Kamil Galeev Profile picture
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Nov 16 18 tweets 5 min read
Why the USSR failed?

There are two ways for a poor, underdeveloped country to industrialise: Soviet vs Chinese way. Soviet way is to build the edifice of industrial economy from the foundations. Chinese way is to build it from the roof.

1st way sounds good, 2nd actually works. Image To proceed further, I need to introduce a new concept. Let's divide the manufacturing industry into two unequal sectors, Front End vs Back End:

Front End - they make whatever you see on the supermarket shelf

Back End - they make whatever that stands behind, that you don’t see
Nov 13 5 tweets 1 min read
Nation state is not some basic property of reality (as many falsely presume). They do not just organically grow out of the “ethnically drawn borders”. That is not how it works. They usually grow out of the *administratively* drawn borders, on whichever continent. First they draw administrative borders based on whatever rationales and considerations. Then, these arbitrarily drawn administrative borders turn out to be surprisingly stable, more stable than anyone could ever expect. Eventually they become borders of the nation states.
Nov 9 14 tweets 5 min read
Why have elections?

Every election in the US attracts huge global attention. People in Pakistan, people in Paraguay, people in Poland, people in Papua New Guinea are monitoring the course of elections and tend to hold strong opinions regarding whom they would prefer to win Image Why would that be the case? Well, one obvious reason would be that the US elections are, in fact, seen as the world elections. People in Paraguay do not vote in the US and yet, the US elections have a very strong impact on the fortunes of Paraguay.

Or Russia, in this case: Image
Oct 26 7 tweets 3 min read
There is hardly any other genre of literature more factual, and more realistic than the sci-fi. It is exactly its non-serious, seemingly abstract character that allows it to escape censorship and ostracism to a far greater degree than it is normally possible for a work of art. Image Sci-fi allows you to to present the most painful, insulting, insufferable, obnoxious, criminal and traitorous arguments in a non-serious way, as a fun, as a joke. In this regard, it is far superior to any other genre. Compare three ways to sell a heresy: Image
Oct 25 33 tweets 11 min read
What you should know about Tatarstan?

Tatarstan is a large and wealthy ethnic republic located, in the very middle of Russia. While being culturally and institutionally distinctive, it is not really peripheral. It sits in a few kilometres from the population centre of Russia🧵 Image While Tatarstan does not sit in the centre of Russia geography-wise, it does so demography-wise. The Russian centre of population (red star), located somewhere in southwest Udmurtia, is literally in a walking distance from the Tatarstani border.

It is the very middle of Russia. Image
Sep 17 17 tweets 3 min read
Wagner march was incredible, unprecedented to the extent most foreigners simply do not understand. Like, yes, Russia had its military coups in the 18th c. But those were the palace coups, all done by the Guards. Purely praetorian business with zero participation of the army. Yes, there was a Kornilov affair in 1917, but that happened after the coup in capital. In March they overthrew the Tsar, then there was infighting in the capital, including a Bolshevik revolt in July, and only in September part of the army marches to St Petersburg.

Half a year after the coup. Not the same thing
Sep 14 7 tweets 3 min read
As a person from a post-Soviet country, I could not but find the institutions of People’s Republic of China oddly familiar. For every major institution of the Communist Russia, I could find a direct equivalent in Communist China.

With one major exception:

China had no KGB For a post-Soviet person, that was a shocking realisation. For us, a gigantic, centralised, all-permeating and all powerful state security system appears to be almost a natural phenomenon. The earth. The sky. Force of gravity. KGB

All basic properties of reality we live in Image
Aug 30 5 tweets 2 min read
Soviet Union was making a lot of weaponry.

No, it was making A LOT of it.

Soviet output of armaments was absolutely gargantuan, massive, unbeatable. “Extraordinary by any standard” , it was impossible for any other country to compete with. Image From 1975 to 1988, the Soviets produced four times as many ICBMs and SLBMs, twice as many nuclear submarines, five times as many bombers, six times as many SAMs, three times as many tanks and six times as many artillery pieces as the United States.

Impossible to compete with. Image
Aug 24 20 tweets 8 min read
We are releasing our investigation on Roscosmos, covering a nearly exhaustive sample of Russian ICBM producing plants. We have investigated both primary ICBM/SLBM producers in Russia, a major producer of launchers, manufacturers of parts and components.

