Always Bet Against Trump: Every “Win” is a Deeper Loss He Dumps on America

Trump declared the Pakistan-Afghanistan conflict “solved” last October and called it his “eighth war” ended, mostly “within a day.”

Trump had nothing to do with it.

The momentary ceasefire was actually brokered by Turkey and Qatar. Pakistan’s leadership understood the Trump play immediately: soak him as a “genuine man of peace,” cynically nominate him for a Nobel peace prize, and watch the tariff rate drop from 50% to 19% while India gets punished.

Geopolitical analyst Christine Fair put it plainly:

I don’t think Trump is a sophisticated creature. I think with Trump, flattery goes a really, really long way.

She may as well have been talking about Mussolini.

The corrupt transaction was naked; Pakistan bought favorable treatment with words that cost nothing, and Trump put on pants that didn’t exist to walk around taking credit for a peace he didn’t make.

Today?

Boom. Pakistani jets are bombing Kabul, Kandahar, and Paktia. Pakistan’s defence minister says “patience has run out” and Trump’s big peace deal is “open war.” The ceasefire didn’t hold because it was never built to hold. It was built to generate a headline for corrupt coin transfers.

The same pattern plays out everywhere Trump puts on his victory pants.

In June 2025, Operation Midnight Hammer dropped bunker-busters on three Iranian nuclear facilities. Trump announced he had “completely and totally obliterated” Iran’s nuclear program. Eight months later, his own envoy Steve Witkoff told Fox News that Iran is “probably a week away from having industrial-grade bomb-making material.” The Pentagon’s own assessment said the strikes set Iran back one to two years — and an early intelligence assessment leaked to CNN said it was closer to months. The IAEA says nearly a thousand pounds of highly enriched uranium remains unaccounted for at the bombed sites. So what did “obliteration” actually produce? The largest American military buildup in the Middle East since the 2003 invasion of Iraq: two carrier strike groups, more than 150 aircraft repositioned, F-22s deployed to Israel for the first time, over 10,000 additional service members flooding the region. Trump killed a nuclear deal that capped enrichment at 3.67%, bombed facilities that were under international inspection, declared the problem solved, and created a crisis that now requires a permanent war footing to manage.

Each “win” is an ever-bigger setback. The man is a bankruptcy magnet, as a financial and moral loser.

This is what happens when foreign policy serves one man’s vanity instead of the people caught in the bombing runs. His push for a pause becomes a permission structure for wealth extraction and radical power shift, deepening the conflict and increasing pain.

Every conflict gets a Trump message that nobody with power is actually watching, they just want a piece of credit, so they rearm and wait. Gaza ceasefire violations are still being tracked. The India-Pakistan “peace” was a bilateral military understanding that India says had nothing to do with Washington. Iran’s nuclear program was “obliterated” into a standoff that looks more like 2003 every day. Pakistan-Afghanistan was “solved” into open war.

Trump claims victories the way Enron claimed stock gains. Authoritarians love medals, lots and lots of shiny medals, not to describe reality but to replace it with garbage. The con only works if you never go back and check.

Tin-pot dictators are easily recognizable by their obsession with shiny gold medals and adornments.

Afghan women hit by mortar shells at refugee camps and Iranian civilians bracing for another decade or two of American bombs are the cost of a bankrupt foreign policy run on attention-seeking social media vibes. Counting the days of dead and wounded was never part of any Trump “peace” deal.

Related: The man who wisely bet against Elon Musk and said that Trump’s DOGE was a total fraud, has made a fortune by being right.

Pentagon Goes to War Against America, Anthropic First: CEOs on Notice

Pete Hegseth is weakening the United States military to punish a company that is good. The Defense Secretary is about to rip the most capable AI model out of the Pentagon’s classified networks, force every major defense contractor to purge it from their systems, and replace it with a weaker model that generates Nazi content. The things he wants to eliminate never prevented a single military operation. The Pentagon’s own users love Anthropic Claude. But not angry Pete.

The Pentagon gave Anthropic until 17:01 today to remove two contractual safeguards from its AI model Claude: a prohibition on mass surveillance of Americans, and a prohibition on autonomous weapons that fire without human involvement.

