IP

Joseots

Inside Out 2 is a big test. If they fall flat on IP with a golden reputation— there is no bottom.

MrRikleman

I think most people don’t fully understand how much of what Apple has done in Cook’s tenure is just financial engineering. Cook is good at one thing, squeezing every last dollar out of a good thing. Whether it’s playing games with what low tax country you park your IP, which tax haven island (not Caribbean of course) you stash your overseas profits. There’s the brilliant move to sell 40 year bonds when the Fed slashed rates to zero. Buyers of those sure look like fools right now. Of course, most of this credit likely goes to the CFO and not Tim. I’m frankly hard pressed to say what exactly Cook brings to the table here. From my seat, he hopped on a freight train going Mach 2 that Steve Jobs built and he’s just sort of riding it to a stop.

treebonk

Agreed but still… Ive sold cybersecurity tech and u won’t believe what lengths those fuckers go to in order to steal shit. For example, Crocs’ greatest IP isn’t their designs, it’s the formula for the foam they’re made of and they are highly targeted by National states trying to knock off their brand.

Desmater

Same, i think QCOM should be at least $200-220. Been buying and accumulating. I even bought and sold in 2016 when it was $50-60. CEO is smart investing into IoT, Autos and new segments outside of IP royalties and Handsets.

CanIMarginThat

>Yes I know OKLO doesn’t yet have approvals for its nuclear reactors, this is a trade, not an investment Not directly approval of their nuclear reactors but they have received approval to test their IP/Tech of the recycling process of nuclear waste that they are trying to implement in their reactors. [source](https://oklo.com/newsroom/news-details/2024/U.S.-DOE-Approves-the-Safety-Design-Strategy-for-the-Oklo-Aurora-Fuel-Fabrication-Facility/default.aspx)

SodiumEthylXanate

It’s a bit expensive right now for sure, but it’s no Tesla. These guys have been around for a long time and have huge market share and still growing across many sectors. I will refrain from using the M word as that was settled in court. Now they have their share, and the IP becomes increasingly complex and powerful, they jack up their rates. They benefit from all “tech” growth across mobile, automotive, etc and now cloud and infrastructure as well. It’s a recent IPO with a lot of hype but it’s no startup

LiquefactionAction

Ehhhhhh. Dune movie rights are owned by Legendary Pictures (who recently decided to give a big fuck you to WB and have signed a deal with Sony for future distribution) -- not WB. and I believe WBD has a primary lease agreement to distribute Dune which means fixed fee instead of profit sharing. Most of the Box Office (after Theaters, etc get their cut) will go toward Legendary Pictures and co., not WBD. Barbie movie is done by Mattel Films and IP is still owned by Mattel, they could take their movie to Sony or Disney or Universal as distributors instead -- which they very well might do that. Not sure on the distribution agreement between Mattel and WB but I'd guess it might be mostly fixed fee as well. Harry Potter as an IP is dying. The Fantastic Beasts series flopped so hard they stopped making them. Their new remakes are probably going to do poorly and even all the Harry Potter tumblr mega-fans I know aren't interested considering it wasn't even that long ago that the series was made. Best case for WBD imo is Zaslav continues to run it into the ground until it's smoldering ruins and Disney buys it out for peanuts, though I'm not sure even Disney would be interested?

Zoalord1122

They are consolidating, have timeless IP and Barbie, Dune 2, Harry Potter etc. all bets will pay off even more. I just can't time it right.

Shawn68z

Every day at my work, we discuss if Elon is good for Tesla, or is it time for him to step down and leave. We all have either invested in Tesla or atleast traded the stock at some point. Myself, I just sold for a tiddy profit but I do believe the company has good IP assets, and that's where their value lies. I will be back into Tesla when the time is right,

postcapilatistturtle

Steam can I get a cut of the proceeds for my IP of an idea?

far_file777

Is this a chance for you to make money? How can we profit off of a massive boycott while lending a hand? Can /wallstreetbets sway a billion $ greedy company by shorting the stock with PUTS? Context: Canadians across Canada, especially in Ontario, have called for a May month long boycott at the Galen Weston Jr family, including their many grocery and pharmacy chains. Loblaws, Shoppers Drug Mart and dozens of subsidiary companies are targeted. There's a 62k subreddit on it /loblawsisoutofcontrol [https://www.reddit.com/r/loblawsisoutofcontrol/](https://www.reddit.com/r/loblawsisoutofcontrol/) May 1: Loblaw reports 9.8% quarterly profit boost, hikes dividend 15% There's an organized attempt to boycott Loblaws. Shoppers plan Loblaw boycott Some shoppers say they will be boycotting Loblaw stores in May because of the rising cost of groceries. CTV's Peter Szperling reports. ‘Roblaw$’ shirts poking fun at a certain profitable grocery store just got pulled [https://www.instantdistractions.com/products/roblaws-loblaws-satire-tee-canadian-grocery-parody-shirt-canadian-parody-shirts-price-gouging-culture-jamming](https://www.instantdistractions.com/products/roblaws-loblaws-satire-tee-canadian-grocery-parody-shirt-canadian-parody-shirts-price-gouging-culture-jamming) Christopher Lambe is fed up. Like many other Torontonians, Lambe has grown increasingly upset at the city’s ongoing construction, public transit, and growing cost of living crisis. To combat that, and as a form of self-therapy, Lambe sells custom, parody t-shirts on Etsy that provide commentary on the state of living in Toronto. At first, he reworked the Metrolinx name into Metrostinx, and most recently, has gone as far as taking a jab at Loblaws, giving them the moniker Roblaw$. "Loblaws just sent an IP infringement to Etsy for this shirt - unless their logo is a gun and grocery basket I don't understand how this breaks their IP. Maybe their real slogan is actually 'Live Life Hungry' and it isn't just my satire?" "Enough is enough": Loblaw CEO addresses looming boycott in statement to employees [https://dailyhive.com/vancouver/loblaw-ceo-addresses-boycott-message-employees](https://dailyhive.com/vancouver/loblaw-ceo-addresses-boycott-message-employees)

far_file777

Is this a chance for you to make money? How can we profit off of a massive boycott while lending a hand? Can /wallstreetbets sway a billion $ greedy company by shorting the stock with PUTS? Context: Canadians across Canada, especially in Ontario, have called for a May month long boycott at the Galen Weston Jr family, including their many grocery and pharmacy chains. Loblaws, Shoppers Drug Mart and dozens of subsidiary companies are targeted. There's a 62k subreddit on it /loblawsisoutofcontrol [https://www.reddit.com/r/loblawsisoutofcontrol/](https://www.reddit.com/r/loblawsisoutofcontrol/) May 1: Loblaw reports 9.8% quarterly profit boost, hikes dividend 15% There's an organized attempt to boycott Loblaws. Shoppers plan Loblaw boycott Some shoppers say they will be boycotting Loblaw stores in May because of the rising cost of groceries. CTV's Peter Szperling reports. ‘Roblaw$’ shirts poking fun at a certain profitable grocery store just got pulled [https://www.instantdistractions.com/products/roblaws-loblaws-satire-tee-canadian-grocery-parody-shirt-canadian-parody-shirts-price-gouging-culture-jamming](https://www.instantdistractions.com/products/roblaws-loblaws-satire-tee-canadian-grocery-parody-shirt-canadian-parody-shirts-price-gouging-culture-jamming) Christopher Lambe is fed up. Like many other Torontonians, Lambe has grown increasingly upset at the city’s ongoing construction, public transit, and growing cost of living crisis. To combat that, and as a form of self-therapy, Lambe sells custom, parody t-shirts on Etsy that provide commentary on the state of living in Toronto. At first, he reworked the Metrolinx name into Metrostinx, and most recently, has gone as far as taking a jab at Loblaws, giving them the moniker Roblaw$. "Loblaws just sent an IP infringement to Etsy for this shirt - unless their logo is a gun and grocery basket I don't understand how this breaks their IP. Maybe their real slogan is actually 'Live Life Hungry' and it isn't just my satire?" "Enough is enough": Loblaw CEO addresses looming boycott in statement to employees [https://dailyhive.com/vancouver/loblaw-ceo-addresses-boycott-message-employees](https://dailyhive.com/vancouver/loblaw-ceo-addresses-boycott-message-employees)

redbear5000

lol you mean musk basically said “yes you can steal our IP so i can pump tsla stock temporarily”

ACiD_80

Meanwhile China rubbing their hands and readycto 'borrow' tesla's IP. and therecwould be nothing he can do about it.

