Kamil Galeev Profile picture
Mar 5, 2022 35 tweets 13 min read Read on X
Let's discuss how this war is going. I'll start with a somewhat counterintuitive problem - the one of nuclear deterrence. Its dynamics are so paradoxical from the standpoint of game theory that they greatly stimulated development of the conflict economics in the 1960s🧵 Image
Both the US and the USSR were able to inflict irreversible damage on each other. But there was a problem - human factor. Would you *actually* give an order to launch the nukes? If you wouldn't or nobody believes you would, it greatly reduces your power to pressure and blackmail Image
And vice versa. Consider that your opponent did make a strike with devastating effect for your country. But he didn't wipe out your nuclear forces completely: some of them survived the attack. Will they strike back? Pragmatically speaking, it's not in their best interest Image
After you nuked your enemy, best thing his nuclear forces can do, pragmatically speaking, is bargain. Negotiate some reasonable terms of surrender for themselves. Their country is (largely) gone anyway. If they strike back, humanity is doomed and they're doomed too. They know it Image
Paradoxically, the devastating effect of nuclear strikes leads to very counterintuitive dynamics. Yes, actors will be hesitant to make a strike. But if they did it anyway, then whatever remained of their opponents may be reluctant to strike back. That's not in their best interest Image
Human factor obstructs actually employing the nukes not only as the offensive, but also as a defensive weapon. If I believe that whatever remains of my opponent after my strike might not strike back (they'd rather bargain) than the entire nuclear deterrence mechanism doesn't work Image
Counterintuitive problems require counterintuitive solutions. So Khruchev told:

