IP

Sharing_Violation

The FDA is not empowered or involved in the litigation or crackdown on products due to any IP theft or any patent violations. The FDA is given power over the sale of products that are mislabeled or falsely labeled. That is their entire shtick... they review batch records, they govern paperwork, and they are there to make manufacturers prove that what they say they are selling and what that product claims to do is true, supported, and verified. The GLP1 drugs that are getting a crackdown are the ones that are being sold fraudulently. If the manufacturers prove their drugs to the same degree as the parent drugs for potency and efficacy and safety, the FDA don't give a shit about it being original or patented. That's for the lawyers to fight over.

Negative_Song_6362

They also might be able to take all their IP and talent since they own 30%

carrotsquawk

no one knows what is a sage haven. i personally share your opinion: netflix sits on massive IP and AI is not yet able to replace thst… yet

Ok-Chapter8930

Checkout out GTT, a monopoly on LNG boat transport and strong IP moat.

Vito_GYATafore

They don't have the funds to develop a new IP unless it is essentially an assassin's creed reskin

Kitchen-Assist-6645

Yeah, it seems like a good time to buy. Sure, they might go bankrupt, but I doubt it. More than likely, the stock bounces around for a while until they announce a new IP or two.

DanglePotRanger

Quantum or bust. Plus, it's not "Trump" he's just a mouth. It will be a foundational technology if they can get it to work, though it might take another 10 years. It's very early still. So was TCP/IP was when it was funded by DARPA. It took 10 years to start taking hold, another 10 to achieve dominance.

wheresbicki

AI is also a huge security issue. An AI agent can decipher what information it's allowed to disclose which means stealing IP and identity will become infinitesimally easier.

mvw2

Frankly, it's a problem of vision. You have many large industries unwilling to imagine and make big moves, too many stakeholders to appease, too much instant gratification. The problem now is who is the next visionary? We don't yet know that until it happens. There's not much we can fathom at the moment to say "this market space is ripe with opportunity!" and just blindly expect someone to both magically fill it and we simultaneously get the opportunity to profiteer off of it's meteoric rise. There are certainly things I expect to happen...but won't. For example, I think the large data center AI model is DOA. I think it's $10 trillion of wasted money. I see a very healthy path to localized AI, self sufficient hardware and models. This tends to be the natural progression anyways for folks who become interested in AI. Many almost immediately transition to local hardware and local models. Many just don't need the big models. Plus there's no privacy nor protection of data and IP in the larger cloud systems. So local is the only natural pathway. For this to work, the next step is companies have to explicitly back it, and right now no one is. I do think Intel has a tremendous opportunity to shift hard to local systems. Build high VRAM, high bandwidth GPUs at budget prices and flood the market with mid tier gaming + AI processing cards. If they can also quickly fill the gap in DRAM, SSDs, etc. where every other company is bailing, they have a real chance to pull huge market share and simultaneously turn that $10 trillion investment into full on losses, sinking the majority of their competition in the process. In just a few years they could dominate consumer, business, and AI markets, just in time for when big data centers finally spin up after finally getting energy infrastructure built. They could go further and leverage software companies and game developers to program for local models and processing power baked into this future hardware. Microsoft could run Copilot local. GTA 6 could run live AI driven NPCs, fully reactive and conversive to the player. You could race for hardware and software goals on surprisingly mid tier hardware only with a simple gearing to optimize larger than typical models and run speed. They could even market hardware level encryption solutions for businesses wanting to run AI and store sensitive data and sell that safety to the corporate world. They could run big marketing campaigns touting "big bad data centers consuming your precious AI, unprotected, vulnerable, and use good old fashioned fear based marketing to sway businesses and consumers away from big cloud based AI. If done right, they could own the world in a few short years. ...If...they had the vision...and the will to gamble big. Speaking of AI, I see this as the one available, HUGE play that's opened up in the AI space. EVERYONE and their grandma bet big on huge database, cloud based AI systems, subscription models, and will somehow, terribly, attempt to get end consumers to buy into AI subscription models. It just won't happen. Big AI is just dead outside of massive data analysis work by very, very few customers who 100% can not float the $10 trillion price tag. Given time, all the other players will slowly make their way back to normal computing. What companies like Intel have is an opening and time to run the track solo for several years. They can play the right game and win everything.

