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If they are as competent at their jobs as they think they are all the dumb, blind investment going on around them should just help them out.


>” That suggests a strong, long-term Iranian focus on strengthening Houthi anti-ship capabilities and a potential attempt to export Iran’s model of naval coercion from the Persian Gulf and the Strait of Hormuz to the geopolitically important Red Sea and Bab el-Mandeb Strait.”

Can anyone who understands this conflict explain this more? What does Iran get out of helping the Houthi disrupt commercial shipping? For that matter, how do they benefit from naval coercion in the Gulf?


Yemen is adjacent to Saudi Arabia. Iran's conflict with Saudi Arabia is probably the most salient in all of the Middle East and Northern Africa, more so than the "west vs. Arabia" conflict we default to thinking about. The Houthis (Ansar Allah), named for a dude who died just a few years ago, were trained in Iran, and are an effort to replicate the Iranian Revolution in Arabia.

The Houthis are often thought of as an arm of the IRGC (Iran refers to them as part of their "axis of resistance", along with Hezbollah and Hamas), but they are their own thing, although Iran is believed to be actively assisting them with spotter ships in the Red Sea.

This is just a shotgun blast of additional details. Nobody really knows what Iran's game plan is here.


Iran is using the Houthis to apply pressure on a regional rival, Saudi Arabia.

The Saudis used to be a close American ally against Iran, but purist progressives in the Obama and now Biden admin pushed them away, and Iran was able to bring them to terms by wielding the Houthis in their backyard against them.

Iran is also using the Houthis to flare up a conflict that will prevent the Saudis from normalizing relations with Israel; Iran used Hamas to execute the 10/7 attack toward the same goal.

Finally, Iran is using one of its proxy (the Houthis) to preserve another proxy (Hamas). The Houthis are disrupting one of the world's most important shipping routes, which will eventually drive up prices (read: inflation) in an election year. Biden doesn't really want to get into an intense military operation in an election year, and his main alternative is to pressure Israel to let Hamas survive - as the Houthis demand.


> but purist progressives in the Obama and now Biden admin pushed them away

Autocratic rulers like MBS deciding to cut up journalists/opposition political figures into tiny pieces with bone saws inside Saudi consulates didn't help matters. The whole Khashogghi incident really illustrated exactly what the Saudi regime thinks of rule of law and human rights of their own citizens when it's boiled down to the the barest essentials. US senators, congressmen, foreign service career people have taken note.

It's still worth noting that the Saudi military/air force/other armed forces are extremely large customers of US/NATO spec equipment and UK origin equipment.

It would be worth remembering that something like 85% of the 9/11 hijackers came from Saudi Arabia and there were very clear financial/funding connections from wealthy persons within the Kingdom to the pre-9/11 training program. Highly reputable journalists and intelligence sources have also extensively documented the Saudi funding sources that supported (and still support to this day) wahabbist madrassas in Pakistan and Afghanistan, the "V1.0" of the Taliban in the 1990s, and other fundamentalist salafist jihadi groups.

Invading saudi arabia for regime change instead of iraq in 2003 would have been much more logical if anyone in the US and UK had the fortitude to do it. It would have also been vastly more messy.

It's well known in people who study foreign affairs that Iran funds and arms Shia and shia-adjacent armed groups (Houthis, Hezbollah, etc). But this doesn't happen in a vacuum - to some extent this is the IRGC and Iran's reaction to the well documented and widely known Saudi support for salafist jihadism.

It's also well known and documented that the saudis have been investing vast amounts of their oil wealth in the US stock market, real estate and other equities since the mid 1960s, so the financial and interconnected realtionship between the US and Kingdom would be extremely difficult if not impossible to dis-entangle at this point in 2024.

Despite the Khagoggi affair and other problems descrived above, I think it's pretty clear that US decision makers still consider saudi arabia a much more trustworthy regional "partner" compared to Iran. Ongoing US/UK contractor support of all of their armed forces (and US/UK relationship with Saudi Aramco) and ongoing exports of munitions to saudi arabia back up this theory.


Yes, MBS is terrible, and his regime is autocratic.

Also, intelligent mature people make policy based on real-politik and the aggregate sum of its consequences. They don't just respond to whatever moral sentiments they experience in the moment.

