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I'm curious to hear people's predictions for the future:

1. Will Iran escalate, stay-the-course, or yield more in negotiations? Or take some other action I haven't thought of.

2. If Iran escalates, how far will it go?

3. If Iran does a token retaliation without major escalation, but refuses to give up its remaining nuclear program, what happens? Will the Israeli's be satisfied with a 2-4 year delay in Iran's program or will they continue low-grade attacks for the foreseeable future?

4. If Iran yields in negotiations, how far will they go? Will the agree to cease enrichment? If so, will they try to cheat? Or will the US accept some amount of enrichment and end up with a variant of JCPOA?

5. Do you think something else will happen not covered above?

6. What will the situation be in 10 years? 25 years?






IMO #3. They'll moan for a bit. Continue firing rockets. A couple weeks of this; Iran will claim that Iran won, Israel will claim Israel won. There won't be negotiations or concessions. They'll continue trying to develop nukes, but these past two weeks has set them back years. Things go quiet. In ten years we'll do this all over again.

The thing people seem to not recognize is: There's basically three countries on the planet capable of actually waging war in the 21st century (US, and Russia/China barely). Every other country is just a proxy for one of these three; their domestic capabilities look more like "throwing a tantrum" than actual war. Israel can't wage war without the US. Iran can't wage war without China/Russia. Currently, the superpower contribution to this fight is just dropping some bombs and diverting a few crates of AK-47s.

There's zero capability for long-term war here. But, there's also too much face-saving for negotiations or concessions to happen. So, the fire mostly quenches into embers; like the middle east has always been.


That seems ideal, but my fear is that Iran won't stop.

It's cheaper to build low precision rockets/drones than the Israeli interceptors, so the war _could_ swing in Iran's favor in the long term.

Additionally, Iranians aren't rising up because they don't want to be seen as being controlled by foreigners, but once the war stops, the Iranian regime will have to answer to its citizens. This means the mullahs have no incentive to stop.


Not only will they not stop, this has massively increased their incentive to successfully create a nuclear program.

In the opposite direction but with the same outcome, the just-barely-enough aid that Ukraine has received after being invaded by Russia, has demonstrated that it's foolish for countries to give up their own nuclear weapons, on the understanding that a friendly superpower will protect them.

This has been a very bad decade of events for incentivizing nuclear non-proliferation. I hate it!


That is certainly the conventional wisdom. But is it right?

Imagine that Iran already had 10 nuclear bombs and the US bombed the production sites with B2s. What would Iran do? They can't drop a nuke on the US, and even if they could, that would just ensure their destruction.

Of course, one could argue that Iran is not rational and that it would nuke NYC even if it meant being destroyed as a country. But if we're assuming that they are irrational, then that's all the more reason to get rid of their weapons, even if it meant taking casualties.

And note that the same calculation applies with Iran vs. Israel. If Israel attacks Iran conventionally, Iran cannot escalate to nuclear without also getting destroyed (since Israel has a larger arsenal).

Moreover, Putin's invasion of Ukraine, actually demonstrates the uselessness of nuclear weapons. Yes, NATO and the US were initially deterred because of fears of Russian escalation, but we've continued to cross "red-lines" in arming Ukraine without escalation (tanks, F16, missile attacks on Russian soil, etc.). I'm pretty confident that Europe at least will continue to support Ukraine with ever more powerful weapons without fear of Russia's nuclear threats.


You don't have to speculate like this. We can just look at how North Korea is treated, now that they do have nuclear capability. From the Iranian (or Ukrainian) perspective, the conclusion can only be "better than us".

In your hypothetical, we're sending B2s to drop bombs on their production sites. In the reality, we would not do that, for the same reasons that we are not sending B2s to drop bombs on North Korea's production sites.


Maybe. It certainly would not surprise me if you're right--that's why it's the conventional wisdom.

But these kind of events--Israel defanging Hezbollah, US destroying nuclear sites--should change our priors. And it might change priors in Iran too. Until we actually sent B-2s in, Iran didn't know whether we ever would. They might have held out hope that we were bluffing--that we would never risk a $2 billion plane (not to mention a crew) on bombing a site that only sets back the program a couple of years.