Quick1711

Yea I don’t think people understand the amount of IP that Netflix will acquire if they get WB. HBO, DC comics, etc. It opens a lot of new entertainment

No_Activity_1208

Apple already has an ownership stake in Disney from Jobs days. The synergies make too much sense. Apple gets all Disney IP, parks, etc and rolls Disney+ into their app. There is a reason Disney made head of parks CEO. They could care less about Disney+ at this point. Apple would let it operate as a stand alone for obvious reasons, but own all underlying IP. Kind of a no-brainer. Even if they paid a premium it would be worth it. They would use Apple tech in all their theme-parks, cruises, etc,

daytrader987654321

Honestly I’m not sure. If OpenAI dies, Microsoft earns the IP and it essentially becomes like Google after absorbing OpenAI. It could take a short term hit but then grow a lot

IslandExact429

I am likely really panicked for no reason This might be the end of capitalism. $600B in capex for data centers & our country is going to create the biggest dollar crunch of all time Everything will be repriced. Software PE will run at 8-10x. Everything will be a commodity. Nothing will have IP or Moat

DMT1703

Let's see can't even be any real industrial export since the native worker skills are shit and untrained, can't be any IP-related things since AI will cannibalize it, can't be food, might be exporting army if Trump doesn't piss off nearly everyone but Japan and Korea. Yeah idk.

AffectionateMaize523

You’re arguing voting mechanics. I’m arguing consequences. Yes, the bill passed with bipartisan support in the House Foreign Affairs Committee (42–2–1) after being introduced by Rep. Brian Mast. That makes it shared responsibility not smart policy. Bipartisan approval ≠ economic soundness. My point was never who voted for it, but what tool was chosen. Outright bans are a blunt form of IP control and historically accelerate domestic substitution on the other side. So no, I’m not calling the vote itself nonsense. I’m calling the idea that China revenue is now a “non issue” an oversimplification.

HelpAFellowKnight

Do you think there's a concern OpenAI, Anthropic, etc. will pull their models from open source development and completely lock it up as IP? I'm thinking of an Oracle Java situation, except at a more influential scale.

It-hurts-whenIP

It hurts when IP

FewFigure7435

RNS today looks positive : Highlights: ●Revenue slightly ahead of expectations resulted in positive EBITDA for the second half of the year after the very strong first half performance, with a solid contribution from both new releases and back catalogue ●Cash and cash equivalents at the end of December 2025 of over $4 million also slightly above expectations, broadly in line with the level at 30 June 2025 ●The pipeline for 2026 is strong and the Company continues to invest carefully in new IP ahead of high-potential releases 

that_70_show_fan

Broadcom has insane tech and IP. But they are a cancer to deal with. Their customer facing talent has insane churn, you rarely deal with the same person again.

tell-u-wut

I think Microsoft would acquire OpenAI before letting it die - they have too much IP and too strong of an AI research team (granted some folks would jump ship). Without violating our NDA, I’ll cautiously say that the partnership between MS & OAI is stronger than it probably seems on the surface.

tell-u-wut

Great insights. Claude code (opus 4.X) has been great for bigger arch. work and multi-file stuff, but gpt-5.2 Codex has been more useful for data science work lately IME. That said, LLMs for coding is <20% of what we use GenAI for in the f100 space. OpenAI’s “shoot first, ask questions later” development risk approach is a little cavalier, but from a pure technology standpoint and their gov & (new) Snowflake contracts, I can’t see them going under in the next 5 years. I could see an acquisition though for all that IP.

dr_tardyhands

Ah, that's very sweet. And I guess if the switch I owned broke of was doing a lot of lagging, I think I'd then buy one. There's just nothing wrong with the one I have and aren't a big fan of the Nintendo exclusives of today. Overall, I think the company has one of the strongest IP lineups of all time though.

EmpathyFabrication

LLMs assume that they don't hallucinate, but hallucination is a big stumbling block to developing LLM-based tools that analyze documents and data, and make mathematical and spreadsheet calculations. No one should believe anything that LLMs return from a prompt without rigorously checking its work. I'm also skeptical of general content generation and the effect of plagiarism and IP lawsuits over the content these things generate. We already know that AI companies stole IP to train these models, so it's not much of a stretch to expect copyright lawsuits later on when the AI products generate content based on the IP they were trained on.

cashflow_

u/OPINION_IS_UNPOPULAR this user is copying me again thats what i told him before. I take IP infringement very seriously please ban this user

FarrisAT

Interesting to see pricing fall 14%. With Novo cutting prices, and IP expiring, it’s gonna become the year of pricing for LLY and NVO.

