A Blog by Jonathan Low

 

Apr 16, 2026

Ukraine Has Fire Control Over All Major Russian Logistics Routes In Donetsk

Mundane, yet extraordinary. Ukrainian forces now have all major Russian logistics routes in occupied Donetsk under fire control, primarily from drones. 

As a result, any vehicle or troop concentration spotted can be destroyed. Nowhere is safe, no matter how far from the front line. This is a significant strategic achievement for the Ukrainians. JL

Stanislav Pohorilov reports in Ukraine Pravda:

Ukraine's 1st Azov Corps has taken control of all Russian logistics routes in occupied Donetsk and (can) now destroy any targets moving along them in the 'deep operational zone.' UAV operations along the routes of Zuhres, Andriivka, Starobesheve, Horlivka, Lysychansk and the Donetsk ring road indicate the ineffectiveness of Russia's airspace control system. "Not long ago, the occupiers felt completely safe there. But now all military targets moving along roads around Donetsk will be destroyed"

Russian Air Defenses Are "Collapsing" As Ukraine Targeting Decimates Them

Ukraine has destroyed 492 Russian air defense systems - both mobile and stationary - in the past nine months. This was not just opportunistic. It was part of a strategy to degrade Russian air defenses in order to then enable the decimation of the targets - troop concentrations, logistics, headquarters - that the air defenses were protecting. 

The success of the 2026 Ukrainian counterattacks against Russian defenses is a result, in large measure, of that quiet, systematic and relentlessly lethal strategy execution. JL

David Axe reports in Trench Art:

That the Russians couldn't stop Ukrainian jets from lobbing GBU-39s at Donetsk airport's drone storage facility, a target 40 km inside Russian-controlled territory underscores how badly Ukrainian forces have degraded Russian air defenses in recent months.  Systematically striking Russian radars, surface-to-air missile batteries and mobile air defense systems all along the front, Ukrainian forces are “collaps[ing] the layered defensive architecture that the Russian integrated air defense doctrine depends upon. The strikes on Russian air defenses—at least 492 of them between June and early March—are part of a carefully scripted plan. Destroying air defenses faster than the Russians can replace them has the effect of “facilitating strikes on more critical targets deep within Russian territory,”

Apple Could Win the AI Race By Reaping Reward of Other Firms' Spending

At various times during the past two-plus decades of the dotcom-mobile-AI era, references to another fabled Bay Area enterprise, Levi Strauss, and its enduring business model have re-emerged. The theory was that while lots of aspiring gold miners wasted time and money digging for elusive wealth, Levi Strauss got rich by selling them what they needed: shovels, tents, pans, food - and pants. 

Many tech or tech-adjacent firms yearned to be the supplier who coined it without having to do the hard work of actually digging, eg, writing code, fighting off avaricious competitors, etc. Ironically, if not surprisingly, it turns out that the big tech company closest to a latter-day Levi Strauss is none other than one of the originals: Apple. The Levis-Apple AI corollary is that while Microsoft, Amazon, OpenAI, Anthropic et al spend gazillions on data centers, talent, etc, Apple is just collecting tolls without having to spend as much because all the smart guys need the App Store gateway to get to their customers. Somewhere, ol' Levi is smiling and snapping the suspenders holding up his jeans. JL

Dan Primack reports in Axios:

Apple isn't burning cash to buy GPUs for training AI models and processing prompts. Nor is it investing huge sums in OpenAI or Anthropic, as are rivals Amazon and Microsoft. (But) Apple may reap the rewards of everyone else's spend by selling high-end consumer hardware that will become even more essential as AI becomes more ubiquitous. AI advancements could lead to shorter upgrade cycles, while Apple's reputation for enhanced privacy could become an enhanced selling point. All the while, "taxing" (AI-specific) firms via the App Store. It doesn't matter to Apple which app gets used most, so long as it's being used. This is an argument that more investors, including VCs with big AI positions, have been whispering about.

