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PSA: OSINT is geolocating a tank from satellite imagery or scrubbing hundreds of public documents for relevant facts. SLOPINT (Scraped, Lifted, Other-people's Posts as INTelligence) involves scrolling some 400 follower account on social media, bookmarking or screenshotting their your own reporting or throwing their content into a monetized youtube video. Two very different jobs.
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Air-Power | NatSec Ledger retweeted
President Trump is determined to bring an end to this horrible war, which has caused enormous loss of life, destruction, and suffering. We are working hard to find a negotiated solution that can deliver lasting peace and create the conditions for a sovereign, secure, and prosperous Ukraine within a more stable European security environment.
Before beginning the two days of trilateral talks with Ukraine and Russia in Abu Dhabi, @SEPeaceMissions and I will meet with our partners from Ukraine, the EU, NATO, Germany, France, the United Kingdom and Italy to continue the close consultation and coordination we have undertaken on European security and Ukraine’s postwar future over the past several weeks.
These will be the first trilateral talks since February. Building on our separate consultations with both sides, our objective is to bring Ukraine and Russia together to discuss directly their postwar security concerns, proposals, and potential solutions. We hope these discussions will identify areas of common ground, advance practical solutions, and build momentum toward the next phase of negotiations.
Ultimately, achieving a comprehensive and lasting settlement will also require direct engagement between Russia and our European partners on the broader security arrangements that affect them. We hope the discussions in Abu Dhabi will create the conditions for that engagement to begin in the near future, as part of a broader multilateral process.
Our work has focused on four interconnected priorities: ending the fighting, developing credible postwar security guarantees and arrangements that reduce the risk of renewed conflict, preparing a comprehensive economic and prosperity plan for Ukraine, and advancing humanitarian measures to alleviate suffering and address the human consequences of this war.
Together with Ukraine, the EU, and other European partners, we are working to address Ukraine’s substantial postwar fiscal and reconstruction needs, support critical infrastructure, attract private investment, and create the conditions for long-term economic growth and self-sufficiency.
We are also working with the parties on important humanitarian issues, including the return of prisoners and civilians, and practical measures to alleviate suffering and reduce the human cost of this conflict.
An important part of this process is encouraging all parties to begin thinking seriously about what comes after the war. By discussing postwar security, economic recovery, and the mechanisms needed to prevent future conflict, we hope to shift the focus from managing the war toward building the foundations for a durable peace.
The existing European security agreements and institutions provide an important foundation for this work. We want to build upon what has worked, identify where existing mechanisms have fallen short, and what practical improvements are needed to make them more effective in the future. Our discussions will focus on stronger consultation, reliable crisis communications, greater military transparency, and reciprocal measures to reduce escalation risks, while fully respecting the sovereignty and independent decision-making of every nation.
This is an extraordinarily difficult and complicated conflict. We recognize the difficult decisions ahead and are approaching these discussions with determination and realism. Our hope is to make meaningful progress, establish a practical pathway forward, and help create the conditions for a lasting peace.
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"The Air Force is looking to shift its Hypersonic Attack Cruise Missile (HACM) program from developmental test into operational test as soon as March [2027]..Operational demonstrations associated with HACM are expected to start in March next year and last through September" 👇
HACM operational tests planned for March ow.ly/QPJk106Ibra
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Air-Power | NatSec Ledger retweeted
Not only did Jensen Huang have an affair with an alleged Chinese MSS agent (putting himself in a classic position of being setup for all types of blackmail that could have been hugely detrimental to both Nvidia and, more importantly, the United States) but he had an affair with the managing director of what is an effectively and very clearly a Chinese shell company (Megaspeed). A company that had been illicitly funneling billions of dollars of compute to Chinese AI labs that should have gone to American companies with what is almost certainly his full awareness and support (unless he is a complete idiot, which he is plainly not).
This can be called many things but one thing it is not is not doing “anything to disadvantage America”
This can be called many things but one thing it is not is not doing “anything to disadvantage America”
Nvidia’s board stated today that it has found “no reason to believe that either national security or Nvidia secrets were compromised” as a result of Jensen’s actions.
They are initiating an independent investigation overseen by a committee of independent directors, assisted by outside independent counsel, that will examine all available information. This will be an unbiased, exhaustive and thorough investigation given the fiduciary responsibilities of these independent directors.