TheSleepyTruth

It's interesting people have a raging hard on over Google despite it burning through 8B per month to feed the Gemini build out, but OpenAI burning 2B per month is considered a disasterously high capex and unsustainable. If large players like Microsoft and Nvidia are funding it, it's just as sustainable as Google's funding of Gemini, if not more since OpenAI is actually burning through significantly less cash than google is in Gemini... And even if OpenAI goes tits up, Microsoft will just buy the other 72% of the company at a fire sale discount and bring the proprietary IP in house.

hammertanker

IP for HBM and DRAM are held by the Big 3 (Samsung, SK Hynix and Micron) with extremely high barriers to entry.

Candid-Criticism-316

MSFT set up a chain of command and structure, ready to go, that would allow them to spin off a MSFT Europe that would be completely legally and infrastructure wise separate to MSFT. If something was to happen that would be drastic enough, like Greenland invasion, MSFT would split off part of its value in MSFT Europe which would be run by Europeans and have the necessary IP and Europe based infrastructure and staff to run independently of MSFT America. They’re the only ones who have done this, possible at the secret request of European leaders a year ago or so. None of the other tech companies matter as much as MSFT.

Tapiture-

I think they still have growth potential in at least two areas: gaming and live experiences. If they can use the new Warner IP to create some flywheel with gaming and other experiences in a compelling way I think there is potential for revenue growth.

Linkeq200

People have massive recency bias when it comes to stocks and companies these days. The fact is any single company can ultimately go under and it can happen relatively quickly. All of the tech stocks are relatively safe but are also relatively reliant on global adherence to patents and IP. If major players just choose to start ignoring those rules it can go back for anyone very quickly.

Retropixl

I don’t care about buzzwords I care about their IP fortress and financials

Unser_Giftzwerg

Oh, I meant hardware hardware, not just IP. You are right on IP though.

sfhester

For real. They either get a multiple hundred billion dollar payday when OpenAI IPOs, they get a massive bump in share valuation with a new private round, or they get to own the IP through 2032 if OpenAI goes away. Copilot and Foundry are already diversified via model selection and every OpenAI customer would need to become MSFT direct if they want model continuity in their products (think Snowflake signing a $200m deal with OpenAI). Not to mention Microsoft is already hedging by training it's own frontier models through MAI. Meanwhile Meta gets no flak for completely ducking up the metaverse and basically losing the frontier model battle. How many of ya'll are deploying Llama over Opus/Sonnet or GPT5.2?

ai-moderator

#TLDR --- **Ticker:** AIP **Direction:** Up **Prognosis:** Buy shares; chips are breaking into pieces and Arteris sells the glue. **The Thesis:** Moore's Law is hitting a wall, so everyone is moving to "Chiplets" (Lego-block chips). Arteris owns the "Nervous System" (NoC IP) that makes these disparate pieces talk to each other effectively. **Analogy:** If ARM is the brain of the chip, Arteris is the nervous system, and they are the "Switzerland" of the industry (neutral player compatible with everyone).

RedBrowning

The guy selling the shovels made the most money, not the lumberjack chopping wood for the shovels. Advanced technologies have specialized supply chains. You want to own unique IP. You dont want the overhead of MFG if you can avoid it.

GeoLogic23

It's a Turning Point Brands pouch company, so they are pretty close to the cannabis industry. I expect the big tobacco companies would love to include CBD/THC/CBG/terpenes/etc in their pouch products. Companies like Cannadips have been putting out those kind of products for a long time. Cannadips is an investment by Poseidon Asset Management, who made a lot of their money in the tobacco industry (early investors in PAX/JUUL). And Cannadips was run by an Altria guy from like 2020-2023, with Altria having been the one who bought JUUL. Before the Altria guy began running Cannadips they partnered with Lexaria Biosciences to use their DeHydraTech IP in their pouches. And of course Lexaria had gotten an investment by Altria the previous year. So Cannadips' primary investor, their CEO, and their IP partner all were connected to Altria. I'm sure all the tobacco companies have something lined up for cannabinoid pouches.

PhantomCummer

My friend had something similar happen. Downloaded reddit because I would occasionally show them interesting stuff or news I saw before it got to them and they got interested in it and made an account. Eventually they get banned from one of the big default news subs; they showed me the comment and it was literally just a link to a channel4 news article that was critical of Israel, and the article talked about a hospital bombing. They saw a comment on a seperate sub complaining about the mods of this particular news sub they were banned from, so they replied sharing what happened to them. That resulted in them being permabanned from that sub, as well as multiple other subs they never used. They decide fuck it and make a fresh account, eventually one of these other subs pops on their feed and they make a comment, not even realizing they were banned there on the old account, and they get Perma IP banned for evasion

No-Context-Orphan

Him creating xAI and using his role of Tesla CEO to funnel money, IP, and chip orders into his other company?

