Derek

762 posts

Derek

Derek

@Derek_Econ

Anonymous economist. Tidyverse and ggplots...all day, every day.

Katılım Temmuz 2023
357 Takip Edilen93 Takipçiler
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Derek
Derek@Derek_Econ·
@tphuang Isn't Starlink already at 10k +?
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tphuang@tphuang·
We just had the 7th batch of SpaceSail satellites getting launched today. We now have have 126 SpaceSail sats in orbit. Latest ones launched by LM8 launcher. China is going to have to step up launch rate here to come close to matching the ambitious sat network it's building.
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CIA
CIA@CIA·
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Derek@Derek_Econ·
@ColbyBadhwar Fantastic thread, thank you Colby. What were the Biden admin's defense funding priorities then, if not interceptors?
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Colby Badhwar
Colby Badhwar@ColbyBadhwar·
There is much in the request that should be scrutinized and Congress should deploy their scalpel as needed. Talon, and all of these other munitions are an example of where the Admin has it right though. Appropriate the funds, sign the contracts and let industry cook. 16/16
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Colby Badhwar
Colby Badhwar@ColbyBadhwar·
The defeatists say the United States (and the west more broadly) are incapable of producing the weapons needed to confront adversaries. They say that the defense industrial base can't do it. Is this true? No, no it is not. Enter Talon (THAAD): a case study. 🧵⬇️ 1/16
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John William Sherrod
John William Sherrod@jwsherrod·
This is a deranged perspective, @ThomasEWoods. I understand opposing the war on principle, but rooting for Iran is taking that in an extreme and unhealthy direction. This will destroy libertarianism. And it’s absolutely NOT true that 95% of Americans are rooting for Iran.
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Max 📟
Max 📟@MaxNordau·
America will spare no expense to save its own people because America is a better country than yours is.
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Randy Fine
Randy Fine@VoteRandyFine·
Deport everyone rooting for Iran right now. All of them.
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Sunny
Sunny@sunnyright·
You become confused over the Europoors hyperventilating over the loss of three planes to save an American citizen, and then you remember the Europoors don’t have three planes to sacrifice for anyone.
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Colby Badhwar
Colby Badhwar@ColbyBadhwar·
Hilarious that Europeans will accuse Americans of being "too materialistic" and then post garbage like this. The life of that WSO is priceless. If it was a European jet that had gone down, the crew would either be condemned to death by their government, or they'd beg the US to save them. No other country on earth could even attempt an operation of this scale.
Daniel Foubert 🇵🇱🇫🇷@Arrogance_0024

Lose all this to rescue 1 pilot and call it your greatest military success of all time.

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Colby Badhwar
Colby Badhwar@ColbyBadhwar·
Now that both the pilot & WSO are confirmed safe... A lot of people, both the usual grifting slop accounts and journos who should know better, were complaining that CENTCOM hadn't confirmed the loss of the F-15E. It would be malpractice for them to do that while CSAR for the crew was ongoing. You don't give the enemy intel, even if it's something you think they already know. You don't make it easier for them. At first all the reports were of a single seat F-35. You don't tell the enemy actually it was a two seat F-15E and there's two crew, not one, that you should be looking for. The public is not owed minute by minute updates on sensitive rescue operations. Transparency is good but it can't come at the expense of operational security.
Colby Badhwar tweet mediaColby Badhwar tweet mediaColby Badhwar tweet mediaColby Badhwar tweet media
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Miad Maleki
Miad Maleki@miadmaleki·
These weren’t just economic targets. Razi’s ammonia/urea streams and associated perchlorate chemistry tie directly into Iran’s solid‑fuel missile oxidizer (ammonium perchlorate) – the same pathway seen in the 2022 CENTCOM seizure of 70t AP + 100t urea bound for the Houthis, and in the 2025 Shahid Rajaee port explosion when Chinese sodium perchlorate for Iran’s missile program detonated. Mahshahr is where the regime’s petro‑cash meets its missile and chemical‑weapons base.
Miad Maleki@miadmaleki

1/6 Israel just struck Iran’s Mahshahr Petrochemical Zone; one of the largest industrial complexes in the Middle East, located in Khuzestan Province. Tehran earns roughly $24 billion a year from petrochemicals (~$13B exports + ~$11B domestic sales), a key sanctions‑resistant cash engine for the regime. Here’s what each company produced and why it mattered militarily.

