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Last week there was a conversation on here about a potential peace deal in Ukraine. I claimed that the peace deal seemed fake since if you knew the background on peace efforts, you'd know that both Putin and Zelenskyy were playing a goofy game trying to pin the other one as the one who "doesn't want peace" in the eyes of Trump to try to direct Trump's ire in the other direction.
We now have pretty good confirmation that no peace deal will be forthcoming in the near term. JD Vance has said that the war won't end anytime soon. This backs up further reporting following the mineral deal that Trump's team was looking for ways to compel Russia to come to the table, and didn't really find any options that they liked.
The bull case for a Trump-brokered peace deal was the idea that the US could use its power to demand that both sides come to the table, and if either side tried to walk away then the US could force them back. This worked halfway, as the US has a lot of leverage over Ukraine for things like intelligence gathering, air defense, and to some extent other military deliveries. Much of MAGA hates Zelenskyy personally, and Trump was more than willing to exercise that leverage when Zelenskyy snubbed him at the WH meeting. The problem was that the other half of the puzzle was missing. Some claimed that the US could threaten Russia by promising to "drown Ukraine in weapons" if Russia didn't come to terms. However, Trump has been unable or unwilling to do this, so we had the situation where Trump could compel one side quite effectively, but when the other side did something Trump didn't like all he could do was tweet "Vladimir, STOP".
Peace is good as a general rule, and it would have been good if Trump could have gotten a peace deal along the lines of "ceasefire at current lines of control, Ukrainian defense guaranteed by Europe" so it was worth a shot. But alas, it seems like the war will continue.
What weapons? Who were 'some' ? Even though US has some thousands of armored vehicles in storage, it's known all the critical weapons -air defense, artillery are in short supply. Any sort of useful weapon system (good air defense, cruise missiles) that might make big trouble for Russians is in very short supply. At this point, only some sort of wunderwaffe like AI-powered FPVs AND China not cutting off supplies of parts there in a brutal manner could save Ukrainians. US Stinger production is at a level of 60 a month!
That peace was not going to happen has been clear since the year started. Russians are confident they can keep this going and Ukraine will give in, so why'd they accept a peace that'd not solve the issues they have
American missile production is insufficient, very insufficient..
Ukraine used thousands of S-300 missiles and now has basically none. US is, with great fanfare planning to increase its production of Patriot missiles to 650 per year.
Really, it's hard to put in words how depressed one should be here. E.g. Poland is expected to have <1000 Patriot missiles in its air defense. How long would the Poles last against Russia, which is making ~600 Iskander missiles a year according to Ukrainian information. Since Iskander is a maneuvering and fast missile, interception is by no means assured with a single interceptor either as it'd be against simple ballistic missiles or planes.
Typical NATO air defense would be utterly exhausted within a few weeks by a determined foe spamming improved cheap drones like the Geran, especially ones with better avionics that could fly themselves low and thus would be hard to intercept from the ground.
Is this such a far-fetched wunderwaffe to be holding out for at this point? Between the ChatGPT-plays-geoguessr posts, the circumstance that Ukraine already gets the vast majority of its kills with superior FPV tech (currently still using human operators), and them having access to much more infrastructure that would enable the technology's deployment once it is created (unsanctioned supply chains, Starlink), the bet that these will happen in the next 2 years and will be a significant game-changer seems at least as good to me as the "Russia will run out of missiles any moment now" cope of the early months of the war.
According to the people operating it, their tech is not superior to the Russian one. This is from fall of '24
Now look how wikipedia puts it
I understand why people want to believe in the narrative of Ukrainian tech superiority and why Wikipedia selectively quotes the same article to make it look like Ukrainians are out-innovating Russians, but it's mostly unwarranted. They're basically the same people with a slightly different culture. The difference between Russians and Ukrainians is that Russians have more resources and people, possibly mitigated by a less flexible MoD.
Making such a tech 'safe' would require putting some sort of transponders on every piece of Ukrainian equipment and making such network secure and hard to exploit - the codes would have to change frequently etc. This is hard, logistically, there are spies in the Ukrainian army etc.
Without that, your only bet would be having AI modules on drones that would only activate once the drone is indisputably in enemy territory. How do you make that in a foolproof manner? Inertial navigation of some sort? You could use terrain / map matching but that's a whole another layer of of AI complexity you'd need to make reliable.
But what then if someone fires off the drone in the opposite direction to the front ? Both sides routinely used basically civilian vehicles for transport and transport is one of the primary targets. Any misactivation would result in grief.
In addition, FPV cameras are fairly cheap and low resolution, they AFAIK always rely on recon from another drone. An autonomous drone would require better sensors.
There's a fair amount of complications. I'd not rule this out before war ends, but I think it's more likely to happen after the war. Maybe Ukrainians will get last-40m targetting or something like that, which could really help radio-shadow near the ground.
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