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The Attempt to Reform Intel
The chip designer and manufacturer missed multiple major technological opportunities. Its recent pivot to contract manufacturing is heavily backed by…
Sep 4
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Samo Burja
23
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The Attempt to Reform Intel
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August 2024
Arm’s Long-Term Strategic Dilemma
The British semiconductor design firm has a key and growing role in the global chip industry. But the growth strategy of Arm's Japanese owners risks…
Aug 28
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Samo Burja
10
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Arm’s Long-Term Strategic Dilemma
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Raytheon is Now Run Under the Portfolio Theory of the Firm
The storied electronics manufacturer and defense contractor is now just one of a few distinct subsidiaries of a holding company. It is a dead player…
Aug 21
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Samo Burja
37
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Raytheon is Now Run Under the Portfolio Theory of the Firm
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Google Leads the Autonomous Taxi Race Through Waymo
The Google subsidiary has deployed self-driving taxis in multiple American cities. Neither regulators nor hardware costs are likely to impede its slow…
Aug 14
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Samo Burja
9
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Google Leads the Autonomous Taxi Race Through Waymo
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Lockheed Martin is Entrusted with the Pentagon’s Top Weapons Program
The world's largest defense contractor builds the U.S. military's most important aircraft and missiles. Though it grew through live players, it is now a…
Aug 7
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Samo Burja
12
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Lockheed Martin is Entrusted with the Pentagon’s Top Weapons Program
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July 2024
Venezuelan Oil Stopped Flowing Due to the Loss of a Functional Institution
The world's most oil-rich country exports negligible amounts of oil because its only functional economic institution, the state oil company, became a…
Jul 31
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Samo Burja
15
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Venezuelan Oil Stopped Flowing Due to the Loss of a Functional Institution
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The IMF’s Role As a Foreign Policy Tool
The lender of last resort for governments is a technocratic institution focused on fiscal responsibility, but also a tool for the U.S. and allies to…
Jul 24
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Samo Burja
14
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The IMF’s Role As a Foreign Policy Tool
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The Potential of Supersonic Commercial Flight
Flight faster than the speed of sound has found many military applications. Once, civilian passengers could enjoy its benefits too. New advances are…
Jul 17
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Samo Burja
9
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The Potential of Supersonic Commercial Flight
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The Growth Prospects for AWS
Amazon's most profitable line of business has been imitated by other tech giants. While breakneck growth has ceased, demand from organizations for more…
Jul 10
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Samo Burja
12
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The Growth Prospects for AWS
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Wind Cannot Power Manufacturing
Heavy subsidies have made wind turbines a growing share of electricity in developed countries. But since wind cannot meet the needs of modern industry…
Jul 3
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Samo Burja
15
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Wind Cannot Power Manufacturing
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June 2024
Tokyo Electron’s Place in Global Semiconductor Manufacturing
Japan's most valuable semiconductor company is a major exporter of the many machines needed to make computer chips. With demand rising, its main…
Jun 26
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Samo Burja
16
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Tokyo Electron’s Place in Global Semiconductor Manufacturing
brief.bismarckanalysis.com
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Chile is a Politically Disunited Resource Exporter
The most affluent Latin American country's economic success owes more to mineral exports than market reforms. Irreconcilable political divides show it…
Jun 19
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Samo Burja
24
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Chile is a Politically Disunited Resource Exporter
brief.bismarckanalysis.com
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