Kamil Galeev Profile picture
May 17, 2024 9 tweets 2 min read Read on X
No offence, but this is a completely imbecile, ignorant, ridiculous framing. I have no explanation for all this debate except for a complete & determined ignorance of the foreign policy making class, and their refusal to learn literally anything about the material world.
"Components" framing makes sense when we are discussing drones. Why? Because drones are literally made from the imported components. You buy like 90% of them in China, and may be you make like 10% domestically. For the most part, you just assemble what you bought in China.
Not the case with missiles. Most of what the missile consists of, including its most critical, hard to make parts is produced domestically. Why? Because you cannot buy it abroad. More often than not, you cannot buy it in China. You can only make it yourself, domestically.
Take engine. This may be one single hardest to make & most demanding part of the missile. Cruise missile engine is basically the aircraft engine. Now engines for all the long range missiles in Russia (incl. Kh-101, on picture) are made by the onge single enterprise

ODK Saturn.
Rybinsk based ODK Saturn is an aircraft engine enterprise which also makes engines for Kalibr family missiles, Kh-101, Kh-555, Kh-59, etc. So, basically for all the strategic cruise missiles. Once again, cruise missile is a plane, and its engine is basically a plane engine.
It is an extremely demanding product, some of the most demanding products regarding the mechanical design and its execution that exist in this world. Consequently, you cannot buy it in China (= new industrial power). You can only make it yourself, domestically.
Consequently, the central question of cruise missile production is not where Russia gets components. It is:

How does ODK Saturn execute *extremely complicated* mechanical design of all the long range cruise missiles Russia has?
And an even better question is:

How can ODK Saturn produce some of the most complex products that exist in this world on a mass scale?

You don't just make it. You make a lot of them, and of consistent quality.
And the answer is: the integrated manufacturing solution. Integrated manufacturing may not necessarily makes sense everywhere. But it absolutely makes sense on the most complex, and most demanding parts of the MIC. Such as the aircraft/cruise missile engine production.

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More from @kamilkazani

Aug 9
There's a subtle point here that 99,999% of Western commentariat is missing. Like, totally blind to. And that point is:

Building a huuuuuuuuuuge dam (or steel plant, or whatever) has been EVERYONE's plan of development. Like absolutely every developing country, no exceptions Image
Almost everyone who tried to develop did it in a USSR-ish way, via prestige projects. Build a dam. A steel plant. A huge plant. And then an even bigger one

And then you run out of money, and it all goes bust and all you have is postapocalyptic ruins for the kids to play in
If China did not go bust, in a way like almost every development project from the USSR to South Asia did, that probably means that you guys are wrong about China. Like totally wrong

What you describe is not China but the USSR, and its copies & emulations elsewhere
Read 7 tweets
Jul 7
Victory has a hundred fathers, defeat is an orphan

Everyone is trying to appropriate the rise of China for their own purposes, like it proves their theory, ideology whatever

No one, however, wants to appropriate the post-Soviets, who, by the way, also made capitalist reforms
What I am saying is that "capitalist reforms" are a buzzword devoid of any actual meaning, and a buzzword that obfuscated rather than explains. Specifically, it is fusing radically different policies taken under the radically different circumstances (and timing!) into one - purely for ideological purposes
It can be argued, for example, that starting from the 1980s, China has undertaken massive socialist reforms, specifically in infrastructure, and in basic (mother) industries, such as steel, petrochemical and chemical and, of course, power

That was almost entirely state's job
Read 4 tweets
Jul 1
The primary weakness of this argument is that being true, historically speaking, it is just false in the context of American politics where the “communism” label has been so over-used (and misapplied) that it lost all of its former power:

“We want X”
“No, that is communism”
“We want communism”
Basically, when you use a label like “communism” as a deus ex machina winning you every argument, you simultaneously re-define its meaning. And when you use it to beat off every popular socio economic demand (e.g. universal healthcare), you re-define communism as a synthesis of all the popular socio economic demands
Historical communism = forced industrial development in a poor, predominantly agrarian country, funded through expropriation of the peasantry

(With the most disastrous economic and humanitarian consequences)

So, yes, living under the actual communism sucks
Read 5 tweets
Jun 28
Some thoughts on Zohran Mamdani’s victory

Many are trying to explain his success with some accidental factors such as his “personal charisma”, Cuomo's weakness etc

Still, I think there may be some fundamental factors here. A longue durée shift, and a very profound one Image
1. Public outrage does not work anymore

If you look at Zohran, he is calm, constructive, and rarely raises his voice. I think one thing that Mamdani - but almost no one else in the American political space is getting - is that the public is getting tired of the outrage
Outrage, anger, righteous indignation have all been the primary drivers of American politics for quite a while

For a while, this tactics worked

Indeed, when everyone around is polite, and soft (and insincere), freaking out was a smart thing to do. It could help you get noticed
Read 8 tweets
Jun 28
People don’t really understand causal links. We pretend we do (“X results in Y”). But we actually don’t. Most explanations (= descriptions of causal structures) are fake.
Theory: X -> Y

Reality:

There may be no connection between X and Y at all. The cause is just misattributed.

Or, perhaps, X does indeed result in Y. but only under a certain (and unknown!) set of conditions that remains totally and utterly opaque to us. So, X->Y is only a part of the equation

And so on
I like to think of a hypothetical Stone Age farmer who started farming, and it worked amazingly, and his entire community adopted his lifestyle, and many generations followed it and prospered and multiplied, until all suddenly wiped out in a new ice age
Read 6 tweets
Jun 26
Some thoughts on Zohran Mamdani's victory:

1. Normative Islamophobia that used to define the public discourse being the most acceptable form of racial & ethnic bigotry in the West, is receding. It is not so much dying as rather - failing to replicate. It is not that the old people change their views as that the young do not absorb their prejudice any longer.

In fact, I incline to think it has been failing to replicate for a while, it is just that we have not been paying attention
Again, the change of vibe does not happen at once. The Muslim scare may still find (some) audience among the more rigid elderly, who are not going to change their views. But for the youth, it is starting to sound as archaic as the Catholic scare of know nothings

Out of date
2. What is particularly interesting regarding Mamdani's victory, is his support base. It would not be much of an exaggeration to say that its core is comprised of the young (and predominantly white) middle classes, with a nearly equal representation of men and women
Read 12 tweets

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