Now that the US has done it, what's to stop us from doing it again later? Why bother spending so much effort on a program that gets blown up every few years? Maybe they'll just try to hide it better, but can they really rely on not having intelligence leaks, given the massive intelligence failures of the past few months?

And North Korea is not a great example. Even if it's true that their nuclear program has deterred us, they bought it at an enormous cost: North Korea is completely isolated. Iran would like to get rid of the current sanctions and start integrating into the rest of the world. Even if the regime doesn't care about its people, it still wants aircraft parts and oil revenue. The US and Israel would be fine if Iran continued to slowly rebuild its nuclear program, as long as it remained under sanctions. They can just wait five years and bomb again. But is that really a victory for Iran?

My point is that these events might cause Iran to re-evaluate the cost/benefits of their current strategy. They might decide that rushing to build a nuclear bomb is not worth the very large costs.


First of all, I disagree with your characterization of what the conventional wisdom is. I don't think most people are thinking about this at all. Most people will come down on rah rah America or boo war is bad, not "it's bad that specifically only countries that don't have nuclear weapons get attacked, because of the bad incentives".

But if this were the conventional wisdom, I'd say that it's clearly right, and you're doing 5d chess to avoid looking it in the face.


> First of all, I disagree with your characterization of what the conventional wisdom is.

Okay, you could be right about that. I don't know.

> But if this were the conventional wisdom, I'd say that it's clearly right

That's really the crux of the disagreement: I don't see it as being clearly right. Maybe I'm overthinking it. Maybe it's biased reasoning on my part (wouldn't be the first time). But I don't think it is obvious how the Iranian regime is going to react. I don't think any one person inside Iran knows how the regime is going to react yet (maybe not even the Khamenei).

It sounds like you think it's obvious how things will play out. That's cool, but that's where we disagree.


Yeah; I also tend to feel that nukes are vastly overstated in their sovereign defensive capability. Definitely non-zero, they help, but at the end of the day having strong normative political and especially economic ties is vastly more powerful.

Ukraine didn't have nukes. Would they have been invaded if they had nukes? Unclear. Maybe. Maybe not.

Taiwan doesn't have nukes. China wants to control Taiwan so, so bad. But, they're staying at a distance for now. Why? Taiwan is an extremely valuable economic ally of the rest of the world. No one wants to disrupt the status quo. We're too interconnected.

Iraq was reported to have nukes back in the 00s, and this was a reason why the US invaded them. We now know, they never had nukes. Maybe there were leaders in the US who knew this at the time, and just outright lied. But, if not: nukes did not protect them from being rubbleized by the US military industrial complex.

Poland doesn't have nukes. Russia isn't going to touch them, despite bordering deep Russian ally Belarus. What makes them so different from Ukraine? NATO. Political alliances. Ukraine didn't make political alliances. No one gave any thought to Ukraine before and even after Crimea; they were always just a weirdly dysfunctional and corrupt ex-Soviet country that no one cared about. Poland is different; they played ball with the west.

North Korea does have nukes, but they don't really have any significant or interesting way of using them. They could hit SK and Japan, but that's about it. We leave them alone. Why? Well, maybe nukes. But moreso: they're chill. They don't have external ambition. They can barely take care of themselves. They aren't calling for the rubblezation of their enemies anymore. Its not the nukes that keep them safe; its the reality that they're kinda playing ball with the rest of the world, in their own way.

Nukes probably help, but the far more likely guarantor of sovereignty is to be valuable to the rest of the world. Have a democratic government. Communicate. Trade. Address corruption. The main thing that Ukraine, Iran, North Korea, 1950s Vietnam, Syria, Libya, etc all have in common is that they're all backward, isolationist countries that never wanted to join up on the global stage, for either side. NK is the only one that's really managed to stay that way mostly unscathed.


> North Korea does have nukes, but they don't really have any significant or interesting way of using them. They could hit SK and Japan, but that's about it. We leave them alone. Why?

Attacking North Korea means millions of starving brainwashed uneducated refugees flooding into China. China will make any deal to avoid that nightmare, that (and Seoul’s destruction) is why no one bothers with North Korea.


Attacking Iran's nuclear capabilities did not create millions of Iranian refugees. Targeted strikes are just that: Targeted.

> Ukraine didn't have nukes. Would they have been invaded if they had nukes? Unclear. Maybe. Maybe not.