Busy-Sheepherder9407

Frankly this is an entire era of absolutely terrible media leadership. Iger, Zaslov, Shari Redstone, the Murdoch children, etc. They've all just been scoring endless own-goals while destroying IP and saddeling their companies with monster debt burdens.

NickSicilianu

Because they shafting people with their stupid ass account share same household restrictions bullshit!!!! They greedy as fuck, they deserve the people they lost. Fuck them!!!!! Me, my brother and I used to share the account, play the extra to have 4 streaming devices, worked fine into they started implementing that “household” bullshit, we don’t live in the same houses. They forcing people to pay each our own account now unless you are sharing within the same house (I guess they check the IP?). Either way, I am glad they are loosing customers.

bro-v-wade

>CCP's entire thesis is letting the tech leader into their market, using them as benchmark and stealing as much IP as possible. And then once they aren't useful anymore, throwing them away. He only needs to make it to the vote. Elon Musk abandoned any semblance of long term thinking at least a year ago.

MelancholyKoko

CCP's entire thesis is letting the tech leader into their market, using them as benchmark and stealing as much IP as possible. And then once they aren't useful anymore, throwing them away. Apple luckily still has some value to squeeze out so their local competitors like Huawei and Xiaomi can take advantage of Apple's innovation as well as co-opting Apple's supply chain inside China. We'll see how it goes with Tesla. I fully expect Baidu to try to suck Tesla's FSD IP as much as possible while they are "partnered" in China. China already sucked everything useful out of Tesla's physical Electric Vehicle architecture. Chinese companies like BYD can make EVs cheaper and more efficiently than Tesla. All that's left is FSD.

_galaga_

This isn't investment advice but Moderna (MRNA) is all about that mRNA biz. They've got a ton of patents in the space and their pipeline is on their website. I'm sure other pharmas are in the space but I'm just tossing out the most obvious player for research purposes. For your UCLA example if they developed important IP it could be licensed to a commercial entity or entities for product development/commercialization. The CRISPR story is an example of that, with all kinds of fun litigation, etc.

holololololden

Art doesn't have competition. If it were you'd be able to tell your date you were watching the Office UK instead of the Office US because they serve the same purpose. As long as art is IP you'll always been drawn and quartered by little monopolies.

Sharaku_US

I used to be involved with that industry on the optics side, and my perspective is that unless the company has IP around the optics and the ability to make their own optics, they're essentially integrators that buy components and mishmash them together. If you are serious about investing, suggest you spend some money on going to an SPIE Photonics West conference and talk to various suppliers.

B_P_G

The way I look at it is there's always been two primary ways to make money: labor and capital. Once upon a time labor was less specialized and industry was less consolidated so you had a lot of people with little businesses - farms, stores, restaurants, small machine shops, construction companies, etc. The owners of those places made money both off of their own labor and their capital investment in their business - but it wasn't easy to determine what share of the income was attributable to which one. Today things are different. Corporations are gigantic and labor is really specialized. Plus IP is a huge issue so corporations often want to keep the real brains of the operation in-house. If you're in the kind of field where pretty much everybody just works for a big corporation then that may be the way to get the best money for your labor. Along with that you want to make investments (i.e. stocks) so you're making money off of your capital too. But the fact that your labor and capital aren't integrated into some small business doesn't really matter. Would you rather be some surgeon making $400k/yr with a $4M portfolio or guy that owns a drycleaners? If your job is the kind of job where additional experience adds value that people are willing to pay for then I would just focus on that and continue to make stock investments. But if you're in the kind of field where you sort of top out unless you start your own shop and it's not incredibly difficult to do that (i.e. you're not trying to compete with Boeing or Ford) then maybe you do want to think about starting your own business. There's no one answer for everyone.

itskellyd

I got IP addresses of everybody who said 15. We gonna get our money back bro.

ChirrBirry

Please for the love of god I hope they can effectively black box the actual code and IP

WTFspy

Imagine giving Tesla 50+ billion market cap for walking into an IP theft trap

Cruezin

IBM doesn't manufacture shit anymore. It's almost a pure IP play in semiconductors these days.

Massivehelpedneeded

No transfer of IP. Using Baidu for the FSD mapping and stuff.

Droidvoid

Shanghai’s Premier Li says Tesla is an example of US collaboration with China. Lmao yeah, just come here build your plants and let us steal your IP as we subsidize your competitors and undercut your prices 

Ceyenne18

even if its true, Congress will step in to prevent transfer of IP

TheOneNeartheTop

Disney theme parks are worth 100 billy all by themselves. Marvel and Star Wars are probably worth 40 billion each between merchandising and future IP. That’s the market cap right there. Now you add in Disney+ which is cutting costs and increasing profitability? Stock is up 50% and still undervalued. Now add in ESPN. Sports are the only place where you have a captive audience that expects and even sometimes appreciates ads. Are they going to announce a new partnership with the NFL? NHL? NBA? You don’t know.

chewbaccashotlast

I hate the company too. I think a reasonable measuring stick is against their competition. And I don’t understand why Netflix is more valuable than them. But with all that infrastructure and IP and also history there comes greater demands for those that have been around forever. Disney isn’t doing any notable pivots. They brought back the same CEO a while back that ppl didn’t want because they hated the one who replaced him more. Between the claims of wokeness and proxy and the fact that they can’t make a fucking good movie anymore I kinda like the downward spiral. I do think, however, if this works, I most definitely want to buy some longer dated calls

Daddy_Thick

When Chegg starting sending IP data from students to teachers/professors while they were taking tests that’s when you knew Chegg was destined to go bankrupt.

tmgarlauskas

You should not be getting your geo political information from meta analysis, news or public opinion. The Indo-Pacific is where people need to be concerned. Europe and the Middle East are being used as sparkly things to distract. China, Russia, DPRK, ROK, Japan, Taiwan and the Philippines are the big issue. People better start paying attention to the man behind the IP curtain. We literally looked the other way and allowed DPRK to develop nuclear weapons. How’d those sanctions work for us? Not to mention the biggest missed opportunity- thanks Jimmy, that sunshine policy wasn’t so sunny. It’s too late now. Those nukes aren’t going away. And they have no problem selling them either. Stop being distracted by parrots who have no actual knowledge or insight. The arena is changing and we are not even close to prepared.

