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Cake day: August 2nd, 2023

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  • China knows that the US has a lot of economic leverage. They’ve been working very hard to change that and a lot of those efforts have flown under the radar.

    BRI is pretty obvious and it’s seen as one of the major reason the ASEAN countries are pivoting towards China. But consider the whole South China Sea issue. Everyone frames it as a contest over sea resources and few people consider the strait of Malacca. It’s a potential choke point for all trade west of Southeast Asia. While China is working to be able to defend that they’re also working with Thailand to build a canal that would bypass the straight of Malacca all together. All of that is primarily to reduce US leverage and those initiatives tend to work more often than they fail.


  • US is by far it’s largest customer

    That’s true and there’s also more to it.

    The US is China’s largest single trading partner but China has many many trading partners.

    May nations now trade or at least negotiate in blocks. Both ASEAN and the UE, as blocks, do more trade with China than the US does. When it comes to individual nations the US isn’t as far ahead as it might seem. Russia, Vietnam and Taiwan together trade more with China than the US does, despite having a combined GDP that’s a tiny fraction of the US.

    The key issue is that China has been working really hard to make itself less dependent on the US. They still have a way to go but they’re much less vulnerable than they were a few years ago.




  • Article III, Section 3, Clause 1 says:

    Treason against the United States, shall consist only in levying War against them, or in adhering to their Enemies, giving them Aid and Comfort. No Person shall be convicted of Treason unless on the testimony of two Witnesses to the same overt Act, or on Confession in open Court.

    It’s a fairly narrow definition. I haven’t found any cases where the USSC defines “enemy” but, given the preceding sentence, it looks like the heavily implied definition is, “Members of a nation that is at war with the United States.”

    Officially, the US has only been at war 5 times. The last one was WW II.


  • A lot of people have come to realize that LLMs and generative AI aren’t what they thought it was. They’re not electric brains that are reasonable replacements for humans. They get really annoyed at the idea of a company trying to do that.

    Some companies are just dumb and want to do it anyway because they misread their customers.

    Some companies know their customer hate it but their research shows that they’ll still make more money doing it.

    Many people that are actually working with AI realize that AI is great for a much larger set of problems. Many of those problems are worth a ton of money; (eg. monitoring biometric data to predict health risks earlier, natural disaster prediction and fraud detection).


  • I think that still boils down to attrition and relative size.

    From what I’ve seen. Russia has only pulled small numbers of troops out of other theaters to reinforce Kursk. They’ve had an ongoing assault on Avdiivka and they don’t seem to have pulled enough troops out of there to slow down the assault.

    The impact, both the severity of the impact and the duration of the impact is likely to hinge on how deep Russias reserves are and their overall production capacity. As near as I can tell, they have both in spades.

    From what I’ve seen on Russian industrial production they don’t really care too much if all of Kursk were destroyed. It’s not a strategic location (I think) and all the human and material resources can be easily and quickly replaced.

    That obviously involves a lot of guesswork on my part. That’s why I’m wondering if someone with expertise just knows the answers to these kinds of questions (and would hopefully also provide sources).



  • That makes sense. I’d have questions about all of those too

    a) be intended to divide Russian attention and spread their forces out Do we know if that’s happening? Russia has a lot of people and equipment and it’s not obvious to me that they need to pull many resources from other fronts to reinforce Kursk.

    b) be used in negotiation and applying domestic pressure to Putin That would make sense too. As long as Ukraine is still holding that territory when those negotiations are going on. Are there any estimates on when those negotiations could happen and if Ukraine will still be in control of Kursk by then?

    c) provide a greater buffer for air-defense to counter inbound artillery and missiles
    That true but only in the areas directly near Kursk. Is it likely that this can be repeated along the rest of the battle lines?

    Your intuition on what Ukraine is hoping to achieve seems reasonable but I don’t know if it’s likely to work out that way.

    The whole thing makes me think back to the “Ukrainian counteroffensive” from last year. At the time, US advisors were telling them to do a fast combined arms assault on some place like Mariupol, instead of dithering around, letting the Russians build a ton of defenses and then smashing all the fancy US equipment against said defenses. This assault seems almost like what that counteroffensive should have been. I say “almost” because I’m puzzled about the target. Controlling Mariupol would have cut off the entire western half of the Russian assault. They’d have no supplies and nowhere to run to besides going for a swim. Kursk? The benefits are less obvious.



  • I’ve been looking for some sort of analysis of this Kursk incursion but have come up empty handed. I’m looking for something along the lines of Markus Reisner’s analyses.

    In particular, I’m wondering what the likely paths are to altering the course of the war.

    How likely is it that Ukraine will be able to hold this territory? Will they be able to use it as a staging area to launch additional attacks?

    Is it likely to alter the artillery equation? Russia currently fires 3-5 times as many artillery shells as Ukraine does. Does this do something like limiting their production rates or their ability to deliver ordinance to the front lines?

    Is it likely that Ukraine killed or captured enough Russian troops to impact the broader war?

    A phrase like, “That figure is almost as much territory as Russia has seized in Ukraine this year.” kind of implies that there has been a shift in the momentum of the war and that we can expect such announcements more regularly going forward. Is that actually likely?

    My pessimistic guess is that this was a brilliant tactical move that will ultimately get steamrolled by Russia’s sheer mass, but I’d love to read an analysis from someone with more expertise.








  • Things will only have useful size metrics when the buyers want useful size metrics.

    Men’s pants come with useful size metrics because they’re useful and we attach very little meaning to the measurement of men’s pants.

    Women’s pants come with stupid size metrics because we attach a lot of meaning to the measurement of women’s pants.

    It’s the same reason condoms sizes are all on the spectrum of large to extra large without actually providing a length and diameter.