Pro-Russian US politicians is that they're "tired of giving Ukraine a blank check," or would rather spend it on our own national defense. These are also the same pols who would boost spending to deter Chinese aggression. Supporting Ukraine does just this, however. A 🧵 1/n
Behind closed doors, one very senior analyst of Russia described Ukraine as being used as "NATO's crumple zone." Pretty close to the truth. But another truth is that Ukraine is bleeding Russia dry of both manpower and material. 2/n
Russia's supply of Iskander ballistic missiles is almost gone. Their cruise missile supplies are critically low. This is why they're going to Iran for re-supply. Same reason why they're acquiring North Korean artillery shells. 3/n thedrive.com/the-war-zone/u…
Russia is also stripping the Belarussian puppet state of tanks and armored personnel carriers, along with medical supplies. They're throwing museum pieces like T-62s and D-1 artillery into the fray because they're running out of modern equipment. 4/n euromaidanpress.com/2022/10/13/rus…
Russia may be creating combat experienced troops. But they're also losing experienced professional troops at a horrific rate. One estimate I saw was that 2/3rds of the original troops sent to Ukraine ended up killed or wounded. 5/n
These were Russia's best troops. Now, what remains of them are (mostly) south in the Kherson region. Numerous units were effectively shattered and broken (like VDV units at Hostomel). 6/n oryxspioenkop.com/2022/04/destin…
Russia's offensive capability now appears limited to poorly planned human wave attacks using mobiks, conscripts, and prisoners as fodder. Russia may also be using their best troops in the rear as blocking units. 7/n yahoo.com/video/battalio…
The upshot of this is that Russia is blunting itself. Every loss it takes sets it back years to recovery. In 2015 war games showed that a determined Russian assault on the Baltics was essentially a fait accompli. 8/n rand.org/pubs/research_…
Now, it will take years for Russia to reconstitute. The scenario above is now laughable given Russia's diminished state. If Ukraine succeed in ejecting Russia, it pushes out how long Russia will take to recover at least a generation. This aids US NDS several ways. 9/n
First, if Russia ceases to be a land war threat, it allows the US to (finally) make a full pivot to the Pacific both in manpower and material. The weapons needed for a war in the Pacific are very different than a War in Europe due to the vast distances involved. 10/n
If Russia ceases to be a significant conventional threat for 20+ years the US can fully invest in systems designed from the ground up in the INDOPACOM theater. This creates economies of scale. It also means troops get training and equipment better suited to this theater. 11/n
As it is now, the US has been (inefficiently) trying to prepare for both EUCOM and PACOM scenarios. Our near peer adversaries only have to prepare for one. Supporting Ukraine all the way to the finish wipes out one of China's biggest inherent, asymmetric, advantages. 12/n
But what about cost? I would argue that support for Ukraine is cost efficient compared to the alternative of allowing Russia to remain a near-peer threat, or to reconstitute quickly. Let's talk procurement costs. 13/n
First, the rule of thumb for Life Cycle Cost Estimation (LCCE) is that 10% of total cost is R&D, 30% is procurement (unit cost), and 60% of total cost is for operations, support, and disposal. With weapons the US sends Ukraine, R&D is a sunk cost. 14/n
Once these weapons leave US custody, that's it for operations, support, and disposal. In short, 70% of the Life Cycle costs of weapons sent to Ukraine are either sunk cost, or costs that we don't have to pay for later. 15/n
Then there's the defense budget. 20% of the budget goes to procurement of all types, which works out to $141B in FY 21 dollars out of a total defense budget of $718B. So far, the US has supplied $18.2B in military assistance to Ukraine, a fraction of total annual procurement 16/n
The ROI on this so far is that the Russian military will take at least a decade to be a conventional threat again to the Baltics. Every dollar we give pushes that time horizon out even further. Push it out further, and the ROI gets better. 17/n defense.gov/News/Releases/….
If the time horizon gets pushed out past 20 years, the US can effectively limit funding on systems that have little or no value in the INDOPACOM region, while achieving economies of scale and narrowing the focus of R&D efforts. This is a massive windfall to budget planners. 18/n
It's also going to strengthen the US position in the Pacific when we need it most. If you amortize the US investment in Ukrainian defense over 20+ years, and look at the saving in major systems we DON'T have to develop, field, and maintain, this is cheap. 19/n
Far from being a drain on US, support for Ukraine is a long term investment that's already paying off as the Russian military crumbles. Rather than being a national security risk, it allows the US to provide more credible deterrence against aggression in the Pacific. 20/n
I wish someone would put this out there. I know I'm preaching to the choir, and I'm just some worker bee in the think-tank complex. And both the far right and far left are immune to logic. But geez, this seems really basic: 21/n
Supporting Ukraine all the way to the finish is in US, and global interests. If we don't want a war in PACOM, one major piece of our long term deterrence strategy has to be full continued support for Ukraine. Period. 22/n

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More from @BrynnTannehill

Nov 6
The Institute for the Study of war (@TheStudyofWar), has verified the authenticity of a statement from a DNR commander that up to 60% of Russian losses come from friendly fire.