"Your generals talk of maintaining your position in Berlin with force. That is a bluff. If you send in tanks, we'll burn them. If you want a war, you'll get it. Our rockets will FLY AUTOMATICALLY" Image
What did he mean? Well, that's clear. The USSR was stronger conventional weapon-wise, US - nuke-wise. Ofc the USSR wanted to solve any conflicts by conventional weapons, but was concerned about American nukes. Khruchev knew that human factor largely devaluates nuclear deterrence Image
Soviets found a counterintuitive solution to this problem. Which is - *limit their own choices*. Like, yeah, we surely would like to avoid the nuclear apocalypse. Sadly, we won't have such an option. If you nuke us, our rockets will fly automatically with no human factor involved Image
Counterintuitively it may sound, limiting your own options was a great move from the standpoint of game theory. Convey the message that if your enemy makes a strike, you'll literally have no choice but to inflict total mutual destruction. That's what makes nuclear deterrence work Image
Cultures of honour work *exactly* by limiting one's own options. Like, sorry guys but if you kill one of ours we'll wage a blood feud and hunt every single one of you. Yeah, that's irrational. Yeah, many more of ours will die as a result. Sadly, we won't have a choice to back off Image
It may seem that the best strategy is to ensure you always have choices. BUT. If you have them and your opponent knows that, you're defenceless. No deterrence will ever work. For deterrence to work, they need to know you'll 100% strike back. That's why you limit your own options Image
Alternatively, you may bluff and make your opponent *believe* that you have limited your options. Which is exactly what Khruchev did. All his talk of rockets that will "fly automatically" was BS. He was playing with Americans and bluffing so that his nuclear deterrence would work Image
No Soviets rockets would ever "fly automatically". There was indeed an automatic system informing the military of a supposed American nuclear strike. That was true. But there was no automatic system that would actually make a strike with no human factor involved. It never existed Image
Decision to launch Soviet rockets could be made only by mid-ranked humans made of flesh and blood. It was all based on human factor. Which is exactly why the nuclear war never happened. The humans wouldn't press the button no matter what the automatic systems told them to do Image
The first case where situation could've potentially escalated happened in 1962 during the Caribbean crisis. Soviet submarine Б-59 broke the quarantine which Kennedy imposed around Cuba. Americans didn't know this submarine has nukes and started bombing it with depth-charges Image
The submarine had to dive deeper where no radio connection was possible. Its lost any communications with Moscow and with the High Command. Meanwhile, Americans continued dropping depth bombs on a submarine. So captain Savitsky ordered to prepare the nuclear torpedoes for launch Image
Btw Soviet submarines employed not only the nuclear rockets but also the torpedoes. They were still pretty powerful and as you see could inflict a heavy damage Image
What happened next? Savitsky was stopped. Who did it? His own politruk and the chief of staff of the submarine brigade who just *accidentally* happened to be there. A hothead captain wanted to make a nuclear attack but it was vetoed both by his military and political superiors Image
FYI: in Soviet army politruks were not professional military but the political appointees commissioned to the army in order to check, control and veto decisions of the military. Politruk doesn't so much help a captain as to ensure there are no fluctuations from the Party line Image
Both military and political higher-ups vetoed the strike. Ofc info was classified till 2002. And even then it was presented as their personal decision. But if they had a clear order not to make a strike, would it be published? No. That would devalue the entire nuclear deterrence Image
Another escalation that we know of happened in 1983. On September 1 a Soviet fighter shot down a Korean Boeing, taking it for a spy plane. 269 people died. NATO scheduled exercises for the nuclear war Able Archer 83 on November of that year. Tension grew rapidly Image
What is worse, Soviets knew that Americans will employ their new missiles Pershing II in Western Europe. This rockets could reach Moscow in just six minutes, leaving very little time for figuring out what's happening, making a decision and striking back. One had to decide quickly Image
To detect American strikes, USSR employed the Oko satellite system. Satellites were based both on Molniya (= to detect a launch from high latitudes, see below) and geosynchronous orbits. They'd detect exhaust plume of rocket launch in infrared light and notify the Soviet military Image
On 26nd of September 1983, a command station Serpukhov-15 located near Moscow got a notification that Americans made a strike. According to the official narrative, colonel-lieutenant Petrov, an engineer-analytic of the station had to report to the General Secretary immediately Image
But he didn't do that. Instead he informed his superiors of a false alarm. It's understandable. He was a professional engineer and knew that a computer absolutely can make a mistake. Besides he concluded that the notification of just several rockets launched is likely to be false Image
If Americans did attack, launching several rockets would be stupid. They should have made a mass strike. So Petrov decided that the alarm is false. Indeed, the system mistook the sun rays reflection from the high altitude clouds for a rocket launch. They fixed this bug much later Image
What do these two stories (that we know of) teach us? The entire narrative of rockets that would "fly automatically" is a myth. It's a bluff aimed to maximise the nuclear deterrence effect. No sane commandment would ever do this considering how unreliable these systems are Image
Decisions are taken by humans and not even by high-ranked humans. Those higher-ups have no idea how to even interpret data, and have to rely on explanations (=interpretations) of engineers. Some fancy general/minister has no better info than the one his technical staff gave him Image
Furthermore, there is a reason to believe that several independent mechanisms prevent some hothead from just launching rockets because he feels like that. That would explain why in 1962 decision to launch torpedoes was blocked both by military and political higher-ups Image
I don't have any hard evidence to support this hypothesis but logically speaking that would make total sense. A military supervisor got a secret instruction to prevent a launch, and a political got one too independently. Double control just to make sure no accident gonna happen Image
That would also make sense from a game theory standpoint. Technically the best scenario ever is when you actually have options, but pretend you don't. You claim you limited your choices, excluding the human factor, but in reality you don't do that Image
Technically speaking deterrence isn't based on having actually limited your choices but on making them believe you have. The thing is, with conventional weapons you can't just bluff for long without actually using them. Very soon nobody's gonna believe you anymore
Nuclear deterrence is a bit different. Since the nukes are universally regarded as a domesday device and a full-scale nuclear war will mark the end of humanity, it's totally possible to pretend to have limited your choices, but to keep them in reality. Nobody had a chance to try
I think, I'm done for today. Next time I want to make a brief overview of how this war is going. If you want to support my work, you can sign up to my Patreon patreon.com/kamilkazani922

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More from @kamilkazani

Sep 17
Wagner march was incredible, unprecedented to the extent most foreigners simply do not understand. Like, yes, Russia had its military coups in the 18th c. But those were the palace coups, all done by the Guards. Purely praetorian business with zero participation of the army.
Yes, there was a Kornilov affair in 1917, but that happened after the coup in capital. In March they overthrew the Tsar, then there was infighting in the capital, including a Bolshevik revolt in July, and only in September part of the army marches to St Petersburg.

