Dr.Snekotron Profile picture
Dec 7, 2023 15 tweets 7 min read Read on X
I've been late to this absolute masterclass in CYA from the Washington Post. And while no doubt this article has been endlessly lampooned by Z-posters, some of the points are interesting to consider.

Some observations. /1
archive.ph/4YgHj
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Ukraine and the US built the offensive on a series of wargames where they were able to sweep away the Russian defenders and break through to the Sea of Azov. Garbage data fed the assumptions and stats used in the wargames. Garbage in, garbage out. /2
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What is highly credible to me is the reported disconnect between the US and Ukrainian leaderships, where the US wanted one axis of attack while Ukraine continued to prioritize other fronts. Key thing to note here is that Zelensky and Zaluzhny were both behind this. /3
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I've been saying for a while that Zaluzhny is a midwit at best, and nothing I have seen or heard has disabused me of that opinion. There was a rather astute observation the other day by @ClaytonNicholas /4
@ClaytonNicholas Ukrocope now on how wargaming doesn't work. Sorry, you can only rehearse and simulate since you don't have a replica Russian army to test this on. You're the ones who fed garbage data into the sims, and the West stupidly believed you. No takebacks. /5 Image
@ClaytonNicholas And then the mutual blame game, where the US accuses Ukraine of getting cold feet and Ukraine accuses the west of supplying broken equipment. Honestly, Ukraine got everything they wanted and more. Remember Zaluzhny's shopping list last year? Yeah. /6
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@ClaytonNicholas Ultimately, if Ukraine said they wanted to fight a WW2 style breakthrough battle, they should have committed to it. Granted, the 30-40% casualties wargamed was a bullshit lowball, but for the type of battle they wanted to fight 60-80% would have been worth it. /7 Image
@ClaytonNicholas This is not explained in the article, since it is more about CYA than actual military analysis, and because journalists usually have a piss poor understanding of military affairs, but because Ukraine didn't attack all at once, logistical attrition made critical mass impossible./8 Image
@ClaytonNicholas The article's effort to shift the blame onto Ukraine's leadership does land quite well, honestly speaking, but it is missing the big picture. Ukraine likely approached this from the perspective of a typical client, looking at weapons as tokens of political support. /9 Image
@ClaytonNicholas Look, every Third World client state has crap logistics and can't be expected to sustain a long conflict. The US didn't understand this, and Ukrainians deep down are just hoping they'd get bailed out by Western intervention. That's the real reason for this shit. /10
@ClaytonNicholas 2nd part begins with some analysis of the tactical execution of the counteroffensive, and here I'll be more critical of the banal observations and cliches parroted by the WaPo and its unnamed Western sources. /11
archive.ph/Dy26C
@ClaytonNicholas A key point of contention is how the Ukrainians were ill-trained.

Who gives a shit? How well trained was the average trooper in WW2?

The main problem was the lack of coordinated mass in the breakthrough battle. You aren't going to be clever breaking through a trench line. /12


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@ClaytonNicholas And again, noting the prevalence of drones. Article hilariously quotes US officials saying to use artillery on them. That's going to stop FPVs, yeah, that'll do it. /13
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@ClaytonNicholas Again, here's the problem. Ukraine, as a weaker, less technologically capable country, are trying to attack a country that can outproduce the collective west. The only thing you bring to the table is meat. You can only bring more of it. That's the only resource you have. /14 Image
@ClaytonNicholas Article ends with the new stalemate cope. Let them think this for as long as they want. /15 END Image

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More from @snekotron

Dec 28, 2024
The collapse in Tesla stock starting back in 2022 was due to declining margins as well. The only reason why Tesla cleared the last earnings was because of a tiny, tiny reversal of this medium term trend, where gross margins went from 17.7% to 18.2%

