Let's step away from Ukraine for a bit. Talk about the Chinese task force south of Australia.
China has been sailing a three ship task force in international waters near NZ and AUS
Here's a thread of what you need to know:
🧵
1. What ships are involved?
The fleet is composed of three ships. CNS Zunyi (107), frigate CNS Hengyang (568) and fleet oiler CNS Weishanhu (887).
These are two small Type 054A is a multi-role frigates. With a supply ships to extend the fleet's range.
(🧵 2/10)
2. Has this happened before?
Yes. The PLAN has been doing these sorts of three ships naval operations since 2008 with piracy operations.
Last year, a similar three ship task force visited Egypt and made stops in Morocco and the Seychelles. Even visiting Russia.
(🧵 2/10)
3. Why is it unusual this time?
Previous task forces ops scope was westward. Indian Ocean to combat piracy. Or good will visits to Africa and Europe.
This is unusual because a live fire exercise . Between NZ and AUS - allies of the US, and disrupted air travel.
(🧵 4/10)
4. What is the military point of this?
Its testing the PLAN's naval capabilities and logistics. This is gathering data on how it can perform naval operations in a new area.
Those are:
Madura Strait
Solomon Sea
Coral Sea
Tasman Sea
Indian Ocean near Perth
Thes are major sea routes for naval dominance in the South Pacific and the First Island Chain.
Madura Strait in the Philippines is a major transit point through the First Island Chain.
The Solomon, Coral, and Tasman Seas are major strategic sea routes to the South Pacific, Australia and New Zeeland.
(🧵 5/10)
5. What else it it testing?
Its also reconnaissance. Testing Australia, NZ, Philippines, and the U.S. to gauge their military and political reactions.
Live fire drills are a test.
If Australia and the U.S. do not react strongly, it shows China can increase its naval presence in the region without major consequences.
If Australia reacts aggressively, China can use that response to justify further military buildup in the South Pacific.
It gives them a shape of the military response. But also the political one. Which is great data for future maneuvers. Political and miltiary.
(🧵 5/10)
6. What is the domestic political message?
The PLA Navy’s ability to operate in blue waters demonstrates that military reforms are working.
It is a symbol showing the fleet is capable of operating far from home - and generate fear in Western naval powers. It is a statement of equality in a chaotic time.
This tells the domestic audience: “We are no longer a regional power confined to our coastline. We now project strength globally.”
Whether or not that is true is irrelevant.
7. Where is this fleet actually going?
Judging by the current route? It looks like it will make a loop around Australia. Into the Indian Ocean.
That leaves three routes back to their naval base.
Sunda Strait, Lombok Strait, or their original route through the Philippines and Banda Sea.
These would place the fleet in the Java Sea.
Were it can make a transit back the original route. If they feel more daring? They might go north into the South China Sea. This is a statement btw.
Means the PLA Navy has the ops range to sail AROUND Australia and into disputed waters in the SCS.
(🧵 7/10)
8. How does this naval deployment fit into China’s broader military strategy?
This confirms that the PLA Navy is an emerging blue water force. Capable of sustained operations far from China’s shores.
By circling Australia and conducting live-fire drills, China proves it is no longer confined to coastal defense or the first island chain.
Showing that Chinese warships can project power not just into the South China Sea or Indian Ocean. But can enter new naval theaters - without support from bases.
Rising great powers attempt to do power projection. This fits into the naval and military reforms of the last 10 years.
(🧵 8/10)
9. What will be the AUSNZUS response?
Expect increased surveillance, intelligence sharing, and joint naval drills from Australia, NZ, Philippines, US, Taiwan, and Japan.
With an increase in the South Pacific. But also naval interdiction routes that lead to it. The strategic buffer of the 1st and 2nd island chains have been tested.
Australia may fast-track its AUKUS nuclear submarine program. The U.S. could expand military drills in the South Pacific.
10. Will the PLA sail more task forces?
Very likely. The current task force has two destroyer types. Type 55 and Type 54A. Which are major escort ships for any larger naval task force or expeditionary unit.
What you need to look for? The presence of the new carriers or amphibious assault ships.
