Dmitri Alperovitch
@DAlperovitch · North America
Dmitri Alperovitch is followed by The State of Israel for research and subject expertise coverage connected to United States in the North America chapter.
Intriguing new missile designed to replace many of the Tomahawk use-cases at a cheaper price and with mass production advantages
“Perhaps basic decency and behavior is what China needs to do” - Secretary of National Defense of the Philippines in response to Chinese note passed to him while on stage
One way to look at Chinese open weight AI companies is that they are effectively subsidizing Western use of AI while getting minimal to no benefit themselves. That won’t continue forever
Bessent is not wrong. I talked to @rhodium_group's Logan Wright about why getting China to appreciate its currency is a pipe dream on this week's @GeopolDecanted episode 👇 https://t.co/emm4aSzlyH
China's boom ran on credit equal to 1/3 of global GDP in 8 years. That engine stopped in 2018. @rhodium_group's Logan Wright on what's left: 1.5–2% real growth, chronic deflation, and a decade that looks like Japan's. New @GeopolDecanted "The Miracle is Over" episode 👇 https://t.co/rk3FrNmBSu
Black Mirror hacking group publishes what it claims are internal Russia’s Sberbank assessments of the war. Perhaps the most interesting point (and one that’s within the competency of Sberbank analysts): “At the current rate of expenditure, the liquid portion of the National Wealth Fund may be exhausted by late 2026 – early 2027. The alternative is increased government debt issuance (state debt is 31.3 trillion as of March 2026), but at a 15% interest rate the cost of servicing the debt is 15%+ of the budget. The military multiplier of 1.5x (every ruble of military spending generates 1.5 rubles of GDP) does not compensate for the crowding out of the civilian sector over a horizon of more than 2 years.”
China is orchestrating a campaign to derail Taiwan’s efforts to develop military drones through politicians in opposition parties https://t.co/vFV4m9bcT1