The decision to push the Saudis away is destabilizing the whole region and will allow a violent, aggressive, revolutionary Iran to start and escalate extremely bloody conflicts throughout the region.

While it's a shame that one journalist was killed, was alienating the Saudis really worth the many thousands of lives lost as a result?


> intelligent mature people make policy based on real-politik

The Khashoggi affair was stupid and incompetent enough to call into question Riyadh’s qualifications as our chief regional ally.

Their subsequent de facto defeat in Yemen underscores that their value is in oil first and maybe geography second.


They keep proxy organizations in every failed or quasi state in the region such as Palestine, Lebanon, Iraq, Syria and Yemen.

As these are non-state actors using civilian infrastructure, the international legal order cannot handle these, as they are not party to any law. Therefore when a western aligned country needs to fight these they are in an extreme disadvantage. Any real attack will kill the civilians whose infrastructure said organizations are providing and misusing, eventually pressured to stop retaliating. This was used by Iran in Saudis/UAE vs Houthis, Israel vs Lebanon/Hamas or US vs Iraq.

The approach of having a full fledged state yet declaring it is not a state gave them invisibility, allowing these organizations to grow in strength. Due to their extreme ideology and brinkmanship, ironically this still means someone will need to fight these eventually (see Hamas, Hezbollah, Houthis), but in a much greater civilian loss than when was possible previously.

Later on, Iran improved this strategy by creating an alliance of these organizations. They train each other and have planned to fight together in the case of war (partially successful in the last conflict). Currently, they are on the verge of losing two such proxies (Hamas, PIJ) and are in the risk of another one (Hezbollah), and that's why Iran is trying to exert pressure on western countries through attacking civilian shipping.


Iran’s government has a sense of being under siege / surrounded by powerful enemies, the US, Isreal, etc.

Fighting back conventionally is obviously not realistic, but the time honored tradition of funding allies and fighting proxy’s is the next best thing. The idea of the policy is also that this is a deterrent to their enemies to think twice about striking them directly.

How true or effective any of this is another matter entirely.


> Iran’s government has a sense of being under siege / surrounded by powerful enemies, the US, Isreal, etc.

The well-educated government of Iran does not at all consider this. They are an autocratic, theocratic dictatorship. No one has any interest at all in annexing Iran. Like all governments of such a type, there must always be external, powerful, and yet weak enemies at the border or they cannot retain power. Iran has nothing the world wants except hydrocarbons, and their current level of production can easily be replaced by their fellow OPEC members. Anyone actually invading Iran would get nothing but 30 million citizens that live in abject poverty, with the UN expecting another 40% (!) of the country to fall below the poverty line in the next 2 years. Without China (40%) and Turkey (20%) importing from Iran, the country would fail overnight.


Yeah, no one ever wanted to overthrow democratically elected government in Iran, no one ever had interest in wrecking Libya, Syria... It's all just their imagination.


Iran is a democracy now?

Iran registers very clearly as an authoritarian country, what democratic institutions exist are not powerful enough to dislodge the ultimate rulers of the country.


I think the comment you replied to was pointing out that Iran had a democratically elected government until the 1953 coup instigated by the U.S. and Britain. Their paranoia is not without reason.


Because of sanctions, Iran has adapted to operating without fitting into global supply chains. By disrupting supply chains, they are participating in asymmetrical warfare. It's an announcement: "We can keep doing this." They are playing against the idea that because they are acting by proxy, other nations won't act directly against Iran.


Well you know what they say, foo around and find out.

Carl Sagan comes to mind:

The Earth is a very small stage in a vast cosmic arena. Think of the rivers of blood spilled by all those generals and emperors, so that, in glory and triumph, they could become the momentary masters of a fraction of a dot.


Carl Sagan can go breathe vacuum if he really thinks those generals and emperors spilled all that blood for nothing. That fraction of a dot is a very special part of the universe: it is so far the only known planet that is able to support human life. Meaningless on the grand cosmic arena (if such a notion even makes sense), but invaluable for humans.


Maybe its the only known planet because we dont know many other planets though. The universe is a largely unknown quantity and aside from the Asians space isnt interesting to most people anymore.