If the company refuses to allow surveillance and autonomous weapons Hegseth will simultaneously label the American company a foreign adversary (“supply chain risk”) and invoke the Defense Production Act to compel it to hand over its technology anyway.

Legal experts point out Hegseth’s threats are inherently contradictory. You can’t declare a company a national security risk and simultaneously argue its technology is so essential to national defense that a Korean War-era emergency statute must be invoked to seize it.

The stupid.

Dean Ball, who wrote the White House’s own AI Action Plan, called it “a whole different level of insane.” The contradiction is the point, like saying bombing of Iran “obliterated” their nuclear production, therefore we now have to go to war with Iran to stop their nuclear production. The Nazis called it their “permanent improvisation”.

The Misogynist Who Wants Power

The Pentagon’s lead negotiator is Under Secretary of War Emil Michael. Late Thursday, after Amodei publicly rejected the Pentagon’s “final offer,” Michael posted on X calling the Anthropic CEO “a liar” with a “God-complex” who “wants nothing more than to try to personally control the US Military.” That sounds like projection.

Emil Michael is worth knowing. A disgraced man at Uber, he proposed spending a million dollars on opposition researchers to dig up dirt on journalists and their families, especially targeting a female reporter who’d criticized the company’s culture.

Attacking women apparently is a theme.

Senior Vice President Emil Michael floated making critics’ personal lives fair game. Michael apologized Monday for the remarks. […] He said that he thought Lacy should be held “personally responsible” for any woman who followed her lead in deleting Uber and was then sexually assaulted. Then he returned to the opposition research plan. Uber’s dirt-diggers, Michael said, could expose Lacy. They could, in particular, prove a particular and very specific claim about her personal life.

This is the guy telling Anthropic to enable surveillance for automated weapons. It’s obvious who he would be putting most at risk.

He was involved in a visit to a Seoul escort bar with company executives. He was implicated in a small group of Uber executives who obtained and reviewed the medical records of a rape victim in India. Eric Holder’s investigation into Uber’s workplace culture specifically recommended his firing.

This is the man the Pentagon chose to handle negotiations over whether AI should be used for mass surveillance. This is the man publicly calling a CEO a liar for refusing to remove safeguards against it.

Trust Breakdown

When CBS asked why the Pentagon won’t simply put the surveillance and weapons restrictions in writing, Michael said those uses are already illegal and barred by Pentagon policy. “At some level,” he said, “you have to trust your military to do the right thing.” He literally used a slippery slope fallacy. What’s the level?

The Pentagon says currently it would never use AI for mass surveillance. It also says it will not accept written language promising not to use AI for mass surveillance, because it may use AI for mass surveillance.

Anthropic says the restrictions haven’t prevented any military use of Claude to date. The Pentagon doesn’t dispute this. The demand to strip the safeguards is entirely about the principle that only Trump can set conditions, the only law is Trump. Even conditions the Pentagon itself claims are redundant with existing law aren’t ok, because they weren’t set by Trump.

When restrictions are truly redundant, the campaign to eliminate them makes no sense unless America is already a military dictatorship. Former DOJ official Katie Sweeten put it plainly:

If these are the lines in the sand that the DOD is drawing, I would assume that one or both of those functions are scenarios that they would want to utilize this for.

The Compromise That Wasn’t

The Pentagon sent a “best and final offer” overnight Wednesday. Anthropic laughed and said it “made virtually no progress” on the two safeguards. It actually went backwards. New language framed as compromise was not.

paired with legalese that would allow those safeguards to be disregarded at will.

Translation: we promise not to do it until we decide to do it.

This is a pattern anyone familiar with rape investigations recognizes. Language is structured so that consent is assumed and withdrawal of consent is impossible: she wanted it. It’s now being used as institutional capture. The written promise contains its own override, meaning the premise is to ignore the promise. The safeguard exists on paper and nowhere else.

The Weapon Example

The Lawfare analysis by Alan Rozenshtein lays out the legal terrain clearly. Biden used DPA Title VII — information-gathering authority — to require AI companies to report on training activities. Republicans called even that “overreach.”