Any_Yogurtcloset362

Rivian has large commercial vehicle deals which Tesla lacks. The AT&T deal is really encouraging. I’m not really bullish on Rivian but it has commercial streams which provide better support than consumer streams. So from a sustainability perspective they stand a better shot than Tesla in this way. These deals are more important than the rental deals as the rental companies generally flip inventory every 3 years and Teslas do have resale issues given battery conditioning challenges. This makes them less attractive for these large scale purchases. The commercial deals are fully capitalized purchases, longer use cycle, but lower barriers to just get refresh orders and continuing revenue since fleet consistency is advantageous (sticky vendor benefit). Hertz dumping Tesla confirms a market direction problem. They can make a great car but it doesn’t mean the market wants it. As irrational it is, EV range fear is a real problem and winters in the north don’t help change the market opinion. The Model 2 could potentially confirm it’s not a price issue and more of a usability issue for people which would be devastating. Given how they are reusing as much as they can for the Model 2, this has to be part of the hedge - why waste time really building something that ultimately won’t sell. FSD as a feature isn’t really part of the purchase conversation that will make or break a sale for most people. Consumers are still worried it won’t make it 2 blocks to get them to the grocery store still. So as far as stock impacting, it pales to actual delivery numbers and frankly probably won’t move the stock since only nerds and techies care. FSD technicalities are better debated on the Tesla subreddit. FSD as IP though is interesting and a question on the earnings call alluded to that when Elon did confirm they are in discussions to license out the technology with at least one carrier. The market appetite is really around hybrids. The market is concerned on range and hybrids still use gas which consumers are comfortable with. If the Model 2 sales are not extremely strong - and I mean significant blow out, Elon is better off changing the narrative by discontinuing producing cars in general. He can claim a win by saying he jump started an industry to develop a platform to then build FSD, charging infrastructure, battery technology, and autonomous technology. At the end of the day if you put a Prius and a Tesla in front of your average soccer mom, she’s probably taking the Prius. Gas isn’t going away and techies and environmentalists need to get over themselves and understand this reality. He can let the auto industry continue to make vehicles and just focus on licensing the technology and selling components for everything at a higher profit margin. Who cares if he sells cars for a profit, the stock will get hammered just from the lowering of the multiple as market size critical capacity will be reached if they stay as a car manufacturer. They are already trying to say they are not just a car company - they need this to justify the multiple and it also gives them a way out.

naF_tiddeR

[Here's one of the videos I saw](https://www.youtube.com/watch?v=YJ4pg_exdvs) from a popular YT channel with a focus on Amprius and a mention of scale up challenges. I think which ever company tackles the swelling issue with silicon-anodes, AND... offers the easiest/fastest/cheapest path to scaling up manufacturing wins the game. One thing that appeals to me about Enovix is its focus on consumer [electronics/premium market](https://i.imgur.com/wefSuO7.jpeg) - shooting for a quick revenue stream in the short term, and choosing to license out it's 3D stacking tech IP to bigger manufacturers in the EV space. (With the current slow done in EV sales... I think it's a smart move)

SuzyCreamcheezies

Courts are liquidating their California assets to pay off debt, but there could be some scraps/licenses in other markets? I agree with sneezy above, Tilray will probably play up their brands if they actually do have the rights to the MedMem IP.

OppositeArugula3527

But no one of what you said is true. Their ER report is viable to investors. Show me where payments are made to Irish Facebook for IP.

muzakx

IP is about to leave money on the table. SMH my head

Willing_Group7351

Revenue? Lol. You pay taxes on net profits. You can reduce your tax burden by having a structure of subsidiaries that pay royalties for the use of intellectual property, i.e. Facebook doesn’t sell a lot of ads in Ireland but if Ireland has all the IP and Facebook USA has to pay Irish Facebook for the use of algorithms, then Facebook USA’s profits (and tax burden) go down Tax attorneys working for Facebook know exactly what they’re doing. You are confidently incorrect.

PuzzleheadedTear5969

Def a long term hold. They will sell this shit to every continent. They own the IP and it has a lot of potential for further developement, lung cancer etc. (Based on what I've read today so don't take this too seriously)

PuzzleheadedTear5969

Stupid ass bot, IBRX could be the solution. This treatment will be available all over the world and the IP they own is also very valuable since it can be behind future solutions and advances. This is the highest crest of the wave.

thirstyclick

Check the fine print. It’s only for “non exec” ppl which is defined as anyone not making over 150k. And the reality is, if you aren’t making over 150k you really don’t have any IP knowledge the company cares about :) Classic democrats policy, a big “for the people” hoopla for exactly zero practical effect

Xyldarran

....where do you think the energy for an EV comes from? And yes you do process oil and export the results. But that crude has to come from somewhere. The third world has nothing to do with your food imports. You're not importing fertilizer from there you're getting it from Ukraine/Russia. You stopped importing US agricultural products because Tariffs started under Trump and then Biden continued them. Our soybean producers are still pissed about it for example. We don't threaten you because a) you still have nukes b) we're trying to discourage you from invading Taiwan because it would be annoying for us to have to set up chip fabrication elsewhere. But we're doing it anyway because Xi is a loose canon c) we're trying to discourage you from continuing to help Russia. That's diplomacy, that's how that works. That's why we kept trying to be friendly with Russia. You don't make peace with your friends. And you don't have anything to say about your demographics huh? Because even by the official numbers that just had to be revised to be even worse your population is the oldest in the world. And that's just the official number. There's a reason manufacturing is being moved out of China. You're not even our biggest trade partner for that anymore. It's cheaper for us to do it in Mexico and India, which is why US companies are moving. That and you never saw an IP you didn't want to steal. You won't even have the manpower to keep producing what you produce now which is why it's getting expensive. And again, every week it feels like your real estate market is taking another serious blow. Because you have 3x as much as you need and everyone who used it as an investment vehicle is screwed.

dvdmovie1

Berkshire has sold some of its stake, which it bought in the low $30's. There are a lot of shareholders who are upset about what has resulted with this deal and I've read a number of various upset letters fund managers have written. Still, given the history of the company and a controlling shareholder, should this result really be that surprising? IMO - and I'm not always right by any means - pure play media is one of those things where I've continually been happy to miss it because I don't like the business - LGF, AMCX, this, WBD - there's no history of really delivering for shareholders. People can make cases for IP value but you have a bunch of companies that didn't monetize that value when streaming was in a golden age a while ago. Now after going their own way and making all of these seperate services that didn't have the NFLX growth story they were hoping for and streamers are cutting spending, they're expected to monetize the IP well? If I don't like the business and the business isn't operating from a position of strength, is a deal going to be that exciting? What if a deal doesn't happen and I buy it because I think it looks cheap and a year later all it's done is head South? All people have gotten with this and WBD is frustration and the much hoped for deal for PARA so far is more frustration. Various fund managers are going to probably turn this into a long battle if they don't get their way, but again, Sheri is the controlling shareholder and maybe there's some sort of compromise reached eventually, but it's probably not going to be what shareholders hoped for, especially after poor returns for the last year/5 year periods. So maybe there's a more appealing deal after a long, dragged out battle between some fund managers and the controlling shareholder but it's probably not going to be what was hoped for or Sheri's the controlling shareholder and winds up getting her way. Hopefully PARA shareholders eventually wind up with a better deal but stuff like this, PFE, BABA and all the other stuff people have tried to call bottoms on here all year - really examples of cheap for a reason/cheap can get much cheaper than people expect, especially without a catalyst and good management.

DuckTalesOohOoh

You'll just get a new IP.

theineffablebob

Your IP address changes everyday

GuyFaulks77

I will take an IP lifetime ban from Reddit if SPY ever touches $480 again. Never will happen.

Business-Manner-4050

PFE must be the worlds doggiest large cap. Literally no good news now getting sued by GSK for using its IP to develop mRNA Covid vaccines lol Headed for 20 bucks.

Ok-Story-9319

If and only if the current *aging* leadership passes the torch effectively and maintains a proper ideology with respect for the franchise. I agree, Nintendo is in a fantastic place in the gaming and media industry generally. Their flagship games/ consoles are arguably in a golden or at least silver era and the Mario movie experiment was a hit all things considered. The only way to stop this train would be if the inevitable changing of the guard causes the wrong kind of new ideas which tank the IP or alienate their aging audience and fails to attract their children.

pharmastock

Thank you for sharing your perspective! 🙏 It's fascinating to see how Cereno's focus on addressing both thrombosis and PAH has the potential to create a synergistic effect in healthcare. Your insights on the company's strategic positioning and the vast potential of the cardiovascular therapeutics market are truly eye-opening. Your mention of Cereno's broad IP rights and the comparison with Sotatercept as a benchmark highlights the significant value that Cereno already holds. It's clear that there's immense potential for growth and impact in the future. I'm curious, considering Cereno's current trajectory and the broader landscape of cardiovascular therapeutics, what factors do you think will be key in determining the company's future success and potential acquisition?