That would still leave us with the problem of reaching them. We know now that the solar system is right out.


Their control of the Houthis is not believed to be strong. Their support may just have been to counter the Saudis, but the Houthis are using their capabilities for other purposes.


The Iranian regime is separate to Iran the people/country. The interests of the two can diverge.

Supporting the Houthis achieves a few things. It ties up Saudi Arabia, one of Iran's regional rivals. It gives Iran a level of force projection over the crucial gulf shipping route, which is leverage. It gives Iran the ability to have the US or Israel struck without giving the US or Israel the easy narrative ability to strike Iran directly in retaliation.

Also, destabilizing US-aligned Arab countries is in Iran's benefit because secular US-aligned dictators are quite anti-Iran and compliant with the US. For example if the Houthi activity leads to economic troubles in Egypt, it could lead to a popular revolution. The US friendly regimes gets ousted by populists (most likely Islamists win at the end), who will be more pro-Iran bloc than compliant with the US.

Another thing to note is that Iran, like Russia and China, is a revisionist power. They are not a status quo state. The TLDR of this is that they hold a grudge and a lot of their energy is dedicated to changing the world/regional order.


> For that matter, how do they benefit from naval coercion in the Gulf?

Various members of the GCC (UAE, Saudi) can't ever really pressure Iran, because Iran's control of the Strait of Hormuz mean they can massively disrupt oil and gas exports, and the Khaleeji countries are heavily reliant on these, despite valiant efforts to diversify.

> What does Iran get out of helping the Houthi disrupt commercial shipping?

Iran's lesson learned from the above is that that's super useful, and they'd like to be able to do the same thing to the rest of the world.


Iran has access to Persian Gulf. Houthis has access to Red Sea. Together that overseas SLOCs for about 30% of global oil and LNG, both their shipping, and with sufficiently advanced (read not very) missiles, their infra - see Yemen attacks on Saudi refineries. By acquiring theatre range missiles that can actually hit things, they created credible regional power projection capablities, and hence leverage to threaten global energy, which limits what US can do against them since much of it goes to their partners.


keep in mind that this website bans a lot of people from posting here


Maybe the two sides are fighting because they just don't like each other.


Exactly. It's a religious war, like the Thirty Years' War in Europe.


In conflict between states, like/dislike does play a role, but it's largely the inability to trust. In the absence of a regional/world power, you have to attack the other guy before he attacks you, because there's an impenetrable information asymmetry meaning you can't truly know their intentions. The problem is, both sides are running the same calculus, and both sides knows that the other side is thinking the same thing. So even if you think the other side doesn't want to attack you, you think they may do so out of precaution because they are concerned that you are thinking like this, which gives you an incentive to attack them first before they come to the logical conclusion that you've just arrived at.

It's one reason why violence can be so high in tribal societies. There is no higher power to resolve disputes so you need to front-run the hypothetical violence of the opponent, which creates a game theory situation where the only solution is to attack.

The way to break this dynamic is to have a hegemon, like the US, who can dictate outcomes (e.g. a border) to both sides and enforce it. This can then de-escalate. France no longer side-eyes Germany and vice versa because the US guarantees that neither will do anything. Some attribute this to democratic institutions, prosperity, a common enemy (Russia), etc, which largely does explain things, but it's not the entire picture. If the rest of the world disappeared, tensions between Germany and France would probably go up again due to there being no external power to enforce the status quo.

That said, the Houthis are a non-state actor, so the same logic may not apply.


>What I saw this as was a group of people who had real concerns about Altman's leadership, and some of those concerns ended up sounding pretty valid, but who didn't have the experience/maturity to understand how to go about the next step.

That and that alone is enough to question their competence, though. The impression I get is that Toner has been in the academic/nonprofit world for so long that she doesn't understand how the real world works. In those places, the sad truth is nothing you really do is of much consequence to anybody in the grand scheme of things, other than you collecting prestige and a paycheck.

Then she tried making a consequential decision in an organization valued at around $90 billion, and lo and behold, people started caring about her actions in a way she has never experienced before.


I think I’ve figured out what he’s doing. He knows Twitter is going to flop due to its tremendous debt, dwindling audience and the failure of his paid premium subscription scheme.

