable product, then what is special about either company? Where is the moat? There are hundreds is thousands of AI companies and millions of AI models. If these were truly innovative companies with strong IP advantages the leaders in this space would be suing others and winning legal battles to keep that advantage. Instead, they are just trying to aggressively purchase the same hardware everyone uses to gain the only advantage they can get- compute power. It's basically a land grab. That's just one huge sign of weakness that everyone should have noticed a long time ago. The other big indicator of weakness is the new narrative around regulation. The tech bros are dropping not-so-subtle hints that they want government regulation. Here's the narrative in a nutshell: AI might destroy the human race! We can't patch the bugs in time! But hurry hurry hurry because China will take over if we don't get this done! And if they take the lead, we're all gonna die! But don't worry, as the experts here, we'll work with the geriatric leaders in government to write the regulations to keep everyone safe and America at the forefront. And can we please get a letter from the government that says you will bail us out if this doesn't go well? Bullshit. Big tobacco did this maneuver. They want a regulatory moat built specifically for them by their buddies in government to keep competition out. If allowed to do so, they will write their own rules to keep others off the field of a game that anyone else can play on with overly onerous regulations. Big sign of weakness.

Cryptocenturion2

No, supply and demand is what I the holder am willing to sell it for. Coinbase laughs at you because they aren’t willing to sell to you for less than what the coin is worth. You can’t sell a company’s IP, equipment or anything else if you only own shares in it. Can sell what you like if you own the whole company and have no board of directors. Then you can do what you like.

blipblapbloopblip

yes, so supply and demand is what others are willing to pay for it. The community setting the price is what others are willing to pay for it. Coinbase laughs at you because they are not willing to trade with you at 60k. My point is that when people say the price is whatever someone will pay for it, they mean this community mechanism. Ultimately this is true for every asset, but stocks and bond have collateral that don't exist for crypto. You can sell a company's IP, equipment and real estate ; you can seize a person's home, so that puts a floor on these assets' prices. When you buy bitcoin you just buy a collectible token hoping people will buy it back later. It's not bad or anything, it's just a matter of fact that there is little underlying value. There is some, in terms of cash reserve and illegal payment, decentralization if thats your thing, but there is no collateral you can sell off if the value of bitcoin goes to zero.

Open_Pollution_8038

Ooo look at me I’m the Netherlands, our largest and most successful company, ASML, is entirely owned by American IP and we have to give Washington a handy to export our product. Great living standards you got there bub 

Open_Pollution_8038

lol the Netherlands, the largest company in your country is a butt boy for American IP owned directly by the U.S. military.

Federal-Guess7420

Have you seen the huge influx in cyber security vulnerabilities discovered? These models are the cutting edge in military capability already. There is a reason IP cases in the US and China have been ignored and are constantly being won in Europe.

Basic-Initiative-298

You should only have this mentality when it comes to artwork/IP

illatouch

Software is dead with these new models.  You can train an agent to clone the software and eventually online support.  I'm all for it. They stole all our collective IP and it's time people steal it back from them 

Huge-Bee-9279

Short term maybe, but long term AI and robotics is a blow to China and India. They're main advantages (besides China's authoritarian control over its economy and allowing terrible work conditions to cheapen labor) has been their massive labor force, pumping out STEM graduates, and stealing IP. AI and robotics will massively negate those advantages.

Top-Run5587

What you're doing is great but there are a few steps you could take to improve your security. I would set up VLANs on your home network with one VLAN dedicated solely to the Chromebook, thus isolating it from other network devices like smart TVs, IOT devices, IP cameras, and your Mac. I'd also recommend storing your 2FA TOTP secrets on a Yubikey device instead of your phone (this addresses your concern about SIM hacking). You need the Yubikey Authenticator app on your phone, but it doesn't store your TOTP secrets -- they are on a Yubikey that you keep on your wallet with a backup in your safe.

