Intel and the $1.5T chip industry meltdown

> Well, your country being invaded by an incompetent horde of brutal assholes surely influences your ability to dispassionately assess the strategic situation, and the motivations of said assholes.

Dude, I'm not the hyper-patriotic type of Ukrainian :)

> I can understand it's hard to hear that the people slaughtering your countrymen aren't 100% at fault...more like 95% at fault, with the other 5% being sustained multi-decade provocation from....the country that is giving you every weapon imaginable to repulse the murderers.

You seam to have _very_ poor imagination then (ATACMS long overdue? DPICM? Abrams? Finally start teaching Ukrainian pilots to fly F-16s? Some Patriots maybe?). Also, now you seem to be putting words into my mouth since I've never said that it is "100%" their fault.

> I would argue it wasn't a conversation of "wouldn't it be nice if" but them making decisions about who would be the leadership of Ukraine, which isn't something that should be decided by US State Department officials.

Can you provide exact quotes where they are making such decisions?

> These days we call it "information operations" and "psychological operations".

Your point being?

> Don't be naive. The bottom-rank locals in any revolution don't get a paper trail directly back to the US government. Most people who are getting suitcases of US dollars have enough sense to keep their mouths closed about where it came from. $50,000 from an American who "works for an NGO" so the Maidan protesters can buy supplies -> $1,000 spent on supplies "with their own money" and $49,000 quietly pocketed.

I'm not being naive and I stand by my words. I remember back in 2004 there were indeed significant amount of people on Maidan Nezalezhnostii who were being paid daily to stand there with orange stripes. In 2014 main driving force of the revolution were middle-class people donating stuff or risking their lives directly by participating. All other forces were at best secondary and at worst inconsequential. Opposition politicians where routinely booed by the revolutionaries due to their meek positions and indecisiveness.

It seems you are intelligent person, but think you are smarter/more knowledgeable about certain specific domains than you actually are, and come to egregiously bad conclusions due to underestimating the gaps in your knowledge base ;)

> In order to retaliate with nukes, their nuclear deterrent and MAD has to be credible. Which brings us back to why they were so pissed off in 2007 about ABMs in Eastern Europe: putting an ABM umbrella on their doorstep means you can shoot down their nukes (boost-phase intercept profile), which means the conventional invasion of Russia can proceed with impunity.

That is strategic nukes. What about tactical nukes delivered by cruise missiles? Won't Russia just tactical nuke the shit out of theoretical NATO army that is in the process of assuming attack formation near their border?

> I don't think most intel analysts are stupid, just human. On the contrary, the most consistent problem I see with them is the same Dunning-Kruger Effect seen on HN: they are intelligent, but think they are smarter/more knowledgeable about certain specific domains than they actually are, and come to egregiously bad conclusions due to underestimating the gaps in their knowledge base.

You provided both a detailed description and a great example of described phenomenon in the same message ;)

> The US approach to imperial domination doesn't rely on "painting the map" directly. We dominate people's central banks and financial systems instead.[7][8] It's all about maintaining the Petrodollar/global reserve currency system, which allows us to essentially tax the entire planet and give every country monopoly money in return. Monopoly money which we also spend on our gigantic military, which enforces the acceptance of said monopoly money.

I know cool-realpolitik-kids like to explain everything in the world with "petrodollar", but I don't see how it is really relevant for invasion in Afghanistan, for example. Also, petrodollar system in not straight up win as such people seem to assume when describing it in edgy and simplified way e.g. "we just give everybody fake-monopoly money and force them to accept it with our military!!1". You can read a simple and balanced analysis that also discusses flaws of petrodollar system in [0].

> I'd say these are business as usual for brutal sociopathic Soviet-trained leadership, and also the only way that Russia has any hope of controlling the vast territory it's trying to bite off from Ukraine: get rid of all of the locals. Then there is no one to support an insurgency, no one to vote the "wrong" way during referendums, etc...

