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Bismarck Brief

Samo Burja

Intelligence-grade analysis of key industries, organizations, and live players.

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Substack
PricingFreemiumPublishesWeekly
Issues160SubscribersRead brief.bismarckanalysis.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Netflix is Fending Off Its Competitors in Streaming

The California film and television streaming company is weathering extensive competition from both Hollywood and Silicon Valley. It is now attempting expansions into sports, games, and blockbusters.

2 months ago
7
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Paid

Sony Suggests Japanese Innovation Dies Through Succession Failure

Japan's most valuable consumer technology conglomerate led global innovation in electronics for decades. Succession failure has made it less than the sum of its parts.

2 months ago
15
0
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The Attempt to Reform Intel

Intel CEO Pat Gelsinger. Photo by Cody Glenn/Web Summit. Source.

2 months ago
29
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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 laying the foundations for its future obsolescence.

2 months ago
10
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Authors

The writers behind this newsletter.

  • Samo Burja

    Founder and President of Bismarck Analysis.

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