Dmitri Alperovitch

Excellent thread on the implications of provision of F-16s to Ukraine

"Russian military has increasingly come to resemble an early Cold War–period museum” Great @ForeignAffairs piece from @KofmanMichael and @RALee85

Chris and I discussed why foundational (aka mature) chips are even more critical than advanced ones, effect of US export controls on China's semiconductor industry and China's retaliatory options and much more! Also please read @crmiller1’s great book!

What other currency is preferable to the dollar as a reserve and trade currency “when Europe’s a museum, Japan’s a nursing home, China’s a jail, and Bitcoin’s an experiment”? Great quote from @LHSummers cited in a terrific piece by @nfergus

Good thread on why China has no interest in crisis management mechanisms like hotlines with the US (or doesn't pick up the phone when the US calls) China thinks such 'guardrails' will encourage US aggressiveness and would instead prefer to have no deescalation mechanisms at all

Great piece from @MarkGaleotti on the true threat nationalist milbloggers (or “turbo-patriots” as he calls them) present to the Putin regime. They are a symptom of the decay in Putin’s power structures that he relies on to control the populace Short

“The process of making an individual shell takes around three days” Fascinating piece on the work being done to increase 155m shell production in the US

Good thread from Mike. It remains a very dynamic battlefield with much uncertainty

“Tank for tank the Nato armour is superior. But this is a full scale ground war in which the numbers of vehicles fielded and how well they are fought matters far more than the qualities of individual pieces of equipment” Excellent point by @Jack_Watling

Good thread on the impact to Russian oil revenues from western price cap TLDR: Price caps almost never work

Good summary of some of the reasons the Russians are performing so disastrously. Effective and valiant Ukrainian defenders - yes. But also, just as importantly, incredibly dumb campaign plan that doesn’t follow Russian military doctrine

Terrific resource for folks studying Russian military positions across Ukraine!