Bismarck Analysis
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http://brief.bismarckanalysis.com/subscribe 22-03-2022 21:19:11
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Lockheed Martin is the world's largest defense contractor and builds the U.S. military's most important aircraft and missiles. Though it grew through live players, it's now a dead player directed by the Pentagon. Read the new Bismarck Analysis Brief: brief.bismarckanalysis.com/p/lockheed-mar… 1/n
Future wars are drone wars. I wrote about the history of unmanned systems in the US military going back to WWII for Palladium Magazine Give it a read :)
The Google subsidiary Waymo has deployed self-driving taxis in multiple American cities. Neither regulators nor hardware costs are likely to impede its slow but steady progress. Read the new Bismarck Analysis Brief: brief.bismarckanalysis.com/p/google-leads… 1/n
You can read the excellent and meticulous Bismarck Analysis Brief on Boeing below; other company case studies are coming soon. Become a subscriber to read them and join us on our investigations of key American companies! Link: brief.bismarckanalysis.com/p/the-decay-of…
The insights of this thread are only possible thanks to the tireless research, investigation, and synthesis of institutional case studies of our hard-working team of geniuses at Bismarck Analysis. If you enjoy it and want more, subscribe here now: brief.bismarckanalysis.com/subscribe
Excellent thread explaining how the Pentagon's planning preferences and the "Portfolio Theory of the Firm" combine to turn U.S. defense companies (and other companies) into dead players. Coincidentally the topic of this week's Bismarck Analysis Brief!
This Bismarck Analysis Brief has aged very well, I recommend giving it a read. We don't chase the news cycle, rather we keep an eye on the strategic landscape and figure out what will matter in the near future and go for deep dives on those topics.
99% of smartphones and mobile devices rely on processors using the designs of one semiconductor company: Arm. But the British firm, now owned by SoftBank, faces a long-term tradeoff between profits and viability. Read the new Bismarck Analysis Brief: brief.bismarckanalysis.com/p/arms-long-te… 1/n
Intel, the leading U.S. chip designer and manufacturer, missed multiple major technological opportunities. Its recent pivot to contract manufacturing is heavily backed by the U.S. government. Read the new publicly-available Bismarck Analysis Brief: brief.bismarckanalysis.com/p/the-attempt-… 1/n