This would signal intent to build marine expeditionary forces. Or carrier task forces that can operate into the South Pacific or beyond the Indian Ocean.
This task force is the first of several in the South Pacific. You need to watch frequency, basing rights, and task force composition.
How naval power projection evolves? Signals nations ambitions
(🧵 10/10)
END
EDIT:
One is Type 55 Frigate and the Type 54A.
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- Import tons of talent for bloated tech orgs
- More GPUs = moat
- Throwing more money = results
- Build it and they will come.
Success requires purpose and process, not just bricks and more resources.
Short 🧵
Importing talent is fine. If you know who you're importing. You need talented people. But you also need HR processes and leaders to id WHO you need.
But that didn't matter to big tech. More headcount = more power for managers. So they pressured for relaxed requirements.
GPUs are not moat. They are very essential for compute for models, feature engineering, etc. But you needed use cases and biz need. Then scale once you got a baseline.
Problem? Most of the GPUs were used to train dirty data, biased AI models, and for poorly understood use cases. Many ppl went straight for moar GPUs.
Didn't help that software engineers trying to pivot to AI engineers thought more data volume = better models. Or call an API and grift. It didn't
So many companies we're strapping a rocket engine to a skateboard. None I ever ran into asked why.
For 11 days now, President Yoon of South Korea has been holed up in his residence. 42 days from declaring martial law.
This hasn’t got a lot of attention the Western media. But we need to look at this closely.
Lot of political red flags here.
🧵THREAD
1/n
We already know about Yoon’s coup attempt - declaring martial law and senting special forces to arrest legislators - while trying to provoke North Korea.
Since then, the ROK National Assembly has issued a warrant for his arrest and impeached the acting president.
2/n The Corruption Investigation Office (CIO) has attempted to arrest Yoon once- but Presidential Security Service has turned them back.
Yoon’s legal team have threatened "civil war" if he's arrested. The CIO has begun assembling over 1000 officers for the 2nd attempt.
Let's talk about what it would take to get back the Panama Canal.
There's political difficulties that prevent it:
- Full sovereignty given to Panama
- Abolition of the canal zone authority
- Full Operational Control of Panama
Sovereignty is the first problem. Torrijos–Carter Treaties explicitly stated in the U.S. jurisdiction over the canal zone would cease to exist. When the transition period from 1970 to 1999 ended? Full Panamanian sovereignty.
3/n
Full sovereignty makes it difficult to take back - militarily or diplomatically. A treaty makes it ever harder. There's no political flexibility or terms to reinterpret - which is the point of treaty. So its far harder than Iraq or Afghanistan.
Last 24 hours have been wild for South Korea. A farcical declaration of martial law since 1979. Which failed under its own weight.
So what have I noticed? Let's go into this in more detail.🧵
The first thing is to notice is the timing. Its at night.
It’s a tactic to catch people off guard, create shock, and keep things chaotic. The police force isn’t fully manned. People can’t send events on social media in real time.
Prevents news from spreading across social media quickly.
Late at night also makes it harder for the legislature to gather quickly and respond - stopping them from taking action or making statements.
But why night? The legislature can't establish quorum to end a declaration of martial law.
It lets it go into effect uncontested, giving the declaring authority a critical window of unchecked control.
By the time legislators convene or public opposition organizes, the martial law framework is already operational. When the sun rises, the plotters are in position- and consolidating power.
1/x Innovation is the first sign. New art, architecture, philosophy, and science become rare. New ideas are viewed with suspicion and hostility. The safe patterns of the past are repeated: from political policies to art. It is a fear-driven refusal to adapt to changing times.
2/x You also start to see social norms become rigid. Or are parodies of past values. You can see this in the rise of DEI, neoliberalism, the trad movement. Values and social norms no longer balance or give inspiration. They exist to create false identities and increase tribalism.
1/x Continuity is important in Chinese government. As dynasties changed, the new ruling dynasty would honor deposed emperor or his descendants.
The reason? To show continuity and establish legitimacy. This happened from Han to Qing.
2/x Honoring previous emperors was also political. It helped them avoid the perception of usurpers. And it helped them slow potential uprisings. The old dynasty's heirs are in their hands.
The political legitimacy and legacy of the old government could transfer smoothly