This is a brief guide for selected threads. It will include materials on the current war and briefs useful for prognosing the future of the region once the war is over 🧵
TL;DR Russian army is overrated, Ukrainian army underrated. Putin expected Ukrainians to surrender. Thus he sent only one echelon of troops, that's not a proper Blitzkrieg. He didn't expect any resistance and thus failed
TL;DR Ukraine is waging the info war controlling the supply of *accurate* data. Meanwhile Russian efforts focus on portraying Putin as alpha. But that's a psyop to break resistance. In fact he's timid, risk averse, ignore the psyop
TL;DR Brief on Kadyrov's regime and its role in modern Russia as the supplier of Putin's psyop troops. Includes a short overview of Chechen history, the origins of Kadyrov's rise + his main three henchmen: Delimkhanov, Lord, Patriot
TL;DR As long as ppl believed in Communism Kremlin legitimised its rule as the path to it. After nobody believed they started legitimising through WWII. Meanwhile real history of Soviet-Nazi collaboration is forgotten
TL;DR Putin initially built his reputation and popularity through a Special Operations disguised as a small victorious war. He repeated this little trick every time his image waned. In Ukraine he just scaled up, mistakenly
6. FSB: State Security as the core of Putin's regime
TL;DR How the party regime of the USSR evolved to the state security regime of Russian Federation and how latter is different from the former. It's the mafia state, not the ideologues state
7. Valentina Matvienko: a sociological portrait of Putin's elite
TL;DR History of Russian ruling class through a biography of one single functionary Valentina Matvienko. The only woman in Security Council. What kind of people they are, how they behave
8. Isn't Ukraine just a separatist Russian province?
TL;DR Why you should not blindly trust the ethnic maps of Ukraine and how to interpret them correctly. Language =/= identity. Brief history of the country and its interactions with Russia
TL;DR Depopulation and migration reshapes Russia. The entire country collapses into two old imperial agglomerations of Moscow and St Petersburg and one new - of Krasnodar. New centre of gravity in the south gonna change a lot
TL;DR Uneasy relations of Kremlin with generals. In peacetime army is easily controlled through procedures. But in the war procedural power wanes, generals become proud and independent. Thus you gonna kill them en masse after each war
TL;DR Putin is afraid of Ukraine because it's East Slavic country and thus relatable to Russians. Russians compare themselves with Ukrainians and can get wrong ideas looking at them. So Ukraine must be crushed
TL;DR An interpretation of Russian imperial history 1698 till now through the rise and demise of three assabiyahs: the Praetorians, the Monarchy and the Party
TL;DR It's BS that Russia picked up absolutist practices from the Horde. It's correct though that the Horde actively built Muscovite power and Tatars inside Muscovy were instrumental in building absolutist rule
To be continued. I'll be putting longreads on my Substack, see - "How did Russia got so big", on the political economy of Russian imperial expansion
Next threads will cover sleeping institutions in Russia: federalism, autonomies and parliamentarianism
TL;DR "Moderation" out of fear of nukes is insane. Some nuke owners are malevolent. If they see that scaring u to get concessions works, they'll 100% repeat this trick scaling up. That's how u got WWII and how u'll get nuclear war
TL;DR Putinism = supreme leader rules + controlled parliament rubberstamps. To keep parliament under control you need a plug, a pseudo party called "United Russia". The only real parliamentary dissent comes from the Communists
TL;DR "Elite" paratroopers are glorified riot police. They were used as airborne only in Hungary 1956 and Czechoslovakia 1968. In Ukraine 2022 they expected to route a mutiny but faced a regular army and were destroyed
TL;DR Russia ran out of cheap oil& gas. New deposits are in the Arctic terrain, cost of production is huge. Chinese market can't compensate the loss of Western. Chinese use their leverage and set prices far below the break even point
TL;DR Best deterrence strategy is to bluff that you've limited your choices by eliminating the human factor. But in fact - keep the human factor, keep choices and the space for manoeuvres. Nobody will want to check it
TL;DR Russia is now fascist. No return to status quo is possible. Regime must be broken. Fortunately it can be broken quickly via sanctions and brain drain. But if the regime isn't broken it can evolve to sth much stronger
TL;DR Russia is technologically dependent from the West. It can't change this under current sociopolitical structure. Growth of complex industries might entail renegotiation of power balance which is unacceptable
23. Why sanctions are effective and how to make them even more so
TL;DR Sanctions should restricting Russian technological import, resources export, maximise brain drain. Technological chains collapsing, Russia will lose the war, which will topple regime
TL;DR Russian army isn't used to fight wars against regular armies. It also holds low position in Russian dominance hierarchy. Ruling state security fears rivalry from the military and makes every effort to castrate them
TL;DR Playing predictable is suicidal when your adversary is trying to hack your strategy. If he is sure, you're dove, he'll play hawk and scale up. That's how WWII happened and WWIII will. Don't project too predictable image