Rahkrahk

Well, it seems the company has discovered the solution to two central components for the pathophysiology of the great CVD groups: The anti-thrombotic (without bleed) and the reverse-remodeling mechanisms. Two holy grails if you will. It is with good reason that Cereno primarily focuses on thrombosis and PAH at present, but given the continued success, it will likely not stop there. By demonstrating effect in both of these pathogenetic mechanisms you reach a synergistic effect making the compounds very attractive to healthcare. I didn’t want to come off as jaded in my main post but the potential is really staggering and there is a theoretical chance of taking a big piece of the \~$200B pie that CVD therapeutics turnover annually. With Sotatercept as a bench mark both clinically and as a reference deal, Cereno is already today an extremely undervalued business. However, to try to answer your question about the future more clearly – I do think the company, along with assets (just look at the broad IP rights) will be sold and not transformed into a huge enterprise.

Bennylegend

MSFT owns the IP, they allowed that shit to happen

housemouse431

Tech is becoming too crowded on each side, trying to find value elsewhere. My plays for tomorrow: 1) VKTX 63p exp 05/10, 2) XOM 119c exp 04/26, 3) IP (international paper) 35c exp 04/26

jeanx22

Please regards, i need your help. Is Schwab under on-going maintenance? I can't login. When i open the URL it says "access denied" and something about "gateway". Can someone check? You don't need an account, it is before i even login. Maybe it is my IP? Thanks

dvdmovie1

Nintendo thesis for several years now: "IP!", "cheap!", "new console!", "flywheel!" Nowhere ever mentioned: why is the stock at about the same level it was in 2020, 2018 and as far back as 2008.

Travelplaylearn

Nintendo should IPO their Pokemon company. The stock earnings from Pokemon card sales would make it go stratospheric. Pokemon fans would set their investment plans as "AI, IP" aka (All in, in Pokemon.)

lostboy005

Nintendo has a massive captured market with their IP. Beyond new release next gen titles, the subscriptions for NES, SNES, Gamboy titles etc is a significant pull for older gamer/market with $$$ Playing the old titles on the switch while stuck on plane, airport, while waiting for dinner etc, the casual gamer, reaches more people than steam decks. Steam decks are for more hardcore / invested gamers.

zelgizbog

I own nintendo since 2008 and a long term holder and I plan on retiring on this thing. I believe they have the best global IP second to Disney, and far underminetized. That said, dont underestimate console cycles.I have no doubt stock will lose 50% at some point in the future when the next WiiU is released, which WILL happen - only a matter of time. Conviction is key here

__Evil-Genius__

I’m picking up shares of NTDOY when it gets under $12. I think the fact that they’re finally monetizing their IP’s in the movie world successfully is a big indicator that they’re going to start making moves to license their tightly guarded treasures more liberally from here on. Nintendo has been a dinosaur in a lot of respects. Something you’d expect from a century old Japanese company I guess. Movies, theme parks, Lego sets, they’re turning a page.

1foxyboi

I actually recently sold all my NTDOY around $14. I had held it for awhile and was avg cost in the high 9s. I bought it because I grew up on Nintendo and saw their additional monetization of Online as well as their movie as successful revenue expansion. What changed my thesis was something I didn't expect. I bought a SteamDeck. This is essentially a handheld/mobile pc running the steam OS system. So when you buy games on steam you can play them on both the handheld or your gaming pc. Not every steamdeck user needs a gaming pc, but I'd imagine many do including myself. As a recent parent, it felt harder and harder to sit at my pc to game and the only real handheld options have been the switch or mobile phone gaming. I kept feeling like I was missing out on great games on pc though. I pulled the trigger on the Deck and it was the best gaming decision I've made in the last 10 years. The more I look online, I see many people feel the same, while simultaneously people feel nintendo is stagnating with pokemon and I'd go as far to say even zelda. TotK was a success and improvement over BotW, but I'd say many people preferred BotW because it felt more fresh at the time. Regardless, Nintendo hasn't had a true handheld competitor console since the PSP which never really competed. I think we are in the early stages of the SteamDeck cutting into that marketshare. There are even knockoff SteamDecks coming to market to further muddy the water. I think Nintendo knows this. Maybe it's only a matter of time until they open their IP to pc and maybe that would even benefit the company. All that aside, I promise you, if you play on a SteamDeck and you play on a Switch you will instantly know the SteamDeck is better at everything other than not having Nintendo IP which are becoming less relevant imo. I own no shares of Nintendo at the moment and I would buy a metric ton of Valve if they were public.

Jeff__Skilling

So I have a somewhat relevant personal anecdote to this write up I was a PS1 / PS2 kid growing up, but abandoned gaming when I was 14ish or so. Fast forward to today, 20 years later – I’m 34 years old and have recently rediscovered (1) all the old games I loved when I was a kid / teenager in the late 90s and early 00s and (2) all of the Nintendo-related games that I never got a chance to play (mostly 1P games like SM64, Sunshine, OOT, Wind Waker, etc). ......that being said, I’m able to play Nintendo’s entire slate of IP without Nintendo seeing a dime of it. Mostly due to the rise of 3rd party handheld gaming counsels that can emulate systems up to the Switch (on Android) and all the way through PS3, WiiU, and Xbox Original (on x86 based handhelds, the Steam Deck being the most recognizable). So how does this entire investment thesis negate this massive, glaring risk staring their “gold plated portfolio of IP” right in the face....? For further reading, see /r/OdinHandheld /r/SBCGaming /r/EmulationOnAndroid /r/retroid

PassiveF1st

I agree with your point. It's rather depressing to think about really. I grew up a loyalist to the company and their IP and they no longer focus on keeping me a customer. I guess they are relying on me having kids and my kids being their next customer but that isn't happening. I'm sure I'm not the only one that feels this way too.

Magneto88

We're definitely getting a Switch 2 but I agree on the point that it probably won't expand their market. It's not going to be anything new in the way the Switch was. Also the Switch is kind of misunderstood, people bang on about it's great sales numbers but forget the fact that Nintendo basically collapsed it's home and handheld markets into one product. The Switch has sold \~140m consoles, whereas the Wii and DS sold 252m combined. Even the Wii and 3DS is 175m combined. While the per unit cost of the Switch is higher than the old handheld consoles, Nintendo has basically remained static in terms of it's fanbase. What will matter much more is how Nintendo exploits it's IP, as it's already showing strong signs of with the theme parks and mario movie. That's where the growth is going to come from primarily in the next 10 years.

Abysswalker794

I have a quite big position so I am biased. Still I see a 3-5x Bagger in the next 10 years. I agree that we are in the middle of a transition phase for Nintendo. It was always a matter of time before they start utilising their strong IPs to establish diversified income streams. Nintendo Online services will also be a big factor for growth and stabilisation. At this time Nintendo gets very few third party AAA games, and often times need to „encourage them“ due to the lack of power the Nintendo Switch has. I expect that raw power will be less and less important in the console market going forward, as publishers are more and more interested to maximise the customer base. We already seeing this with how they have a hard time of letting go the 120 million PS4 installbase, even Sony itself. There will be a time when Nintendo will get more and more if not nearly all major 3rd party releases. This will be another growth/earnings drivers as they will get a cut out of every sold game, for only existing. Similar to PlayStation and the Call of Duty franchise the last 15+ years. I am very bullish on Nintendo. For me the only videogame company with a wide and powerful moat. Good luck competing with Mario, Zelda, Pokémon(the most valuable entertainment IP - Nintendo holds about ~32% and has all games exclusive), Animal Crossing, Donkey Kong and Nintendos brand itself. $12B cash which alone would cover about 5 years of operate expenses, without doing anything. One last thing I want to highlight which is overlooked many times: Nintendo is one of few companies in the world, which gets paid to advertise. They released the Mario Film and got a share of the profits and a bit for licensing the IP. Immediately after the movie, sale figures for Nintendo Switch AND various Mario games received a massive boost. The Movie was an 2 hour ad for the game, and the game is an ad for the movie (not even talking about merchandise here). This going forward could be massive. In 10 Years we will be talking about the 2020s, when Nintendo became the new Disney (Disney Shareholder myself). I think this should absolutely not be overlooked. I am monitoring this from two perspectives. One as a Nintendo shareholder, and one as a Disney shareholders, as I am very curious if Nintendo has the power to challenge Disney and give them a much needed competition, in their most precious family entertainment space.