Remember?

Hegseth is now threatening Title I, the core compulsion power, against a domestic company for refusing to remove ethical restrictions from its own product. Irony has never been a constraint on power. Hegseth is expressing authoritarian rule and Republicans are all for it now.

The real audience for this isn’t Anthropic. It’s every other American tech company watching the end of democracy. OpenAI, Google, and xAI have reportedly agreed to “all lawful purposes” language. Musk’s xAI is so thirsty it signed on for classified work with no restrictions, just like how its Grok model produced Nazi content that Anthropic’s safeguards were designed to prevent.

None of the other companies responded when asked whether they’ve agreed to allow mass surveillance or autonomous weapons.

The message is comply without conditions or Trump will make an example of you. He’s the guy who allegedly hit a 13 year old girl in the head when she bit his penis. Pentagon spokesman Sean Parnell used deranged language to call surveillance concerns “fake” and “being peddled by leftists in the media.” This from the people who said Civil Rights are over and rebranded the Department of Defense back to the “Department of War.”

The Stake

Anthropic’s Dario Amodei wrote Thursday that frontier AI systems

are simply not reliable enough to power fully autonomous weapons [and cannot] exercise the critical judgment that our highly trained, professional troops exhibit every day.

He is correct.

He expressed concern that AI surveillance could piece things together:

scattered, individually innocuous data into a comprehensive picture of any person’s life.

He also pointed out what should be obvious:

[the Pentagon’s threats] are inherently contradictory: one labels us a security risk; the other labels Claude as essential to national security.

Amodei said if the Pentagon proceeds, Anthropic

will work to enable a smooth transition to another provider.

The company isn’t threatening or taking power.

It isn’t retaliating.

It’s saying it would rather lose a contract than engage in mass surveillance and autonomous killing.

The Pentagon brought six officials to the Tuesday meeting (Deputy Secretary Steve Feinberg, Under Secretary Michael, Under Secretary Duffey, spokesman Parnell, and general counsel Earl Matthews) as institutional confrontation, not negotiation.

Hegseth praised Claude to Amodei in the same meeting where he threatened to destroy the company.

The only reason we’re still talking to these people is we need them and we need them now,

A Defense official told Axios.

The problem for these guys is they are that good.

Trump hates good.

The Historical Pattern

Governments that demand the right to surveil their own citizens without written constraints always say they won’t abuse it. Governments that demand autonomous killing capability always say there will be humans in the loop.

The authoritarian ask is always the same: remove safeguards and don’t put conditions in writing. The historical record of what happens next is unambiguous.

The DPA was designed to redirect steel production during the Korean War. It’s now being weaponized to compel an American company to strip ethical safeguards from artificial intelligence so the military can use it without conditions. Congress hasn’t legislated guidelines on autonomous weapons or AI surveillance. Into that void steps a Defense Secretary who declared AI “will not be woke” from the stage at Elon Musk’s SpaceX headquarters, while the Nazi-spigot xAI holds a competing Pentagon contract.

The deadline is nearly here. What happens will tell us whether any American company can refuse to build tools for Trump attacks on Americans without being labeled an enemy of Trump.

Desch Nuts: Foreign Affairs Publishes Koch-Funded Anti-Ukraine Propaganda

Foreign Affairs published a Koch brothers propaganda puff piece today, attributed to Michael C. Desch of Notre Dame.

Why?

It plays dumb while trying to be serious and claim that Ukraine should surrender to Russia. Of course Koch nuts would say that. They dropped it hot during live negotiations, as if academics are just hired guns to provide cover for whatever the Trump administration is about to impose on Kyiv. The author and all that big money behind him however give away the game.

The article is titled plainly “Ukraine Is Losing the War” without a timeline. Today? Last year? Always and forever no matter what? See the dumb trick?

Then it is subtitled “With Moscow Pressing Its Advantage, Kyiv Should Trade Land for Peace.” In just 5,000 words it manages to stumble and crash into at least nine major logical contradictions.