Generally interesting comment, but this particular thing is faux uncertainty, I think. The answer is clearly no.

The way North Korea is using their nukes is by not being invaded by their neighboring rivals.


I genuinely do not understand where this take is coming from.

The incentives for having a nuclear program have not changed. Ukraine did not have nukes. Crimea, as a part of Ukraine. Syria. Iraq. Afghanistan. Vietnam. Libya. None of these countries had nukes. They paid for it.

What happened today isn't only not a "massive" change to the status quo, as you seem to think it is. Its so much less significant than what happened to the rest of those countries I just listed. Yet, you used the word "massive". Why? I have no idea.

Iran did not learn any new lessons yesterday. Nothing they didn't already know. The US does not want them to have nukes. We've done everything short of boots on the ground to stop them from having them. They should still want them. They're correct, in the defense of their territorial sovereignty, to want them. But, we'll keep stopping them. That's how it was in the 2000s, the 2010s, its how it is the 2020s, and it's how it will be in the 2030s and 2040s. They keep trying, we keep stopping them. The incentives haven't changed. Nothing has changed. Yet you doomers keep thinking this is the end of the world or its WW3. It isn't.

If anything has changed: Iran just learned that something which took them a decade of development, cost hundreds of lives, and billions of dollars, was stopped by a couple planes from a country half a world away at basically no cost to us, without barely a thought or care. Fox News was tracking these B2s on ADSB a day before they hit Iran; it didn't matter. That's how ahead the US is. The asymmetry here should scare the shit out of them, and the world; that they will never have a conventional nuclear program because they're so unbelievably outmatched and outgunned that if our President has one bad nights sleep he could just wipe out half their country, half of any country, with no congressional authorization, no checks, no balances, just launch a plane and they're dead. Maybe this pushes them to non-conventional means of obtaining nukes; but it shouldn't significantly change their desire for wanting one in the first place. They've always wanted nukes.


Ukraine had nuclear weapons after the fall of the Soviet Union. They were persuaded to get rid of them.

I don't think you're disagreeing with me, you're just comparing to a more recent status quo.

Nuclear non-proliferation was based on the idea that small countries didn't need their own nuclear weapons, because they could ally with a superpower / bloc with nuclear weapons, and piggy-back on those superpowers not wanting to go to war, to avoid nuclear confrontation.

It is true that some countries, like Israel and North Korea, never bought that idea, and went ahead and got their own nukes.

That those countries who didn't buy into non-proliferation have fared better in the last couple decades than the ones on your list who have been attacked with little repercussion, is exactly the point.

Ukraine was willing to give up its nukes decades ago, now it's clear they shouldn't have. Iran was willing to enter into a non-proliferation agreement a decade ago, now it's clear they shouldn't.

But this is a much worse equilibrium than if we could have actually made non-proliferation work. Now every small country should clearly be trying to build nuclear weapons, if they can. And I think that's bad.


> Nuclear non-proliferation was based on the idea that small countries didn't need their own nuclear weapons, because they could ally with a superpower / bloc with nuclear weapons

There are dozens of examples of denuclearized countries that are, today, at near-zero risk of being attacked or invaded, possibly because of their political and economic relationship with the United States. Taiwan, Japan, Poland, Canada, Spain, Australia, many others, these are all countries that do not have nukes, have a great political and economic relationship with the US, and are currently at 0% risk of attack or invasion by our shared enemies (ok, you can put Taiwan at slightly higher than 0%).

Ukraine never had this kind of relationship. They tried to play both sides with their denuclearization agreement; that's what screwed them. Other countries picked a side when they denuclearized.

Statistically: There are, I believe, zero examples of a US political or economic ally being attacked or invaded, regardless of their nuclearization status, post-Vietnam. The only example of anyone who is remotely close to this is Taiwan, and even that's very far away from igniting.


> Taiwan, Japan, Poland, Canada, Spain, Australia, many others, these are all countries that do not have nukes, have a great political and economic relationship with the US, and are currently at 0% risk of attack or invasion by our shared enemies (ok, you can put Taiwan at slightly higher than 0%).

Including Taiwan in this list is hilarious.

Poland, Canada, Spain, Australia, and others, are certainly reevaluating the wisdom of their current strategy. That's the whole point I'm making.


No they aren't. Literally none of them are. You just made all that up.