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Miad Maleki
Miad Maleki@miadmaleki·
1/4 The claim that Iran's oil revenue has "doubled" deserves scrutiny. It rests on tanker loading data, not offloading data. Loading, shipping, selling, and getting paid are very different events in Iran's sanctions-evasion supply chain. What loading figures also miss: steep discounts to move sanctioned crude, broker commissions, intermediary markups, evasion costs, and endemic corruption throughout the supply chain. By my estimate, Tehran sees real value (though yuan proceeds remain stuck in Chinese banks) on roughly one in three to four barrels it ships.
Jason Willick@jawillick

"The net result of the war is that Iran now makes about twice as much on its daily oil sales compared to before the conflict." washingtonpost.com/opinions/2026/…

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Just Loki
Just Loki@LokiJulianus·
We didn't ask anyone to join. We just asked for permission to transit across what was presumed to be friendly territory and that was rejected by a country that we literally saved from annihilation in living memory.
Carl Benjamin 🏴󠁧󠁢󠁥󠁮󠁧󠁿@Sargon_of_Akkad

America isn’t the victim of its own wars. If Trump didn’t take time to plan, and didn't even bother to build a coalition, nobody is obliged to follow. You being venomous over it is a very feminine trait. Take responsibility, and point the finger at those who led you to war.

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James Lindsay, anti-Communist
James Lindsay, anti-Communist@ConceptualJames·
Coleman Hughes, who is quite young, already massively humiliated Dave, and it did nothing to curb his influence. I reject the premise. You don't actually know how any of this works or what's going on.
Emilio Garcia@Emilio_A_Garcia

@ConceptualJames It's incoherent for you to claim that you're smarter than people who are pushing an agenda you claim is nefarious while still refusing to debate them. You could humiliate Dave and massively degrade his influence. Do to him what he did to Douglas Murray. Why don't you do that?

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Thomas Juneau
Thomas Juneau@thomasjuneau·
I spent three weeks in Xinjiang in 2001, travelling all over the region. It is one of the, if not the most brutal, openly visible repression I've seen. And the situation has only gotten much worse since. You have to be spectacularly blind (or worse) not to see it.
Senator Victor Oh@SenatorVictorOh

🌹🇨🇦🇨🇦🌹 Fellow Canadian @AliFeizi’s firsthand account from multiple independent trips to Xinjiang is powerful and overdue. As someone who has long advocated for evidence-based Canada-China engagement, I’m struck by his clear-eyed observations: a region where Uyghur culture is actively preserved — from the restored Old City of Kashgar to thriving bazaars and vibrant traditions — not erased. The so-called “concentration camps” he saw are vocational training centres helping people build skills. Ottawa’s rhetoric must match reality. Accusations this serious demand proof, not politics. Strong, pragmatic Canada-China ties also deliver real benefits for Canadian livelihoods: restored market access for our farmers (canola, peas, seafood, beef) supports thousands of jobs and family incomes across the Prairies and beyond; affordable Chinese EVs and supply chain investments help build a stronger Canadian auto sector and lower costs for families; while diversified trade with China’s massive market drives economic growth, stability, and new opportunities from coast to coast. Canadians deserve foreign policy grounded in facts, dialogue, and mutual respect that puts our prosperity first. Thank you, Pastor Feizi, for speaking truth from the ground. #Xinjiang #CanadaChina x.com/alifeizi/statu…

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Derek
Derek@Derek_Econ·
Huge improvement in the @SemiAnalysis_ podcast audio quality this week. Fantastic episode, and every word was intelligible!
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Omri Ceren
Omri Ceren@omriceren·
This is a lie. It's actually multiple lies that stack on each other. It's not how the JCPOA was structured in theory and it's not what happened in practice over the last 10 years. 1. The deal legalized Iran enriching uranium in unlimited amounts to unlimited levels as it expired, which would be happening right now. Even Obama said that by the out years the breakout time would shrink to almost zero. 2. After Trump withdrew from the deal, the Iranians did not make significant progress on their nuclear program until Biden was elected. Maximum pressure kept the program in a box. They did not enrich above 5%, cascade advanced centrifuges, etc. They only crossed those lines after November 2020 because they assessed, correctly, that Biden would appease them. There's an important argument about how these two issues are related. The reason we seemingly live in a timeline in which the JCPOA was implemented and Iran’s breakout time went to zero is because we actually do live in that world. Biden unilaterally reimplemented the core parts of the deal: he rescinded the UN snapback to dismantle international sanctions, allowed Iran to export oil at JCPOA levels, and reissued Annex 3 civil-nuclear waivers to let the regime build out its nuclear program. But we can’t get to any of that if people won’t stop lying.
Michael McFaul@McFaul

Iran has more uranium at higher levels of enrichment because Trump tore up the 2015 nuclear agreement! Had we stayed in the JCPOA, they would not have it today.

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ΛI DRIVR
ΛI DRIVR@AIDRIVR·
@ZacksJerryRig the guy you praised for exposing Robotaxi (@DavidMoss) just had 7 unsupervised rides in a row while testing out the expanded geofence
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