"There's no turning back at this point. There's no way we can return to the status quo," @perkinscr97 on the Iran situation. https://t.co/6eQLOwwmn9
Given Iran's fragmentation and ethnic diversity, internal stability is essential. Should the IRGC's revenue streams fall in the war, internal fractures would form. #iranwar #irgc #geopolitics https://t.co/p2wDZMDKrC
Secretary of State Marco Rubio said the US may need to reassess its relationship with NATO after the #Iranwar is finished, calling the military alliance’s alleged lack of support during the Middle East conflict “very disappointing.” https://t.co/stc5XJGSss
The U.S. has many more options than to only seize Kharg Island with ground forces. It may be possible to isolate, degrade, or rendered it inoperable without occupation. Kharg is uniquely a center of gravity for the regime’s economic power/survival. It...
There is a lot of talk on X today about Professional Military Education. Nobody mentions that when the National War College opened in 1946, the first man brought in to teach foreign affairs was George Kennan — the same officer...

Another veteran computer security research — Thomas Ptacek — says we're currently in middle of the Computer Security AIpocalypse: https://t.co/80HQZjpMDb https://t.co/8llU4N93SX
US rug pull on rare earth floors. They didn't even let US supply get built. Looks like the names are getting hit. I wonder where the US gov thinks supply with come from... Brazil? Rely...
Today, after many months of hard work, we're launching a bunch of new @haveibeenpwned features that improve privacy, usability and performance. We're a little team, but we've done a lot since this pic in November. Here are all the details:...

This exploded diagram appears to shows a liquid propellant rocket engine (two tanks, plus an engine); PrSM is a solid rocket motor. What gives? https://t.co/GvxUeeiaqs
Israeli F-16s Appear To Be Carrying Cluster Munitions The cluster munitions likely have a very particular purpose aimed at neutering Iran's ability to launch long-range ballistic missiles. Follow up to our recent story: https://t.co/ejprb4Sgq4
As always, I had a ton of fun doing my friend and colleague @aarondmiller2's show #CarnegieConnects, especially with my @CarnegieEndow teammates @RosaBalfour and @AlexGabuev. Aaron asked us, how are Russia and China, two of Iran’s closet partners, faring in the...
A comment strong that signals strength, since it abandons one of the 3 main scenarios (that US goes home). This sounds like they a having succes. What remains TBD is if Europe is participating in the coalition (unlikely), before the...

All the middle east, geopolitics and energy experts keep talking about reopening the Strait of Hormuz as if that solves the problem. It doesn’t. The Strait is just the front door. The entire Persian Gulf is now a kill zone. 1/2 https://t.co/ZHp06lZzYS
Hackers can read arbitrary files, including those containing passwords, with this newly discovered WordPress flaw. https://t.co/rCE6SHGYXW
When folks tell you "nothing to be done, can't build shelters for big wing aircraft", remember that this is excuse-making... https://t.co/A3SGRdyQJn
Dozens Of A-10 Warthogs Appear Poised To Join Epic Fury The deployment of additional Warthogs comes amid increasing signs a ground operation on Iranian soil could come soon. Updating live: https://t.co/OnO9CUyPbs
What happens when there is no competitive pressure. (The Rheinmetall story is their CEO disparaged Ukrainian drone development - "how to play with Legos" and "Ukrainian housewives with 3D printers" - he subsequently apologized).
Distinguished Columbia University Prof. Jeff Sachs on the War in Iran: “This is a war of choice, but you could call it a war of whim of Netanyahu and Trump… viewed in horror by almost the entire world.” https://t.co/8GxLCOczwg
Excellent segment on @60Minutes about the drone fight in Ukraine and the broader ramifications. Great to see @WilliamMcNulty and others featured: https://t.co/G13jDK1RYZ

