Same Putin Playbook, Same War, Different Deniability
This week over 1,000 buildings in Kyiv lost heating. Russia had launched nearly 1,100 strike drones, 890 guided aerial bombs, and over 50 missiles against infrastructure in Ukraine.
Temperature: minus 10 Celsius.
Impact: Over 500,000 civilians in danger from Russian attacks.
In Berlin, timed for the same winter cold spell, Russia targeted heating and energy systems. Their Vulkangruppe attacked civilian dependence on critical infrastructure in freezing weather.
The operational logic is identical. The difference is how Putin architects deniability.
The Strategy Has a Name
What Russia is executing across both theaters is “coercive degradation”. It is a systematic destruction of civilian trust in infrastructure to break political will without triggering direct military response. The target appears to be infrastructure itself. The target is actually trust in democracy, undermining confidence that a representative government can protect its citizens.
In Russian military doctrine, this falls under “reflexive control”: shaping an adversary’s decision-making by controlling the information and conditions they use to make decisions. When German citizens lose heat in winter and their government lacks a coherent explanation, they begin to question their safety. That questioning is the objective. It of course also matters that Russia has radical right-wing politicians working for them in Germany, pre-maturely declaring the enemy can’t be Russia.
The Gerasimov doctrine explicitly prioritizes non-military means of achieving military objectives. The ratio he proposed: 4:1, non-military to military.
Infrastructure sabotage in any NATO territory is the non-military component. Missile strikes in Ukraine are the military component. We see this play out a single campaign, where different tools are calibrated to what each theater will tolerate.
Russia can’t invade Germany, yet. But they can have the German CDU party and interior minister sow political fear and doubt after Russian assets destroy critical infrastructure.
The Deniability Gradient
Russia operates on a sliding scale of attribution:
Ukraine: Overt military strikes. Denial is performative – everyone knows, Russia doesn’t care. The message is raw power.
Germany: Covert sabotage. Plausible deniability maintained. Attribution is slow, contested, buried in bureaucratic process. The message is vulnerability.
Undersea cables, pipelines: Technical deniability. “Accidents happen.” Years of investigation, sporadic arrests of Russians, no consequences. The message is impunity.
This gradient is the core feature of hybrid warfare, as I discussed earlier with the CIA Snow Globe methodology. Russia calibrates pressure precisely to stay below the threshold that would trigger unified NATO response while still inflicting costs. Each level of deniability corresponds to a different political tolerance in the target population.
Germany should know better than to delay infiltration and disruption of Vulkangruppe’s ties to Russia.
Winter as Weapon
Russia has weaponized winter for centuries, and celebrates it as one of their tactical advantages. Hitler and Napoleon both were wrecked. What’s new is the precision application across multiple countries simultaneously, calibrated to each target’s political tolerance and attribution capacity.
The seasonal window is extremely strategic. Infrastructure attacks in July reveal the many Russian weaknesses. Infrastructure attacks in January are signature Russian, psychologically damaging and potentially lethal. Russia synchronizes its offensive operations with weather that multiplies impact of their least efforts. The same sabotage in summer that would be laughed away, becomes a crisis instead when timed for hospital and school pipes to freeze and heating fail.
This isn’t opportunism. It’s diabolical operational planning. The winter offensive against Ukrainian infrastructure intensifies every year in the same months. The sabotage operations in Germany follow the same calendar. The pattern indicates Russian centralized planning exploiting weather vulnerabilities.
The Strategic Objective
The goal, as always with the Russians, is to fracture political cohesion, inject weakness into an enemy through disruption of representative government. In terms of NATO states, Russia aims for three things:
Vulnerability: NATO members cannot protect their own critical infrastructure
Impunity: Russia can impose costs without suffering consequences
Linkage: Supporting Ukraine means accepting domestic attacks
Every German citizen who loses heat this winter is meant to ask: should I support the AfD (Nazi) party because I’m scared and they talk tough about the enemy? Every unanswered sabotage operation reinforces the message that your government needs a “strong man” to keep you safe.
This is the same logic as the terror bombing campaigns of the 20th century, updated for hybrid warfare. The innovation is plausible deniability for achieving the political effects of strategic bombing without the political costs of attribution.
Why Germany Won’t Say It
German authorities continue treating infrastructure attacks as a string of isolated criminal incidents rather than a coordinated Russian campaign. This unfortunately means that while German intelligence services understand exactly what’s happening, their hands are tied by political paralysis.