PassableForAWombat

That is the most optimistic take I have ever seen about SWE/Engineering in my life. All I've seen is job description condensation and more need to reach out to vendors because no one wants to take ownership of IP anywhere :/

OkSucco

Spent most of the cash protecting IP, hiring lawyers basically 

LurkerFailsLurking

The best case scenario is that we can solve the mess this has created by having state and local governments declare data centers are a public blight that harms the community and pointing out that they've been used to generate CP and facilitate IP theft and other criminal activity and then seizing them under a combination of eminent domain and civil asset forfeiture laws.

All-Treck-9999

The security of one's banking / brokerage account is given by the weakest link in the chain. If you access it from your phone (for convenience) and your computer, then the weakest of them both will influence the account security. I would try to use all possible security features the broker / bank offers me: a hardware passkey instead of a software one, an authenticator app for 2FA instead of SMS/e-mail codes, biometric authentication instead of user/password, and so on. Most brokerage apps offer multiple security mechanisms for 2FA. Make sure you disable the weak ones after enabling and testing the strong ones. Don't leave SMS texts active as 2FA if not used. If IP restrictions are possible, use them. You can setup a VPN to your home network and use it to access the bank account through your phone and still use the IP restriction. Use long and complex passwords generated from a password manager. Use strong and reputable password managers. Do not share passwords between accounts. Keep hard copies of your brokerage statements as proof in case the broker gets compromised. These are things we can do. Let the banks / brokers worry for securing their own apps against automated AI hacking tools.

fauxtoe

what IP?

ositola

If you think the US will allow important IP to just pick up and move to China, I have a bridge to sell you

sck178

Who cares if they steal IP from those companies? OpenAI and Anthropic got to where they are by stealing like fucking everything

crankthehandle

Metaverse created tons of IP, the story that just destructed capital with nothing in return is such a dumb take

juuular

Doesn’t microsoft have the usage rights for openai’s IP?

No_Station_7825

Much easier to pick it up in Paramount's bankruptcy auction, no? Incredibly smart of them to get in, increase the price and then nope out. HBO is not what it once was. Yes they have great legacy shows, but for all the shit Netflix gets, HBO has torched lots of valuable IP, too. GoT's rewatch value is in the mud. TLOU was also completely butchered. AppleTV has already established itself as the new HBO.

Outside-Active5283

Judging Anthropics valuation today based on its token revenue is like judging Amazon's valuation in the 90s off its book sales... The revenue these frontier labs will pull in from IP, royalties, patents etc in 10 years will be astronomical.

Brief-Knowledge-629

Amazon also has physical assets. If you purchase Amazon, you get the data centers, warehouses, the trucks, the real estate, in addition to the IP and the business contracts. What do you get if you were to theoretically purchase Anthropic?

EngRookie

1) i literally said i was joking around with you. 2) if you want real advice stop trading options. That's it. Start investing in index funds and put away at least 15% of your income into retirement. If you find that too boring then invest in companies with strong fundamentals, the companies i invested in i researched heavily and invested in them when i believed they were undervalued and i never invested more than i was willing to lose so i could hold through downturns. I started buying AMD in 2020 and kept buying even though everyone shit on them did the same with INTC and averaged down from $43 to $23 and bought shares like crazy as it was near book value under $20. Currently holding NTDOY at (13%) as i believe they are severely undervalued and still being evaluated primarily on cyclical hardware sales(with RAM costs being overblown on future earnings) instead of an IP driven entertainment company. I have invested in many other individual companies too and done well but a lot of that is luck enetering the bull market early but I also saw that the drawdown during covid and the yen carry trade was overblown and invested a good chunk of my dry powder. Which netted me massive returns on my risk. bottom line dont trade options, it is just gambling with extra steps. Index funds over 40 years of investing will get you a decent nest egg but you can boost that with key picks in individual companies. And while i dont agree with margin or leveraged ETFs it can help, in short term bursts, help you greatly outperform the market during bull runs. be prepared to do actual research into companies and read a lot of earnings reports and projections, it will help you tell the difference between momentum and actual value. Good luck, and God Bless Canada and God bless Ryan Reynolds

