Sandy

1.7K posts

Sandy

Sandy

@sleff30

Inscrit le Ocak 2012
553 Abonnements80 Abonnés
Sandy
Sandy@sleff30·
Look at SMX and what they have been claiming over the last 5-6 months with things like product ID and supply chain as well as recycling. Then look at BNAI and their claims with brand engagement. Lots of copycats and wannabes. No chance they will ever get close, but they want it.
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Deborah
Deborah@DeborahHat96840·
$HPNN $DMRC #Digitalage #Apple NFA Digimarc: The Actual Patent Landscape Digimarc Corporation is the established, decades‑deep patent holder in: digital watermarking content provenance machine‑readable embedded identifiers media authenticity systems supply‑chain traceability image/audio/video signal‑level marking Their portfolio includes hundreds of issued patents and continuations covering: embedding imperceptible identifiers into media persistent watermarking across transformations capture‑time watermarking tamper detection provenance chains verification workflows rights‑management integrations content‑tracking infrastructure This is not a “trend.” This is a mature, heavily patented field with long‑standing incumbents. See: Digimarc patent landscape Why this matters for Digitalage’s claims Digitalage is asserting: “verification at creation” “cryptographic proof generated at capture” “infrastructure layer for verified media” “no algorithms, no moderation, math” Every one of those claims sits directly inside Digimarc’s long‑established patent domain. Meaning: 1. Digitalage is not pioneering a new category The category already exists. Digimarc built it. Digimarc patented it. Digimarc commercialized it. Digitalage is describing a field that is already owned. See: verified media prior art 2. Any real implementation would require licensing Digimarc IP If Digitalage actually had: capture‑time verification embedded provenance cryptographic watermarking persistent media identifiers …they would need: a license, a cross‑license, or a non‑assert agreement from Digimarc or another rights holder. There is no evidence of any such agreement. See: IP licensing requirements 3. Digitalage’s “5 patents” cannot override Digimarc’s prior art Even if Digitalage filed provisional patents, they cannot: supersede invalidate bypass or leapfrog the existing prior art held by Digimarc and other incumbents. Provisional patents do not grant rights. They do not confer exclusivity. They do not establish superiority. They do not protect against infringement. See: provisional patent limitations 4. Apple already works with Digimarc‑class technology Apple is deeply familiar with: watermarking provenance content authenticity capture‑time metadata integrity Digitalage’s claim that they are building a “category Apple hasn’t built yet” is factually incorrect. Apple has: internal frameworks partnerships standards alignment existing provenance initiatives Digitalage is not ahead of Apple. They are behind Digimarc. See: Apple provenance standards The forensic conclusion Digitalage’s “infrastructure layer for verified media” is not novel. It is not uncharted territory. It is not a new category. It is a heavily patented, long‑established field dominated by Digimarc and other incumbents. Digitalage’s claims sit inside existing prior art, with: no licensing, no demonstrated implementation, no technical evidence, and no operational footprint.
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Sandy
Sandy@sleff30·
@ChallengeThink @Sideburnsofwood You might have just found one of the best things ever and a most incredible story. If you understand the small cap manipulation and all the special things they do that has infested our market, this might be the best textbook example and all over something truly incredible.
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ThinkDifferent
ThinkDifferent@ChallengeThink·
@Sideburnsofwood @sleff30 I have basically 0 followers so I know you guys are scraping $DMRC ticker tweets haha love the grind. I only stumbled down this rabbit hole a week ago I’m sure you’ve both been on it for a minute
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ThinkDifferent
ThinkDifferent@ChallengeThink·
I don’t think people are paying enough attention to companies like $ADBE or $DMRC that are building the foundation for C2PA / provenance to protect content in a world that’s going to be inundated by AI slop and copycat content. This will become so critical
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Sandy
Sandy@sleff30·
@bstg Thank you Digimarc brother! Now we see what you have been explaining in specific detail. I know we are going to see far more. To all of you there, WOW and great appreciation for EVRYTHNG you are doing!
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Alpha
Alpha@AlAlphaResearch·
This is the next chapter for $DMRC, and it's a meaningful one. When I posted about Digimarc @digimarc a while back, the thesis was about AI-generated content, the EU AI Act mandate, and a company that had been quietly building the trust infrastructure for decades. What just got announced takes that thesis into a completely new direction that I didn't fully anticipate. Autonomous Al agents are the next wave. Not Al that helps humans write or create, but AI that actually executes tasks independently. Books flights, processes contracts, makes decisions, interacts with other systems without a human in the loop. The problem nobody has fully solved yet is how you verify what those agents are doing. Is this action authorized? Is this content authentic? Did a legitimate system generate this output or was it tampered with? That's exactly what Digimarc just announced infrastructure for. Provenance and verification for autonomous AI workflows. The same digital watermarking IP they've deployed for 30 years in currencies and physical products, now applied to the layer that validates what AI agents are actually doing and whether it can be trusted. And this isn't just a press release. The Q1 earnings call CEO said plainly that enterprises will require an ultra-scalable way to verify what is real, authentic and authorized as AI systems become more autonomous, and that idea is gaining widespread acceptance. Pilot programs are already running. They're already in conversations with the U.S. government through the SOFWERX Field Forward Technology Sprint, which is a defense rapid prototyping program. That's not a company guessing at a market. That's a company being pulled into it. The May 15 holding company reorganization completed cleanly. Still trades as $DMRC on Nasdaq. Revenue is still small, $7.6M in Q1, and down year over year from two contract losses. The numbers are still ahead of the story. But subscription gross margin hit 90%. The platform itself is highly profitable once customers are on it. Thirty years of watermarking IP. C2PA co chair. EU AI Act compliance mandate already in force. And now the first provenance infrastructure purpose-built for autonomous AI agents. The market hasn't caught up to what this company is becoming yet. 🔗businesswire.com/news/home/2026…
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Alpha@AlAlphaResearch