makken

I dabbled in this a few years ago, mostly in the VC space. Short answer is that there really is no single fool proof way to do it. At an early stage, most people I've talked to take a "scorecard" approach where they start with a median value based on the stage of the company, then essentially rate a company on several criteria and adjust the valuation up or down based on that. Some common criteria used are: 1. T**he strength of the team:** Do they have an experienced team in place? does the team have relevant industry experience / network connections? Does the founder have a track record of successfully starting companies? 2. **TAM/market opportunity:** How big is the TAM, SAM, SOM? is it a growing market? How will the company capture market share? Who is the beachhead customer and what traction has the company have with its customers (does it have existing customers already? working on any contracts or LOIs?) 3. **Competitive environment:** closely related to the market opportunity: How competitive is this market? are there a lot of players already and its a race to the bottom? is it a blue ocean? what are the barriers to entry? how is the startup differentiating or positioning itself? 4. **Product or Technology:** what stage is the company's product at? is it just an idea? do they have a prototype? or do they have a commercial product ready to scale? Does the product address a clear market need? what's the customer feedback on the product? is it defensible (IP/Patents/Copyright)? 5. **Capital needs/dilution risk:** What's the company's runway? is the business capex heavy (e.g., needing to build factories) or can it operate asset-lite (e.g., software). how many more rounds of funding do they need before they reach profitability? does the team have a plan and timeline in place to obtain that funding? Typically, people would use these ratings to adjust up or down the valuation based on the stage of the company. As an example, when I was looking at this, the median pre-money valuation of a seed-stage company was around $16M. If the company scored really well, investors may be willing to offer up to $20M for the company. As the company matures, more and more focus will get placed on the exit (what's the eventual goal of the company? to get acquired by a more established company? to private equity? to IPO?). Then you can look at comparable exit multiples. (e.g., when i was looking, SaaS companies typically get acquired at about 8-10x sales) I wouldn't bother even considering a DCF unless the company has several years of actual revenue and you can check the track record of how well the company projected revenue and expenses. Google scorecard valuation or berkus valuation if you're interested in this.

Beginning_Stay_9263

Modern Disney has become one giant HR department run by Karens and nebbish men. They take gold nuggets like Star Wars/Marvel IP and transmute them into turds.

dvdmovie1

" I believe it's a fairly recession proof industry" TTWO and EA were down about 60-70% in 2008. "I think however that valuations are rich and the sentiment that personally have toward the sector is shared by many others, American or not." I think there are concerns about the future of what major studio gaming looks like. IP is something but not everything. GTA VI will still do very well and TTWO is likely a buy if it gets closer to $200. On the flip side, look at what has happened to UbiSoft. I'd like another Far Cry game, we'll see if that happens. EA has gotten bought, Activision was bought by MSFT in 2023 and by 2025 the future of the XBOX was looking a little uncertain. I don't think what's left of the industry looks particularly good aside from TTWO.

BoxZealousideal2779

No money exchanged. Isn’t this pretty much just a SPAC? Khaby isn’t selling so much as he’s just taking his company and IP public. He can generate interest in this public company for others to purchase stock in and grow his equity much larger while cashing out non voting stock without diluting his ownership power.

GlokzDNB

Pretty bullish There are more gamers every year but it's just harder to win their attention. So if you hit it's big. My biggest position in portfolio is CDR and Witcher 4 is gonna be hit because it's such a good IP and CDR is I think best storytelling studio. Ive never felt better than playing through cyberpunk and building relationship with panam and stuff like crossing a man. And Witcher 3 was just dope. So much fun in that game and now we gonna play Ciri which can be really interesting as she's pretty much agile. CDR games are not just cheap enterteinment. They have core values just like Warner brothers had when making movies. Now with Netflix slop we can really appreciate effort artists take to do something great not just make a buck

Sekshual_Tyranosauce

How good are Indian IP protections? Enforcement? If I owned a business I would be very hesitant to host proprietary information on a foreign data center unless they had a strong track record of IP protection laws.

