Bismarck Analysis @bismarckanlys
We help companies, governments, philanthropists, and investors in their vital role of advancing civilization. Since 2017. Founded by @SamoBurja. brief.bismarckanalysis.com/subscribe San Francisco, CA Joined March 2022-
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The company has still, however, not surrendered complete control to the Kremlin, even as the Kremlin has locked in its success in Russia with favorable laws. It will remain the key institution advancing Russian software in AI, self-driving cars, and other new domains. 4/n
But the live players behind Yandex, its two cofounders, will no longer be directly involved. While one passed away, the other is now divesting himself from the company due to EU sanctions on Russia. 95% of Yandex will remain in Russia, but the other 5% is going into exile. 3/n
Yandex is both Russia's Google and Russia's Uber—both of whom it beat in free market competition at home. Despite political encroachment from the Kremlin, it remains a functional company. Read the new @bismarckanlys Brief here: brief.bismarckanalysis.com/p/russias-yand… 1/n
Venture capitalists form an independent culture and distinct tradition of knowledge from East Coast financiers. Their skills in financing software will not translate cleanly to politics or industry. Read the new @bismarckanlys Brief here: brief.bismarckanalysis.com/p/venture-capi… 1/n
In 2023, over 93% of cargo on Russia's Arctic sea route went from Russia to China, 70% of which was oil. Despite freezing cold and treacherous ice, this is perhaps the easiest way for Russia to supply natural resources to China. Read the Brief here: brief.bismarckanalysis.com/p/russias-long…
In 1992, China had zero nuclear power. Today, it is second worldwide. In the next decade, China is projected to surpass U.S. nuclear power production. But China will not lead a nuclear energy revolution. Read the new @bismarckanlys here: brief.bismarckanalysis.com/p/the-rising-c… 1/n
The @bismarckanlys Brief on Sweden's political economy is a great read for understanding how this system works and why it actually works: brief.bismarckanalysis.com/p/the-family-t…
Boeing is the flagship of U.S. airpower and aerospace. But in recent years, its planes have fallen out of the sky. Why? Boeing is decaying due to succession failure in engineering and on the factory floor. Read the new @bismarckanlys Brief here: brief.bismarckanalysis.com/p/the-decay-of… 1/n
"The purpose of a system is what it does." "The system does, like, hundreds of things. How do I tell which one is the purpose?" "That's easy. Whichever one makes you mad enough to retweet me."
This is something many statistically literate people haven't yet updated on. The surprise end of U.S. exceptionalism with regard to fertility is very important factor for thinking about the future of the Western world.
This is something many statistically literate people haven't yet updated on. The surprise end of U.S. exceptionalism with regard to fertility is very important factor for thinking about the future of the Western world.
The U.S. subsidy of EU defence is not charity. - it’s a jobs program for the U.S. itself, from factories to opinion columns. - Costly clientism is considered preferable to European strategic autonomy. - Europeans (or at least Germans and Nordics) subsidise U.S. consumption by…
The U.S. subsidy of EU defence is not charity. - it’s a jobs program for the U.S. itself, from factories to opinion columns. - Costly clientism is considered preferable to European strategic autonomy. - Europeans (or at least Germans and Nordics) subsidise U.S. consumption by…
Sometimes I think about how civilizations went thousands of years without coming up with incredibly simple and useful ideas like numbering all the years, or the phonetic alphabet, or coordinate geometry. Sometimes I wonder what ideas we're missing today.
We are not just any analysts. We are Bismarck Analysts. Would you want an analyst incapable of generating hot takes?
We are not just any analysts. We are Bismarck Analysts. Would you want an analyst incapable of generating hot takes?
This @bismarckanlys Brief gives an excellent explanation and overview of how European social democracy preserves wealth at the expense of growth (and income). Subscribe and read: brief.bismarckanalysis.com/p/the-family-t…
New podcast appearance by @SamoBurja. Worth listening to in its entirety!
New podcast appearance by @SamoBurja. Worth listening to in its entirety!
The concept of "F--- you money" is revealed as transparently fake when you look at how scared everyone in Silicon Valley is.