Image We have five OSINT materials, one per each plant. To access our materials, you can either:

a) Click on a respective plant in the diagram
b) Choose it from the list below it

Follow the link: rhodus.com/roscosmos
Image
Aug 8 12 tweets 3 min read
Two observations. In the recent years,

1. Silicon Valley has been turning red
2. MAGA discourse has been increasingly dominated by a few tech moguls

Now the thing with moguls is they are extreme outliers, who do not understand they are outliers. Overall, you can expect tech moguls to have much, much higher level of reasoning abilities compared to the political/administrative class. But this comes at a cost. Their capacities for understanding the Other (masses count as the “Other”) are much poorer.
Aug 3 4 tweets 1 min read
One problem with that is that too much of the supply chain for drone production is located in China. The thing with drones is that they grew out of toys industry. Cheap plastic & electronic crap that all of a sudden got military significance

America forgot how to produce cheap
Image That is also the major problem I have with "China supports Russia" argument. China could wreck Ukraine easily, simply obstructing & delaying the drone/drone components shipments. That would be an instant military collapse for Ukraine.
Aug 3 4 tweets 2 min read
No, Israel being a republic causes it to be more barbaric towards the conquered population than Russia, and with no escape. There is simply no room and no possibility for any sort of integration whatsoever.

Were Israelis slaves to a Big Man, integration would be conceivable. Crawling on the knees before your Big Man is Lindy

Scaleable, manageable, robust

Every nation on earth will concede to it, after the sufficient amount of sticks (and may be some carrots, but that is optional). Which makes it very, very scaleable Image
Jul 25 22 tweets 6 min read
Today I will introduce one more concept critical for understanding of how the manufacturing industry has evolved over the last few decades. It is the shift of technological knowledge from esoteric to exoteric

In the pre-digital era, manufacturing used to be mysterious, esotericImage To visualize how the manufacturing worked in the pre-computer/early computer age, imagine the atmosphere of magic, mysticism, enigma. That would be not very far from truth.

To illustrate the idea, I will give you one simple, straightforward example. The train car production. Image
Jun 17 26 tweets 9 min read
Rocket Science

As I have already pointed out, general audience, analysts, strategists & decision makers included holds unrealistic notions of how the global economy is organised. Now that is because they never see the back end of industrial civilisation

So let me show you some There is a major delusion of seeing Europe as a sort of retired continent that "lags in tech" or even "doesn't produce anything". To some extent, it is just American hubris. Image
Jun 1 21 tweets 6 min read
Tu-160M, the "White Swan" is the largest, the heaviest and the fastest bomber in the world. Originally a Soviet design, the plane you see today has limited continuity with the USSR. It was created in late 2010s, as a combined project of Putin's Russia and Siemens Digital Factory Image Original Tu-160 was created as a domesday weapon of the Cold War. Designed in the 1970s, it was officially launched into production in 1984. And yet, with the collapse of the Soviet Union the project was aborted. In 1992, their production ceased.

No Nuclear War, no White Swans. Image
May 19 27 tweets 15 min read
I have repeatedly pointed out that the modern Russian military industry has little continuity with the Soviet one. Destroyed in the 1990s, it was effectively created anew in the Putin's era. Still, it may sound too abstract, so I will zoom in on one specific example:

Stankomash Image Located in Chelyabink, Stankomash industrial park hosts major producers for the nuclear, shipbuilding, oil & gas and energy industries. It also produces weaponry, including mine trawls and artillery ammunition (based on the open sources)

All under the umbrella of Konar company Image
May 17 9 tweets 2 min read
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.
May 12 8 tweets 3 min read
Contrary to the popular opinion, Andrey Belousov's appointment as a Minister of Defense makes perfect sense. From the Kremlin's perspective, war is primarily about industry & economy. Now Belousov is the central economic & industrial thinker (and planner) in the Russian gov. Born into a Soviet Brahmin economist family, Belousov is an exceedingly rare case of an academician making a successful career in the Russian gov. Even more noteworthy, he rose to the position of power through his academic work and publications.

This is unique, ultra rare.Image
May 7 4 tweets 1 min read
If you want to imagine Russia, imagine a depressive, depopulating town. Now on the outskirts of a town, there is an outrageously over-equipped, overfunded strategic enterprise that has literally everything money can buy in the world. It feels like a spaceship from another planet Strategic industry is extremely generously equipped. Western companies look scoundrels in comparison. That’s why I am so sceptical about the whole “corruption” narrative. Not that it’s wrong. It’s just that it is the perspective of a little, envious bitch.
Apr 29 9 tweets 4 min read
We have successfully documented the entire Russian missiles industry, mapping 28 of its key enterprises. Read our first OSINT sample focusing on the Votkinsk Plant, a major producer of intercontinental ballistic missiles. How does it make weaponry?


Image The strategic missiles industry appears to be highly secretive and impenetrable to the observers. And yet, it is perfectly OSINTable, based on the publicly available sources. This investigation sample illustrates our approach and methodology (31 p.)

assets-global.website-files.com/65ca3387040186…
Image
Mar 22 20 tweets 7 min read
In August 1999, President Yeltsin appointed his FSB Chief Putin as the new Prime Minister. Same day, he named him as the official successor. Yet, there was a problem. To become a president, Putin had to go through elections which he could not win.

He was completely obscure.Image Today, Putin is the top rank global celebrity. But in August 1999, nobody knew him. He was just an obscure official of Yeltsin's administration, made a PM by the arbitrary will of the sovereign. This noname clerk had like 2-3% of popular support

Soon, he was to face elections Image