Tymofiy Mylovanov Profile picture
Jun 22 6 tweets 2 min read Read on X
The US may win AI and still lose the technology race — Bloomberg.

AI is only one piece of the competition with China. Twenty years ago, the US led China in 61 of 64 key technologies tracked by ASPI. Three years ago, China led in 57 of them. 1/ Image
The bigger challenge is turning innovation into industrial power.

For example, China now manufactures 70–80% of the world’s drones, despite many core technologies being invented in the US, Europe, and Japan. 2/
US biotech remains a global leader in research, but lacks manufacturing capacity to capture the economic value of its discoveries fully.

Quantum computing still requires sustained public investment to avoid a future "quantum winter." 3/
The decisive factor is the ability to scale production, build supply chains, finance commercialization, and adopt technology across industry.

Ukraine is an important partner because it is pushing the frontier of drone innovation in real combat conditions. 4X
Thank you for reading this post!

Please also consider donating to support Ukrainian students who study during the war if this cause resonates with you.

foundation.kse.ua/en/donate-to-e…Image

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More from @Mylovanov

Jun 23
Ex-Ukrainian FM, Kuleba: Trump's G7 softening on Ukraine is not a real shift. Right words at the right table, nothing more. Before the summit he spoke to Putin and called him wonderful.

Every change in tone is situational. This is performance for the camera. 1/
Kuleba: Trump desperately needs a big foreign policy victory. There are only two places left on Earth where he can get one, Cuba and Ukraine.

That is why American efforts on Ukraine will intensify. Not from conviction — from necessity. Trump needs a win he can sell. 2/
Kuleba: One test tells you everything. Kushner is heading to Moscow again. If before Moscow he stops in Kyiv, something is genuinely changing inside the American system.

If he flies straight past, same pattern, same priorities, same war. Watch the itinerary, not the rhetoric. 3X
Read 5 tweets
Jun 23
800,000 — that is how many verified Russian military targets Ukrainian drones hit in the first half of 2026, with an estimated 167,000 Russian casualties.

Mykhailo Fedorov, Ukraine's defense minister: Today, drones account for more than 90% of enemy targets hit — United24. 1/ Image
The verified hits since January span Russian personnel, air defense, artillery, rocket systems, command posts, ammunition depots, and electronic warfare units.
Ukraine's Defense Forces aim the strikes at logistics routes and key assets behind the front lines. 2/
May was the most productive month for Ukraine's drone units this year. In that month alone they struck more than 181,000 verified targets.
The same strikes killed or seriously wounded 31,530 Russian service members in 31 days. 3/
Read 8 tweets
Jun 23
Ukrainian drones struck both sides of the Kerch Strait.

They hit logistics, fuel infrastructure, and air defenses in occupied Crimea and Russia's Port Kavkaz — about 300 km from the front, United24.

1/ Image
Zelenskyy: Ukraine hit military logistics, oil industry facilities, four radar stations linked to S-400 systems, and two Pantsir air defense complexes.

It is a fair response to Russia's brutal strikes against our people.

2/
The AEGAZ-Terminal liquefied gas complex in Kerch was among the targets.

Port Kavkaz, one of Russia's largest Black Sea–Azov cargo hubs, also caught fire, disrupting a key logistics node supplying Crimea and southern Ukraine.

3/
Read 6 tweets
Jun 23
Putin crosses red lines with his own society one after another. Drone strikes hit Moscow.

Draft officers now grab men in Penza — with population of 500,000 people, 560 km from Moscow. The only prior mobilization, in 2022, drove 700,000 out of Russia, — The Times. 1/ Image
Weeping women grabbed the hood of a draft van trying to stop it. "We know you are hitting them!

Why won't you give us five minutes to say goodbye?" one screamed. Officers slammed the door shut. 2/
A man named Roman jumped from a first-floor window to escape an enlistment center.

He says officers beat him, forced him to sign a contract, then handed him papers assigning him to an assault company in Luhansk. A bus was leaving at 6pm. 3/
Read 10 tweets
Jun 23
Anthropic CEO Amodei: Russia invading Ukraine, the risk of China invading Taiwan. That's the authoritarian bloc we defend against.

We can't let China and Russia use AI to attack Ukraine and Taiwan while we can't defend them. Not for the money, government networks pay little.1/
Amodei: Conflicts happen when both sides misunderstand each other — without oversight, accidents become likely.

But superior intelligence deters conflict. Predict an invasion of Taiwan or troop movements in Ukraine, and adversaries think twice before acting.

2/
Amodei: We planned for 10x annual compute growth. Instead we saw 3x quarterly revenue growth — that's 80x annualized.

We didn't plan for 80x, and we couldn't have rationally planned for it. This is a local explosion in compute demand, not a sustainable trajectory.

3/
Read 8 tweets
Jun 23
Kasparov: Putin cannot stop the war. His system is built on it, budget, economy, propaganda, education. Kindergartens train with drones. Universities open special courses. Plan: a million drone operators by 2030.

War became Russia's routine. You can't reverse this in one second. 1/
Kasparov: An inclined plane from physics, one direction, speed always increasing. Napoleon couldn't stop. Hitler couldn't stop. Macron admitted diplomacy won't work here

For Putin, ending the war means total collapse, ideology, system, power. All of it built on permanent war 2/
Kasparov: Stalin demobilized 10 million over a decade, because he won. Red Flag over the Reichstag, new technologies, the West behind him. Something to build on.

Putin has no victory image. No triumph. His soldiers return from a war with no Reichstag moment, only retreat. 3/
Read 6 tweets

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