by Louis Carbonneau | May 14, 2026 | IP Market Insights
Hello all, In our last column, I looked at the new tension between moats and speedboats created by AI collapsing time like a car driving over a watermelon… Now I want to address another paradigm shift that is happening as we speak. For those who have been reading this...
by Tangible IP | Apr 8, 2026 | IP Market Insights
Hello all, There is a provocative piece making the rounds lately from Mavka Ventures, a VC firm, titled “The Moat is Dead. Long Live the Runner.” The thesis is bracingly simple: in the age of AI, competitive moats — the protective advantages that Warren Buffett spent...
by Louis Carbonneau | Mar 19, 2026 | IP Market Insights
Hello all, In real estate, they say the three most important things are location, location, location. Turns out the same is true in patent assertion — except the stakes are considerably higher and, unlike a house with good bones in a sketchy neighborhood, you...
by Louis Carbonneau | Mar 2, 2026 | IP Market Insights
Hello all, For those who have been reading this column for a while, you know I often distinguish between what I call “retail licensing” and “wholesale licensing.” The retail side is where individual inventors and small patent owners try — often heroically and just as...
by Louis Carbonneau | Feb 4, 2026 | IP Market Insights
Hello all and a happy Lunar New Year to our readers in Asia, A few weeks ago, I reviewed the most salient events of the past year and made some predictions for the one ahead. With NPE acquisitions surging, IPR institution rates collapsing to historic lows under new...
by Louis Carbonneau | Jan 14, 2026 | IP Market Insights
Hello all and a belated Happy New Year, We are back after a much-deserved break which allowed me to look back at this pivotal year in the patent space and try to connect some dots. 2025 undeniably marked an inflection point for patent valuations, driven by converging...