But this way, when it happens he gets to blame all of that on “woke corporations“, rather than on himself.


I would hope it was blatantly obvious that was exactly what he is doing. It doesn't require any particular skill to decipher that he's engaging in blameshifting, he's flatly stating it.


You could be on to something there.


Yep. He didn't want to buy it in the end. Once he was forced to, he fired almost everyone to lower overhead as much as possible. He also pulled some heroics in doing so, if you read about the "moving the servers" fiasco, which was an impressively intrepid bit of "getting your hands dirty" getting shit done.

I don't know to what extent he has made or could make it profitable, but I don't think he wants it to die. It dying, though, isn't the worst thing, and here he can turn it into a Braveheart moment to boot, winning hearts and minds -- like mine. I see what he's doing, but I love it; fuck advertisers. They've ruined the Internet. Or, rather, monetization in the abstract has.

It's disgusting to me how he was asked about trying to bend the knee to suits like Iger, turning the platform into some anemic, anodyne corporate candy world of devout Good Behavior, an eternal kindergarten where we're all trapped forever with the advertisers as our mental jailors, since that's how profits can flow most frictionlessly.

What he's doing is stupid -- people's 401ks are on the line. But it's wild how it doesn't seem to bother anyone how that's an argument for spinelessness. It's a New Hampshire license plate "live free or die" moment, and 90% of posters here are advocating for content slavery with tone policing and personal attacks.


He was NEVER forced to buy twitter. At any point he could have cut a check for a billion dollars and walked away. He just couldn't swallow his goddamned drug fueled pride.


Numerous people (Matt Levine, etc) smarter than me have written about how there was no $1B break up fee. That fee only came into play if something prevented the deal, like regulators blocking it. Him having buyer's remorse was not sufficient to trigger that clause.


This is true, but he could have negotiated a breakup fee with Twitter if he'd wanted to. The board likely would have been more than happy to take $10B from him to kill the deal, which would have saved him a bunch of cash and headache in the long run. But obviously cutting losses isn't how Elon likes to roll; he'd rather burn the company down out of spite.


The argument is that you had to press refresh on your browser several times before a neo-Nazi post coincidentally lined up with an ad from Disney, and media matters just kept on doing it until they got the desired result. But aside from that, Musk isn’t even disputing it happens.


I still wondering if those advertisers set guardrails with Twitter regarding around which content they want to be shown. If not, then it is mostly the advertisers fault in my opinion.


It's so childish, it's like agreeing you lost an argument but then going "no you".


The scary thing is he got an extremely pro Trump judge in Texas, who is famous for making nonsensical rulings that even the current Supreme Court heavily disagrees with. So there’s a good chance he will win this and it will drag out in court for ages, despite the fact they are very obviously protected by the facts of the matter and the first amendment.


Bluesky is pretty lively and active considering how slow they roll out invites. Closest thing I’ve seen to a credible Twitter replacement so far. Lots of good accounts have already migrated there.


I finally got an invite code to Bluesky. During onboarding, it gave me a list of feeds to choose from. For some reason, they've decided to have no tech whatsoever in that list of feeds. I guess I'm a bit of a loser, but I don't have many interests outside of tech, so I picked nothing and now I have an empty feed.

Is that the goal of Bluesky, to be Twitter for non-tech people? Seems like a surprising approach, given that the first users of Twitter were exclusively tech peeps.


You need to teach it what kind of stuff you like. If you go on Twitter and look at peoples’ bios, they often list their blue sky handles. Start following tech journalists such as https://bsky.app/profile/gergely.pragmaticengineer.com

Then, peek into their own “following“ lists, and follow everybody you recognize/like.

Then go into their “following” lists, and do the same. Rinse and repeat.

Eventually, the algorithm will take the hint and start recommending you more tech stuff.


He seems to contradict himself. On one hand he says “fuck you“ to anybody pulling advertising like he’s throwing caution to the wind because he just doesn’t care, but on the other hand, he says the company is doomed if advertisers pull out, and that seems to really upset him.

So… Twitter is shutting down? There’s really no other plan other than blaming advertisers for pulling out, and ranting about how earth will judge them?


> So… Twitter is shutting down?

One can only hope!


