My take on Iran's biggest advantage in the war: "The US & Israel are making mincemeat out of Iran, but Iranians still hold their key card: the Strait of Hormuz, which remains shut down. A great friend in Dubai said he has 24,000 tons of cargo stranded at sea & it's a nightmare." https://t.co/Y3sq0eOW8M
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time An excerpt from the coming book Project Maven shows how the US enlisted...

Sensofusion has today announced the Tactical Drone Factory: a fully self-contained interceptor drone manufacturing facility built inside a standard shipping container. Shipping worldwide in May (export restrictions apply). https://t.co/h8FszYdeAo https://t.co/RgZ7xuuGiT

In the last week alone, the Pentagon estimates that the US spent $11 BILLION on the Iran war. WARNING: Pentagon estimates are always fiction and way below the real cost. WAR = COSTS AMERICANS AN ARM AND A LEG. https://t.co/49t33aGlwH
Two weeks into the US-Iran war, CENTCOM has struck 6,000 targets, Hormuz is closed, oil is at $100 a barrel, the regime hasn’t fallen, and 400 kilograms of highly enriched uranium sit somewhere under rubble. In a new show with @shashj,...
Can confirm this news, per two U.S. officials familiar with the matter. This will put a Marine air-ground task force in the Middle East, along with three amphibious warships. That's not enough for a major invasion. But the unit, in...
Asked this morning about U.S. military injuries against Iran, neither Secretary Hegseth nor Gen. Caine shared great fidelity. But Caine did say they have occurred "in Kuwait, Jordan, down across the southern flank a little bit, a variety of places, most...
"We had a plan. We just didn't execute it and that is why the Strait is totally open except for the missiles, explosive UUVs, and maybe some mines."
I joined @benshapiro this morning to discuss how Operation Epic Fury is going, are we achieving our objectives, will we be able to ensure traffic in the Straights of Hormuz?

"Iran is clearly being pummelled... However at what rate – hence conflict timeframe – remains unclear." #Iranwar #Iran #defence #avgeek https://t.co/qhtkN3j2VB https://t.co/XSGoJdQlBO

Prediction markets are pricing in 2/3rds chance that U.S. boots are on the ground by the end of the year https://t.co/2kcrfgNU6v

Hegseth says the Navy is performing better than expected. He says the Navy had a comprehensive plan for the Strait of Hormuz. He says we have the best warships in the world. He says we have enough munitions. All of that can be true. And...
Chinese AI Startup Watching US Military Assets in Middle East From Space So are a lot of actors... “The value of MizarVision’s output is not the raw satellite image. Any government can purchase commercial satellite passes. The value is the AI...
Lots of very misplaced reporting and speculation about Glapinski's gold "sale" for rearmanent plan. It's not a sale. Latest indications are it's about using the unrealised gains on the gold they bought to fund a rearmament program. The whole back...
Iranian Submarine Sunk By ATACMS Short Range Ballistic Missile ATACMS and PrSM ballistic missiles have played a key role in destroying Iran's Navy from afar. https://t.co/8ejVX64Vod
Distinguished UChicago Prof. John Mearsheimer on the war in Iran: “It’s quite clear that the war is not going well for the United States… and the problem that [Trump] faces is he can’t find an off-ramp.” https://t.co/7LkbA4GAp1
"The camel's nose under the tent"? Client just summed Hegseth sending 5000 marines to the Trump-Netanyahu War on Iran: a modest initial action that will inevitably lead to much larger, more serious, and uncontrollable consequences. Let’s face it: Trump trapped US - as...
Marine Expeditionary Unit Deploying To The Middle East: Report The flotilla of Navy ships with Marines and their vehicles packed aboard will bring a very flexible set of capabilities to Operation Epic Fury. Updating live: https://t.co/QMxzIHgxZk

Far too early to say what happened as the investigation plays out. But something to watch is how USAF's mobility crews have been screaming for improved situational awareness on the bulk of its tankers and airlifters and it's finally getting...

Oil prices still anticipate short war or early re-opening of the Strait Oil traders are still betting war between the United States and Iran will end relatively quickly - or that the United States will soon be in a position to...
My take on infrastructure attacks on Iran in @RFERL: “The aim of the US-Israeli attacks on Iran’s economic and energy infrastructure is not primarily economic; it's strategic. The goal is to weaken Iran to the point of regime collapse or fragmentation." https://t.co/w5DylP6q2f

.@Leonardo_live: Guardian ISR constellation a centerpiece of missile-defense dome; launches start 2027/28; space division CAGR >20% 2026-2030. @telespazio @thalesgroup @AirbusSpace @defis_eu @NATO.https://t.co/2TbiKQFFQ5 https://t.co/Z2WRU6VQv9
“Companies tied to the CCP are turning AI into a battlefield surveillance tool against America. The threat from China’s technology ecosystem isn’t theoretical, it’s imminent.” 👀
Though the US military's big data initiative Maven has sped up the planning of strikes for years, the comments suggest that generative AI is now adding a new interpretative layer to such deliberations.
The hardest thing for me to explain this week: the US Navy can be phenomenal at some missions and shockingly unprepared for others. Some operations take time even in the best conditions. This article explains the dichotomy well..

