Duncan Bucknell
Strategic Intellectual Property
Most boards plan around a single date. The patent expires, competitors arrive, the revenue line falls off a ledge. That model is tidy, it sits in the forecast, and for high-value...
Intellectual property rights don’t dissolve the moment you stop paying attention to them. That’s the thread running through several developments last week, and it’s worth more attention than most companies give...
If a capability you spent years building can be downloaded on a Sunday afternoon, the question is not how to stop that. It is what you own that survives it. Ben...
When a market is about to triple in a decade, the patent filing map you drew for yesterday’s demand is the one that will let you down. A McKinsey analysis, written...
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,...
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