Over at @bismarckanlys, we did a case study on Hollywood central planning at Disney, but the central planning obviously goes deeper than even that: brief.bismarckanalysis.com/p/disneys-boar…
New post: The DDoS Attack of Academic Bullshit Fake studies and bullshit research don't just fool the gullible. They also slow real work by diluting the tiny pool of serious researchers, so they can't find peers and build on each other's work. benlandautaylor.com/p/the-ddos-att…
To read the full analysis of Stripe, subscribe to Bismarck Brief here: brief.bismarckanalysis.com/subscribe We invite you to subscribe and join us on this ongoing exploration into the global power landscape.
But rather than going public, Stripe is one of a few prominent companies staying private instead. In addition to strategic independence in business, this has also allowed its founders to pursue philanthropic and intellectual goals via the company, like publishing books. 4/n
Samo Burja @SamoBurja
60K Followers 233 Following There's never been an immortal society. Figuring out why. Founder of @bismarckanlys. @longnow fellow.
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The company has still, however, not surrendered complete control to the Kremlin, even as the Kremlin has locked in its success in Russia with favorable laws. It will remain the key institution advancing Russian software in AI, self-driving cars, and other new domains. 4/n
But the live players behind Yandex, its two cofounders, will no longer be directly involved. While one passed away, the other is now divesting himself from the company due to EU sanctions on Russia. 95% of Yandex will remain in Russia, but the other 5% is going into exile. 3/n
Unlike "China's Google," Baidu, Yandex both predates its much larger U.S. rival and defeated it at home in free market competition on the strength of its superior quality in the Russian language. The Kremlin only more recently began severely restricting U.S. tech co.'s. 2/n
Yandex is both Russia's Google and Russia's Uber—both of whom it beat in free market competition at home. Despite political encroachment from the Kremlin, it remains a functional company. Read the new @bismarckanlys Brief here: brief.bismarckanalysis.com/p/russias-yand… 1/n
To read the full analysis of venture capital, subscribe to Bismarck Brief here: brief.bismarckanalysis.com/subscribe We invite you to subscribe and join us on this ongoing exploration into the global power landscape.
The West Coast venture capital tradition has helped usher in a global software and internet revolution. But the same principles that applied there won't apply cleanly to politics or industry, where venture capitalists are increasingly devoting their attention. 4/n
The transaction underlying venture capital, purchasing shares in a fledgling company, is the domain of specialists partly due to federal regulation, but also because successfully judging the good companies from the bad requires close contact and tacit knowledge in a domain. 3/n
Venture capital is far smaller than the rest of the East Coast financial sector it is tightly financially linked to. But its focus on transformative, fast-growing companies has led it to have a far outsized impact on the world, creating companies from Facebook to Nvidia. 2/n
Venture capitalists form an independent culture and distinct tradition of knowledge from East Coast financiers. Their skills in financing software will not translate cleanly to politics or industry. Read the new @bismarckanlys Brief here: brief.bismarckanalysis.com/p/venture-capi… 1/n
@SamoBurja The Brief is now no longer paywalled and is publicly available! brief.bismarckanalysis.com/p/the-rising-c…
Lack of growth *is* a tradeoff that Europe has intentionally made in favor of welfare in the last century. The defining feature of social democracy is preservation of economic elites' arrangements with the state in exchange for welfare spending on the middle/lower classes...
I hate this genre of tweet because it frames lack of European growth as an intentional tradeoff for welfare instead of a recent macro policy failure, thereby excusing it As if having a better subway network is the reason the German economy hasn’t grown in 5 years. Ridiculous
...the high taxes, subsidized companies, generous welfare, public wealth, safe careers, parochial mindsets, etc. are all intentionally designed to prevent upward mobility or the emergence of economic live players who can drive new industries and create economic growth!
If you look at just the last five years, it looks like a European failure. But the subways weren't built in the last five years. If you look at the last fifty years, it looks less like a European failure and a tradeoff that Europe selected a long time ago.
That said, I obviously think Europe's economic performance in recent years has been abysmal and, in many ways, suicidal. Europe is overdue for major institutional reforms. I just think America is also overdue for those, so Americans shouldn't gloat.
The @bismarckanlys Brief on Sweden's political economy is a great read for understanding how this system works and why it actually works: brief.bismarckanalysis.com/p/the-family-t…
Boeing is the flagship of U.S. airpower and aerospace. But in recent years, its planes have fallen out of the sky. Why? Boeing is decaying due to succession failure in engineering and on the factory floor. Read the new @bismarckanlys Brief here: brief.bismarckanalysis.com/p/the-decay-of… 1/n
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