Jensen said that “I support the investigation and will cooperate fully. I love our country and our company. I am committed to protecting NVIDIA and supporting America’s national security. I am proud and grateful to be an American.”
I have known Jensen for almost 30 years. I simply do not believe he would ever knowingly do anything to disadvantage either America or Nvidia.
The only thing he has ever said to me about China is the absolute importance of keeping the American hardware ecosystem, led by Nvidia, ahead of China. That’s it.
More detailed thoughts follow below:
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Air-Power | NatSec Ledger retweeted
That's also known as the JCPOA. FWIW, Qatari officials have denied versions of this report.
#BREAKING Al Arabiya sources report that Washington has agreed to allow Iran to enrich uranium on its soil to 3.67%, with Tehran accepting the proposal.
In return, the U.S. would release between $6 billion and $9 billion in frozen Iranian assets.
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Air-Power | NatSec Ledger retweeted
This is crazy. The Commerce Department inquiry into Megaspeed was halted after Nvidia intervened.
Context: Jensen Huang was allegedly romantically involved with a Megaspeed executive believed to be a Chinese spy, and Megaspeed is the cutout providing US compute to China.
Context: Jensen Huang was allegedly romantically involved with a Megaspeed executive believed to be a Chinese spy, and Megaspeed is the cutout providing US compute to China.
*NVIDIA INTERVENED IN US PROBE OF MEGASPEED: NYT
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Air-Power | NatSec Ledger retweeted
When it comes to high speed strike weapons, most discussion in the US focuses on exquisite hypersonic systems such as LRHW or ARRW. In practice, the DOD's HSSW portfolio is much broader, spanning everything from supersonic ballistic and air-breathing missiles to long-range the DOD pushes for more low-cost mass, expect this portfolio to keep expanding.
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Air-Power | NatSec Ledger retweeted
As Congress returns for the lame-duck session, we’ve been thinking through the FY27 defense budget end game.
John Ferrari, Elaine McCusker, and I each mapped out the choices at three funding levels. We took different approaches, but the deeper the cuts, the more we converged. 🧵
John Ferrari, Elaine McCusker, and I each mapped out the choices at three funding levels. We took different approaches, but the deeper the cuts, the more we converged. 🧵
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Air-Power | NatSec Ledger retweeted
A frank discussion about aircraft carriers and leading humans. m.youtube.com/watch?si=U5Gy6…
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A U.S. Navy F-35C Lightning II, attached to the "Salty Dogs" of Air Test and Evaluation Squadron (VX) 23, is chocked and chained to the flight deck of Pre-Commissioning Unit John F. Kennedy (CVN 79), marking the first time an F-35C lands on a Ford-class aircraft carrier. nnington)
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Air-Power | NatSec Ledger retweeted
Now is a good time to revisit some old clips of Jensen trying to mislead people on why it's okay for NVIDIA sell AI chips to China.
This was the key moment from his interview on @dwarkesh_sp's podcast (time stamp 57:36):
1. Dwarkesh asks why it’s okay to sell NVIDIA chips to l security implications of AI models like Mythos.
2. Jensen gives a misleading answer, arguing that it’s okay to sell American chips to China because China already produces 60% of the world’s chips.
3. But as Jensen definitely knows, compute is measured in flops, not number of chips.
4. Dwarkesh then pushes back, pointing out that on a flops basis, China has 10% of the compute the US has, and giving them more compute would change their cyber capabilities.
This is a common pattern with Jensen. He's developed talking points that sound plausible to a non-technical audience about why there is no conflict between NVIDIA's financial interests and US national security.
But on the rare occasion when he's interviewed by someone like Dwarkesh who knows what he's talking about, it immediately becomes obvious that he's spouting nonsense.
This was the key moment from his interview on @dwarkesh_sp's podcast (time stamp 57:36):
1. Dwarkesh asks why it’s okay to sell NVIDIA chips to l security implications of AI models like Mythos.
2. Jensen gives a misleading answer, arguing that it’s okay to sell American chips to China because China already produces 60% of the world’s chips.