Maybe he will buy Fox News next?


Fox Corp Class A is only ~$13.75B right now.

So, actually possible.


You're taking the "fuck you" out of context, blackmail is the keyword here.

> "If somebody is going to try to blackmail me with advertising, blackmail me with money? Go fuck yourself,"


Just because he misuses the word blackmail, that doesn’t mean it’s the keyword.


He's saying he'd rather let the company go bust rather than give into blackmail.

Which seems nuts to me. I mean they are not blackmailing as far as I can see, just not wanting to be associated with him endorsing anti semitic stuff and pizzagate conspiracies.


Yes, not paying someone to show pictures of your product is blackmail.

We're not talking about the blackmail bit because it's utter nonsense.


More charitably, he's cornered, lashing out, and not making sense. None of us do when we're cornered.

His team is probably trying to figure out how to spin everything even as we write here.

On a positive note, he's reacting a lot like the rest of us and not like a totally gone sociopath - there's a human inside that billionaire!


Many of us might feel that way internally or in private when we’re frustrated, but few would go up on stage, say that in front of the whole world and wait for applause afterward. Regardless of his political opinions or personal temperament, he seems to have lost touch with reality.


Few would have that same opportunity.


The reat of us who run businesses would say "oh, when I do X, I lose revenue. I will not do X anymore. Maybe I will do some anti-X and try to grow it instead."


> he's reacting a lot like the rest of us

Narcissistic injury looks like normal emotional hurt because it is, but it comes from a very different place.


What, no? He’s behaving erratically, flailing, and blaming everyone but himself for his failure as a leader. That’s not how we all act, and clearly narcissistic behavior. The sociopathy is evident the other day from his “graveyard” tweet.


He's responsible for his actions and words to his employees, remaining customers and co-investors. How's this behavior not sociopathic? he's not accounting for the impact to others.


The Sorkin guy said maybe advertisers don’t want to be associated with it, and he said “let’s see what the courts say“.

So he’s going to sue people for not advertising with him? How can anyone who says this kind of thing claim to believe in free markets, libertarianism or capitalism?


I'm not sure, but he could be referring to the case filed against Media Matters. In any case, you're right, nobody will be forced to come back and yelling the f-word after them will likely not persuade anyone either. I think Musk has principles, but they reliably go down the pipes when he's losing it, which seems to happen regularly.


> I think Musk has principles, but they reliably go down the pipes when he's losing it, which seems to happen regularly.

I mean... they're not principles, then.


True, but... personally, I've never been in the position of having 40 billion dollars vaporize because of my bad decisions. I like to think (or hope) that I would stick to my principles in such a situation, but I can't be sure I would...


40 billion is a ton in absolute terms but is only, I don't know, 1/7th his total wealth. Many people have had that kind of loss without turning into raving lunatics.


> How can anyone who says this kind of thing claim to believe in free markets, libertarianism or capitalism?

I mean, realistically I'm not sure if Musk believes in anything much other than Musk.


Musk said : "let's see what the 'judge' says", meaning the public.


Pretty confusing considering he actually is getting a literal judge involved in this right now.


In practice, the people that block new housing in the neighbourhood are a handful of crotchety retirees that go to the community meeting and raise a fuss. Most people can’t do that because they have more important things to do all day.

But we know the very vocal opposers don’t represent the true majority because of polling on the issue. For example most people in the Bay Area want to see more construction. And the younger people are and the more they rent, the more in favor they are of it.


> the people that block new housing in the neighbourhood are a a handful of crotchety retirees that go to the community meeting

In suburbs, yes. In cities, it's often misinformed tenants.


Japan is a pointless comparison. Their reluctance to expand immigration has nothing to do with their reasonable zoning policies. People try to bash something they got right by bringing up irrelevant things they get wrong.

Your first proposed solution will do the trick just fine. For a long time, NIMBYS pretended that increases in supply of housing would have no effect on rising prices (or worse, somehow raise them!) by labeling it “gentrification”. Now that that argument is defeated, they warn of a crash. But realistically aggressive zoning would probably just slow the rise of prices and modestly decrease them rather than cause a dramatic crash. We know this from the examples of Auckland, New Zealand and Minneapolis.


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