marlinspike

They’ve misfired hugely on Copilot, and Claude Cowork, Claude in Excel and Claude Code are basically what copilot should have been. There’s 3.3% uptake of Copilot in M365 customers and it’s plain to see why. Copilot can’t even find email let along search across doc types and compose a new doc. This is something that Claude, Gemini and ChatGPT readily do with the GMail connection or the Microsoft Graph connection. The problem is Microsoft’s culture. It’s technically light and very fat on non-tech and long-timers who are complacent on fat/happy on M365 revenue. The pace of AI is already too fast and the engineering depth to innovate at pace and in depth is too great for Microsoft to keep up with. That’s not to say the house of cards falls immediately, but it’s inevitable. Claude in Excel is exactly a case in point. It is easily in Microsoft’s wheelhouse but MAI (Microsoft AI), has produced zero products that are noteworthy, zero models or systems that elevate tooling, but tons of marketing slop about how SaaS is dead and agents are the new databases. Zero action on that. What they did, was produce Mico the amazingly even more annoying Clippy. FF to now: hardware spend is up, revenue recoup on that is down and worribgly Google’s nipping at their heels and taking customers on Gemini and GCP. Microsoft doesn’t have the products or data or engineering talent or culture organically to compete with Google, let alone Anthropic. OAI is the only bet and that’s hemorrhaging money and MSFT has IP for the next 6 years, and then it’s a big ?. I don’t know if OAI has runway for the next 6 years but if it does, it will be on cleaving huge market from Microsoft. Microsoft has escaped the big company guillotine a few times, because Windows and M365 bailed it out. That’s no longer the case, and in the last 40 years it’s become a technically weaker and sloppy/fat company with way too many layers of useless middle management. Satya is rightly credited with pivoting to Azure and making the initial bet on OpenAI, but I think the pace of innovation and the inability to keep up is finally catching up. The only way forward is to be like Amazon and cut away the M365-driven fat in its workforce and that will run against the culture. I think the clock is ticking for Microsoft and it’s finally running out of hat tricks to elude the grim reaper of S&P5 companies. 

PermissionSilver4259

I agree with all your points except, “I see too many concern's related to IP for anyone except retail and very small Indie teams, 1-2 people, to utilize this effectively.” Entertainment companies have showed time and time again at this point they are willing to pimp out their IP as they buy the story of AI.

Dink-Floyd

They have enough contracts with private companies and edu to keep them from becoming completely irrelevant. if things get bad enough, their IP will get bought out by Microsoft and Amazon. They spent a gigantic amount of money acquiring data to train their models, and add in the user/chat data, theirs value there.

Almost_Irish

I can see value in ideation and pitching concepts, just at what cost is the question. We will have to see a product roll-out before assessing value for crowdfunding. I can see a scenario where Google IP and copyright claims make using this for crowd funding a nightmare.

avilacjf

Completely agree. I think this is a non-trivial aspect of the WBD acquisition too. The IP has growth potential in a world of generative media. The algorithms that they use to identify what shows/microgenres are likely to succeed also give them an edge in a world flooded with AI media. Their hit rate will be better and their recommendation engine can keep the curation side of the user experience dialed in as well. Similar thesis for Warner Music Group imo. We know AI can reliably improve through RLHF and the main downside is that the accuracy and reliability drift, but with aesthetic media like music RLHF can scale basically infinitely. The large catalog of artists allows for music directly inspired by existing artists as well as fine-tuning models on the highest quality content without fear of IP breaches.

Almost_Irish

I can die on this hill, reaction to this news is OVER-HYPED! \- Only a small minority of people care about "interacting" in a infinite playable world. We found this out in No Mans Sky. Gameplay is key, world building needs to be exactly on point or pure utility. \- I see too many concern's related to IP for anyone except retail and very small Indie teams, 1-2 people, to utilize this effectively. \- Google isn't positioned to use this internally, so would be heavily dependent on B2B and retail sales for cash flows \- I don't see large sales from this to cover the cost of running this service, e.g. most retail uses current AI LLMs for tasks as simple as what is 5\*12. This needed to come from Microsoft. Imagine producing this tool internally for Bethesda and having the next Elder Scrolls like this with generative NPC creation. The only real competition I see as valid is maybe Roblox, but that is a big maybe.

bluuuuurn

So it's a demo. That becomes unstable after barely a minute of playtime. Running on massively expensive hardware. Built on top of other companies' IP that they'll be sued for using. Bought the dip on Unity.

Retropixl

Sears failed for a multitude of other reasons not just because of the internet. Also what exactly is this technology going to change for companies who have stringent rule over their IP? This will just turn something like Roblox into even more of a garbage generator. Anybody that plays legitimate games aren’t going to want anything to do with this.

DerTagestrinker

Adobes Firefly IP-free AI generation tool is getting enterprise money. And they are a leader in digital site management software (CDP, AEP, etc). However their biggest product is the Photoshop suite and that is facing existential risk.

Retropixl

Nintendo being down 5% is the only thing I care about from this. I think it’s a great buying opportunity, nobody is replacing their IP with this crap. Roblox can die in a fire and unity is terrible though.