original_og_gangster

Tesla had its relief rally, now watch it bleed off. Probably end the day up 5% or so. Then the malaise will continue.  Cheaper Tesla’s won’t solve the fundamental problems Tesla is facing. There are 2 imminent ones-  1- Setting up production in China always looks good on paper, but carries a grave cost. They steal your IP, and make cheap clones that eventually destroy you. Chinese EV’s are now out-competing Tesla’s everywhere where tariffs can’t protect them. A classic mistake, anyone could have seen that coming.  2- That really just leaves Elon with the North American market. The problem here is- we are not capable of building out our electric grid to handle EV’s, due to bureaucracy and various powerful financial interests invested in the status quo. If you don’t have a grid that can handle EV’s, it’s just not gonna happen. It’s a nonstarter.  So let alone the pipe dream that is self driving, the cartoonish egoism of the ceo, and the silly looking cybertruck. They have an immediate demand issue, and one that will get a heck of a lot worse. 

araararagl-san

napalm נפאלם agent orange סוכן כתום Tiger Force כוח הנמר Vietnam War and genocide מלחמת וייטנאם ורצח עם Panama invasion פלישת פנמה Afghanistan war מלחמה באפגניסטן Libya bombing הפצצה בלוב Syria invasion פלישה לסוריה Bay of Pigs מפרץ החזירים Gulf of Tonkin מפרץ טונקין Ukrainian bioweapon labs מעבדות נשק ביולוגי אוקראיני Iran coup הפיכה באיראן al Qaeda funding מימון אל קאעידה Mujahideen CIA funding and collaboration מימון ושיתוף פעולה של Mujahideen CIA ISIS "moderate rebels" CIA funding מימון ה-CIA של דאעש "מורדים מתונים". Iraq invasion and genocide פלישה לעיראק ורצח עם The Mahmudiyah Massacre טבח מחמודיה Downing street memo תזכיר רחוב של דאונינג Nayirah fake testimony Nayirah עדות מזויפת Operation Gladio מבצע גלדיו Gehlen org Gehlen org Unite the Right לאחד את הימין Kandahar Massacre טבח קנדהאר 1992Washington Heights riots 1992 1992 מהומות וושינגטון הייטס 1992 No Gun Ri Massacre אין טבח גאן רי Adrian Zenz lying cultist אדריאן זנץ כת שקר Serbia bombing הפצצת סרביה Embassy bombings and civilian journalist murders פיגועי שגרירות ורציחות של עיתונאים אזרחיים Civilian murders and shooting of Iran Air Flight 655 רציחות אזרחיות וירי בטיסה 655 של איראן אייר Awarding Navy Commendation Medal to civilian airliner shootdown perpetrators הענקת מדליית ציון לשבח למבצעי ירי של מטוסי נוסעים אזרחיים Yinhe incident and refusals to apologize afterwards אירוע Yinhe ומסרב להתנצל לאחר מכן Indonesia CIA assassinations חיסולי ה-CIA באינדונזיה Cuba embargo and blockade אמברגו ומצור בקובה Greece military junta החונטה הצבאית של יוון US military personnel rapes, killings, and coverup of minority women אנשי צבא ארה"ב אונסים, הרג וחיפוי של נשים מיעוטים Brazil coup הפיכה בברזיל Haiti coup הפיכה בהאיטי Radio Free Europe government-funded propaganda תעמולה במימון ממשלתי של רדיו חופשית אירופה Radio Free Asia government-funded propaganda תעמולה במימון ממשלתי של רדיו חופשית אסיה National Endowment for Democracy government-funded State Department CIA propaganda הקרן הלאומית לדמוקרטיה במימון ממשלתי של מחלקת המדינה של ה-CIA Cornelius Rhoads קורנליוס רודס Cambodia illegal bombings הפצצות לא חוקיות בקמבודיה Sandy Hook סנדי הוק Newtown עיר חדשה Uvalde אוואלדה Buffalo תְאוֹ Boulder סלע El Paso אל פאסו Virginia Beach חוף וירג'יניה Parkland פארקלנד Thousand Oaks אלף אלונים Pittsburg פיטסבורג Paradise גַן עֶדֶן Sutherland Springs סאת'רלנד ספרינגס San Bernardino סן ברנרדינו Virginia Tech וירג'יניה טק Fort Hood פורט הוד Columbine קולומביין UT Austin UT אוסטין Tulsa massacre טבח טולסה US army rapes, coverups, and murder of accusers צבא ארה"ב אונס, כיסוי ורצח של מאשימים Guatemala coup הפיכה בגואטמלה El Salvador coup הפיכה של אל סלבדור banana republic paramilitary death squads חוליות מוות חצי-צבאיות של רפובליקת בננות Extrajudicial drone executions of citizens הוצאות להורג של אזרחים ללא משפט עם מזל"ט S. Africa Apartheid ס.אפריקה אפרטהייד Daisy's Destruction ההרס של דייזי Josh Duggar ג'וש דוגר Fort Detrick coronavirus bioweapons נשק ביולוגי של וירוס קורונה של פורט דטריק Operation Northwoods false flag domestic terrorist attacks מבצע נורת'וודס התקפות טרור מקומיות בדגל מלא US pedo sex tourists תיירי סקס פדו בארה"ב Bonus Army massacre טבח בונוס בצבא Jan 6 Capitol Hill massacre טבח בגבעת הקפיטול ב-6 בינואר Ashli Babbitt murder רצח אשלי באביט police murder of Daniel Shaver רצח משטרתי של דניאל שיבר Ruby ridge civilian massacre טבח אזרחי רכס רובי Waco civilian massacre טבח אזרחי בוואקו 1985 MOVE bombing and police murder of civilians and children 1985 הפצצת MOVE ורצח משטרתי של אזרחים וילדים BLM protest murders רציחות מחאת BLM George Floyd murder רצח ג'ורג' פלויד Police genocide against minority civilians רצח עם משטרתי נגד אזרחים בני מיעוטים Breonna Taylor murder רצח ברונה טיילור USS liberty coverup כיסוי חירות של USS Lavon affair פרשת לבון Palestinian genocide רצח עם פלסטיני Gaza concentration camp מחנה ריכוז עזה Gaza blockade המצור על עזה Support for Israeli theft of Palestinian lands/homes תמיכה בגניבה ישראלית של אדמות/בתים פלסטיניים Forced genocidal deportations of Palestinians גירוש רצח עם בכפייה של פלסטינים "if I don't steal your house, someone else will" "אם אני לא גונב את הבית שלך, מישהו אחר יעשה את זה" Yemeni genocide רצח עם תימני Native American genocide רצח עם אינדיאני Operation Condor US state-sponsored terrorism מבצע קונדור טרור בחסות המדינה האמריקאית Virginia school bathroom child rape, school board coverup and arrest of protesting parents אונס של ילדים בשירותים בבית ספר וירג'יניה, כיסוי מועצת בית הספר ומעצרם של הורים מפגינים Eugenics אֶבגֵנִיקָה Medical bankruptcy פשיטת רגל רפואית Deaths from lack of affordable medical treatment and healthcare מקרי מוות מחוסר טיפול רפואי ובריאות במחירים סבירים Operation Paperclip מבצע מהדק נייר corporate racial discrimination and sexual harassment אפליה גזעית תאגידית והטרדה מינית Whistleblower prosecution תביעה של מלשינים Ukrainian Azov neo-nazi support תמיכה ניאו-נאצית אזוב האוקראינית Waffen 55 standing ovations מחיאות כפיים עומדות לוואפן 55 MK Ultra MK Ultra Tuskegee Syphilis study מחקר עגבת Tuskegee Unit 731 amnesty חנינה יחידה 731 Minority women forced sterilization נשות מיעוטים כפו עיקור Immigrant women forced sterilization נשים מהגרות כפו עיקור US border concentration camps מחנות ריכוז בגבול ארה"ב US immigrant family separation policy מדיניות הפרדת משפחות מהגרים בארה"ב LaVena Johnson לאוונה ג'ונסון Child labor in meatpacking plants עבודת ילדים במפעלי אריזת בשר Trail of Tears שביל הדמעות Japanese-American concentration camps and genocide מחנות ריכוז יפנים-אמריקאים ורצח עם CIA black site torture עינויים של אתרים שחורים של ה-CIA Guantanamo Bay מפרץ גואנטנמו Congressional insider trading סחר פנים בקונגרס Federal reserve oligarchy and corruption אוליגרכיה ושחיתות הפדרלית Censoring black history, slavery, in Florida schools צנזר היסטוריה שחורה, עבדות, בבתי ספר בפלורידה Outlawing BDS movements הוצאת תנועות BDS מחוץ לחוק Wikileaks ויקיליקס Ukrainian Bandera nazi support תמיכה נאצית בנדרה האוקראינית Bradley Manning persecution רדיפה של בראדלי מאנינג Julian Assange persecution רדיפת ג'וליאן אסאנג' NSA Snowden files קבצי NSA Snowden Pentagon Papers ניירות הפנטגון Baghdad reporter airstrike תקיפה אווירית של כתב בגדאד Hague invasion act אקט פלישת האג IP theft גניבת IP hacking and spying of the entire world, including so-called allies פריצה וריגול של כל העולם, כולל מה שנקרא בעלי ברית using international extradition human hostages for trade negotiations שימוש בבני ערובה אנושיים להסגרה בינלאומית למשא ומתן סחר redlining ציפוי אדום racist voter suppression דיכוי בוחרים גזעני political opponent persecution רדיפת יריב פוליטי child rapist presidents נשיאי אנסים לילדים forcing other countries to buy GMO chemicals לאלץ מדינות אחרות לקנות כימיקלים GMO toxic lead pipes צינורות עופרת רעילים fake anthrax claims תביעות אנתרקס מזויפות KKK lynchings לינץ' של KKK 1619 Project and 1776 White Supremacist Commission פרויקט 1619 ו-1776 ועדת העליונות הלבנה pussy grabbing presidents כוס תופס נשיאים fentanyl and opioid addiction התמכרות לפנטניל ולאופיואידים Sackler opioid pharma corruption שחיתות פארמה אופיואידים של סאקלר 2008 reckless financial collapse and global recession 2008 קריסה פיננסית פזיזה ומיתון עולמי forced taxpayer bailouts of greedy corporations חילוץ כפוי משלם המסים של תאגידים חמדנים privatized profits, socialized losses רווחים מופרטים, הפסדים חברתיים gun violence אלימות בנשק dead children ילדים מתים My Lai massacre טבח לאי שלי Jeffrey Epstein plea deal עסקת טיעון של ג'פרי אפשטיין Harvey Weinstein coverup כיסוי של הארווי ויינשטיין Larry Nassar minor sexual abuse לארי נסאר התעללות מינית קלה Roman Polanski רומן פולנסקי pedophile rapist English teachers אנס פדופיל מורים לאנגלית Slavery עַבדוּת Jim Crow ג'ים קרואו kiwi farms censorship צנזורה של חוות קיווי Brock Turner rapist אנס ברוק טרנר US military rapes and killing of civilian children אונס והרג של ילדים אזרחיים של צבא ארה"ב US minority incarceration כליאה של מיעוטים בארה"ב US prison slave labor עבודת עבדות בכלא בארה"ב US number one global per capita incarceration מאסר ארצות הברית מספר 1 עולמי לנפש US number one global total number incarceration מספר הכליאה העולמית מספר אחת בארה"ב restriction of human rights, abortion, and bodily autonomy הגבלת זכויות אדם, הפלות ואוטונומיה גופנית free speech suppression and mobile app bans דיכוי דיבור חופשי ואיסור על אפליקציות לנייד Citizens United political corruption and bribery אזרחים מאוחדים שחיתות ושוחד פוליטיים PATRIOT act spying and constitutional privacy violations PATRIOT פועלת בריגול והפרות פרטיות חוקתית NSA PRISM and domestic surveillance NSA PRISM ומעקב ביתי child rapist US President אנס ילדים נשיא ארה"ב AIPAC אייפאק racial gerrymandering גרימנדריה גזעית blocking WTO judges חסימת שופטי WTO violating WTO with tariffs הפרת ה-WTO עם מכסים sanctions against war crime investigators סנקציות נגד חוקרי פשעי מלחמה pirate bay shutdown censorship צנזורה על כיבוי של מפרץ פיראטים pharmaceutical monopolies מונופולים פרמצבטיים ADL censorship צנזורה של ADL free Hawaii! חינם הוואי! free Texas! טקסס בחינם! free Alaska! חינם אלסקה! free California! חינם קליפורניה! free Puerto Rico! חינם פורטו ריקו! free Turtle Island! אי הצבים בחינם!