Everyone wants a Hormuz EZ-Pass but Tehran's primary leverage is keeping the Strait closed to *all* traffic. It's the total supply flow lost—not the destinations— that ultimately matters. And no guarantee that person with whom you're negotiating is controlling the drones. https://t.co/xNoSi9YCh5
Okay good, let's say the WH planned for Iran to close the Strait of Hormuz following the attack. 1. The U.S. sold off its helium reserve before waging a war that they knew would disrupt helium exports to allies, which make...
Looking at Goldman Sachs Research gives a good timeline for thinking about the Strait of Hormuz * March 4, Hormuz flows would recover in 5 days. * March 9, they pushed that to 10 days * March 11, they extended it again...

From 2017, riding on a KC-135 over Iraq. Nine years later they are still at it. Active, Guard and Reserve tanker crews have been the most open and welcoming to me throughout my career covering military aviation. Horrible days for a...
Closure of the strait is one of the most obvious possible consequences of conflict with Iran...
Gulf Ship Attacks Show No Pattern of Western Targeting as Strikes Spread Beyond Hormuz. Any ships attacked bring things to a standstill. https://t.co/h4vsx1OV11
Cyber Focus: Cybersecurity, National Security, and Critical Infrastructure S3E10 - Deterrence and the New Cyber Strategy with White House National Cyber Director Sean Cairncross | McCrary Institute https://t.co/PmPdYTO5Zq
In presser this morning, @PeteHegseth says that "only 1 percent" of the munitions the U.S. is dropping on Iran today are "standoff munitions," meaning Tomahawk missiles and the like. They've shifted almost exclusively, he says, to munitions launched from aircraft...
Exclusive: New US weapons for Taiwan could be approved after Trump's China trip, sources say https://t.co/cAFv0baooU
Japan taps oil reserves as Iran war spreads. Could it give China leverage? With Tokyo and Beijing still at loggerheads over Taiwan, analysts warn Japan’s decision exposes its economic vulnerability Yet another "Iran war gives Beijing leverage' piece, short answer....no... https://t.co/nx95uxzmnh
How the War in Iran Could Help China and Change Asia Sorry but pretty superficial analysis here of the obvious. Not clear that China somehow benefits or that the US is distracted. Taiwan is a much more complex issue than...
Separate messages today from Secretary Hegseth and Gen. Caine about the Strait of Hormuz. Hegseth disputed recent reporting that administration officials had underestimated the war’s likely impact on the strait, saying Iran “always” tries to hold the waterway “hostage.” “As the world...

Denis Alimov, FSB Alfa veteran and senior operative of Russia's new and "most secretive" assassination unit, walked into El Dorado Airport in Bogotá on Feb 24 looking like a tourist heading to Cartagena. He walked out in handcuffs. He was undone...

The limits of airpower - what are the lessons from #Ukraine in #Iran ? #avgeek #defence #Iranwar https://t.co/qhtkN3j2VB https://t.co/h0v6Nal4fT
'That looks low to me': Nobel Prize winner issues grim warning on Iran war consequences https://t.co/NYGEg5JWU3
Context matters Iran spent: Ballistic missiles: ~$165–330M Drones: ~$11–27M Total: ~$177–360M UAE spent: Ballistic missile defense: ~$1.2–1.52B Drone defense: ~$253–759M Total: ~$1.45–2.28B "UAE spent 5-10x more defending than Iran spent attacking" https://t.co/36WBaQgePE
US Defence Secretary Hegseth says there is "not clear evidence" that Iran is laying mines in the Strait of Hormuz
EU has a solution for the Hormuz issue Why wasnt this considered before? @realDonaldTrump @WhiteHouse
At presser this morning, @PeteHegseth complained about CNN reporting that the war against Iran is intensifying. Then he and Gen. Caine both said more munitions would be dropped today than at any other time in the conflict.
Treasury + @SecScottBessent have intel and are taking action on fake charities that send cash to Islamist terrorists. Hopefully nobody you know has given money to these + others.

The world’s only KC-747 tanker (Boeing 747-131F 5-8107) was destroyed by an Israeli airstrike at Mehrabad Airport in Tehran on March 7. This 55-year-old legend refueled IRIAF F-4E Phantoms during the daring 1981 Operation H-3 attack on Iraq’s H-3 base.

Iran is a one-trick pony. It exports oil. Those exports pay for everything else, including its military. Shut down its oil exports and Iran implodes. Iran's ports need to be blockaded immediately. That's the fastest way to open up the...

"Ukrainian security officials thwarted a Russian-ordered assassination plot against Andriy Biletsky, commander of the Third Army Corps, by detaining a drone operator who planned a missile or bomb strike during Biletsky's frontline visit, the Security Service of Ukraine (SBU) reported. The...
Inside Cyber: How AI, 5G, IoT, and Quantum Computing Will Transform Privacy and Our Security https://t.co/P5qqtToeX8 #cybersecurity #ArtificialIntelligence #quantum #tech #book

The US has burned through "years" of Tomahawk missiles in just days of the Iran war, per @FT. This was entirely predictable. @CNASdc data shows the Navy bought ZERO new TLAMs in FY2019, FY2024, and FY2025. Thread 🧵 https://t.co/MOTOIV1iJp