26. Crisis and Jubilee: What's happening in Russia?
TL;DR Financial capital is debt. Political capital, too. During crisis both are being defaulted on en masse which leads to redistributes of power, property, status. This process is accelerating rapidly
TL;DR If you want to cooperate, you need to give them what they need, not what you think they should need. Thus deescalation with Putin is unrealistic: the West can't give him anything. But it can give much to soldiers and officials
TL;DR Many perceived East Ukraine as just continuation of Russia. And yet, it now fights very hard against Russian army. Why? Putin's conflict manufacturing strategy disappointed East Ukrainians in Russian alliance
TL;DR Russia used to have huge military capacity. Fertility was high, population young, thus Tsars had lots of manpower. Now Russia's old and lacks youngsters. Give soldiers the way out and pay cash for sabotage
TL;DR Mass support for Z-war in Russia is very much exaggerated through governmental leverage and incentive system. Mass Z-rallies are fake, people press-ganged there. Protests against the war are brutally suppressed.
TL;DR Russia is portrayed as autarkic but that's BS. Its major military victories resulted from the alliance with main economic powerhouses of the era. Stalin's industrialization was fully managed by Americans
32. Military casualties in Ukraine and the end of Russia as we know it
TL;DR Russia is suffering huge casualties in Ukraine, not only among the army, but also among state security. Their massacre brings the end to Russia as we know it
TL;DR Sociopolitical changes are not made by word gibberish but by elite rearrangement. Identify counterelites and raise them up. In Russian case it would be regional elites and cops. Give them salt
TL;DR Russian minorities are wildly overrepresented on Ukrainian battlefields as cannon fodder. In return for their blood they are awarded with forced assimilation and loss autonomy. Many question their support of Z
35. Z-aesthetics: how Russian militarism looks like
TL;DR Z-propaganda has deeply morbid, necrophilic vibes. That's not a recent thing. It is a well-established tradition of Wagner company. At this point Russian militarism evolved to the pure death cult
TL;DR Smart and rich people know that institutions work procedurally, even if illegally. Their policies are algorithms which are full of bugs, you just need to hack them. Dumb and poor view institutions as humans and get fucked
TL;DR Obama's sanctions of 2014 sabotaged modernisation of Russian army. New sanctions undermine Russian military efforts, break its communication lines & destroy consumer goods supply thus breaking the country apart
38. Three scenarios for the Russian future. Part 1. North Korea
TL;DR If the West deescalates, it will prove Putin is a genius, Z-war was a great decision and those who doubted him are idiots. His power will increase and Russia will turn into North Korea
TL;DR Kadyrov is a TikTok warlord with TikTok troops. How could he rise so high then? Well, because he shares mindset and values of Russian ruling elite. If Soviet Union was the Evil Empire, than Russian Federation is Bullshit Empire
TL;DR Should Putin keep power Russia turns into a huge North Korea. Should Putin be changed for some Good Tsar with oppositionary background, Russia gonna have its Imperial Reboot. But what Russia truly needs is the National Divorce
TL;DR Soviet-Russian army is a multitool designed for the nuclear war. It's not that great for a conventional war. Meanwhile, Ukrainians were preparing for the conventional war and their progress was underestimated
TL;DR Putin reportedly arrested Surkov. For years, the grey cardinal of Kremlin Surkov overmatched its domestic politics and policy in Ukraine. Today we'll discuss the role of Surkov in Putin's rise to presidency
43. War of memes: why Z-war won't end with peace
TL;DR Z-war is not about NATO or CSTO. It's about memes. Russia aims to transform the old "Russian" (=Church Slavonic) sacred community into the unitary Russian nation state extirpating Ukrainian culture
TL;DR Although Z-war is inspired by Russian ethnonatinalism, minorities are heavily overrepresented on the Ukrainian battlefields and in Russian casualty lists. Russian victory would be against their interests
47. In this thread I'll be collecting podcasts and broadcasts where I have presented my position on the current war. I'm including here both English and Russian language talks in a chronological order, so they will be easier to navigate through
TL;DR Some argue that Putin won't declare mass mobilisation on May 9, because that would be stupid. I disagree. That would be stupid and he still absolutely can do this. That however will create revolutionary risks
TL;DR Total mobilisation in Russia didn't start yet. But it is going in Donbass which is the main reserve of the cannon fodder for Russia. Kremlin might want to scale up this model all over Russia but that gonna be risky
TL;DR Apart from mining the formalised data, a special focus must be made on studying the lived experiences. That's how you get the tacit knowledge of how institutional (technological, etc) cultures do really function
I want to discuss some general principles I use for making prognoses on example of this thread. On Feb 27 I predicted Russia gonna lose this war. Let me outline some of considerations that helped me to make this prediction
TL;DR Neither Westerners, nor Russians understand the meaning of Z. Some point out to Z originally being a sign on the vehicles. Sounds fair. That however, doesn't explain much as it is centrally enforced. By whom?