did the US have a better regime strategy for Tripoli in 1804 than for this Iran War? https://t.co/NpmLLQSKnx
Did we declare war with Cuba when I wasn’t looking? Because a “blockade” is an act of war. 🤔 https://t.co/OSJUztca8h
Richard Haass very diplomatic on CNBC about why he is cynical about Trump & Co’s claims that Iran is negotiating an end to all this mess. He doesn’t say, “because Trump is a liar and has been lying about this...
RSAC 2026: Treat AI like a ‘junior developer’ to catch coding errors | news | SC Media https://t.co/3YTxTJOxYF
Add the very recent Ukrainian attacks on two major Russian oil ports to the mix.
What’s really going on in the straight of Hormuz is NOT what the admin is saying
Identity is the first line of defense, especially in an AI-fueled threat landscape | Cybersecurity Dive https://t.co/8y0zjDUN0H
Both perspectives are problematic. Papperger was dismissive and ill informed. The fetishization of drones is also unhelpful. The 'big stuff obsolete' crowd is wrong in theory, plus ill informed on recent developments that are helping return mobility to the battlefield.
Iranian drones hit AWS data centres twice this month. Banks went down. Apps went offline. Thats centralised cloud, one strike and everything breaks. This war is making the case for decentralised computing like Ocean Network. No single point of failure. No data centre...
"Tanzania is strengthening border controls to stop the smuggling of fuel to its fuel-strapped neighbors..." https://t.co/4B3f7ssGsi
The administration is trying SO HARD to jawbone pries down so they can have more time for a military op they didn’t expect to take this long. Treasury Secretary is out there saying ships are moving through Hormuz but it’s only...
China. Taiwan Strait and threat on Taiwan. US has pulled military from Asia. Does that leave an opportunity for China to attack Taiwan? What would that do to supply chains?
Interesting development. "The United States Coast Guard is allowing a Russian tanker full of crude oil to reach Cuba, delivering a critical supply of energy to the island nation after months of an effective oil blockade by the Trump administration..." https://t.co/WTcPH6z6eD
“War is the realm of uncertainty; three quarters of the factors on which action in war is based are wrapped in a fog of greater or lesser uncertainty.” - Carl Von Clausewitz (1780-1831) This remains true today despite all the...

Cited these poll results from @AP/@NORCNews in a story published Saturday. They found that there is a significant range in approval depending on *what kind of action* Trump takes in Iran. Sixty-two percent oppose deploying U.S. ground troops. Just 12...

My new book, China's 90% Model, launched on 17th March. I want to share why I wrote it and why I believe leadership teams should read it together. For sixty years I have advised Fortune 500 CEOs and boards across the globe....
Let's hope AI cyber defense beats AI cyber offense, or the internet age is over
🚨US SHIPS TRAPPED🚨 Reminder for @POTUS @SecWar @SecDuffy @CENTCOM @centcomcdr @US5thFleet @CMF_Bahrain @DOTMARAD @FMC_gov @MSCSealift that 5 US-flagged ships and the crews remain in the Persian Gulf after the @USNavy and @USCG pulled out their forces before the start of...
“Strategic interests remain deeply misaligned, negotiating positions between Washington and Tehran are widely divergent, and a profound lack of trust on the Iranian side continues to weigh heavily against the credibility of any diplomatic breakthrough.” - SocGen
Back in NYC after a week at RSAC. Still processing how much of the value came from one simple thing: actually talking to people in person. We spend so much time optimizing systems. We forget how much progress still comes from conversation. If you...
If he is in discussion with that “MORE REASONABLE REGIME”, then he should that reasonable regime to open the Strait of Hormuz… He is either LYING or he is discussing with people with NO POWER OR POLITICAL CLOUT. Trump found...
So the main objective of the war is now to open the Strait of Hormuz, which was fully open before the war started. Got it https://t.co/4zzh9wHvya

US Dollar's Advance Continues but Verbal Threats Lift the Yen: The Middle East war rages on. The Houthis have entered the fray and there is risk that it shuts the Bab El-Mandeb Strait. Aluminum and steel facilities have been reportedly...
Trump says U.S. will destroy Iran’s oil wells, Kharg Island without deal to ‘immediately’ reopen Hormuz Strait: CNBC
Fake quote @pakistanii32 Egypt has declared no “red line” to Iran Its urgency is real but it’s unlikely it would take unilateral military action IMO

I suppose that today wasn't an oil jawboning day. Instead, US President Trump just threatened Tehran with blowing up not just all its power stations, but also its oil wells, Kharg Island, and "possibly" all desalination water plants (Note: the...

If the U.S. wants to force a meaningful change in Iran's government, there's only one path forward. They have to destabilize the Islamic Revolutionary Guard Corps (IRGC). Full Newsletter: https://t.co/J94zmGzUuP #iranwar #geopolitics https://t.co/vsSQXimbCn
A notable development. A private Ukrainian company is involved in air defense and is successfully employing SkySentinel automated turrets to shoot down Geran and other OWA drones. https://t.co/QUE2Dk24Vf https://t.co/NJs4Jdh6Nc
What are the direct and indirect effects of the Gulf conflict on telecoms and cloud / AI? How does it relate to sovereignty concerns? For telcos, "less-obvious" categories of risks are helium supply, plastics & petrochemicals, GPS, drones. https://t.co/YqE9x9wr6v
Man, geopolitically this Iran situation is a mess. - End things now? Iran realizes they can charge a "toll" for the strait. Congrats, you're funding the regime. - Ground troops? Messy. - Get Kurds, etc. involved? Risk the conflict getting more "diverse" including...

To me, the news cycle now resembles that of March 2020, where it feels like we're dealing with an unpredictable threat that will have immense global consequences. That's subjective, though the swing in oil prices provides a data point to back...