Naming Russia as the attacker would require a very different response. A response would require political will. Political will would require explaining to the German public that the AfD (Nazi) party has been involved in Russian sabotage operations, covered up by the CDU party in an attempt to win AfD voters back. Easier to investigate an incident separately, or not at all, and let attribution fade into bureaucratic process, and hope the pattern remains invisible to the public.
This is what Russia pays for and counts on.
The deniability gradient works because Western politicians cooperate and even collaborate with it. They try to spin a fiction of isolated incidents to use for political gain, because acknowledging the sustained attack would require action they’re not prepared to accept and take.
The Test
Ukraine can name its attacker. We see Zelenskyy call it “conscious, cynical Russian terror” because the missiles leave no room for ambiguity, and he is a leader.
Germany plays dumb, or incompetent, and creates a leadership vacuum by refusing to admit its attacker. 15 years of Vulkangruppe attacks and yet supposedly not a single clue linking it to the Moscow Vulkan contractors to FSB (known for Sandworm). Germans are making a choice to let the CDU/AfD dynamic play out and swing politics hard right, rather than force attribution that would expose it. That’s a choice. The sabotage leaves just enough room for official doubt, and German political culture fills that space with paralysis enabling a radical right-wing minister to point the wrong direction. I think we all know how this turned out in Germany before.
Weaponizing winter works the same whether you use missiles or ministers. The only question is whether German intelligence will leak and citizens will start to recognize the pattern before the next heating season, and whether recognition would change anything.
Russia is still betting the AfD (Nazi) party will continue to normalize sabotage. So far, that investment is paying off.
On the implausibility of anarchist operational security and the convenience of unsolved attacks with GRU footprints all over the “snow“.
In January 2026, a group calling itself the radical-right-soundingVulkangruppe claimed responsibility for an arson attack that left 45,000 Berlin households without power during a winter freeze. A huge city without power and heat in freezing temperatures for four days, mobile networks unreliable, and it’s been classified as LOW. German authorities immediately, as if to bypass investigation, blamed an invisible “left-wing extremist” and anarchist movement. The Verfassungsschutz (Federal Office for Constitution Protection) dutifully updated its assessment. Politicians condemned eco-terrorism. The investigation begins now, after the political accusations.
This is the fifteenth year of such suspiciously directed investigations. None have produced a single conviction.
At some point in German history, the question for Berlin shifts from “who is this mystery Vulkangruppe?” to “why has no one been caught?” The answer reveals less about German use of anarchism for political purposes than about the architecture of plausible deniability in hybrid warfare. Or dare I say it’s about whether German intelligence is playing dumb, penetrated, or both.
…Nazi scene has crossovers with state officials. A Berlin police superintendent was accused of supplying classified police computer files to members of the far-right via a chat group. When this was discovered, the officer was simply relocated to another force.
The Timeline Problem
Vulkangruppe was launched in 2011. The Verfassungsschutz dates its founding to that year. The first attacks targeted railway infrastructure in Berlin, claimed by groups using volcano names of Iceland as their signature; a branding tactic that has remained remarkably consistent for fifteen years.
2011 definitely was not a random year in Russian politics, Russian infrastructure attacks, or Russian relations with radical-right groups in Germany. Vladimir Putin was preparing his return to the presidency after the Medvedev interregnum, consolidating what would become an increasingly aggressive posture toward the West. The following years saw Crimea’s annexation (2014), the systematisation of hybrid warfare doctrine, and the dramatic expansion of GRU operations across Europe. Putin, who served in the USSR to resurrect fascist groups in West Germany, was back in the saddle. Putin’s KGB Dresden tenure literally had been running Nazi assets undercover as chaos agent multipliers (e.g. building centrally planned and coordinated “anarchy” cells).
Vulkangruppe’s operational tempo tracks these developments with uncomfortable precision:
2011-2013: Initial attacks on rail and communications infrastructure during Putin’s return to power
2014-2017: Relative quiet during the consolidation of Crimea operations
2018: Resumption with power grid attacks as GRU operations intensify across Europe
2020-present: Escalating frequency and impact, paralleling documented GRU sabotage campaigns
Correlation is not causation. But when a group’s operational rhythm mirrors geopolitical strategy rather than ideological momentum, the analytical frame deserves proper caution and reconsideration.
