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Culture War Roundup for the week of March 9, 2026

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Does disaster in Iran make war with China less likely?

As the fog of war begins to clear after the last ten days, a few things have become evident.

  1. There is no revolution in Iran. The IRGC’s grip on power has strengthened, or at least not weakened. In Khamenei’s son it has its preferred candidate in power, at least nominally (it may be the institution rather than the man who is in power, but it doesn’t really matter). The IRGC has more than 150,000 men, heavily armed, extremely well trained, in control of more than 40% of the economy. True Shia believers, deeply committed to the Islamic revolution, they know they have no future in a secular Iran and will do anything to prevent it. The secular middle class can flee, as they have for decades, and have low casualty tolerance. Even worse, the risk-takers in that demographic were already killed or jailed in the previous wave of repression. According to various sources, more than 80-90% of Iranian mine laying speedboats and other platforms are still operational. These are very hard to target from the air, they’re small, easily hidden, widely dispersed along the coast. Minutes ago, Fars announced that Iran will not allow a single ship affiliated with America or its allies through the Strait. According to CNN, US intelligence believes mine laying has already commenced.

  2. The US has only two escalations left open. The first, which is low-casualty (comparatively), is to bomb Kharg and/or Iranian oilfields, pipelines and refineries, and/or Iranian tankers using the Hormuz or Iran’s Eastern ports where they’re scaling up shipping. In that event, Iran’s low cost drones will attack Gulf oil production. The Strait will remain heavily mined and inaccessible for months for cargo traffic. Oil surges to $150, perhaps beyond; the Gulf nations will be forced to sue for peace with Iran, expelling US bases. The regime holds, even still; the people are not armed, resistance is limited. The second option is that the US goes all-in, attempting a ground invasion, arming the Kurds (destroying further relations with Turkey); thousands of American soldiers die but Tehran can likely be occupied, the IRGC retreats to hardened mountains it knows well, quagmire with far higher casualty rates than Afghanistan, and far less US support. Both routes end with the GOP finally turning on Trump and a wipeout in the midterms.

The consequences are clear, and for all his faults, the president has very good immediate political instincts if poor military ones: the US will declare mission accomplished, the president may well personally blame the Iranian people for failing to rise up (“you know, I really thought they’d do it, it’s a shame, you know, but they had their chance”), Witkoff will force Israel’s hand to stop further action like he did with the Gaza deal. Through back channels with Turkey or Russia, the Iranians will agree to slowly stop their action, so that they can rebuild. Iran will quickly complete its bomb. A period of rebuilding and greater domestic repression will follow. The Gulf states will be angry with Iran, but will ultimately draw closer with it out of necessity.

Most importantly, and this is true in pretty much every scenario, the US will have experienced a major geopolitical and military humiliation that makes conflict with China much less likely. Missile defenses shredded by cheap drones that can be mass produced by the million by China will rightly create visions of entire hundred billion dollar carrier fleets destroyed by a hundred million dollars of Chinese drones in a massed attack. Unlike in the Gulf, in a Taiwan conflict in which the US actually fought, bases in Guam, Korea, Japan and elsewhere could definitionally not be evacuated abroad (those forces would be needed to fight).

And while some Americans, Jewish and Evangelical, place eschatological and otherwise deep religious important on the geopolitics of the conflict with Iran (or rather, on its hated adversary), even these people are less motivated for a war with China over Taiwan, especially as chip production diversifies geographically. Who actually wants war with Taiwan? Some AI labs who don’t want Chinese competition? Seems unlikely, open source models will get out regardless. The influential Taiwanese diaspora like Lisa and Jensen? Seems unlikely that they want their country destroyed; most smart Taiwanese I know have made peace with their country’s destiny a long time ago. Neocons? Even many of them seem to be going on record to say this war is a bad idea, and many don’t care much about China for the reasons above.

Missile defenses shredded by cheap drones that can be mass produced by the million by China will rightly create visions of entire hundred billion dollar carrier fleets destroyed by a hundred million dollars of Chinese drones in a massed attack.

I am begging you to think through the implications of "missile defense doesn't work" for China when their most obvious path to seizing Taiwan by force is "successfully defending a few hundred transports against tens of thousands of missiles and guided bombs."

Their most obvious path (diplomatic / ‘peaceful’ / semi-peaceful unification aside) is a blitz campaign (with or without attacks on US bases in the region) followed by a quick deal with whoever survives in the leadership. The options for them at that point are “make a deal with Xi” or “call in the yankees and turn my country into a wasteland and die along with hundreds of thousands of civilians and my family and friends”, and they will pick the former.

I am begging you to think through the implications of "Operation Epic Fury has failed" (as you posit) for China if their most obvious path to seizing Taiwan is "Operation Epic Fury With Chinese Characteristics."

What makes you think that it failing in Iran isn’t due to specific characteristics of Iran rather than some universal strategic truth?

Let me give you an example: if Trump bombs Belgium heavily tomorrow demanding some political arrangement, they would surrender by midnight; the political leadership don’t want to fight and won’t, they would rather be ruled by America than die. Maduro’s party preferred making a deal with America to dying. The Iranians don’t.

Taiwan is neither Venezuela nor Belgium nor Iran, but its political leadership is closer - when it comes to ideological position on this - to the former than the latter. If the Islamic Revolution is overthrown then the IRGC are penniless and prosecuted at best and hunted and slaughtered at worst, probably the latter. If the Taiwanese elite accept Chinese rule relatively quickly…they get to go back to being rich in Taipei, or at worst exile themselves to America if they love democracy.

If Iran was ruled by people with the character and belief system of EU bureaucrats they would have surrendered on the day, shaking their heads.

Maduro’s party preferred making a deal with America to dying.

Has Delcy actually done anything that benefits America and goes against their interests? So far it seems like sanctions shuffling or limited sanctions relief with oil being redirected to US refineries. I'm not plugged into what the flow of drugs looks like at a statistical level, but it sure doesn't feel like there are fewer drugs around.

If Iran was ruled by people with the character and belief system of EU bureaucrats they would have surrendered on the day, shaking their heads.

Has this ever come true? The same was said about Ukraine wasn't it, that surely they would surrender their fake bullshit country? I don't know what country has ever actually surrendered under bombardment without even a threat of ground invasion.

Has Delcy actually done anything that benefits America and goes against their interests? So far it seems like sanctions shuffling or limited sanctions relief with oil being redirected to US refineries. I'm not plugged into what the flow of drugs looks like at a statistical level, but it sure doesn't feel like there are fewer drugs around.

It's not like Maduro was incredibly uncooperative either, he was even helping out with deportations. I've yet to hear anyone explain what major concession Delcy made that Maduro was obstinate on.

Who knows, maybe it was actually a rescue operation to free Maduro from the Cubans, give him an easily beaten trial to avoid the resulting political turmoil of flipping on a bunch of big public pledges (that the real elite in Caracas don't give a damn about) and then return him once things have calmed down.

I've yet to hear anyone explain what major concession Delcy made that Maduro was obstinate on.

The darkly cynical answer (that Rodriguez has allowed a substantial amount of Venezuelan oil money to be paid into a bank account in Qatar which is controlled by Donald Trump but operates outside the US laws concerning custody of government funds) remains the most plausible.

Before Maduro was taken out, Trump was imposing a naval blockade against Venezuelan oil exports. After Maduro is taken out, Trump permits oil exports as long as he gets to keep a large part of the money. It looks like Maduro was not willing to accept those terms, and Rodriguez clearly is.

Tribute. It's called tribute.

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