spellstealyoslowfall

It’s close to its asset value if they were pick apart for pieces, (stock trading at $41, when it’s IP, lease deal, and cash would sit around $35 not to include their current satellites up in space). I’d say the bottom is very near and it has a lot of catalyst coming up. Launch bottleneck is real but they can go through blue origin or even utilize Japan. I don’t think launch bottlenecks will clear out until late Q4. Elon won’t let the company launch without throwing a couple obstacle in its way. Besides that, there’s buyout rumors with them changing 8k filing to protect C suites in case of acquisitions and logically it make sense for MNO to guaranteed a piece of the satellite play rather then rely on a 3rd party (remember T-Mobile relying on starlink and then starlink went and declares to be the 4th rival?) Lastly asts do not have to beat starlink to be profitable for investors. Asts is a fraction of starlink market value and won’t take much for an investment here to go up higher. Think AMD vs NVDA. If you bought AMD in the beginning of the year you’d 100%+ your ROI but no one is saying AMD is a better company then NVDA.

cryptotrader87

Companies like Anthropic are parasitic. They don’t want you to quantify the roi per token since a lot of people literally can’t use it correctly. They steal your IP via the prompts as well.

Extreme_Lab_2961

There’s a market for good long form, unfortunately NFLX can’t seem to develop any. They have zero valuable IP (Why not getting WB cooked them). Theyre going to be the next AOL, surviving on old people that forgot t cancel their subscriptions

OsamaBagHolding

Thats what keeps people hooked. The vast majority of people don't consume that much new content, I've got a buddy who's on his like 12th game of thrones rewatch. I mean look at movies its sequel sequel sequel for old IP. 

bananashakewithice

I mean the business model is only sustainable if the subs keep growing. Which tbh, is a pretty shit business model lol. Netflix needs to focus on good tv instead of gimmicky trash they been on since Covid. Stop delaying seasons, pick up good IP and actually use the movie theatre to promote their shii.

Environmental_Park_6

It's better to invest in all of them. The winner will far outweigh the loser. And saying AI company is silly. A lot of people keep calling blue chip companies AI companies. I could refer to Google as a cartography company just as easy as someone else calls it an AI company. When it comes to the more speculative bets like the neoclouds it would be better to own them all. The winner could easily 10x while the loser can only go to zero. I also don't know if the contracts go away as companies begin to fail. Let's say Open AI goes belly up. Microsoft currently owns between 25 - 27% of the company. They buy up enough to become majority owner and then continue the build out while now having the models, IP, and employees under their umbrella.

LazloHollifeld

Calling it new IP is a stretch when we’re talking about a catalog largely filled with 20 to 70 year old content, and heaven forbid C suite be forced to come up with an original idea instead of constantly recycling the same tired retreaded content. The Harry Potter deal isn’t all that great. They can either work directly off of the original book series and have JK Rowling on there in name only, anything else would give her FAR more creative control over the content and the only thing steeper than her moral decline is her creative.

JPW1195

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.

Ragnogrimmus

AI was crashing because coreweave has a scary debtload spaceX just reversed the narrative in the here and now. Govt surveillance is true and apoarently can catch dangerous advanced viruses detectable less than a second after it hits the net. It also gives certain privileges to steal IP if it has the right kind of angle. But.. the reality is this AI has a dark side if used for malicious action... and.. if something does go big.. it would probably happen within the next t years when some mad genius decides to unleash a digital or worse disaster also terminator style robotics could be lurking within 5 years certainly 10. For the doom gloomy stuff. However there is an opposite side to that equation.. in fact there are dozens of sides coming to a theater near you in the short term.

Rock_or_Rol

Sounds cool to me! The other big thing with alt endings or extended seasons is IP. Theres a whole new revenue stream for their IP they never priced into pro formas until recently

magharees

Yeah because Tesla should just get SpaceX IP for zilch with zero repercussions because Elon says so. No conflict

SellingTheta

Bro imagine buying a fucking streaming service in 2026. I have IP TV and I get every fucking show and movie on this planet for the same price and no ads.