Want more evidence? NTC Vulkan (НТЦ Вулкан) is a Russian company founded by Anton Markov and Alexander Irzhavsky in 2010. Both are graduates of St Petersburg military academy and served in the Russian army, with Markov reaching captain and Irzhavsky reaching major. Vulkan received special licences to work on classified military and state projects from 2011. Putin’s GRU gets a contractor called “Vulkan” cleared for classified work in 2011, and a self-described Vulkangruppe starts burning German infrastructure that same year. The contractor develops tools for infrastructure attacks and information operations, which is exactly what has been executed in Germany under “Vulkan” branding. The sheer coincidence of naming over time is a wonder to behold.
Vulkan was founded 2010 in Russia and has since been implicated in attacks on Western energy infrastructure. Their slogan translates to “Freedom in time and space. Simplicity. Individuality. Power”, which really means a GRU contractor building infrastructure attack tools and cyberweapons for Sandworm.
Year
NTC Vulkan (Moscow)
Vulkangruppe (Berlin)
2010
Founded by St. Petersburg military academy graduates
Tesla idle factory shutdown, asks for government aid
2023
Vulkan Files leak to Western press
—
2024
Attribution public record
Tesla idle factory high-voltage mast, again asks for government aid
Sept 2025
—
Johannisthal: 50,000 households, 60 hours (longest since WWII)
Jan 2026
—
Lichterfelde: 45,000 households, nearly a week outage during expected winter cold streak
Not to state the obvious here but if a genuine anarchist momentum was suspected, it would need to explain an operational gap that perfectly brackets Vulkan’s focus on Ukraine.
The Operational Signature
The Center for Strategic and International Studies documented that Russian attacks in Europe nearly tripled between 2023 and 2024, after quadrupling between 2022 and 2023. The operational signature is now well-established: low-tech methods, high-impact targets, plausible deniability, locally recruited perpetrators, communications severed before primary attacks.
Zero successful prosecutions despite fifteen years of activity
The last point warrants emphasis. German intelligence acknowledges a 2015 “strategy paper” suggesting “a fixed structure.” Linguistic analysis of claim letters indicates a “partly identical circle of authors.” Yet the Verfassungsschutz officially reports: “Personenpotenzial in Berlin: nicht bekannt”—membership potential unknown.
This is NOT a description of anarchist cells. The opposite. Anarchist movements are notoriously penetrable; informants, defectors, and operational mistakes are endemic to decentralised structures. What German authorities describe is the operational security profile of a state intelligence service: compartmentalised, professionally managed, and protected.
The Acquittal Pattern
In 2024, German authorities arrested two suspects in connection with Vulkangruppe activities. The courts (Amtsgericht Tiergarten) found the evidence insufficient and acquitted both on 15 July 2024. The prosecution did not appeal.
This particular pattern of arrest, insufficient evidence, acquittal, no appeal is a well-known characteristic of cases where intelligence equities have complicated prosecution. Either the evidence cannot be presented without compromising sources, or the sources themselves are the complication.
German commentators have begun asking the obvious question: are Vulkangruppe operatives so far inside they also are Verfassungsschutz contacts? The precedent exists. Germany’s domestic intelligence services have a documented history of maintaining informants within extremist organisations who proved difficult to prosecute—the NSU case being the most notorious example.
But there is another possibility, less discussed: that the penetration runs in the opposite direction.
The AfD Intelligence Pipeline
In November 2025, German lawmakers described the Alternative für Deutschland (AfD) party of operating as a “sleeper cell loyal to Russia.” The accusation centred on the peculiar rush and direction of parliamentary inquiries. A flood of 47 requests within a single year were seeking very detailed information about:
Police drone detection and defence capabilities
Military logistics and procurement schedules
Cybersecurity gaps at federal ministries
Civil protection resources and healthcare facilities
Data centre locations and emergency power supplies
Thuringia’s Interior Minister Georg Maier stated that the AfD appeared to be “working through a checklist from the Kremlin.”
The AFD (Nazi Party) rally in Germany was headlined by the Tesla CEO
The geographic overlap is precise. AfD’s strongholds of Thuringia, Brandenburg, Saxony are the exact same eastern German states where Vulkangruppe concentrates its operations. The Thuringia AfD branch, led by Björn Höcke (whom a German court ruled legally and officially you should call a fascist), has been under surveillance as a “proven right-wing extremist” organisation since 2021.