Given how much disinformation was being stuffed down the throat of Foreign Affairs editors, it should surprise nobody Russian-language media was celebrating within hours of publication. Yet the historical reasoning alone would fail any LSE seminar I ever took. Foreign Affairs owes its readers an explanation, if not a retraction. In the meantime, I’ll take a poke at what’s really going on.

Desch Keeps Punching Himself in the Nuts

# Desch Claims Then Also Claims Nut Punch
1 Mass and resources make Ukrainian resistance futile Post-surrender Ukraine should build drone defenses and pursue battlefield innovation Prescribes the same technology-over-mass strategy he spent 3,000 words saying doesn’t work
2 Russian war aims expanded at every stage (Minsk to recognition to annexation of four oblasts) Conceding the Donbas would satisfy Moscow His own evidence documents serial escalation after each accommodation
3 The Donbas is not the Sudetenland because Russian tactics are not blitzkrieg Munich was about appeasement dynamics, not Wehrmacht tactics. Refutes a comparison nobody made
4 At current rates it would take Russia 30 years to conquer east-bank Ukraine Ukraine should stop fighting and lose Western support The 30-year timeline depends on the Western assistance he wants to end
5 Ukraine’s 36 million population cannot match Russia’s 140 million Russia has 700,000 troops in theater vs. Ukraine’s 300,000 Operational ratio is 2.3:1, not the 4:1 demographic ratio he leads with
6 Russia’s GDP at PPP is $7 trillion vs. Ukraine’s $657 billion PPP inflates domestic purchasing power, not capacity to buy weapons on international markets. Nominal GDP puts Russia near Italy
7 Ukrainian corruption undermines fortifications and recruitment Russia’s corruption is absorbed by its size Russian corruption collapsed logistics at Kyiv, lost 1,000+ tanks, and sank the Moskva. Scale multiplies procurement corruption
8 Western technology has not given Ukraine a decisive edge Russian technological innovation (fiber-optic drones, ISR-enabled artillery) is providing decisive advantages Technology is irrelevant when the West provides it, decisive when Russia deploys it
9 The Surovikin Line proves Ukraine cannot breach fortified positions Ukraine should not build similar fortifications because Russian infiltration defeats them Russian fortifications work. Ukrainian fortifications would not. Logic runs whichever way the conclusion needs

The table speaks for itself, hopefully. Foreign Affairs should be ashamed. Now let’s look deeper at the disinformation methods.

Rigged Numbers

Desch compares Ukraine’s population of 36 million to Russia’s 140 million as though Russia can send its entire male population to just one meat grinder.

Russia has a 4,000-mile border with China, commitments in Syria, internal security requirements across eleven time zones, and a domestic economy that requires workers. His own operational numbers of 300,000 Ukrainian troops versus 700,000 Russian show a much narrower gap than raw population figures, but he buries this operational reality under a demographic spectacle.

Why?

Then he uses purchasing power parity to inflate Russia’s GDP to $7 trillion, making it look like a near-peer competitor. Their nominal GDP, measuring the actual capacity to purchase weapons systems on international markets, deflates Russia’s economy to roughly the size of Italy’s. Everyone knows this and says it repeatedly. Russia is like Italy, yet he tries to make it seem so much bigger.

Again, why?

PPP measures how many bad haircuts you can buy in Novosibirsk, not how many precision-guided munitions could be imported.

Russian contract soldiers, known for their low morale, somehow get inflated as more motivated than Ukrainian conscripts. The piece inverts everything documented about defensive warfare psychology. Ukrainians are fighting for their homes. Russian “volunteers” are bored, annoyed, reluctant, disproportionately recruited from impoverished regions by financial incentives they distrust. The claim that cheap mercenaries outperform homeland defenders contradicts everything everyone knows about combat motivation.

Corruption as Hypocrisy

Desch flags corruption as undermining the war effort, but not Russian corruption. No, he acts like only corruption in Ukraine matters. Fortifications not built, recruitment compromised? He waves away Russian corruption by arguing it simply “absorbs the damage.” But Russian military corruption is the very reason they lost over a thousand tanks in the first year, the reason logistics collapsed north of Kyiv, the reason the Moskva sank. Scale does not neutralize corruption in military procurement. It actually multiplies it, meaning Ukraine has less of a problem.