While the number is unverifiable, the quote is real. Let's talk about the ramifications. 1/n Image
This isn't the first time we've been hearing of this problem, just how wide spread it is. It was already an issue back in July when Russia still had a semblance of a professional army. Now it's worse being full of prisoners and mobiks. 2/n

bykvu.com/eng/bukvy/we-a…
There were infamous incidents in the first Gulf War which were recorded. You can hear the LTC say despondently, "I'll bet I killed friendly people," after mistaking army scouts for Iraqi mechanized infantry. 3/n

Read 25 tweets
Nov 6
The sort of people who would pay Elon Musk $8 a month are also to people most likely to call me a "gr**mer", "p*do", "tr***y", "fr**k", or accuse me of being the worst evil in the world on this site. 1/n
Conversely, the people whom I follow are the least likely to want to pay Musk $8 a month. So, they'll build the algorithm to make me see content from people who hate me, and I don't want to hear from, and hide the people I do? 2/n
I talked with a senior architect at a Fortune 500 Tech Company yesterday, and a former CTO who now works as a corner office person at a software company whose name you would recognize. I asked them both the question: will Twitter survive his? 3/n
Read 6 tweets
Nov 4
I've seen a few people claiming that Musk, despite his seemingly chaotic approach to overhauling Twitter, is actually playing 3D chess and actually totally "gets" the site.

Baloney.

Let's talk about why. 1/n

latimes.com/business/story…
First, to grab the most obvious, eliminating WFH is a bad idea. Many (or most) coders who are 25-40 prefer this. Some do it for health reasons (COVID v. immuno compromised). Also, being based in SF means fighting your way to work through Bay Area traffic. 2/n
The result: some of the remaining people will leave, and it's not just "bad" workers. It will also cut into productivity as everyone loses 2+ hours per day in traffic. Plus, recruiting good new people will get harder. They won't be the best people, just the most desperate. 3/n
Read 30 tweets
Nov 2
The credible, close-call attempt to kill or maim Speaker Nancy Pelosi for a second time, and the GOP response, signals how close the US is to the end of the road as a Democracy. It also tells us about what comes after the fall. 1/n
The GOP has generally treated it as a joke, denied that DePape was conservative, or spread conspiracy theories that it was a gay quarrel during a hookup. There's been a lot of wink and nudge, "Sure it was bad, but whatever gets Nancy out, amiright?" comments like Youngkin's. 2/n
There has been almost NOTHING done to deter other would be assassins from killing Democratic officials. When people protested outside homes of SCOTUS justices, security was immediately increased. Dead silence now. 3/n
Read 25 tweets
Oct 25
This is bad on a number of levels. But, it's illustrative of the same phenomenon we're seeing in Russia: and possibly, eventually the US if the GOP manages to seize permanent political and legal control. A short 🧵 1/n nytimes.com/2022/10/23/bus…
Putin surrounded himself with yes men and built a system of "no bad news". It also started sampling from it's own supply: believing it's rhetoric that the west was weak because of LGBT people, women in the military, secularism, etc... 2/n
The result was the explosively stupid decision to invade Ukraine based on flawed reporting up the chain, unitary decision making authority, and thinking based on ideology rather than any sort of sober analysis. 3/n
Read 16 tweets
Oct 22
In a weird sort of way, Vladimir Putin's best hope for winning the war in Ukraine relies on nuclear weapons, but not in the way you think. A 🧵 1/n
Let's assume that we're talking abut tactical / battlefield / low yield nuclear weapons. These come in yields from about .02 kT to ~40kT. But, let's think about how they might be used. 2/n
First possibility is a demonstration, like a detonation over water or at an old nuclear test ground breaking the nuclear test ban treaty. It certainly rattle the world community, but it doesn't move the needle on the battlefield. But it's a better option than... 3/n
Read 16 tweets

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