Fhyzikz

They have the Avengers IP

Briefcase-3695

It’s on a discount, overall solid company. Pretty good dividend and cash cow. Us gov disrespecting IP, competition from Eli Lilly and the fall of popularity of GLP-1 definitely hurt the company. However eu market is still going to be there. Besides they have lots of government support in the from healthcare providing insulin. I’m down 16% on them and couldn’t care less. I’ll buy some more and hold for a few years at least. Will observe trends and review financials periodically until they have the patent

basalty_monolith

Data center is toxic now (financially speaking, politically it's been toxic for awhile). Up to IP/model companies and chips to support the boom.

vcolovic

Simple. US stole every IP from them. They let copycats sell like crazy. Patents my ass.

Low_Technician9179

So the US invents ChatGPT, AI and will lose because china has more electricity (and no regard for IP). That’s rough

denverpilot

Depends on how long their NSA contracts are for, at least for SpaceX. A new division of Boeing(tm)! Tesla also likely would be bought and sucked dry of IP. Grok would be piecemealed for IP or already up and running data center space. I’m sure there’s already a formal plan for business continuity like anything that big. Whether the shareholders would like it is another story.

JJY199

Horrible company run by someone thats only ever known dumb luck It was very close to burning itsself out in the early days as Zuckerberg didnt have a clue what he was doing i think it was Peter Thiel that came in and basically told them they had to start advertising immediatley Zuckerberg doesn't know what an original idea is the entire company is built and founded upon other peoples IP and M&A However they are a cash machine and are heavily in bed with the current plotical administration who will make sure theres no real lawsuits or regs they have to face When Trump eventually dies i suspect meta could be in big trouble

PyloPower

Imagine thinking Netflix is worth more than all the competitors combined. Because they have that juicy... IP, I guess? Oh right all their IP is shit.

CommercialHour6660

To me the interesting part is China.  US oligarchs were running the well worn Silicon Valley monopoly playbook. Pick a few winners early. Make sure the good olde boys have all their cash in. Use vast weath (not innovation) to get years ahead of the competition. Then shut everyone else out via regulatory capture and monopoly practices.  You can see their different approaches play out. Buy up all the ram for the next 3 years of production. Buy up all the chips. Fearmonger about Gyna and pretend you care about "responsible safe AI" while your agents commit dozens of felonies. Lock down your apis so they're barely usable to protect the IP you stole.  The problem is that China isn't playing ball. South Korean Chaebols will gladly price fix for you and lock your competitors out of the market for a fee. Europe is, no offense, still the US's bitch boy and won't dare build competing industry. China said nah fuck that we'll just make our own RAM and AI chips and models with open weights and hookers and blow.  You're seeing the US tech monopoly that been run by the same broligarchs for decades unravel. Caused ironically by a free market nation like US was once. For the first time the winners weren't chosen in a Signal chat with Musk, Thiel, Sand Hill Rd and the Paypal Mafia. China won't collude with them or stamp out the competition because they want their own AI industry. And China is the king of commodities. Their whole angle is using their vast free market to destroy entrenched inefficient monopolies.  Every time China releases a free model the collapse of US oligarchy comes closer. The latest DeepSeek is as good as Opus 4.7 for 1% of the price. US broligarchs invested in scale instead of model efficiency and now Gyna is out innovating them.  Honestly fuck em. OpenAI and Anthropic were planning for decades of price gouging. The typical you'll own nothing and be happy. They were even talking about everyone having "subscriptions for intelligence". Now we're a few years away from having Claude at home. Running on Chinese hardware they can't gatekeep in their datacenters. 

soareyousaying

Pure AI companies are the ones having trouble generating enough revenue. Their only exit strategy is getting bought out for their IP. Companies like Google and AWS with existing services will benefit the most from AI. AI is an enhancement, not a product in itself. If you've got nothing else to sell, there's nothing to enhance.