Duncan Bucknell
Strategic Intellectual Property
The price of frontier AI capability is falling towards zero. The consequence for an IP strategy is not that AI has become cheaper. It is that anything you thought you were...
There are two ways to hold a position in a technology. You can own the technology. Or you can own what it takes to build and install the technology at volume....
A patent protects a mechanism. It does not protect a share of the benefit. Those are different things, and the gap between them is where a great deal of intellectual property...
A technical lead is worth what you can prove. Being first, or fastest, or best matters only if the evidence behind the claim survives a hostile reading, whether from a court,...
Capability is not what separates an attacker from a defender. Incentives are. Ben Thompson’s Stratechery piece of 24 August 2026 works this through in agentic cybersecurity, and the logic travels a...
Global banking has just posted the most profitable year of any industry – US$1.3 trillion in net income – and still trades at the lowest price-to-book of any industry. McKinsey’s preview...
Long-lived patents, an AI-shifted landscape: why a fixed filing roadmap fails, and the three decision rules an IP strategy needs instead.
Most IP portfolios are not shaped by strategy. They are shaped by whatever was urgent that week. Renewals get paid because the deadline arrived. Examination responses get filed because the clock...
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...
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