What I haven't seen much commentary on yet is, will Adams and/or Cuomo run against him as an independent? I figure, winning the Democrat nomination makes Mamdani a shoo-in by default in the general. To have a shot at defeating him would probably require a temporary alliance between a very substantial number of more centrist Democrats and pretty much all of the Republicans to all vote for one particular alternate Democrat running as independent. Having a shot at that actually working seems much less likely if both Adams and Cuomo run, especially if they start openly attacking each other.
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On your 1, I have had some related thoughts that I posted on at greater length here. What mean is I think saying basically "the South should have industrialized more in the 1850s" is a hindsight thing that wouldn't and couldn't have occurred to anyone at the time.
"Couldn't" because at the time of the leadup to the ACW, warfare was, I don't know if this is the best term exactly, but stuck in the pre-industrial ways of war. Winning the day was much more dependent on individual courage, daring, and clever maneuvering of units. The South was actually pretty well-equipped to fight this sort of war against the North already. Industrialized warfare basically hadn't been invented yet at all. The Union stumbled through making it up as they went, eventually figured it out, and proceeded to crush the Confederacy under a mountain of manufactured goods, as all future wars would entail up to the Nuclear age. I don't think anybody had sufficient foresight, or confidence in any such person's foresight, to attempt to optimize for industrial war in advance before it had ever been tried.
"Wouldn't" because, even if we granted the proto-Confederates perfect foresight, to admit a need to optimize for industrial war leads to an inevitable conclusion that plantation slavery is already obsolete and will go onto the old ash-heap of history one way or another before long. In which case, why bother fighting a war for it at all?
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