Everyone’s chasing semiconductors, space, and AI right now, and honestly same, I’ve been deep in all of it. But there’s one company I keep coming back to quietly, one that’s building something in a completely different direction. That’s $DMRC Digimarc, and let me explain why it’s been on my radar. They do digital watermarking. Embedding invisible identification into content so you can prove what it is, where it came from, and whether it’s been tampered with. They’ve been doing this for nearly 30 years, and one of their longest running deployments is with a consortium of the world’s central banks to deter currency counterfeiting. Not a new idea for them at all. And honestly the reason this feels more urgent now is pretty obvious when you think about it. AI generated content is everywhere, deepfakes, synthetic images, AI written text, and the question of is this real is getting harder to answer every single day. Digital watermarking is one of the most viable solutions to that problem at scale, and $DMRC has been quietly building the infrastructure for exactly this for decades without much fanfare. The 2026 piece is worth paying attention to though. The EU AI Act comes into full force in May 2026, and it mandates watermarking and labeling of AI generated content across the board. Non compliance means fines up to 15 million EUR or 3% of global annual turnover, whichever is higher. This applies to any AI company operating in Europe, which is basically everyone. What kind of got me was this part. $DMRC developed the industry’s first digital watermarking solution compliant with C2PA 2.1, the standard the industry is converging around, and they co-chair the watermarking task force for that standard. So they’re not just selling into this space, they’re literally at the table where the rules are being written. That’s a different kind of positioning. The honest risk is the financials are still rough. Small cap, still burning cash, stock has been quiet for a while. The story is ahead of the numbers right now. But regulation moving in this direction with $DMRC sitting at the center of the standard, that’s not nothing. Staying on my watchlist for sure.

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Sandy
Sandy@sleff30·
@FlyEaglesFly529 @TradeIdeas The shares we can now see reported are greater than the float+the short, and that doesn't count a substantial amount owned by the non reporting public. The math doesn't math! Someone there said to me the DTCC is a filthy black box. Are there still possible shares not converted?
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Sandy
Sandy@sleff30·
@ChairmanSelig @FINRA Seriously? After we've seen and the fact that victims are never indemnified by FINRA and the "fines" they collect while we watched so much nefarious activities go on ignored and unprotected, FINRA owned and operated by the most powerful and not protecting people deserves praise?
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Mike Selig
Mike Selig@ChairmanSelig·
Self-regulatory organizations like @FINRA are the first line of defense against fraud and manipulation in our markets. If it weren't for the work of SROs, our markets wouldn't enjoy the confidence that underpins their depth and liquidity.
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Sandy
Sandy@sleff30·
@MilkRoadAI Valuations for those things back then was ridiculously cheaper.
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Milk Road AI
Milk Road AI@MilkRoadAI·
Paul Tudor Jones just went on CNBC and said three words that matter: "I bought more." This is the man who called Black Monday in 1987, who has run his fund for 46 years and who currently manages over $83 billion. When he buys, it's worth understanding why. His thesis was simple and precise. He drew a straight line between what's happening in AI right now and the PC productivity boom of the late 1970s and early 1980s. Apple dropping the first personal computer in 1977 was like ChatGPT in 2022, a moment of possibility that most people didn't act on. Microsoft bringing the PC to mass commercial adoption in 1981 was the real inflection, the moment it became a business necessity and Paul Tudor Jones said Claude Code, launched in January of this year, is that same moment for AI. The PC productivity boom that followed 1981 drove one of the greatest sustained equity bull markets in history. If PTJ's analogy holds and he has one of the best track records of anyone alive at reading these moments then we are in the first inning of a multi year AI equity supercycle, not the final one. He didn't pick individual stocks but rather bought baskets, hyperscalers, semiconductors, the whole stack. Because when you believe in a transformational technology cycle, you don't try to pick the winner, you buy the infrastructure. This is exactly why Milk Road analysts hold these assets in their portfolios. Go PRO to see exactly what they hold, the allocations, and the full thesis behind every position, link below.
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Sandy
Sandy@sleff30·
@bstg Agents will do anything people tell them to do including screw people. Something tells me you guys have thought a lot about that. Look forward to seeing where we're going with that in response to this and everything needed coming from you guys seeing ahead.
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Ken Sickles
Ken Sickles@bstg·
Not sure about the API, but probably eventually. UI is a no brainer. Some day we will look back and be like "Wait, so some poor designer had to guess what a user may want to do at any given time, and create a screen that would accommodate that? Sounds like a nightmare." @bstg/the-dawn-of-transient-ux-when-agents-replace-apps-ce14b65c362f" target="_blank" rel="nofollow noopener">medium.com/@bstg/the-dawn…
Naval@naval