Then he prescribes “comprehensive political and economic reforms” and “a serious anticorruption effort” for post-surrender Ukraine. Part of the reason for the war was Ukraine was cracking down on Russian corruption. Calling that a solution after the war is like totally ignoring the causes. If corruption undermines Ukrainian fortification-building during a war for survival, why would it suddenly resolve after a demoralizing territorial surrender? He identifies corruption as the disease and surrender to corruption as the cure.

Technology Only Works for the Hero

Desch argues that Western technology has not given Ukraine a decisive edge. He then spends several paragraphs detailing Russian technological innovation (e.g. fiber-optic drones, infiltration tactics, ISR-enabled artillery) as if these are decisive advantages. Well, which is it? Technology matters enormously when Russia deploys it. When the West provides it to Ukraine, suddenly it is irrelevant.

He cites the Surovikin Line as proof that Ukraine cannot advance through fortified positions. He then argues Ukraine should not bother building similar fortifications because Russian infiltration tactics can defeat them. Russian fortifications prove offense is impossible. Ukrainian fortifications would be useless against offense.

Follow the Money

Desch is not a random academic voice.

He sits on the advisory board of the John Quincy Adams Society, which is funded by the Charles Koch Foundation and operates within a “let bad guys win because profit” ecosystem that includes the Quincy Institute, Defense Priorities, and the Cato Institute’s foreign policy shop. His Notre Dame colleague Eugene Gholz sits on the same board. His daughter was a JQAS Marcellus Policy Fellow. Their ideological pipeline has consistent output toxic to analysts: NATO caused the problems, whatever they are, Ukraine is not vital to anyone, and the answer is accommodation of Russia because authoritarian rule is good for profit.

Desch has been saying exactly this since before the invasion. In January 2022, he told Newswise that “the way out of this crisis is the neutralization of Ukraine.” Weeks later, in February 2022, he told Notre Dame’s student paper that Russia was unlikely to invade because Putin was just posturing for diplomatic concessions. The full-scale invasion followed shortly after.

This Koch lineage now makes a funding trail into the case study of laundered influence.

Fred Koch built his fortune constructing oil refineries for Stalin’s Soviet Union in the 1930s, then built the third-largest refinery serving the Third Reich. Soviet money and Nazi money became Koch Industries money. He came home, co-founded the John Birch Society in 1958, called Eisenhower a communist dupe, fought the civil rights movement as a Soviet plot, and bankrolled McCarthyism. Charles Koch held a lifetime JBS membership and funded its bookstores distributing attacks on Martin Luther King.

The sons inherited the fortune of refined Soviet and Nazi crude. They laundered it through decades of right-wing institution-building, setting a precedent for Peter Thiel, and now fund academics arguing we should accommodate Russian territorial expansion. The empire that literally built Stalin’s oil infrastructure finances the intellectual apparatus telling us to let Moscow keep what it has taken.

This is how old big dirty money works.

No need to wire funds from the Kremlin direct to Notre Dame with a magazine piece purchase order. Instead, build infrastructure for dictators, convert profits into a political network, fund the network for generations, and eventually the network produces a Foreign Affairs article arguing that dictators should get to keep conquests so they can order more infrastructure. Ka-ching!

The money has been cleaned by the time it reaches the endowed chair. The conclusions are a starting point within the institution, to which evidence is curated.

Editorial Decision Time

Foreign Affairs historically publishes pieces aligned with administration policy preferences. This piece reads like pre-positioning and intellectual cover for whatever territorial concessions the Trump team plans to impose. Within hours, Pravda USA was summarizing it approvingly. The article’s framing maps perfectly onto Russian information warfare messaging.

I’m not saying Desch needs to coordinate with Moscow. It means the Koch school’s output gets laundered through Russian media with zero friction because the conclusions are structurally identical to what Putin needs.

Foreign Affairs editors know how to count logical contradictions, right?

They know what PPP does and does not measure, right?