The information flowing through AfD parliamentary inquiries—infrastructure vulnerabilities, emergency response capabilities, power grid architecture—is precisely the reconnaissance data required for effective infrastructure sabotage.
The Designated and the Undesignated
The European Union, United Kingdom, Canada, Australia, and New Zealand have all designated The Base (Nazi organisation operated from St. Petersburg by alleged Russian intelligence asset Rinaldo Nazzaro) as a terrorist organisation.
The United States has not.
In December 2025, Nazzaro released audio calling for “acceleration teams” to conduct “targeted attacks on essential infrastructure” in America and Ukraine. Less than three weeks later, a fire at a San Francisco PG&E substation knocked out power to 130,000 customers. The cause remains under investigation by Exponent, the notorious firm whose business model is manufacturing reasonable doubt for corporate clients.
Germany faces an analogous situation. Presumably a Nazi terrorist group like The Base doesn’t need to focus there, given Vulkangruppe operates with impunity. And there is no Exponent snow job needed while authorities rush to insist the Roman god “Vulkan” group represents “left-wing extremism.” Perhaps most damning, documented Russian intelligence operations, including AfD’s systematic collection of infrastructure data, proceed through legitimate parliamentary channels.
The analytical question is not whether Vulkangruppe members personally hold some political beliefs of anarchy. Some may even wear an anarchist patch. The question is whether those beliefs, and the ideological framing of attack claims, are simply cover for operations serving ideologically different strategic purposes.
The Preparedness Day Parallel
On 22 July 1916, a bomb exploded during San Francisco’s Preparedness Day parade, killing ten people. The attack was never solved. But it was used very specifically to prosecute innocent left-wing organisers Tom Mooney and Warren Billings on fabricated evidence. This served President Wilson’s domestic political agenda, aligned with Germany, while actual German sabotage networks operated freely across American infrastructure.
Source: SFGate
The institutional utility of attacks plaguing America remaining “unsolved” was that they could be attributed to whoever served the administration’s purposes. The actual perpetrators, connected to German military intelligence operations active across American industrial targets, remained ghosts.
Wilson knew German agents were bombing American infrastructure and shipping in 1915. He was briefed by U.S. intelligence on German “Nachrichtendienst”, and that America was under foreign attack. His infamous “neutrality” rhetoric while investigating left-wing leaders provided domestic cover for foreign sabotage and bombings, even as they were described at the time as a “holocaust” of fire in American industrial areas.
Source: “The German Secret Service in America, 1914-1918”, by John Price Jones and Paul Merrick Hollister. 1918
Contemporary Germany faces a structural parallel. The unsolved “left-wing extremist” attribution over more than a decade serves multiple functions:
It directs investigative resources away from Russian intelligence networks
It provides political ammunition against climate activism and anti-capitalist movements
It maintains the fiction that infrastructure attacks are domestic rather than foreign
It avoids the policy implications of acknowledging GRU operations on German soil
The attacks continue. The investigations produce nothing. And German citizens lose power in winter while their government debates the extremism of environmentalists.
What Would Evidence Look Like?
Critics will note that this analysis is circumstantial. No intercepted communications, no defector testimony, no documentary proof links Vulkangruppe to Russian intelligence.
This is true. It is also the point.
The absence of evidence after fifteen years of investigation is itself evidence of either spectacular incompetence or structural barriers to discovery. German intelligence services that successfully penetrate genuine anarchist networks, that maintain informants across the extremist spectrum, that coordinate with European partners on Russian hybrid threats, have somehow failed to identify a single member of an organisation conducting repeated attacks on critical infrastructure.
The growing question goes far beyond what would prove Russian involvement. It now is what would disprove the link, and whether German authorities are structured to even ask.
When the AfD gathers infrastructure intelligence through parliamentary inquiries, this is documented and denounced but not prosecuted. When Vulkangruppe attacks infrastructure with professional precision, this is investigated and unsolved. When European partners attribute identical attack signatures to GRU coordination, Germany maintains the anarchist frame.
The pattern suggests not investigative failure but investigative success to protect a conclusion that serves institutional interests.
Putin’s Abusive Attribution
Russia’s hybrid warfare doctrine treats attribution as a weapon. Operations are designed to permit multiple interpretations, allowing target governments to choose comfortable explanations over destabilising truths. A government that acknowledges GRU attacks on its infrastructure must respond. A government that attributes those attacks to domestic extremists can defer, study, and ultimately accommodate.