2cents-worth

This is just wishful thinking but I am hoping Tesla builds out a Golf GTI or Mazda MX-5 competitor with a really simple setup. Not too much power, heated seats, physical climate control buttons, Bluetooth only audio system, blind spot monitoring sensor, simple old school cruise control, and a single driver display in front of the steering wheel with backup view, about 250 miles of range. I’ll happily buy a cheap Rivian R3 lookalike hatchback with no OTA and automated fuckery. Or maybe some Zero SRF competitor with supercharging and power of a 500-600cc middleweight motorcycle. It’s a missed opportunity with most eMotorcycles focused on power instead of range and fast charging. 60-80 Ft-lb of torque is plenty enough for most riders, but I swear every company has decided to churn out 120 Ft-lb+ monsters with barely enough legs to go 90 miles on a charge. Tesla’s battery tech with Alta’s (Harley/Livewire) power management IP could make electric motorcycles mainstream. But then again, I am also the guy who wishes that we stop bombing children...thats not gonna happen either…oh well rant over.

Sharaku_US

Just remember non-competes don't benefit you the employee. 100% support this. Simple NDA would be fully enforceable for trade secrets and other IP.

PkmnTraderAsh

Pray tell, where did I say data was stored in China? [All lies I guess. .](https://www.theverge.com/2024/4/16/24132315/tiktok-bytedance-project-texas-china-silo) [Oracle the company selling data surveillance to China?](https://theintercept.com/2021/02/18/oracle-china-police-surveillance/) >In practice, the data was less walled off than TikTok led users and politicians to believe, *Fortune* reports. Evan Turner, who worked at TikTok as a data scientist between April and September of 2022, described a “stealth chain of command” in which he was reassigned — on paper — to a manager in Seattle but continued reporting to executives in China. Every two weeks or so, Turner would email spreadsheets with data on hundreds of thousands of US users to ByteDance workers in Beijing, he told *Fortune*. The spreadsheets included users’ names, email addresses, IP addresses, and geographic and demographic information and was used to determine how to develop TikTok’s algorithm to encourage users to be more active on the app, he said. >But it’s become even more rich now that the Intercept reports that Oracle actually [has a lucrative business helping repressive law enforcement in China](https://theintercept.com/2021/02/18/oracle-china-police-surveillance/) do surveillance work. The long story is absolutely full of totally shocking — but somehow not surprising — details. It starts off by noting that Oracle hosted a presentation on its own website, literally describing how it helped police in Liaoning province better sort through all of the surveillance data they collected

Ok_Marzipan_3326

Traditional car manufacturers are catching up. Long term it makes sense to invest in them. Tesla is overpriced imo. Chinese brands are the challenge, but their penetration outside of China is not guaranteed. Because of infrastructure in emerging markets and retaliatory (IP theft, state backing) protectionism in advanced.

kurzalevski

Infinite Reality Acquires The Drone Racing League For $250M $NBST btw how does this work out : The $250 million acquisition bolsters iR's capabilities and IP, and boosts its valuation to $3.5 billion.

manicdee33

> Elon originally joined Tesla as an investor and the chairman of the board 7 months after it was founded Define "founded". That's the issue here. Tarpenning and Eberhard had filed the papers of incorporation, but they had not put enough money into it to do anything. Musk, Wright and Straubel joined after that and brought with them the money and expertise needed to realise the dreams that Tarpenning and Eberhard had of commercialising AC Propulsion's "TZero". Their first product was the Roadster, and by the time the Model S came out there was nothing of AC Propulsion's IP left in the design. So at what point was Telsa "founded": when it was an incorporated entity with no money and no business plan, when it actually developed a product and started selling it, or at some point in between after they had money and formed a business plan and started to work on building the company?