Amyndris

Because investors dont care. Let's say Company A is investing right now for a big boom in 5 years. Company B is stripmining their IP to maximize revenue right now. The smart investor will invest in Company B now, sell, then invest in Company A in 4 years. So yeah, we bascially inventivise that behavior.  

Aggravating_Sir_4709

This sounds like a bot comment. China is absolutely a threat. They've been taking over trade routes, establishing toxic finance loans in poor corrupt countries to take territory, still have modern day slavery, overfishing in places they shouldn't be. Along with financing NK, Russia and Iran. The people on reddit that support pro-China politicians are asking for the demise of their own nation. Literal traitors. China used trade as leverage heavily during Covid too, continuously steal IP, and will stop critical item shipments to nations that don't submit to their requests.

Icy-Tea-2954

Need to add the SIM IP spinoff to your DD,, but agreed very interesting opportunity.

Zealousideal_Cow_341

If it’s a small cap stock being cued for core IP copyright infringement of something like that it can absolutely hit the stock hard

bartturner

Maybe Microsoft was just betting on OpenAI not being viable in 2032 and they end up with the IP.

16semesters

Aside from IP, what would be the moat for a current game developer, if things like game play, dialogue etc can all be reliably generative?

Unser_Giftzwerg

I like Synopsys right now. It's still pretty expensive at the moment but there's a path to $600 by the end of the year. We just need to see good progress on the Ansys integration too. Intel's 18A progress is also good news for SNPS because they rely heavily on SNPS IP to make that happen.

16semesters

> No matter how great the generative AI become, it would probably be easier, cheaper, less time consuming and less frustrating to buy a game from a professional developer than trying to create an AAA games yourself Some people might DIY through prompts, some may play premade games that are made with AI. But the application of AI will make pretty much all traditional gaming companies lose their moat unless they have some protectable IP.

ElectricalGene6146

MSFT has a perpetual free license to use OAI’s IP. Not so sure about that

volckerwasright

SLV baggie google Shanghais premium and thank me later. U have 48 hours to fly to China and sell ur shares with Chinese IP address

repostit_

Models, IP and employees.

16semesters

For gaming applications, this seems rather insanely bullish. Very soon you'll be able to completely personally design AAA quality games to your liking using nothing but generative AI. What does this mean for conventional game companies? Do they evolve into more of IP houses and less of actually making games?

smokeyjay

I own $TTWO. My avg price is around 120. But I doubt GTA 6 will get replicated anytime soon. Interestingly, EA is barely down probably because of sports IP. Even then, I don't plan to hold $TTWO for that much longer.

Thick_Perspective_77

Me: Disney stock should be going down because the film industry is stagnating, combined with the high production costs due to strong unionisation, Land, resources, and insurance are all playing a large role in the price of films, and even the advent of AI isn't slowing these price rises due to public dislike of AI, with AI driven films often receiving low viewing figures and backlash. Streaming services are also becoming stagnant and diluted, with many people stating they will be leaving disney plus for other services. Disney has not brought on any strong IP for a while, and their sales in china are plateauing, for this reason i will short Disney stock! Meanwhile disney adults: LILO STISH WIKED MANDALORIAN! TAKE MY YEARLY SALARY DISNEY! \*stock goes up 20%\*

Arnab_Goswami_RTV

So does Open AI, the entire business model is IP theft, but we don’t talk about that.

3boobsarenice

yes we innovate and they IP theive , not sure what lens you are using here...

nicolas_06

I mean if openAI succeed and is worth 5 trillion in 10 years, that 50B would be worth 500B, not that bad… ‘if it fail, Amazon could have a shot at grabbing some of openAI IP and research and they only lost 50B, pocket money for them.

nicolas_06

if openAI succeed long term that 50B 10% stake will be worth 500B and will also ensure AWS is always well seen by openAI. if openAI fails, it’s a 50B loss and maybe some spoil on openAI IP or an opportunity to buy openAI entirely. 50B isn’t a lot for Amazon.

wegster

Well - it depends. I’m not following along the whole messy circular investments happening across some of the Mag7 right now, but I’m not convinced AMZN comes out poorly even if/when Gemini or others are crowned the ‘winner of the week.’. OpenAI certainly doesn’t have enough confirmed business to hit their assumed $1T+ valuation for IPO. And yeah, it definitely is ‘winner of the week’ as undoubtedly ChatGPT or it’s successors will still be good for <something> - utter crap at generating images and video, but it’s moderately ok today for generating business plans, outlines and the like. AMZN will likely include some right of IP or re-use in such a big deal, and even if for example, Gemini comes out on top for <most things>, then they would likely have rights to offer ChatGPT-NextGen at reduced rates for API integrations and cloud use. There’s a whole lot of ‘it depends‘ going on, but that’s kind of the state we’re in. I do want to take a look at the mess Oracle got pounded on, and for relative investment amounts like MSFT etc., but haven’t as of yet.