TL;DR Russia tends to avoid small manageable risks, thus accumulating large risks it can't manage. This includes the cadre policy as well. If you don't retire the elderly gradually, they just die all at once
54. The place of Chechnya within the Russian regime
TL;DR Russia is extremely centralised which makes it fragile. It needs an informal and largely independent face to make the regime more robust. That's why Kadyrov is the last line of Putin's defence
TL;DR Russia is almost totally dependent upon the technological import from the West. That also means that powerful industrial interest groups in the West are financially dependent upon the export to Russia
TL;DR It looks like before 2022 Russia may have been avoiding the technological import from China in its military industry due to the perceived risk asymmetry. With these concerns gone, Russia will be now cured of Sinophobia
Most regional barons in Russia are losing. And the more complex economies they built, the more they lose. The only winners are southern agrarian and the cannon fodder suppliers. Soon they may be disaffected too
59. How a German company built Putin's war machine
TL;DR Putin trained his army of invasion in Mulino, his only modern training centre. It was built by @RheinmetallAG probably even *after* 2014. Investigate them & politicians that allowed this to happen
TL; DR Sergey Kirienko is little known in the West. And yet, he's a major architect of Putinism. He's responsible for Putin's rise to power, for centralisation of the regime in 2000s and now for all the domestic policy plus Ukraine
TL;DR Moscow is what Weber would call a "Fürstenstadt": city built around a princely court and living off its expenses. It's also very large, unsustainable and expensive to maintain. Which explains the destitution of its vast empire
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1. This book (“What is to be done?”) has been wildly, influential in late 19-20th century Russia. It was a Gospel of the Russian revolutionary left. 2. Chinese Communists succeeded the tradition of the Russian revolutionary left, or at the very least were strongly affected by it.
3. As a red prince, Xi Jinping has apparently been well instructed in the underlying tradition of the revolutionary left and, very plausibly, studied its seminal works. 4. In this context, him having read and studied the revolutionary left gospel makes perfect sense
5. Now the thing is. The central, seminal work of the Russian revolutionary left, the book highly valued by Chairman Xi *does* count as unreadable in modern Russia, having lost its appeal and popularity long, long, long ago. 6. In modern Russia, it is seen as old fashioned and irrelevant. Something out of museum
I have always found this list a bit dubious, not to say self-contradictory:
You know what does this Huntingtonian classification remind to me? A fictional “Chinese Encyclopaedia” by an Argentinian writer Jorge Luis Borges:
Classification above sounds comical. Now why would that be? That it because it lacks a consistent classification basis. The rules of formal logic prescribe us to choose a principle (e.g. size) and hold to it.
If Jorge Borges breaks this principle, so does Samuel P. Huntington.
Literacy rates in European Russia, 1897. Obviously, the data is imperfect. Still, it represents one crucial pattern for understanding the late Russian Empire. That is the wide gap in human capital between the core of empire and its Western borderland.
The most literate regions of Empire are its Lutheran provinces, including Finland, Estonia & Latvia
Then goes, roughly speaking, Poland-Lithuania
Russia proper has only two clusters of high literacy: Moscow & St Petersburg. Surrounded by the vast ocean of illiterate peasantry
This map shows how thin was the civilisation of Russia proper comparatively speaking. We tend to imagine old Russia, as the world of nobility, palaces, balls, and duels. And that is not wrong, because this world really existed, and produced some great works of art and literature
The OKBM Afrikantova is the principal producer of marine nuclear reactors, including reactors for icebreakers, and for submarines in Russia. Today we will take a brief excursion on their factory floor 🧵
Before I do, let me introduce some basic ideas necessary for the further discussion. First, reactor production is based on precision metalworking. Second, modern precision metalworking is digital. There is simply no other way to do it at scale.
How does the digital workflow work? First, you do a design in the Computer Aided Design (CAD) software. Then, the Computer Aided Manufacturing (CAM) software turns it into the G-code. Then, a Computer Numerical Controller (CNC) reads the code and guides the tool accordingly
Relative popularity of three google search inquiries in the post-USSR. Blue - horoscope. Red - prayer. Green - namaz. Most of Russia is blue, primarily googling horoscopes. Which suggests most of the population being into some kind of spirituality rather than anything "trad".
The primary contiguous red area is not in Russia at all, but in West Ukraine. Which is indeed the only remotely "conservative" (in the American sense) area of the East Slavic world. Coincidentally or not, it had never been ruled by Russia, except for a short period in 1939-1991
In the blue and occasionally red sea, there are two regions that primarily google namaz, the Islamic prayer. That is Moscow & Tatarstan
There are two ways for a poor, underdeveloped country to industrialise: Soviet vs Chinese way. Soviet way is to build the edifice of industrial economy from the foundations. Chinese way is to build it from the roof.
1st way sounds good, 2nd actually works.
To proceed further, I need to introduce a new concept. Let's divide the manufacturing industry into two unequal sectors, Front End vs Back End:
Front End - they make whatever you see on the supermarket shelf
Back End - they make whatever that stands behind, that you don’t see
Front End industries are making consumer goods. That is, whatever you buy, as an individual. Toys, clothes, furniture, appliances all falls under this category. The list of top selling amazon products gives a not bad idea what the front end sector is, and how it looks like.