Anurag Shrivastava 🏖️

Capitalism actually does work.

TSMC is the Strait of Hormuz of AI.

❗️ Russia is not winning, the front is stable, and the enemy's losses are up to 35,000 per month, – Zelenskyy. ▪️ Due to its inability to achieve success on the battlefield, Russia is betting on strikes against energy infrastructure and civilian objects; ▪️ Ukraine has become one of the strongest in the field of air defense and drone warfare, capable of destroying hundreds of targets per day; ▪️ “I don’t like diplomatic lies. I don’t want to just be nice to someone. I want to be strong for my country and to be honest with our partners.”

❗️"I have no idea what the allies were looking at for 4 years while we were fighting," – Ukrainian Armed Forces instructors who were sent to help counter Iranian missiles and UAVs are shocked by how the US shoots down targets, – The Times. The most interesting points: ▪️ Persian Gulf countries fired as many as 8 Patriot missiles at a single enemy target, with each missile costing over $3 million; ▪️ They often used SM-6 missiles from ships, costing ≈$6 million each, to shoot down a UAV worth ≈$70,000; ▪️ The US and allies frequently "light up" their radars without proper camouflage. Ukrainians do it differently: mobile radars constantly change positions; ▪️ Just three (!) cheap drones destroyed an AN/FPS-132 early warning radar (≈ $1 billion) and another air defense radar (≈ $300 million), which had been standing in the same spot for months and were easily "readable" from satellites.

In a recent podcast, Khan Sir spoke with Raj and said that Morarji Desai shared sensitive intelligence with Pakistan about India tracking their nuclear program. I tried to find the truth: - Exact date or time is not available - Mode of communication is not available Then I looked at the possibilities of it being true or not. Morarji Desai was known for being transparent and anti-secretive. He reduced aggressive intelligence operations during his time (1977-1979). In 1990, Pakistan’s leader Ghulam Ishaq Khan awarded Desai the Nishan-e-Pakistan. This may seem suspicious, but it does not prove wrongdoing. This claim was made by Gary Saxena, who was a senior officer in RAW, which makes it more believable. However, directly exposing RAW intelligence would be a serious breach, and legal cases could have been filed. I did not find any such cases against Desai. Also, there is no confirmed witness from the Pakistan side. So, this looks more like a political debate, it may or may not be true.

🚨🇮🇷🇮🇱 Did Netanyahu just admit Israel’s real objective in this war? “I think that what has to be done is… just have oil pipelines, gas pipelines going west… right up to Israel, right up to our Mediterranean ports.” That wasn’t a leaked memo, it was Netanyahu saying the quiet part out loud. For years, every Middle East conflict comes wrapped in the same official packaging: security, deterrence, existential threats. And to be fair, when it comes to Iran, those concerns are real. Nuclear ambitions from a regime that wants to wipe Israel off the map is a genuine concern. But this isn’t just about centrifuges and missiles, it’s about maps. Energy maps. The Middle East runs on choke points, the Strait of Hormuz and the Bab el-Mandeb Strait, narrow arteries where a single flare-up can send oil prices into orbit. Netanyahu’s idea? Bypass them entirely. Build pipelines across the Arabian Peninsula. Route energy through Israel. Turn Mediterranean ports into the West’s new fuel tap. No choke points. No bottlenecks. No leverage for rivals. And suddenly, the question is: who benefits from redrawing the region’s energy map? Iran sits astride the current system of chokepoints and influence. Weakening Iran weakens that system. A weakened system makes alternative routes, like the ones Netanyahu is describing, a lot more attractive. Now layer in the timing. Every escalation with Iran gets framed as preemption, stop the threat before it materializes. But it also reshapes the strategic landscape in ways that just happen to align with this pipeline vision. Because if you can turn your country into the region’s energy corridor, the place where oil flows safely, predictably, profitably, you’re buying influence, leverage, and relevance. So is the Iran conflict all about this plan? Probably not. Security concerns are real. Ideology is real. Power struggles are real. But to pretend energy isn’t sitting in the background, quietly shaping incentives, quietly rewarding certain outcomes, is to ignore how the modern Middle East actually works.