AsexualMeatMannequin

Openai makes up 45% of microsoft’s ai compute performance obligations aka backlog. Even if you remove openai, the ai compute backlog is still a crazy high over $300billion so I’m not extremely concerned about it. What is concerning to me is that microsoft has ip rights to openai through 2032. This seems very shortsighted to me. Currently copilot is running on openais IP. That’s nice and cheap right now since they don’t have to do training or research, but come 2032 they may have to start from scratch if they keep relying on openai. Anyways i did buy more shares today i still think it’s a great company and im very bullish on the cloud computing sector in general.

imlaggingsobad

three reasons: 1) openai has huge potential, so there is financial upside if they succeed 2) investing in them is a way to buy business from them, i.e. they need compute. 3) investing in them opens the door to backroom deals like licensing of IP, exclusive use of models, collaborations etc, which might be necessary if you are a big tech company who needs to play catch up

Unser_Giftzwerg

Not all software stocks are equal guys. I give SNPS and CDNS a look if you think the mega cycle in chips is here to stay. Their software (key for designing chips) cannot be replicated by AI for the time being due to their inherent complexity and tight integration with IP from fabs like TSM. They are fairly valued but if they drop further, take a look. SNPS is more volatile because they have a ton of debt from the Ansys acquisition but they paying down the debt by at least 5% to 6% every quarter it seems.

Intelligent-Fan2410

They don’t need to export them China can sell this generations DDR5 clone domestically and commit their time to R&D for the next generation. They will catch up, they will exceed and eventually they will put themselves in a position where no one will be able to accuse them of IP theft.

westchesterbuild

Ice but not Ice: - The team they want to send to the Winter Olympics, HSI, is a separate group than the morons (ERO) they’ve handed guns and badges to, that are roaming our streets in mass. - Their historic mandate has been to act as an international FBI of sorts; cross-border crimes like human trafficking, drug smuggling, cybercrime and IP theft like counterfeit Olympic merch. - historically they’ve had no policing powers on foreign soil. They stay in consulates, on laptops and share intelligence with their host nation’s police. Trump and blurred lines: - However, despite the above historic mission, here in the states HSI has also been called to support the ERO goons on our streets. -So naturally the world and Italy are seeing this as a merged militia (which it is here in the states). -It just goes to show when you prefer chaos to order, it’s almost impossible to then expect anyone to trust their intent. Concentration of guns and badges: - ICE’s recent hiring increase brought them from 10k to 22k and counting. A 120% increase. They now have almost double the number of FBI agents(13.5k) -CBP already had 47k officers, with Noem’s agency having the most guns on US streets of any federal agency by far.

Daremightythings2025

I don’t follow him on fb, but have read his original rich dad book and I think it is pretty good advice overall however in the book he likes to say that he invests in stock/start up companies (in addition to other assets like RE, gold, IP)- not sure if he has changed his tune on that.

kra73ace

Microsoft has OpenAI IP and source code till 2033 or something. They are just not that much in a hurry. They never rush to be first. They copied Teams, they'll copy AI too.

PassiveF1st

All of their products have been degrading. Every IP they have touched in their gaming expansion has went to shit. Windows 11 is fucking trash. I divested from all the mag7 except for Alphabet and Nvidia.

billFclinton

Worth noting that Asml licenses a lot of the essential EUV IP from then US DOE, ASML was the chosen partner to co-develop EUV tech with the US government. It’s a big part of why we can export control it

billFclinton

Asml licenses a lot of the essential EUV IP from then US DOE, ASML was the chosen partner to co-develop EUV tech with the US government. It’s a big part of why we can export control it

Eyclonus

As the other guy said, you can leverage it for tax deduction optimisation, it has a few other uses like making your paper trail harder for the IRS to track, but also they are sinking most of those billions into their AI development. Meta isn't trying to build big AI products like OpenAI or Anthropic, they're focused on smaller more focused models that can be licensed for localised operation. They're also trying to build a training data set that is 100% not stolen, legally safe from violating IP, which is also a money pit for them.

Warrmak

If tesla caves is the FSD the only IP worth salvaging? Or are there other aspects of the tesla stack that have value?

baeb66

I had no idea that this dingus named his robot Optimus. How are the Hasbro IP lawyers not setting up siege weapons outside Tesla HQ?