You see why he cares about H1B Image
All I have to say about the bitching, though, is that the stock market was made to let people get paid for doing nothing, something that has been made abundantly obvious to people with assets in the US. Recognition of the meta would be be a start. A lot are born with a leg up.
Read 4 tweets
Apr 4, 2024
I had a conversation with a friend of mine about the particulars over EU law and plans to repurpose the interest from Russian sovereign assets. It turns out that the whole thing hinges on a legal technicality. Because the Ru central bank is sanctioned, they can't pay interest. /1
Therefore, Russia does not technically own that money as it has not been paid out to their account. Furthermore, there are extensive legal protections around sovereign immunity in EU courts. Proposed confiscations have to be temporary and reversible. /2
This is why just giving the money to Ukraine won't work as that would just leave the EU on the hook. They would really have to go to the step of declaring Russia a state sponsor of terror, and even then the Warsaw Convention doesn't permit the waiving of sovereign immunity. /3
Read 5 tweets
Mar 2, 2024
I've not offered a ton of commentary as of late, as there has been little interesting released from the NATO side recently, but the recent leak of German military officials discussing an attack on the Crimea bridge does merit some analysis. /1

de.rt.com/europa/197981-…
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While most of the online discussion revolves around hyperventilating over the fact that there was planning for an attack on the Crimea bridge, there are actually a lot of operational details that the conference call let slip. This is of infinitely more interesting. /2 Image
For one, the Luftwaffe officials confirmed that Western military and staff were there in-theater to adapt Ukrainian jets to carry SCALP/StormShadow. For Taurus it would be the same, and Ukrainian F-16s cannot carry Taurus as currently configured. /3 Image
Read 13 tweets
Sep 16, 2023
Ok, I had to do a double take on this post before getting that this is indeed a serious post.

Yes, the cornerstone of the US’s technological policy and the reason why we’re living under the threat of WW3 boils down to Apple’s ability to offer thinner bezels and USB-C. /1 Image
People cite TSMC as the reason why Taiwan is so strategic in global affairs, because of their seeming near-monopoly on the latest lithography nodes. Which leads to some dumb speculation that China wants Taiwan for the fabs. /2eurasiantimes.com/us-threatens-t…
As I’ve said many times before, owning Taiwanese fabs means little to China as Taiwan has none of the indigenous production chain. All the machinery has to be imported, which means TSMC dies off in a few years without them. /3reddit.com/r/explainlikei…
Read 12 tweets
Apr 29, 2023
Estimating the US's Patriot stockpile. First the easy stuff. According to the budgets, 1943 of the PAC-3 MSE had been procured thru FY22. Prior to that the original PAC-3 whose production ended in '13 was produced at ~1200 units. Prior, 6575 older missiles were produced in 80/90s ImageImageImage
The US has stopped producing new PAC-2 missiles but has instead continuously refurbished its older stockpile with the modernized GEM series (GEM, GEM-C, GEM-T). The precise number here is unclear, but there was a PR in 2010 announcing the 1000th GEM-T prnewswire.com/news-releases/…
Since then, I can't find find another army contract other than one additional orders in 2011 and 2012, each one maybe ~130. There has not been an announcement for the 2000th GEM-T, so I presume this is where procurement paused ~1250 raytheon.mediaroom.com/index.php?s=43… militaryaerospace.com/defense-execut…
Read 8 tweets
Mar 18, 2023
Took some time today to flip through the 2024 Pentagon budget proposal, the unprecedented $842B budget.

1) Production isn't being dramatically increased
2) Increased $ topline comes from inflation and switch to more advanced variants
comptroller.defense.gov/Budget-Materia…
Something basic, like the JLTV will not only cost more for fewer vehicles (3108) but will likely miss production goals in 2023 (3311 out of 3721 projected).

Same story for the AMPV, which instead of the 72 for $380m will only see 43 deliveries this year. 2024 has 91 projected.
Certain systems like the M1 Abrams and the PIM sp-arty production will be increased but seem to be capped out at a production capacity limit. Note the increasing costs over last year's projections. 2024 budget reduces order numbers substantially, though additional upgrades slated
Read 5 tweets

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