Crossing The Orange Line, Hard Bargain, Sino Silicon

Russia has rained Oreshnik hypersonic missiles on Kiev. Four people killed. 549 missiles apparently shot down. This was a message. The Oreshnik travels at Mach 10. It was designed to deliver nukes.

As fighting season starts in earnest, year five looks like it might be the start of real escalation.

But, if Russian munitions start tiptoeing ever further West, could this be the year of, you know, real real escalation?

Meanwhile, the US-Iran war peace talks are going well:

Iran wants tolls on the strait. US says no.

Iran wants 12 billion in reparations. US says no.

Nuclear weapons? They’re being kicked into another round of talks-about-talks.

So why is Little Marco still predicting a deal within days?

Finally, Huawei say they have figured out a new approach to chip design that doesn’t require them to be smaller.

“What happens when you’ve got a silicon chip the size of a dinner plate?” is one key question. Another is what happens when chips are no longer the ace card for Western leverage.

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