They know the Munich analogy is about appeasement dynamics, not blitzkrieg tactics, right?

They know that prescribing post-surrender reform to a country whose wartime morale is already collapsing is not serious analysis, right?

They published this weak-sauce article anyway, on the day it would do the most work for Putin and Trump, by an author embedded in a network funded by a fortune that traces back to Stalin and Hitler.

Any trained historian can see what this is. Desch perhaps believes what he wrote, and maybe even enjoys the public self-flagellation. The question is why Foreign Affairs enabled him.

Chinese Espionage Ran on Google for a Decade, Guess Who Wants a Medal for Turning It Off

Google hosted a PRC espionage campaign for years, and now has published a very formal report framing the “disruption” (turning off their own API keys) as a national security achievement.

The report generates false legitimacy signals. Their framing positions Google as a hero against China, when the more accurate read is that Google was the unwitting (or indifferent) provider who eventually cleaned up a mess after their Mandiant team was pulled by a customer to look at a strange binary on a CentOS server.

The surveillance of dissidents and activists through compromised telcos in over 40 countries gets a few sentences of passive-voice acknowledgment. No analysis of which populations were endangered, which governments were complicit, or what obligations Google has to all the people whose PII was being exfiltrated through Google’s own API.

The report explicitly disclaims responsibility:

This activity is not the result of a security vulnerability in Google’s products.

Doesn’t that make it even worse? No discussion of why Google’s infrastructure is trivially weaponized for state espionage, or about the design changes to prevent it now and into the future.

Users are being set up to think about a company “taking action” against China and infer the cloud is being protected, when the actual story is that Google infrastructure was functioning uninterrupted as a conduit for a state actor C2 (GTIG tracked UNC2814 since 2017, and the IOCs they released cover infrastructure active since at least 2023).

Google is the drug company that discovered its product was causing organ failure in 42 countries, eventually pulled it from the shelf, then published a press release celebrating their pharmacovigilance program. No independent review of why Google Cloud was trivially weaponizable. No mandatory disclosure of how long they knew. No liability discussion. No institutional separation between the entity that profits from cloud adoption and the entity that decided when to act.

This GRIDTIDE report operates as a legitimacy-shield function, a form of moderation theater that displaces demand for the regulatory architecture that would actually constrain the problem.

Ok, ok, I know what the counter-argument will be. Let’s be honest. The technique is catalogued in MITRE ATT&CK. It’s a known, documented, years-old pattern across every major cloud provider. Every one of these services — Google Sheets, Google Drive, Dropbox, OneDrive, SharePoint — has the same design vulnerability: their APIs can’t distinguish legitimate use from espionage traffic because the espionage is legitimate use.

APT29 (Russia/SVR) used Google Drive and Dropbox for C2 against European embassies. APT43 (North Korea) used Google Drive and Dropbox for staging and delivery. APT37 (North Korea) used OneDrive. APT28 (Russia/GRU) used OneDrive via the Microsoft Graph API. China-nexus groups including UNC5330 used OneDrive. The Inception Framework/Cloud Atlas used Google Drive, OneDrive, and Dropbox simultaneously. Molerats used Dropbox, Google Drive, and Facebook. Symantec reported in 2024 that the number of espionage operations using legitimate cloud services for C2 had grown significantly, identifying multiple new backdoors like GoGra, Grager, and BirdyClient all using cloud APIs.

But let’s stick to the core issue here, which is corporate disinformation.

Google is the one publishing their own hero narrative. Microsoft hasn’t published a blog post celebrating the “disruption” of APT29’s use of OneDrive. Dropbox didn’t hold a press conference about Molerats. Google is claiming credit for disrupting a problem that exists across the entire cloud industry, that Google’s own infrastructure contributed to for years, and that Google has done nothing to address at the design level.

The “disruption” was turning off specific accounts — not fixing the architectural problem that makes every cloud API a potential C2 channel. The next GRIDTIDE? Just need a different spreadsheet service, as the report itself admits. Thanks for nothing Google.

…the actor could easily make use of other cloud-based spreadsheet platforms in the same manner…