Vulkangruppe may include recruits from anarchist meetups led to believe they are in a cause. This does not preclude, and may even facilitate, their quick utility to Russian strategic interests. The GRU’s documented recruitment model emphasises “locally recruited perpetrators” who are “often unaware of the strategic intent.” Putin was notorious in the KGB days for politically weaponizing German athletic clubs.
The August 2025 Vulkangruppe pamphlet announced intentions to target “Russian and Ukrainian oligarchs”, which is precisely the kind of misdirection a sophisticated operation would include. The January 2026 attack targeted affluent neighborhoods to “cut the juice to the ruling class”, using comic-book villain rhetoric that reads as ideological but functions as operational cover.
Fifteen years without an arrest. A strategy paper without identified authors. Parliamentary inquiries mapping infrastructure vulnerabilities. European partners warning of GRU sabotage at “record high” levels. And German authorities rapidly propping up signs that the only pattern to see here is anarchist eco-terrorism.
For historians of WWI Germany, the parallel requires no elaboration. For contemporary analysts, it demands one question: if this is not Russian hybrid warfare, what would Russian hybrid warfare look like? The answer, presumably, would look exactly like this.
The investigations continue, the exact wrong way. Perhaps because a conclusion was written before the evidence was examined.
NOTE: German intelligence services deny investigative failure and maintain that Vulkangruppe represents domestic left-wing extremism. The AfD denies being Nazis and acting on behalf of Russian interests, and characterises all surveillance other than their own as politically motivated. Russian authorities deny everything including conducting sabotage operations anywhere, ever.
US Secretary of State Rubio has defended AfD against extremist designation. FBI Director Patel has deprioritized far-right investigations. The Base remains undesignated in the country it explicitly targets. This transatlantic coordination of non-investigation of GRU footprints in today’s “snow globe” is, presumably, coincidental.
One must admit the cruelty, really. If you set out to design a cartoonishly villainous assault on Colorado specifically, you could hardly do worse than shitting in their coal and water in the same week. It’s as if someone studied the state seal, noted the pickaxe and the mountains, and thought: attack.
The coal situation achieves a kind of particular insult to Coloradans. Energy Secretary Chris Wright, a fracking CEO who donated $228,390 to Trump’s campaign and once swallowed fracking fluid on camera to fake its safety, has ordered a coal plant to remain open under emergency powers. The emergency does not exist. The grid doesn’t need the power. The plant itself is currently broken, after a critical part failed on December 19th, and produces nothing at all. Rural Colorado ratepayers will spend millions on “repairs”, then $85 million annually operating it, to generate electricity priced higher than alternatives nearly 100% of the time.
Peak Cruelty
The massive corruption for an undeserving beneficiary is not difficult to identify.
Two-thirds of that $85 million is fuel costs, paid to Trapper Mine, whose sole customer is this plant. The “emergency order” is a coal subsidy dressed in the language of grid reliability. This is Wright’s sixth such order – plants in Indiana, Michigan, Washington, Pennsylvania – suggesting less an emergency than a policy of preventing market forces from retiring coal under any circumstances.
Trump’s stated rationale was utter nonsense. Eighty-five million for unnecessary coal from a dead site: “emergency” infrastructure. Just a half million for potable water to 50,000 people: a sudden taxpayer burden claim.
One does not need to be a student of logic to notice the hate for humanity behind the asymmetry.
The bill’s sponsor was a Trump loyalist Lauren Boebert. It was, by most accounts, the most significant legislation of her congressional career. However, six weeks earlier she had been summoned to the White House Situation Room and pressured to remove her name from the discharge petition forcing release of Jeffrey Epstein’s DOJ files. She declined to kiss the Epstein child trafficker ring. The Trump-Epstein disclosure bill passed 427-1. Thomas Massie described what they overcame: “We fought the president, the attorney general, the FBI director, the speaker of the House and the vice president.”
“I sincerely hope this veto has nothing to do with political retaliation for calling out corruption and demanding accountability,” she said, in the manner of someone who believes precisely the opposite.
Colorado, it should be noted, also refused to release election-tampering convict Tina Peters after Trump’s pardon. A pardon that is fraud as it does not apply to state crimes. The state has managed to become a target of the Trump family on multiple fronts.