Rebelcr7

Yeah that makes sense, they don’t even get paid hourly so it’s wishful to think they own IP or trademark

Sapriste

Is Twitter even making money? I'm sure the IP and brand aren't worth that much. Note we are having this conversation on Reddit ;).... Because I won't use Twitter. Twitter content has to be rolled into other platforms like Hannibal Lecter with the mouth guard on.

nodesign89

Great point, his threat to take teslas IP to another business venture should have been grounds for termination

MrF_lawblog

Lol this post would make more sense if you said they need to become a battery, IP, and software company and license it out to all other EV makers.... But even then, that would be a drastic and most likely failed strategy.

NotBillNyeScienceGuy

I get it. But my point is that TSLA isn’t a traditional car company. I’m not trying to say Tesla is going to be exploding tomorrow. I’m trying to say that 1) value is made up and 2) there’s untapped public opinion that Tesla has that’s overlooked by people focused on the cars. Tesla could start selling their electric motors and batteries, assembly lines, etc at any point to other car manufacturers. I mention SpaceX because it’s private and highly valuable and many resources are shared between Tesla and SpaceX. (Think engineers and IP)

No_Communication8613

I bought shares pre market without triple verifying information. The patent # list on X is 2018215090 That patent is for Manna Nutritional Group. AgriGrowth acquired Manna in 2022 so that tracks https://www.globenewswire.com/en/news-release/2022/05/18/2446081/0/en/AgriFORCE-Growing-Systems-Completes-Acquisition-of-Food-Production-Processing-IP-from-Manna-Nutritional-Group-MNG.html I was not able to verify the legal status of this new patent. The previous patent approval was on the AgriGrowth website. The current patent is not listed there. It's possible I actually bought in before the news hit. Please let me know if a third source verifies patent has been approved. All I found was the info below. HIGH FIBER, HIGH PROTEIN, LOW CARBOHYDRATE FLOUR, SWEETENED LIQUID, SWEETENERS, CEREALS, AND METHODS FOR PRODUCTION THEREOF ApplicationPublication/Patent Number: US20230031973A1 Publication Date: 2023-02-02 Application Number: US17/963,690 Filing Date: 2022-10-11 Inventor： Naccarato, David Clayton Gordon, Stuart Gray Assignee: Manna Nutritional Group LLC IPC: A23L11/70 Abstract: A technique for processing ancient, heritage and modern wheat, grains, seeds, beans, legumes, tuber and root vegetables create baking flours suitable for human consumption. The initial ingredient is incubated to initiate germination and activate internal enzymes and nutrient production for useful enzymes, proteins and nutrients. Germination is terminated and the product wet-milled to fracture or shear the outer hull, exposing the inner grain. The product is mixed with water at varying temperatures during which amylase is added. The mixture is incubated to facilitate saccharification of starches into sugars by the amylase enzymes. The mixture is pasteurized to denature the amylases and the mash pressed and/or strained to separate the liquid and solids. The solid phase is dried and milled into higher fiber, high protein, low carbohydrate flour. The liquid is carbohydrate-rich with substantial fiber, protein and other nutrients dissolved in the solution.

Front_Expression_892

Mission Master SP is also an interesting toy that is being investigated by Japan right now. But the biggest problem with traditional democracy bringing platforms is not only costs and complexity of production, it's the IP that can be copied if the platforms are captured. We need drones that not only cheap to produce, but also drones with open design to make capturing them valueless. Something like cheap Chinese drones with a grenade strapped with blue tape.

DickRiculous

China always makes a fuss. It’s part of the autocrat playbook. You sling mud at everyone else while gaining incremental advantages while everyone is distracted by your finger pointing. Russia, China, Iran, Saudi Arabia, and North Korea all practice this doctrine, as did a certain recent criminal president. They’re leaning into the fact that they have autocratic and complete control within their own borders, but the US operates on capitalism and freedom, and so they are weaponizing the USA’s own strengths to use against the US in a form of economic warfare. Just look at all of the IP theft by China. Many of the hacker and online troll-farm/mass propaganda groups perpetrating ransomware attacks and cyber attacks on critical infrastructure have ties to these state actors. In their countries they can lock down the internet. The US won’t do that. It puts the US at a disadvantage in an era where everyone has a smartphone in their pocket and groups can push one narrative or news article or force a global catastrophe to distract the public, then everyone’s phones ding with something polarizing and inflammatory. We can’t stay present or focus on the problems that are most prescient in our own back yards because we’re too busy worrying about what’s going on halfway around the world, and half of the populace is eating up some form of informational garbage or another. Everyone thinks they’re the smartest person in the room, but I’ll quote a certain comedian here: “Think about how dumb the average person you know is. Then, recognize that half of them are dumber than that.” Now I’m off on a tangent. I love Reddit but giving everyone and their mom a soapbox, a megaphone, and a sense of righteous indignation is not good for society.

Todsrache

While it isn't 'usual,' it isn't unusual either. Especially since pre-split TSLA that's only 6-7k shares. and at IP price of $16, that's not an unreasonable amount of money to have invested if you really believe in the electric car technology.

Yeshavesome420

If the courts weren't losing credibility at an alarming rate, I would support nearly every law being reviewed by a higher court. The truth is tech has been allowed to operate relatively unregulated for decades now because of the complexities of the industry. Our lawmakers don't have the technical knowledge (and sometimes desire) to write cohesive laws to protect citizens from predatory business practices. The only reason this law is moving forward is the relationship with a foreign entity. In reality, we should go after Facebook, Twitter, and everyone else with just as much enthusiasm. These companies have little to no fear that they will be punished for disinformation, unethical business practices, data theft, selling data to hostile foreign entities etc, etc. I hope this law and the subsequent Supreme Court case sets a precedence that affects the industry as a whole and potentially what we allow when it comes to foreign companies operating in the United States. Regarding the press, we should be returning to policies in line with the fairness doctrine to ensure accurate reporting and the elimination of disinformation. I don't necessarily believe that foreign businesses should be banned outright. However, bytedance has been clear that they won't allow their algorithms and IP to be inspected or monitored, and unfortunately, that has consequences. The question is, should the rights of a foreign business be defended in matters of national security? I suppose that's up to the courts to decide.

TheModeratorWrangler

Or we simply sanction their goods too because it’s not just US dollars they want. They want our IP. Look up the semiconductor war of East / West Germany to get it.

the_sound_of_a_cork

Can countries just confiscate American developed IP?

Draiko

It's not a boogie man, it's a genuine threat. China has been biting the hand that feeds for years via espionage, IP theft, supporting enemies, attacking allies, etc...

beyerch

Yeah but Elon's problem isn't IP theft, it's piss poor decision making. Hell, his batteries *ARE* Chinese.... If China wanted to, they could put Tesla out of business tomorrow.