AIs replace UIs and APIs.

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Sandy
Sandy@sleff30·
@bstg Just read your Trust Gap...real product problem on Medium and didn't sign up and pay yet to comment, but what a stellar explanation! It seems the Trust Layer is mighty important! Release that to the masses somehow IMHO. Kudos for advancing the understanding amongst us lay folk.
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Sandy
Sandy@sleff30·
@FlyEaglesFly529 2.63 mil short & yes, there is also a substantial amount in their birthday suits. Swaps too. Can they transfer it to a completely different company? Anyone who knows help? Any other interests? Perhaps an example is soon going to be set? Squeeze or settlement crisis or both?
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Polish Assassin2.0
Polish Assassin2.0@FlyEaglesFly529·
$DMRC 👀 Charts been improving 2.3m shares short 18% of float Billionaire and CEO control 22%+ 43k VOLUME 8 days to cover is only 8 days bc the shorts wash tarde it to increase volume to lower SIR so it doesnt hit screens $CAR also had "8 days to cover" when it was $100🤔
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Polish Assassin2.0@FlyEaglesFly529

With $BIRD up 400% on announcing they are just transitioning into AI dont forget other forgotten, beaten down, heavily manipulation names in the AI space $DMRC tech relates specifically to copyright protection in an AI world They were way ahead

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Sandy
Sandy@sleff30·
@FlyEaglesFly529 & you don't yet know what's behind the upcoming "cusip change" and what implications might be? Have you ever seen a "cusip change" like this one? Think they learned from those before and all the in and outs of the cabal? Who put this together? Surprise for crooks perhaps?
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Sandy
Sandy@sleff30·
@FlyEaglesFly529 I know. Same for @kshaughnessy2 as she has said to me. The manipulation and dirty tricks are everywhere. Short mostly, but also long in the pumps. SMX is claiming to be Digimarc and they have nothing. You know that too.
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Polish Assassin2.0
Polish Assassin2.0@FlyEaglesFly529·
@sleff30 just because I highlight manipulation or dirty tricks the shorts use to control a stock doesnt mean Im advocating or offering any fundamental opinion on the stock
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Sandy
Sandy@sleff30·
@KimDotcom Why do you keep posting shit that Grok renders moot immediately? You know it's nonsense before you post it. That tells everything about where you are now.
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Kim Dotcom
Kim Dotcom@KimDotcom·
Unprecedented Massive Attack: 450 missiles hit Israel in minutes. A large-scale offensive shook Israel overnight.
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Sandy
Sandy@sleff30·
@bstg Andreessen has been on the forefront talking about and exposing how previous powers have used their power in both politics and business to force shape and get their way. Their war against crypto tech and key people involved as one example. There are plenty of others. Hits home!
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Sandy
Sandy@sleff30·
@FlyEaglesFly529 @kshaughnessy2 I know. Just making that point. You know what is coming up with you know who. It's not what some people think by a long shot. It's quite different.
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Polish Assassin2.0
Polish Assassin2.0@FlyEaglesFly529·
@sleff30 @kshaughnessy2 thats all well known so hardly a myth anymore, theres also much more to PFOF beyond that its banned in every other major mkt in the world and for good reason
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Polish Assassin2.0
Polish Assassin2.0@FlyEaglesFly529·
91% of $AMC's volm today is being internalized This is why Ken Griffin and Virtu tried to have PFOF banned when they didnt have the order flow "Internalization without meaningful price improvement reduces competition and limits price discovery" PFOF is their pot of gold
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TwisterApe@TwisterApe

🚨 91.47% OFF EXCHANGE! 🚨 Stop Stock Market Manipulation *Ban Algorithmic Trading *Ban Dark Pool Trading *Ban Naked Short Selling *Force trade settlement @RobertKennedyJr @realDonaldTrump @FBIDirectorKash @timburchett @nickshirleyy @realannapaulina @DevinNunes @JDVance @RepSpartz @PamBondi @DOGE_SEC #AMC #GME

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