Viewing profile — maxglute

>Strained interceptor stocks != Iran denied US air superiority. You still need evidence that US overflights stopped because Iran made the airspace untenable. Every analysis is infe…

Reminder PRC refines MORE oil than US. US produces more oil, but PRC massive SPR = PRC functionally a larger supplier by being able to release more, at drop of hat, than US aggrega…

E: below comment dead. >You still haven’t shown evidence that Iran denied US control of the air. You’re inferring that from force preservation and munitions usage. The evidence is …

In terms of attrition, its like 10% of reapers - 20-30% of operational fleet. 4% of CSAR MC130s, 5% of E3 AWACs, 2% of KC135s. Yes single digit %, but relative to timeframe not not…

Iranian friction created prohibitive operating environment that made US abandon air space dominance - that is literal loss of air superiority. There was enough manned and unmanned …

And immediately lost it after a few weeks, hence current detente. A maximally preopositioned/prepared/postured US + Israel suckering punching Iran was able to briefing maintain air…

Bad bet, wanking about TW blowing up their golden goose fabs is US hopium/threat - literally US Army War College insinuated US would blow up fabs to deny PRC while TW politicians/d…

USN on paper not capable of blockading PRC anymore, refer to latest Pentagon China Power report, PRC missiles coverage up to west CONUS, likely further, which means USN is globally…

This interesting way of saying PRC distant fishing fleet fishing in international waters. Geopolitical drama aside, DWF is like 3% of PRC fishing catch, much of it just luxury cons…

@cmxch [dead] >Sure about that? Give the US a permissive RoE and the ability to ignore the CNN/MSNOW peanut gallery and then get back to us about that series of claims. Reasonably …

Old man yell at cloud. I suppose it matters as long as old man cohort with purchasing power.

TBH can't wait for consoles / console exclusives to die, as long as there is piracy (and steam) pc gaming prices stay reasonable, hardware pricing will eventually sort itself out.

PRC export tit/tat vs west export controls.

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LBH US hasn't been in position to defend 1st island chain in a while, US performance vs Iran just made that obvious. The one thing we have learned in recent wars is highend hardwar…

Yield is determined by market demand, overwhelmingly by institutional (central banks) who were marginal buyers, i.e. when USD was geopolitically safe, countries/central banks would…

Direct DC/AI capex lower bound ~2.5% gdp already comparable to dotcom / dark fiber. Include down stream supply chain / infra and its ~5% - railway territory. Either way relative ma…

Basically game over for compute wars in ~5 years if PRC serious, PRC doesn't need EUV to win compute game. If they hammer DUV tools and commoditize semi (i.e. remove 50-80% margins…

You're making a classic logic error by accidentally equating corner bodega with trillion dollar keystone industry. Business models fail all the time, trillion business models that …

Companies are run by people, 100 billion dollar companies are ran by people who want to stay billionaires and will street accordingly. But I'm not sure what we're disagreeing on, y…

The fact that supply constrained GPUs holding value is negative indicator. It's like the tulips mania except bubble enthusiasts are buying wilted/dead tulips because live tulips su…

That's misattribution of the the why. The real why is US can't do the sensible thing and cede regional hegemony to growing PRC. There's always the normal solution of watching PRC b…

TFW "near term potential" F35s will get their radars.

Google maps needs a tool to create menu from best user submitted pics. Still use AI to clean up lighting, masking, layout etc, but there's enough data to cover most popular dishes.…