The Scorpion
Rural Coloradans who voted for Trump three times will now subsidize overpriced and unneeded coal to enrich executives of a plant that doesn’t work, while drinking water is left dangerously contaminated because half a million dollars for health was deemed a waste of money by Trump. The coal industry receives an $85 million handout from taxpayers laundered through abuse of emergency powers. A loyalist who defected on a single vote, and cared about children, watches her signature achievement destroyed.
This is not governance.
It is not even competent grift.
It is the behavior of a very sick man who is proving consequences do not apply to him, like a cartoon villain with no redeeming qualities.
This is a giant T burning on the lawns of Colorado.
The cruelty is the point. America is being recast as the bad cowboy. What would Captain Silas Soule say?
Based on the horrific massacre at Sand Creek, Soul of Silas is a dramatic black and white Western Noir. The film chronicles the final brave acts of one of America’s unsung heroes from the Wild West: Captain Silas Soule, no stranger to the battle for justice.
Digital Manure Is the Point of Technocratic Debauchery
On Saturday, December 20, the infamously unreliable PG&E infrastructure again failed to prevent a fire, and a third of San Francisco was left in darkness.
Traffic lights didn’t light. The city’s Department of Emergency Management naturally urged restraint, asking everyone to stay home so emergency responders could be unfettered.
Instead, across the city, Waymo’s fleet of 800 to 1,000 robotaxis blocked streets by doing the exact opposite: stopping in intersections, impeding buses, and according to city officials, delaying fire department response to the substation blaze itself and a second fire in Chinatown.
Waymo logic was to make the disaster worse, and become another disaster itself, as if massive PG&E failures aren’t a known and expected annual pain in California.
…Waymo vehicles didn’t pull over to the side of the road or seek out a parking space. Nor did they treat intersections as four-way stops, as a human would have. Instead, they just … sat there with their hazard lights on, like a student driver freezing up before their big parallel-parking test. Several Waymo vehicles got stuck in the middle of a busy intersection, causing a traffic jam. Another robotaxi blocked a city bus.
Waymo described itself as “the world’s most trusted driver” in the aftermath of being completely untrustworthy. It tried to distract readers how it “successfully traversed more than 7,000 dark signals.” That would be like saying only look at all the cats and dogs it hasn’t murdered yet. Finally, Waymo promised that it was “undaunted”, in a post explaining why it just manually pulled its entire fleet off the streets. Sounds daunted to me.
The ironies are irresistible, as evidence of cognitive dissonance driving their groundless rhetoric, but the deeper story is why their technology exists, who it serves, and what its presence on public streets reveals about political corruption in California.
Big Tech’s Prancing Princes
In the eighteenth and nineteenth centuries, aristocratic carriages were an unfortunate and toxic fixture of European cities. The overly large and heavy boxes moved unaccountably through streets built and maintained by public taxation and peasant labor. They spread manure for public workers or the conscripted poor to chase and clean. When the elites ran over pedestrians, which happened regularly, there was no legal recourse. Commoners stepped in fear and bore costs, as the privileged passed without paying.
The carriage was far more than transportation. It was the physical assertion of hierarchy in public spaces. Its externalities of the manure, the danger, the congestion, and the noise were all pushed out to be absorbed by everyone else. Its benefits accrued to one among many.
The term “car” is rooted in this ideology of inconvenience to others as status, where overpriced cages for the few consume public space with wasteful and harmful outcomes to the many.
The urban carriage (car) concept, of exclusive wasted public space, is as absurd as it looks and operates.
Waymo’s cars are a mistake in history pulled forward, to function identically to the worst carriages. They move through streets built and maintained by public funds. When they fail, when they kill, emergency responders and traffic police manage the consequences. When they impede ambulances and fire trucks, the costs are measured in delayed response times and lives lost. The company operates under regulatory protection from a captured state agency, the California Public Utilities Commission (CPUC), which forced corporate control and expansion into public spaces over the unanimous objection of public servants including San Francisco’s fire chief, city attorney, and transportation officials.
The parallel is not metaphorical.
It is structural.
Algorithms That Can’t Predict Probable Disasters Should Be Accountable for Causing Disasters
Waymo’s blog post falsely tries to spin PG&E disaster as “a unique challenge for autonomous technology.”
Unique? A power outage in California?
This is false.
It’s so false, it makes Waymo look like they can’t be trusted with automation, let alone operations.
Imagine Waymo saying they see stop signs and moisture as unique challenges. Yeah, Tesla has literally failed at both of those “challenges”, to give you an idea of how clueless the tech “elites” are these days.
