China's factories are in another world - Mar 23, 2025
Chinese factories build fire trucks for under $400,000 in six weeks. In the US, it's $2 million in 4 years - Apr 19, 2025
Iran is blowing up $500 million radars. China's export bans mean they are gone forever. - Mar 16, 2026
'Hypersonic' missile makes it sound like it's alien technology, no it's solid boosters that do not follow the usual ballistic trajectory with a computer from 1970.
The raw materials cost less than half of a standard car.
Hypersonics do not. They are extremely fast and extremely low flying.
Prediction: China will win the new race to the moon for this very reason.
Perhaps it'd be more difficult for him to broadcast if he had an anti-china perspective, but the content itself seems legitimate.
Does he? The only sources seem to be a CNSpaceflight tweet from last november of a promo animation from the missile company, and a South China Morning Post article that is just quoting commentators on Chinese state TV talking about the the possible capabilities of the missiles.
The other sources (someone else's substack that's sourced from a December article[1] from The Independent, and two articles on "interestingengineering") all just quote the same animation and commentators.
[1] https://www.the-independent.com/asia/china/china-hypersonic-...
Big firms like Lockheed nominally have similar products in the pipeline. See, e.g., https://www.lockheedmartin.com/en-us/news/features/2025/cmmt... Though given how long they've been in development one wonders if they're slow walking these things until competition forces them to commit.
I don't really follow the defense industry, but I imagine building cheap missiles isn't that hard. Rather, the difficult and expensive aspect would likely be the systems integrations (targeting, tracking, C&C, etc), especially in a way that let's the military rapidly cycle in new weapons without having to upgrade everything else. OTOH, if and when that gets truly fleshed out, firms like Lockheed might start to lose their moat, so there's probably alot of incentive to drag their feet and limit integration flexibility, the same way social media companies abhor federated APIs and data mobility. And if integration is truly the difficult part, I'm not sure what to make of weapons like the YKJ-1000 or Barracuda. Without the integration are they really much better than $100 drones?
I don't think "slingshot" is the right analogy here. There is a big change towards intelligent, small, and cheap drones. If it were just a slingshot, other countries could pick up what Ukraine is doing in no time, but they can't. Instead, there's an absolutely massive industry behind Ukraine's drone manufacturing, growing at 2x per year, which no other nation can currently match, including Russia.
The drone manufacturing has gone so exponential that they now have a shortage of drone operators. It's completely changed the war in the past few months, with Russia now losing ground, at basically zero additional Ukrainian casualties, and with Russia continuing to have massive ground casualties from sending poorly trained troops to die while hiding in a 30 mile wide kill zone ruled by drones.
The quantity of drones allows new tactics, reminiscent of rolling wave artillery. And deployment of a wide variety of types of drones has led to the depletion of Russian anti-air defense in both occupied Ukraine and in Russia itself, allowing the destruction of much of Russia's oil infrastructure. The recent Baltic port hit will be felt for a long long time, and nearly completely neutralizes the lifting of sanctions on Russia. All from novel weapons, which are decidedly more sophisticated than slingshots both in their construction and application. And the US is way behind, and too proud to let Ukraine share their knowledge and capabilities.
I think it's perfect - a very valid "David vs Goliath" reference.
So that is between 131 and 410 of these. At that rate, and with enough disdain for my enemy and apathy for their people, I can just launch a shit load of them in the right direction and cross my fingers.
Are you sure you want to find out?
Sounds like the massive price disparity more than makes up for any accuracy issues
they use thousands of fishing boats to practice blockades
they are building massive oil reserves and getting most of population into electric vehicles
let's just hope they wait to next decade and not like 2028
Blockades go both ways. China is energy dependant so very vulnerable to blockade response by the US and Japan. A few choke points make it easy, the ocean is not open ended.
If Taiwan has been paying attention, and I don't doubt they are in an age when it's becoming clear the US is a paper tiger that will never protect them, they are well prepared to handle a good chunk of their own defense, using the brain trust they have inside their nation. They have everything they need for their own defense now.
Well they've perfected manufacturing at scale. I see no surprise here.
1) that doesn’t mean you can drive 10x as fast and
2) maybe you just bought an overpriced Prius, perhaps a gold plated one
This is a more general problem in politics, where the overall budget being allocated is reported rather than the practical result.
[1] https://xcancel.com/CNSpaceflight/status/1993158707056984359
Iranian cheap drones/cruise missiles are efficient from another hand.
Time for those laser-defenses to come up to speed.
And a shot might cost $10, the laser itself cost $$$, fits only in a cargo container, and requires crazy amounts of juice.
Meanwhile a simple AA gun needs none of those things and can kill things just fine.
Two obvious and concerning corollaries are that state capabilities eventually become easy to obtain for non-state terrorist groups and, later on, unbalanced individuals. Consider what ISIS would have done with these, and then think about what the unabomber would have done.
I'd fully expect this particular company to face multiple hurdles in actually exporting any of these missiles. They might not be able to actually deliver at the quoted price-point. China might not permit it, due to the political blow-back. Israel and the U.S. obviously have an interest in making sure none of these missiles wind up in Iranian hands. The execs of this company are probably feeling a bit like a target has been painted on their heads right now.
However, controlling technology like this is ultimately a game of whack-a-mole. If this company fails, gets regulated, decapitated, sucked up by the Chinese military, etc., ten other companies will pop up all over the place that can produce the same thing or better, cheaper. There's also a supply chain of components behind this company that can now export critical parts to those building their own. We've simply reached (or are about to reach) the point where missiles of this sort can be made very cheaply.
Here's hoping missile defence gets better and cheaper fast.
In that paper, Bostrom floats the idea that it might be in humanity's best interest to have a strong global government with mass surveillance to prevent technological catastrophes. It's more of a thought experiment than a "we should definitely do this" kind of argument, but it's worth taking the idea seriously and thinking hard about what alternatives we have for maintaining global stability.
No idea why a story about a YC company was flagged.
srean•59m ago
DetroitThrow•50m ago
srean•30m ago
As you mention they did not fare very well in the India-Pakistan conflict.
esseph•39m ago