3. But as Jensen definitely knows, compute is measured in flops, not number of chips.
4. Dwarkesh then pushes back, pointing out that on a flops basis, China has 10% of the compute the US has, and giving them more compute would change their cyber capabilities.
This is a common pattern with Jensen. He's developed talking points that sound plausible to a non-technical audience about why there is no conflict between NVIDIA's financial interests and US national security.
But on the rare occasion when he's interviewed by someone like Dwarkesh who knows what he's talking about, it immediately becomes obvious that he's spouting nonsense.
The Jensen Huang episode.
0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains?
0:16:25 – Will TPUs break Nvidia’s hold on AI compute?
0:41:06 – Why doesn’t Nvidia become a hyperscaler?
0:57:36 – Should we be selling AI chips to China?
1:35:06 – Why doesn’t Nvidia chip architectures?
Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!
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Air-Power | NatSec Ledger retweeted
MARCO RUBIO, ON IRAN, SAYS THE IRANIAN DEMANDS ARE NOT JUST UNACCEPTABLE BUT IN SOME CASES “OUTRAGEOUS AND RIDICULOUS, AND REALLY NOT REALISTIC”
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Air-Power | NatSec Ledger retweeted
This is a classic move from the CCP’s playbook — and another example of why it can never be trusted. The U.S. should immediately pause the shipment of advanced AI chips to China until we can get to the bottom of this incident and ensure our national security is not being undermined.
Nvidia's board launches an independent investigation into CEO Jensen Huang over concerns he was the "target of a foreign intelligence effort." cnn.it/4BOXfb1
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The US Air Force wants counter-drone netting on aircraft sunshade structures at Tyndall AFB to keep small (Group 1) drones out of the interior to protect aircraft and personnel. The netting would go on all four sides of six structures, each about 630 ft long, 65 ft wide and 30 ft tall.
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The netting has to stop small drones without tearing, meet Miami-Dade County’s hurricane-grade wind standards, and use mesh no wider than 3 inches. ⤵️
sam.gov/workspace/cont…
sam.gov/workspace/cont…
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Naval Air Warfare Center Weapons Division awarded a five-year, sole-source IDIQ ($90 M) to Northrop Grumman (OATK), on June 24, 2026 covering design, development, studies and technology demonstrations on selected NG systems:
🔸AARGM & AARGM-ER 'Multi Stage Supersonic Target'
🔸StaAW)
🔸Liquid/solid fuel ramjet
🔸 Very Long Range Munition Air Breather
🔸 RAM Block II & AIM-9 rocket motors
🔸AARGM & AARGM-ER 'Multi Stage Supersonic Target'
🔸StaAW)
🔸Liquid/solid fuel ramjet
🔸 Very Long Range Munition Air Breather
🔸 RAM Block II & AIM-9 rocket motors
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Either the Navy missed a comma (AARGM-ER, Multi Stage Supersonic Target), or MSST’s current avatar envisions AARGM-ER as its second stage.
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U.S. Air Force Lt. Col. Shayne Carroll, 309th Fighter Squadron commander, prepares to exit a Royal Canadian Air Force F-35A Lightning II at Luke Air Force Base, Arizona, Oct. 22, 2026. (📸Tekorey Watkins)
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Air-Power | NatSec Ledger retweeted
Russia has been waging war almost non-stop since 1991 (exception 2009-2014) & it has the largest nuclear arsenal in the world. But somehow, it wants us to believe it feels threatened by NATO. A threat that, small non-NATO countries like Austria & Switzerland do not perceive.
I'm not sure there is a way to end the war other than by linking it to a broader arrangement on European security. (The best arrangement, in my view, is a demilitarized Europe.)
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Air-Power | NatSec Ledger retweeted
NEW: Nat Sec Adviser Marco Rubio oversaw drafting of a highly classified memo this spring that the intel community assessed a woman who had established a close relationship w Jensen Huang was working for China's Ministry of State Security nytimes.com/2026/11/08/us/…
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When it comes to high speed strike weapons, most discussion in the US focuses on exquisite hypersonic systems such as LRHW or ARRW. In practice, the DOD's HSSW portfolio is much broader, spanning everything from supersonic ballistic and air-breathing missiles to long-range the DOD pushes for more low-cost mass, expect this portfolio to keep expanding.
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