Mountain View Police stopped a driverless car in 2015 for being too slow. Google engineers publicly excused themselves by announcing they had not read the state traffic laws. A year later the same car became stuck in a roundabout. Again, the best and brightest engineers at Google, fresh out of Berkeley, claimed they were simply ignorant of traffic laws and history.
Power outages in California are not unique or rare. They are a heavily documented and often recurring feature of the state’s privatized infrastructure. Enron very cruelly, as you may remember, intentionally caused brownouts in California in order to artificially raise prices and spike profits. Silicon Valley veterans build disaster recovery plans around outages, due to recurring events like this, which absolutely forecast PG&E failures. It’s engineering 101.
In October 2019, PG&E cancelled power to over three million Californians in a cynically titled “Public Safety Power Shutoff”. This is the equivalent of someone telling you to pull the power plug on your computer if you are worried about malware. The utility has conducted such shutoffs every year since, as a means of delaying and avoiding basic safety upgrades to infrastructure. A federal judge overseeing PG&E’s criminal probation explained the situation with candor that isn’t even shocking anymore:
…cheated on maintenance of its grid—to the point that the grid became unsafe to operate during our annual high winds.
A year later, with this environmental reality of annual outages in full view, Waymo opened operations in San Francisco. It received approval for commercial service in August 2023. In that time, the company boasted that it accumulated what it calls “100 million miles of fully autonomous driving experience.”
Uh-huh. It created a calculator that could do 2+2=4 around 100 million times. But apparently the engineers never thought about subtraction. Outcomes are different than just measuring outputs.
When the lights went out, in an event that happens so regularly in California it’s become normal, the vehicles froze, requiring human remote confirmation to navigate dark traffic signals.
Dare I ask if Waymo ever considered an earthquake as a possibility in the state famous for its earthquakes and… power outages?
The company describes its baseline confirmation requirements as if it made “an abundance of caution during our early deployment.”
Anyone can now plainly see that, after seven years, such a disinformation phrase strains all credulity. What it reveals is Waymo is deploying an ivory tower system designed for a few gilded elites expecting idealized infrastructure, which doesn’t exist in the state where it operates.
Waymo Benefits, But Who Pays
Waymo is as unprofitable as a San Francisco cheese store in December.
“PG&E fucked us,” Lovett said. “We’re not talking about 120 bucks worth of cheese, dude. We’re talking about anywhere between 12 and 15 grand in sales that I’m not getting back.”
Bank of America estimates Waymo burned $1.5 billion in 2024 against a revenue stream of $50 to $75 million. Alphabet’s “Other Bets” segment reported losses of $1.12 billion in Q3 2024 alone across all their gambling with public safety. The company is valued at $45 billion because of investor confidence in privatisation and monopolization of public mobility (rent seeking streets, taxation without representation), and not current earnings.
The beneficiaries are no mystery: Alphabet shareholders, venture capital, the 2,500 employees at Waymo, and well-heeled lazy riders seeking exclusion and novelty.
The payers are equally clear: emergency responders forced to deal with stalled vehicles, taxpayers who fund infrastructure and regulatory agencies, other road users stuck in gridlock, and potential victims of delayed emergency response.
This is like the days of the giant double-decker empty idling Google Bus parked at public bus stops blocking transit and delaying city workers, because… Google execs DGAF about the public.
Google buses throughout the 2010s regularly blocked public stops and bike lanes, creating transit denial of service. The company pitched the system to staff as a velvet roped shelter from participation in community, similar to their infamous cafeterias.
Research on Big Tech privatization of streets as harmful to the public is unambiguous. Fire damage doubles every 30-60 seconds per NFPA research on active suppression delay. For cardiac emergencies, each minute of delayed response translates to significant additional hospital costs and measurable increases in mortality.
During Saturday’s blackout, Waymo vehicles contributed to delays at two active fires and created gridlock that impeded bus transit for hours. It’s the Google Bus denial of service disaster all over again, yet hundreds of times worse because a distributed denial of service.
No penalty has been assessed yet. The CPUC, which regulates both PG&E and Waymo, responded by saying it has “staff looking into both incidents.” Water is apparently wet. The agency has a history of “looking” that doesn’t look good. It is most known for unanimously waiving a $200 million fine against PG&E in 2020 for electrical equipment failures linked to fires that killed more than 100 people.