Poland has said that they want nukes, but their specific ask was that US nukes be hosted on their soil; not that they want sovereign nukes under their own control, that the public has heard.


Ok bub! Enjoy your pleasant fantasy!

If you can't present evidence, maybe you should take that as a sign that you need to reevaluate your view.

This isn't an empirical question, it's analysis, not fact finding.

> Taiwan, Japan, Poland, Canada, Spain, Australia, many others (...) have a great political and economic relationship with the US, and are currently at 0% risk of attack or invasion

I'm sorry, are you from the past? You literally listed Canada which Trump threatened with invasion.

The U.S. has no stable economic relationship with any country under the current administration and won't regain the trust for years or decades to come.

There's just these two quite different non-economic relations - not relationships - Israel and Russian Federation. The latter may even be Trump's hallucination but I'm giving him a benefit of the doubt. He finds common language with warmongering dictators.


Iirc Ukraine had nukes but no way to use them. They didn’t have the keys so to speak so they were basically a storage location. The nukes were worthless as a deterrent.

It would have been easier to solve that problem than to spin up an entire nuclear weapons capability from scratch.

Analysed logically the aim of your post was a positive message that pushes back against "doomers", yet somehow it left me more depressed about the utter futility and meaningless of existence than any other comment I've read so far.

There is nothing "doomer" about my comment that they replied to! It's just true (as this person agrees) that everyone has the incentive to build their own nuclear weapons, because they can't trust anyone else to protect them. That's just how it is now. And maybe non-proliferation was always a pipe dream. But I do feel like we could have given it a better go!

But it's also just how it is that the biggest countries already had huge nuclear stockpiles. I'm not convinced that small countries trying to build them also is a huge contributor to that base level of risk. But we've been surviving in that state of the world for about three-quarters of a century now.

It can't be the case that being open-eyed about the current state of things is "doomer", right? I'm not speculating impending future doom, just describing current conditions as I see them.


Medvedev wrote on social media today that “Critical infrastructure of the nuclear fuel cycle appears to have been unaffected or sustained only minor damage. The enrichment of nuclear material — and, now we can say it outright, the future production of nuclear weapons — will continue. A number of countries are ready to directly supply Iran with their own nuclear warheads”.

If there’s anything to that statement, things are likely to remain messy.


Medvedev is like the US’s Lindsey Graham. Of all the politicians, they are to be least trusted due to their absurd hawkish takes.

Worldwide, it’s always the presidents who need to cling to power to avoid accountability.

We already pulled the “they have WMDs” card, despite significant credibility problems.

We have a completely inexperienced 22 year old in charge of terrorism prevention at a time when any act of terrorism against the US would be a nightmarish scenario for escalation.

To me it looks as though we sent the invitation and left a note that the front door is unlocked.


#5. The US, Israel, and Saudi Arabia will look for a proxy to fight Iran. China to determine if it should back Iran or not.

     Timeline of previous events
     2006  – Hezbollah–Israel War: Iran arms Hezbollah during the 34-day conflict with Israel.
     2010  – Stuxnet cyberattack: U.S. and Israel deploy malware against Iran’s Natanz uranium centrifuges.
     2020  – Assassination of Iranian general Qasem Soleimani by Trump who orders drone strike that kills the IRGC Quds commander
     2021  – Houthi–Saudi Escalation: Iran-backed Houthis use drones and missiles against Saudi Arabia.
     2022  – Iran supplies thousands of Shahed-136 kamikaze drones to support Russia’s war in Ukraine and transfer technology to Russia 
     2023  – Iran-backed Hamas conducts large-scale attack against Israel who responds with major military operations in Gaza.
     2025  – Israel and the US bomb Iran’s nuclear sites

Trump’s now posting about regime change

Watch the last episode of SILO.

> Dan is a congressman, and what journalist Helen really wants from him is information. She’s particularly interested in a “dirty bomb”—particularly, whether the rumors of one exploding in New Orleans are real, or merely fabricated to advance a war between America and Iran. Dan doesn’t answer, instead choosing to leave. It’s all vague, but it gives the viewer a chance to piece some details together: It was likely the bomb and the escalation of a war between America and Iran that led to the creation of the silos.

https://time.com/7206478/silo-season-2-finale-explained/




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