But why do they need all the referendums/annexations business if they invaded just to not let spooky-scary NATO in? BTW Russians themselves don't claim that they invaded only (or even mainly) because of NATO, so I don't know why you chose it as (another) hill to die on.

> That would be the case if NATO adhered to the letter of its own laws/documents/policies. But I think the Russians don't consider that possibility as something they want to bet their future on. It would mean putting the future safety of the Russian State entirely in the benevolent hands of NATO decision-makers. I think after the 2007 ABM dispute, any perception of NATO benevolence in Putin's mind was shattered. Maybe we'll carve out a special exception for Ukraine. Maybe we'll re-write NATO's Articles to remove the "no existing territorial disputes" clause. Or maybe the US would just bully/bribe every other member into voting "Yes" to Ukraine. These sound unbelievable to most Westerners, but they are probably all realistic risks in the brain of a KGB field agent. So after Ukraine's constitutional amendment in 2019 [9], Putin probably decided to seize the initiative. If he spent a few months figuring out exactly how to respond, that would put him Summer-Fall of 2019....planning to execute an early 2020 full annexation. Then COVID hit, and Putin waited until the global pandemic was stabilized before setting in motion staging his troops for invasion (Fall 2021 with a planned January invasion)...then he had to delay AGAIN after Big Daddy Xi told him "Don't fuck up my Olympics with your war." So world events may have delayed a Spring 2020 invasion until Spring 2022, which means we're actually witnessing the fastest possible turn-around time for a Russian offensive, assuming Ukraine's amendment was the straw that broke the camel's back. It also means Putin may have planned an invasion while notoriously-anti-interventionist Trump was in office, but ended up getting puppet-on-warmonger-strings Biden in the White House by the time everything was ready. shrug Entirely supposition on my part.

So what stopped spooky-scary NATO from accepting Ukraine after it first applied in 2008? And how much more time did sneaky US need to finally "bribe" all the other members to accept Ukraine as-is after the previous war? It is another favorite Russian propaganda talking point ("NATO was plotting to accept Ukraine!!1") when in reality it seemed to be completely not interested.

[0]: https://www.lynalden.com/fraying-petrodollar-system/

> So they came to an agreement that Klitschko should be outside the government, Yatseniuk should be in the government, and then got into the details of how to manage Klitschko (and later in the conversation, bring in other diplomats to help) in order to ensure they achieve what they wanted. It may not be apparent to a non-native speaker, but this isn't a conversation where they are just speaking hypothetically.

Oh please don't give me that crap. Your interpretation was not shared by mainstream press at the time as well [0]. Their English mastery is also apparently not good enough to understand the nuance!

Even if we assume your interpretation to be correct, I still don't understand how it would "prove" that the revolution was "Subsidized and facilitated" by the US.

> Satellite ISR has a decent read on when/where nukes are being handled for the tactical varieties, and especially for the launch platforms. I would expect them to be priority targets during the air campaign. I would also expect the planning process to have Positive ID of x% of tacnuke platforms as a critical piece of the Go/No-Go Criteria...in other words, the invasion wouldn't be launched until the likely number of tacnuke "leakers" could be reduced below a certain threshold such that it wouldn't derail the armored thrust.

So remind me again how is that mythical highway to Moscow is so important in case of all-out planned invasion that will be proceeded by at least 30 days of high intensity bombardment and highly likely escalate to nuclear exchange of some intensity? Won't Russians mine the shit out of it, blowup all bridges and evacuate everything and everyone of importance from Moscow to far east during that 30 days?

> I think I bookmarked this ages ago and forgot to come back and read it more thoroughly. Overall I agree that the dollar is due for a reckoning, and when it comes I expect a collapse of both the Western "international order" and the US economy. Hence why I think our global strategy reflects protection of the Petro even in cases where our values suggest we should have different priorities (example: not executing regime change in Saudi Arabia). But my point still stands: we can replace a nation's government, integrate their central bank, and despite not formally annexing their territory still benefit from their country economically, because we need to keep as many banks as possible generating demand for our toilet-paper-money, which they need to buy energy to run their economy at all.