FreshLiterature

Believe whatever you want my dude. The Atlas is vastly more durable with vastly more range of motion and can carry more than double the weight of those cheap models. Plus I don't know of models in the sub $40k range that have hot swappable batteries which means you have to pull them off the line. For lighter duty work, which covers a lot of stuff, they might be fine. For heavy duty work they won't. They tolerate a smaller range of temperatures, have much worse IP ratings, and are much weaker. Military applications will go to BD. Heavy duty industrial applications will go to BD. Is there a Chinese company with a robot that competes with the Atlas? Maybe. You didn't name any. Beyond that all you've done here is further illustrate why Tesla is overpriced AF.

Prometheus651

Not appetizing enough to buy? I’m over here thinking it’s a win-win if they acquire WB or if they fail. If they acquire, sure they have some financing and debt to manage, but they also gain all the IP, assets, and subscriber base of HBO. Literally 43% of the global streaming market under one banner. No doubt, they raise pricing on that. If they fail, then they start the trend back up to ~130 prior to the announcement of their intent to M&A.

letsgettesty

At what point is Ubisoft Market Cap worth less than its IP so the shares are actually worth less than the physical assets? It has a market cap of 500M. AI thinks the AC IP is worth billions alone. Surely, someone will want to scoop this up so it could be a long term buy?

United-Anywhere-9305

Just stumbled across this post. Amazing after all these years this kind of post continues. I was there in the 1990's. 100% wrong they are not patent trolls. They provided critical IP that helped solve the bottle neck in bandwidth that Intel referred to in the late 1980's.

type_error

There you go. Also, 191b market cap vs 301b I sold all my DIS but considering re-eintering... more IP, more assets, more relationships but also more liabilities, more operational costs.

Hedhunta

Restaurants are caught in a catch 22. Wages were held back for decades while prices of the ingredients, labor, utilities went up. Many were bought by vulture capital that used valuable IP's to pump and dump while reducing the quality of everything and stripping companies bare. Now they need to raise prices or just die... so they just die because consumers don't have the wages to spend at those places.

TheBioethicist87

No because if I’m buying stock in a company, that company makes something. They have inventory and property and IP and contracts and cash on hand that are worth something. Cryptocurrency has literally no basis for its value beyond what you can convince some poor bastard to pay for it. Gold is a metal that can be used in electronics and jewelry and is widely accepted as valuable by almost the entire planet. Bitcoin is getting on towards 17 years old and is still only accepted in relatively small pockets of society, and its primary uses are money laundering, human trafficking, circumventing economic sanctions, rug pull scams, and bankrupting gambling addicts.

Kachowxboxdad

A little late to be asking this now I think QS is cool but the thing that would keep me up at night is if China reverse engineers the tech. Do you really think QS is better than a country that leads the world in battery tech and doesn’t care about outside IP?

Inevitable-Tomato666

They're over 2 million guild members. People are paying to green light the new content. The balance sheet is great, they'll have money to buy some IP especially if there's any at firesale prices. I'm thinking stuff like Jack Webb's library to pad the streaming service. Re: David, they still haven't fully released it internationally. Some big emerging markets will be seeing David sometime in Lent near Easter. I've been buying here and there when it dips under $4.20. Up to 1,450 shares and my target is 10,000 shares before letting it ride. I think this is a "bankrupt or 100x+" stock. Did you buy any?

OsamaBagHolding

Gotta milk the IP until the nipples fall off

ihopethisworksfornow

ChatGPT will literally skirt rules and regulations if you tell it to. It second image I was trying to make was IP and I literally said “bro just fucking try it” and it made the image.

Kevory

Saudi Arabian fund is investing heavily in gaming and IIRC they own a large portion of Scopely, the company that bought the rights to Niantic's Games IP. Snapchat invested an undisclosed amount in Niantic Spatial (Other half of Niantic after it split).

nomadichedgehog

This has been the biggest misunderstanding since day 1. The asset sale is for the legacy business, not the ticker - read the definitive agreement. SONM as a brand name cannot possibly be a publically traded company anymore because it no longer owns the IP. That’s why the ticker will soon change to DNAX. Nexa are also on record that they don’t want to go public.

ExplanationNormal339

Echostar's diversified product offerings definitely provide a stronger safety net compared to ASTS, which seems to lack tangible assets for a quick sale if needed. It's crucial to consider how market volatility could impact companies without significant backing in IP or physical assets. If ASTS can't demonstrate a clear path to monetization, it might struggle under pressure.