A Blog by Jonathan Low

 

Jul 3, 2026

Kyiv Drone-Maker: Too Much Automation Inefficient For Rapidly Changing War

Ukrainian drones are still largely made by hand - but not because Ukraine is unable to apply automation to manufacturing. 

The issue is that drones are being updated in as little as weeks and usually no more than two months, which means that automated manufacturing is less efficient than humans because of the constant changes in design. Also, because of the threat of attack, which can destroy expensive industrial equipment, it is safer to rely on people. And at the rate Ukraine is producing drones, it makes sense for them. JL

Sinead Baker reports in Business Insider:

A Ukrainian drone maker said keeping up with the rapidly changing battlefield requires manual assembly for some of its work instead of relying only on big machines. we found quite a good balance between automation and flexible manual assembly in order to deliver the upgraded product constantly every month,". There's another advantage, too. Ukraine's arms makers work under the constant threat of attacks, and a big machine being destroyed would be devastating to production. "The big machinery, you can not rely on it if you can lose it anytime," The battlefield in Ukraine changes so fast that soldiers and arms makers say weaponry can go out of date in weeks.  It is a war in which "what seems to be cutting-edge technology will be completely outdated after one, maximum two, months."

Russian Troops Forced To Walk 30 Km To Reach Front Due To Ukraine Drones

You can't very well attack Ukrainian defenses if you if you can't reach the frontline. And that is a growing problem for Russian forces now that the drone kill zone extends 30 to 50 kilometers behind the front. 

Having to advance on foot under drone attack while carrying your own supplies is one of the reasons why the Russians have precipitously declined this year. JL

The Kyiv Post reports:

Ukrainian  strikes on Russian military targets in occupied Crimea and southern Ukraine have severely disrupted Moscow’s logistics, forcing some Russian infantry units to walk up to 30 kilometers (19 miles) to reach frontline positions. Russia is also facing growing difficulties transporting troops to the front line, supplying them and delivering fuel for generators used by drone operators. Ukraine’s goal is to reduce the intensity of Russian attacks by disrupting logistics and protecting both frontline troops and civilians in cities. "So far everything is going according to plan" 

Chinese AI Models Are Closing the Gap With Anthropic, OpenAI

Just at the point where US AI companies and their investors are getting pushback about the already stratospheric cost of their models, Chinese rivals are producing 'powerful but inexpensive' AI, which is putting even greater pressure on Silicon Valley.

Jingoists will decry the 'foreign' threat, but this is really Econ101: when your product becomes too popular and too expensive, a competitor is going to enter the market to take advantage. Welcome to reality. JL

Cade Metz and colleagues report in the New York Times:

Chinese start-up, Z.ai, released an A.I. model that is nearly as powerful as Anthropic’s Fable and Mythos. But Z.ai’s costs much less to use, and no one in the US was putting restrictions on it. It quickly landed on a leaderboard of the world’s 10 most popular modelsZ.ai is on the cutting edge of a wave of powerful but inexpensive A.I. from China challenging the lock that OpenAI, Anthropic and Google have had on the industry. Six of the models now on the A.I. leaderboard were developed in China. Microsoft and Amazon already offer access to some systems from Z.ai, DeepSeek, MiniMax and other Chinese start-ups. Z.ai’s new model, GLM-5.2, arrived just as U.S. businesses realized that they had to find ways to cut down on how much they were spending on A.I. When performing certain tasks, GLM-5.2 costs about an eighth as much as Anthropic’s Claude Opus 4.8

Jul 2, 2026

Massive Polymarket Bets Waged On Putin's Downfall By End of 2026

Although Polymarket is notoriously unreliable in some respects, it does have a reputation for reflecting inside information. That anyone would be willing to bet $400,000 on Putin's downfall suggests, at the very least, a growing lack of confidence in his leadership as well as perceptions of his growing vulnerability.