Sneagle47

If Elon musk didn't have so many mental disorders we'd already have vine, I'm like 90% sure Twitter owned the IP. Just seems senile that nobody's even attempted to compete for short form content.

gnocchicotti

Sometimes economies do work when your sole supplier is charging 85-90% gross margins. Also a major reason AWS developed Graviton when dependent on Intel. Besides all these "custom" designs rely on outsourced manufactuong and heavy use of licensed IP, they're not truly an "in-house" product, more of a hybrid.

Agreeable_Ice_4774

There are a lot more problems than just the cost. R&D takes time. BTW, NVDA is running at 80% margin - you can technically estimate a breakeven point assuming another company can build the same IP by spending the same amount as nvidia. The numbers stop making sense pretty fast in the near term (next 2-3 years). I think we'll get some specialized workloads on these chips, but majority of capital spend is already locked in. I think this is what some people miss - NVDA is sold out for the next couple of years, they won't need to do a lot to maintain these margins for the coming 8 quarters.

John_mcgee2

I still remember years ago Apple pulled some manufacturing from China because they were stealing IP and musk moved in at the same time. Now musk is losing market to China. Any company that thinks their IP is safe there is nuts. Gotta hand it over when you arrive in that country

Abysswalker794

I think. Nintendo as a company is massively undervalued and underrated in general. It a fantastically lead business and the only thing which could disrupt their business are themselves, with a flop like the WiiU. But as they seem to go the Handheld only route in the future (with TV compatibility) I can’t see another flop like this again. Their IP are massive and they are just starting taking advantage of it outside of gaming. I think the future looks very very bright.

rx915

What the fuck did you just fucking say about me, you little shit? Ill have you know I graduated top of my class in the Navy Seals, and Ive been involved in numerous secret raids on Al-Quaeda, and I have over 300 confirmed kills. I am trained in gorilla warfare and Im 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. Youre fucking dead, kid. I can be anywhere, anytime, and I can kill you in over seven hundred ways, and thats 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 couldnt, you didnt, and now youre paying the price, you goddamn idiot. I will shit fury all over you and you will drown in it. Youre fucking dead, kiddo.

rx915

What the fuck did you just fucking say about me, you little shit? Ill have you know I graduated top of my class in the Navy Seals, and Ive been involved in numerous secret raids on Al-Quaeda, and I have over 300 confirmed kills. I am trained in gorilla warfare and Im 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. Youre fucking dead, kid. I can be anywhere, anytime, and I can kill you in over seven hundred ways, and thats 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 couldnt, you didnt, and now youre paying the price, you goddamn idiot. I will shit fury all over you and you will drown in it. Youre fucking dead, kiddo.

GeoLogic23

OGI just invested in a hemp extract company. Obviously they already have the CWEB connection too. https://www.businesswire.com/news/home/20240326681362/en/Organigram-Invests-in-U.S.-Based-Open-Book-Extracts-Representing-Inaugural-Jupiter-Investment Tilray has talked about CBD and Delta 9 recently, saying they will have to be into it. Both CBD and D9 beverages make perfect sense given their legality, and ability to be sold nationwide. Jones Soda recently partnered with Tilray and just released Delta 9 beverages. Cann is the most popular cannabis beverage. It is hemp derived, and has long been associated with MedMen/HEXO. Snoop just released a Delta 9 beverage (Do It Fluid). ACB and CRON have shared minor cannabinoid biosynthesis IP together recently. Part of the final order on CBD, etc will be categorizing synthetically produced CBD the same as natural, as long as it's <0.1% THC. https://www.prnewswire.com/news-releases/aurora-and-22nd-century-group-license-foundational-biosynthesis-ip-to-cronos-group-301444681.html Might explain why both ACB and CRON both pulled out of their hemp derived CBD companies right after last year's DEA supply chain conference. This would also explain why CRON still lobbies mostly just for CBD in the US. https://lda.senate.gov/filings/public/filing/263e53bf-9401-4224-b740-2dd6acdcdbba/print/ You also have BAT and CRON (Btomorrow Ventures and Gotham Green) teaming up to fund Trait Biosciences. Trait has been working on water soluble cannabinoid tech since 2017. BAT and Gotham closed on financing for them in late 2023. They claimed they were ready to launch their product finally in the first quarter of 2024. This coincides perfectly with the expected final order on the 2018 Farm Bill that is currently supposed to be finished sometime in April (4/00/24). https://www.prnewswire.com/news-releases/trait-biosciences-closes-on-financing-led-by-bats-btomorrow-ventures-and-gotham-green-partners-and-advances-commercialization-of-unique-water-soluble-cannabinoids-301953852.html

chewbaccashotlast

I literally do not understand why Netflix has a higher market cap than Disney considering the assets and IP associated to Disney. Netflix being literally 30% higher is mind boggling to me. Does that mean Disney is undervalued, Netflix is overvalued, both, or something else? The only real answer is that the market will do what it wants with it. Interesting but Disney is barely up over the last year and is down over the last 5. And their P/E is still quite high so idk

hairychinesekid0

Fuselage IP65 rated lol

clearlybraindead

Objectively speaking, the US lifted a billion Chinese out of poverty and in return, they made IP theft a state program and started bullying all of our other friends in the area. Man, Kissinger really did suck at his job, or maybe he was stuck on a China that Mao had already killed.

clearlybraindead

>Dude that's a *Chinese* company filing lawsuit *against* Apple claiming Apple infringed on *their* patent lol. It's the opposite. And the IP in question was Siri, and Apple *lost*. So what happened was a Chinese company sued Apple over a bullshit IP case, and won. Why? Who knows, but probably not the judge. And if a broken court system doesn't give them enough, then they'll just upgrade to straight up [espionage](https://www.washingtonpost.com/news/morning-mix/wp/2018/07/11/ex-apple-engineer-arrested-on-his-way-to-china-charged-with-stealing-companys-autonomous-car-secrets/). >I'm not saying it hasn't happened, but you were speaking in a blanket way, and at the end of the day our own companies decided the risk is worth the reward. I am using blanket language because the IP-for-access strategy isn't limited to Apple. You just brought them up. A lot of our businesses didn't know better. We only really started investing in China in the early 2000s and we were naive to think that a bunch of socialists were trustworthy. They only really started getting wise in the 2010s. Now, it's all about derisking and containing our Chinese supply chains as much as possible. >Which is why blanket ban is dumb as fuck. I never suggested a blanket ban. Just offer them the same environment they give us. Force them to give up their source codes and put backdoors in everything, put SEC agents on the boards of their US businesses, and never let them invest in infrastructure without partnering with a US business that can take over.

cookingboy

> You can literally just Google examples of American businesses getting screwed out of IP. I'm not saying it hasn't happened, but you were speaking in a blanket way, and at the end of the day our own companies decided the risk is worth the reward. >Even apple, this was the first thing that came up. Dude that's a *Chinese* company filing lawsuit *against* Apple claiming Apple infringed on *their* patent lol. It's the opposite. >Yeah our conservatives are dumb Yeah totally. Like if relationship between the two countries really goes down the drain we can nationalize their factories and investment and they can nationalize ours. Allowing them to own properties and business interest here and investing in the U.S. is holding *leverage* against them. We should absolutely allow them to build factories in the U.S. (as long as they adhere to our labor and environment practices), it would be good for *our* economy, our workers, and let us be on even footing in terms of business leverage. Which is why blanket ban is dumb as fuck.

clearlybraindead

>??? What IP did Apple or Tesla lose? You can literally just Google examples of American businesses getting screwed out of IP. Even apple, [this](https://www.wsj.com/articles/apple-faces-1-4-billion-lawsuit-by-chinese-ai-firm-in-siri-patent-fight-11596436018) was the first thing that came up. If you really don't think China has an IP problem, you're either a troll or an idiot. >But when CATL and Ford tried to do a joint venture in Michigan (so we can "steal" their IP), the politicians freaked out because "China bad!" Yeah our conservatives are dumb. Missed opportunity for some MAD-style shenanigans with our businesses in China.