Duncan Bucknell
Strategic Intellectual Property
A new technology hits a point where the question stops being whether it works and becomes who already owns the ground around it. Quantum computing has recently crossed that line. McKinsey’s...
When investors describe a winning company, they now reach for three ideas: credible AI adoption, resilience, and durable competitive advantage. McKinsey’s latest survey of long-term investors — What matters most to...
July was a month about ownership. Not compliance, not litigation skill – ownership. Google’s edge sits on TPU technology that competitors must come back and license. Sanofi lost the mRNA product...
When Berkshire Hathaway takes a $10 billion stake in Alphabet, the headline is the money. The real story is what Google chose not to monetise on its own. Google’s most valuable...
The most valuable intellectual property in your business is often not the product your customers see — it’s the platform underneath it: the data it learned from, the delivery technology it...
Ben Thompson’s recent Stratechery analysis is a masterclass in how scale, integration and narrative compound into something competitors can no longer touch. Starlink is profitable not because the satellites are clever,...
Intellectual property rarely fails loudly. It fails in the gap between filing and follow-through — the priority date no one re-checked, the order no one renewed, the AI agent no one...
For two decades, IP protection quietly relied on one assumption: a human in the loop who knew what was confidential, what was privileged, and where a draft came from. Agentic AI...
The most valuable lesson in intellectual property this week wasn’t a single ruling — it was a pattern. Across a landmark licensing deal, a patent that collapsed over one character, and...
A patent settlement can look perfectly clean on its face and still carry antitrust risk buried in its economics. That is the lesson from an $885 million jury verdict handed down...
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