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YZFyesterday at 11:51 PM2 repliesview on HN

The Iran/Iraq war is why I made the edit about US vs. Iraq. Just because Iran and Iraq fought for years does not mean Iran or Iraq are able to fight a super power. They can not.

Iran does not think they are dealing with a madman. I don't believe for a second that they think that if all the demands made of them are met someone will harm them just for the fun of it. The maximalists demands. The problem is those maximalists demands run against everything this regime stands for. Not that those demands are bad for the Iranian people, they're actually good. What is true (and it's not a question of madman theory) is that the US and Israel will absolutely take some concessions and be willing to delay dealing with the rest of the problems. That is not irrational. That is 100% rational. And ofcourse the Iranians knows this as well. What the US and Israel want is a stop to the proxy wars, a stop to long range missiles, a stop to the nuclear program and a stop to "exporting the revolution". No workarounds or funny business.

I think the regime is very weak. Conditions in Iran are worse and a population that already wanted them gone now wants them even more gone. Their boisterous rhetoric is a sign of weakness that westerners misinterpret. The more they sound threatening and winning the more they are losing.


Replies

0xWTFtoday at 12:22 AM

> I think the regime is very weak.

The "enemy of my enemy" concept suggests that even if the people hate their government, their immediate pain is being caused by the United States and Israel, so I'm less confident about that.

> Iran does not think they are dealing with a madman.

Iran does think they are dealing with a mad man, or at least a government practicing a policy (as the US administration's apologists have termed it) "intentional volatility".

A far more interesting issue here is the oil supplies available in the Pacific. Brunei, Malaysia, Vietnam, Indonesia, Australia, and others are all ramping up production capacity. Non-OPEC oil production is increasing generally in response. This is likely to undermine the Middle East's ability recovery from current constraints as non-OPEC players gain clout in the markets.

Right now people are talking about China and California have limited supplies. But those are enormous, powerful entities that are deploying multi-pronged strategies to secure energy resources. Look at what they're doing and bet there. You also see developing countries retooling to support less oil-intensive economies, like increasing work-from-home options. Solar and wind are currently feeling weak without their subsidies but are exhibiting staying power as people look to move off more petroleum-dependent energy resources.

As for the tactical issue, the concept people seem to be trying to get at is "cost-per-kill". That needs to come down. Yes, we can kill drones with supersonic interceptors. But spending $6M to shoot down a $6K drone has terrible long-term economics.

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EthanHeilmantoday at 12:40 AM

> Iran does not think they are dealing with a madman.

No one knows but the Iranian leadership. The Iranian leadership has been famously bad at modeling the intentions and motivations of other nations leaderships. A bolt of the blue decapitation strike, followed by the US having plan if Iran closes the straits which is the obvious response by Iran, does at face value appear to be the work of a madman. Now in the US we might conclude that Trump and Hegseth are just wildly incompetent and unprepared, but it seems likely to me that Iranian leadership see irrationality instead of incompetence.

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