Half a year after the coup. Not the same thing
I think the last time anything like that happened was in 1698, when the Musketeers marched on Moscow from the Western border. And then, next time, only in 2023.

(Army leaves the border/battlefield and marches on the capital without a previous praetorian coup in the capital)
Read 17 tweets
Sep 14
As a person from a post-Soviet country, I could not but find the institutions of People’s Republic of China oddly familiar. For every major institution of the Communist Russia, I could find a direct equivalent in Communist China.

With one major exception:

China had no KGB
For a post-Soviet person, that was a shocking realisation. For us, a gigantic, centralised, all-permeating and all powerful state security system appears to be almost a natural phenomenon. The earth. The sky. Force of gravity. KGB

All basic properties of reality we live in Image
It was hard to come up with any explanation for why the PRC that evolved in a close cooperation with the USSR, that used to be its client state, that emulated its major institutions, failed to copy this seemingly prerequisite (?) institution of state power

Unexplainable Image
Read 7 tweets
Aug 30
Soviet Union was making a lot of weaponry.

No, it was making A LOT of it.

Soviet output of armaments was absolutely gargantuan, massive, unbeatable. “Extraordinary by any standard” , it was impossible for any other country to compete with. Image
From 1975 to 1988, the Soviets produced four times as many ICBMs and SLBMs, twice as many nuclear submarines, five times as many bombers, six times as many SAMs, three times as many tanks and six times as many artillery pieces as the United States.

Impossible to compete with. Image
Which raises a question:

How could the USSR produce so much?

It is not only that the USSR invested every dime into the military production. It is also that the Soviet industry was designed for the very large volumes of output, and worked the best under these very large volumesImage
Read 5 tweets
Aug 24
We are releasing our investigation on Roscosmos, covering a nearly exhaustive sample of Russian ICBM producing plants. We have investigated both primary ICBM/SLBM producers in Russia, a major producer of launchers, manufacturers of parts and components.

Image
We have five OSINT materials, one per each plant. To access our materials, you can either:

a) Click on a respective plant in the diagram
b) Choose it from the list below it

Follow the link: rhodus.com/roscosmos
Image
Each material includes an eclectic collection of sources, ranging from the TV propaganda to public tenders, and from the HR listings to academic dissertations. Combined altogether, they provide a holistic picture of Russian ICBM production base that no single type of source can. Image
Read 20 tweets
Aug 8
Two observations. In the recent years,

1. Silicon Valley has been turning red
2. MAGA discourse has been increasingly dominated by a few tech moguls

Now the thing with moguls is they are extreme outliers, who do not understand they are outliers.
Overall, you can expect tech moguls to have much, much higher level of reasoning abilities compared to the political/administrative class. But this comes at a cost. Their capacities for understanding the Other (masses count as the “Other”) are much poorer.
E.g. Putin is much, much less of an outlier in terms of intelligence compared to Thiel. He is much more average. At the same time, I am positively convinced that Putin understands the masses and works with masses much better.
Read 12 tweets
Aug 3
One problem with that is that too much of the supply chain for drone production is located in China. The thing with drones is that they grew out of toys industry. Cheap plastic & electronic crap that all of a sudden got military significance

America forgot how to produce cheap
Image
That is also the major problem I have with "China supports Russia" argument. China could wreck Ukraine easily, simply obstructing & delaying the drone/drone components shipments. That would be an instant military collapse for Ukraine.
Both Russian and Ukrainian drone industries are totally dependent upon the continuous shipments from China. To a very significant degree, their "production" is assembly from the Chinese components which are non alternative and cannot be substituted with anything else (as cheap).
Read 4 tweets

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