Waymo could murder a hundred people in the streets and no one would be surprised if the CPUC said hopes and prayers, looking into it, ad nauseam.
Reverse Exclusion
Traditional exclusion takes the form of barriers. It would be a control that says you cannot enter a space, access a service, or participate in an opportunity. Reverse exclusion operates, well, in reverse. It is the imposition of externalities onto public spaces that cannot be escaped.
Before California’s 1998 bar smoking ban, 74% of San Francisco bartenders had respiratory symptoms of wheezing, coughing, and shortness of breath from being forced to inhale secondhand smoke for 28 hours a week. They couldn’t opt out. The smoke wasn’t their choice. The JAMA study that documented this found symptoms resolved in 59% of workers within weeks of the ban taking effect. The externality was measurable, the harm was real, and the workers had no escape until the government intervened.
Waymo operates the same structure of harm. You can decline to patronize an elite restaurant. You cannot opt out of the surveillance conducted by Waymo mapping every neighborhood, and all the objects around it, for private profit. You cannot choose to have a fire truck not blocked by a Waymo. At this point expect Waymo radar to start looking inside of homes, moving beyond cameras already recording everything outside 24 hours a day.
Waymo claims there is a mobility problem it wants to fix. This is misdirection.
San Francisco is tiny and has BART, Muni, buses, bike lanes, and walkable neighborhoods. A walk across the entire city is a reality, honored for decades by events that do exactly that. The population most likely to use Waymo are outsiders who work in tech, visiting tourists who don’t walk where they come from, and affluent residents who want exclusivity of a carriage experience. The city already has abundant transportation options that would deliver far more than Waymo can for less cost. What Waymo provides is not mobility but class conflict, imposing an ability to move through the city without employing human labor, without negotiating social interaction, without participating in inherently shared efficiency experience of urban spaces.
The royal carriage served a similar function of class conflict. It was never an efficient or safe way to move through a city. It was the physical demonstration of superiority, displaying who mattered and who didn’t.
CPUC Legalized Negligent Homicide
The truth is the technology is not a transportation product. It is a class technology that externalizes harms for its users by privatizing spaces and removing accountability.
Its function was never to move people efficiently or safely since trams and buses do that far better for lower cost. Its function is to assert elitism into physical spaces to redistribute power, extract data from public commons, establish monopoly position for future rent extraction, normalize corporate sovereignty over democratic governance, and transfer huge risk from private capital into public infrastructure.
The CPUC approved Waymo’s expansion over explicit warnings from San Francisco officials that the vehicles “drove over fire hoses, interfered with active emergency scenes, and otherwise impeded first responders more than 50 times” as of August 2023. The agency imposed no requirements to track, report, avoid, or limit such incidents.
The captured corrupted CPUC simply approved unsafe expansion against the public interest and moved on.
The structure is the same one that allowed nobles to deposit loads of manure on public streets while commoners cleaned, if they didn’t die from being run over. Privatized benefits, socialized costs, and institutional arrangements that prevent accountability.
In the 1890s, major cities faced a “horse manure crisis” as the predictable consequence of a transportation system designed to serve elite mobility at public expense. The crisis could have easily been solved by regulating carriages and building public waste infrastructure (e.g. Golden Gate Park is literally horse manure from San Francisco dumped onto the huge empty Ocean Beach neighborhood). Instead it was switched to automobiles, which created far more unsafe externalities: highways intentionally built through Black neighborhoods to destroy prosperity, pedestrian deaths, pollution, congestion from suburban isolation.
Waymo is marketed falsely against human error, when it is the biggest example of human error. It delivers opaque surveillance, regulatory capture, emergency response interference, and reduced quality of life due to physical assertion of tech supremacy (externality) into public space.
The royal carriage existed because it demonstrated hierarchy. The ride share system (e.g. “hackers”) that evolved from it by the 1800s was so toxic it forced evolution of street lights to maintain public safety. The frozen Waymo blocking a fire truck isn’t a bug. It’s the mistake in history rising again, a flawed system returning when it shouldn’t: elite mobility, public costs, zero accountability.
On Monday, Supervisor Bilal Mahmood called for a hearing into Waymo’s blackout failures. Mayor Daniel Lurie disclosed that he had personally called a Waymo executive on Saturday demanding the company remove its vehicles from the streets. That’s the right call.
Waymo’s roadmap for 2026 includes expansion of harms to more freeways, airports, and cities across the United States.