Did you read it all, thoroughly or otherwise? The author stipulates that petrodollar system may not be beneficial for US anymore and that abolishing it would eventually lead to better outcomes for US themselves, instead of "collapsing both the Western "international order" and the US economy. [1]

> Ya gotta keep up appearances, for the benefit of the masses. And it creates a paper trail to trot out in international forums such as the UN later. "See, we totally did everything the democratic way. It's all above-board. Will of the people. We've got the paperwork." "Your referendums are BS because you killed half the people living there first." "You don't have the documentation to prove that."

But to keep spooky-scary NATO out it would have been enough to maintain puppet people republics indefinitely. Formally annexing the territories is only needed for building an empire, otherwise it doesn't make sense to pay the very high cost that Russia is incurring due to sanctions.

>It figures prominently in Putin's Victory Day speech

Well, on Victory Day NATO is a good boogieman apparently. On other days of the week it could be biolabs, "same people", Nazis, water to Crimea, etc. I could provide links for all of these, but I assume you are familiar with them.

> Strong opposition from France and Germany.

So you are saying there has never been a consensus among NATO members regarding accepting Ukraine and that some of its most prominent members strongly oppose it? Seems we are in agreement on this one!

[0]: https://www.politico.eu/article/us-suggests-russia-is-behind...

"In the phone call, Nuland and Geoffrey Pyatt, the US ambassador in Kiev, are discussing the planned government reshuffle ... The two diplomats express reservations about Klitschko, who is best known as a world boxing champion."

[1]: https://www.lynalden.com/fraying-petrodollar-system

"At first, having the global reserve currency is an exorbitant privilege, because the benefits of hegemonic power outweigh the costs of maintaining the system. Over time, however, the upside benefits stay relatively static, while the costs keep compounding over time, until the costs outweigh the benefits.

And from there, the value of the system depends on who you ask. Folks who are often on the higher end of the income spectrum who worked in finance, government, healthcare, or technology benefitted from this system, since they obtained many of the benefits of globalization and none of the drawbacks. Folks who are often on the lower end of the income spectrum, specifically those that make physical things, are the ones that benefitted least and gave the most up, since their jobs were outsourced and automated at a faster rate than other developed countries. But now with China also undermining the structure of the system, even the geopolitical/hegemonic benefits for the political class are subverted as well.

As the system frays, it’s easy to point to external nations as the cause of this fraying. When they begin pricing things outside of the dollar-based system, or employing mercantilist currency policies, or building pipelines, or deciding to do something with their dollar surpluses other than reinvest them in US Treasuries, it can seem as though they are undermining an otherwise sound system.

In reality, those external actions are a symptom of the more underlying flaws in the system: the fact that the United States is no longer big enough as a share of global GDP to supply enough dollars to fund global energy markets and global trade, the fact that the United States has to run persistent trade deficits to get dollars out into the system, and the fact that an all-fiat global currency system incentivizes mercantilist currency manipulation by many countries to generate trade surpluses against the US wherever possible."

"In addition, a system constructed around the US dollar decades ago when the US was 35% of global GDP, doesn’t work as well when the US is only, say, 20% of global GDP. It’s not about how big the US military is to keep its hegemonic status; it’s about whether the global monetary system as currently structured is still mathematically viable, and whether it even still supports the interests of the United States.

Put simply, there is a natural economic entropy to global reserve currency status, because inherent flaws in the system continue compound until they reach a breaking point. The challenge, of course, is identifying ahead of time where that breaking point is. A change in the global monetary system doesn’t necessarily mean bad things for the United States (indeed, the United Kingdom had an economic boom in the post-war years after it lost reserve currency status), but it does mean making a trade-off between international interests and domestic interests, and re-aligning trade as needed to obtain the desired balance."