The picture of an open window, at left, reflects the ominous regular - and presumably cynical - Kremlin announcements that an out-of-favor Russian politician or general has died from 'falling out of an open window." JL

Michael Luciano reports in Mediaite:
An unknown bettor on the Polymarket gambling website plunked down $400,000 on Russian President Vladimir Putin no longer being president by the end of 2026. The wager comes as Ukraine has been hitting targets deep inside Russian territory amid the ongoing war. The bettor’s account, which was created in May, is @ZnotluvuiSamez and has a Ukrainian flag as its profile image. That person has also bet that Ukraine will retake Crimea before 2027. The odds on the Putin bet are at 6:1. If the $400,000 bet hits and Putin is out by 2027, the payout will be around $2.5 million.

Humanoid Robots To Be Developed For Ukrainian Forces

As part of its ongoing initiative to deploy more ground and aerial drones in order to reduce combat risks to its soldiers, Ukraine is holding a grant competition to develop humanoid robots which can perform like soldiers. Ukraine has received versions of such robots, but found them heavy and prone to breakdown. The new grant will emphasize simplicity and reliability.

Though there are concerns about the use of such machines, especially if not controlled by humans, the Ukrainians believe they have no choice given Russia's unwavering refusal to consider a ceasefire. JL

Taras Safronov reports in Militarnyi:

Ukraine will hold a grant competition to develop humanoid robots for the needs of the Armed Forces. Ukrainian developers will initially focus on creating simpler platforms that will gradually gain more complex functionality. Phantom MK-1 humanoid soldier robots from Foundation were delivered to Ukraine to assess their effectiveness. However, such humanoid robots are heavy and expensive, require regular recharging, are prone to breakdowns, and often lose their balance. Approximately 20 motors power the humanoid’s movement, and each of them must operate flawlessly. The key objective of the initiative is to maximize the automation of the front lines and reduce risks to military personnel. 

In June, Russia Took 16X Less Ground For 19X More Casualties Than 2025

Russia's spring-summer offensive is now being called a failure. It has failed 'to produce operationally significant gains,' has cost nineteen times more in casualties than its similar effort last year and has been deemed unlikely to achieve a breakthrough into Ukraine's Fortress Belt which was its stated goal. 

The implication is that despite amassing as large a force as it can, and deploying that force against Ukraine's defenses, it has been unable to achieve any sort of meaningful gain. In other words, the Russian military cannot win given its current leadership, weaponry, strategy, tactics and logistics. That is a worrisome sign for the Kremlin. JL

Maria Tril reports:

Russian forces' spring-summer 2026 offensive — Moscow's declared main effort of the year — has failed to produce operationally significant gains. Russia's rate of advance has been falling steadily since November 2025 and has not recovered. In June, the Russians suffered a sixteenfold collapse in the rate of advance. And the price Russia is paying for those shrunken gains has risen. Russian forces suffered 39,490 casualties in June 2026, or roughly 1,298 per square kilometer seized. In June 2025, they suffered 68 casualties per kilometer. They are now paying nineteen times more blood for every meter they take.  Russian forces are unlikely to achieve a breakthrough into the wider Fortress Belt that was Moscow's stated goal for the offensive. It remains out of operational reach.

Ukraine's Plan To Unnerve Putin and His Supporters Is Working

Ukraine's strategy is to demonstrate to Putin's closest aides, to his oligarchs, to the Russian people - and to the rest of the world that he is incapable of stopping the Ukrainian attacks on Russian soil, especially in and around Moscow. 

That Putin then responds by hitting civilian targets in Kyiv is merely further evidence of his impotence to achieve anything of significance militarily. Aiming for schools, hospitals and apartment buildings is the best he can do. Duly noted, with all that implies. JL

Phillips O'Brien reports in The Atlantic:

The recent focus on Moscow-area targets reveals how the Ukrainian government and military are now taking the war to Putin’s doorstep. They are trying to put political and economic pressure on Putin’s regime and disable his war machine by starving it of money, supplies, and soldiers. Recent attacks typify the Ukrainian strategy to make the war unsustainable. The intended message to the Russian public is that the drone campaign is nowhere near plateauing. Even if Ukraine’s drone strikes do not immediately end Putin’s rule, they have dispelled the idea that Putin can defend Moscow, protect the Russian economy, and look after the Russian military. By revealing the limits of Putin’s power, Ukraine has to be making his allies very nervous.