Apr 15, 2026

Ukraine's 2026 War Gains, Most In 3 Years, Due To "Tactical Dominance"

There are two especially significant implications in this. The first is that the Ukrainians have become far more sophisticated in planning and executing their attacks. The key point is that experts are saying the recent Ukrainian gains are not happy accidents, or luck; they are the result of utilizing better information to make quick adaptive decisions creating opportunistic advantages for which the Russians are unprepared to respond. 

The second implication is that the general tone of reporting about Ukraine's battlefield performance compared to that of the Russians has become far more positive. This is a noticeable change from the reporting of the past few years, which tended to give the Russians the benefit of the doubt. And it reflects the growing realization that the Ukrainians have become a far more formidable force, one which the Russians appear incapable of surmounting. JL 

Sinead Baker reports in Business Insider:

Ukrainian forces are seeing battlefield gains not achieved in years. "The Ukrainians are gaining more ground, notably, in February, more territory than the Russians. It's not accidental. It's not circumstantial. The reasons for it," attributed to planning and degradation of defenses to set successful attacks. Ukraine is now "demonstrating more sophisticated and deeper capability for operational planning and for preparing the battlefield and then executing." Ukraine made its Delta system - an online battle management system that shares real-time data - mandatory for all combat units. That has helped them think beyond defeating the Russian forces immediately in front to "the deeper depths of the battle and how to degrade the Russians there."

29 Russian Soldiers Killed In Attempted Sumy Gas Line Infiltration

A rational military strategist would be forgiven for assuming that - if his enemy had tried to use underground gas pipelines to infiltrate behind an opponent's positions, but had failed not just once, but every time the tactic was attempted - they would then draw the conclusion that it was an interesting idea but one from which they should move on and try something else. Such a rational strategist, though, would evidently not get very far in the Russian army. 

The Russians tried to infiltrate Ukrainian positions in Sumy oblast using just such a gas pipeline. That they had tried to use the very same pipeline before - and failed - does not seem to have deterred them. And once again, the hapless Russian soldiers forced into this attack were quickly spotted. 29 of them were then killed. JL

Tanya Myronyshena reports in the Kyiv Independent:

Twenty-nine Russian soldiers attempted to infiltrate Ukrainian rear positions via a gas pipeline in Sumy Oblast but were detected and killed, Ukraine’s 71st Airmobile Brigade reported April 14. It was not the first such attempt in the area, with Russian forces using the same route before despite heavy losses. Russian forces have used large pipelines on several occasions in their war against Ukraine, including during the battle of Avdiivka, Sudzha in Kursk Oblast, and more recently, Kupiansk in Kharkiv Oblast. "The real goal of the occupiers appears to be ‘self-demilitarization,’"

As Russia's 2026 Offensive Fails, Ukraine Fortress Belt Is Kremlin Mirage

Given that Russia's combined winter and spring offensives have resulted in what amounts to a net gain for counterattacking Ukrainian forces, the Kremlin's desire, still, to take all of Donbas, especially the heavily defended 'Fortress Belt" cities appears even less realistic than it was previously, when Ukraine was not doing as well as they are this year. 

The Belt is a huge area, seven times the size of Pokrovsk, which Ukraine has spent 11 years fortifying. Some estimates suggest that a serious Russian attempt to take it could cost the Kremlin another million casualties. Not that anyone thinks Putin or his claque care about the lives of ordinary Russian soldiers, but the Russian army is already showing signs of strain from the current casualty rate. This is why the Kremlin continues to demand in 'peace negotiations' that Ukraine surrender the Fortress Belt: because they realize that they are incapable of taking it in battle. JL

The New Voice of Ukraine reports:

In the first three months of 2026, Ukraine liberated more territory than Russia captured for the first time since 2023. If this trend continues, Russia's ability to capture the fortress belt may be completely (out of) the question.  The "fortress belt" refers to four cities in Donetsk Oblast (Kostyantynivka, Druzhkivka, Slovyansk, Kramatorsk).This belt is 50 km long, It is more than four times the area of Bakhmut and seven times the area of Pokrovsk. It is optimal for defense in all topographical and geographical ways. (Plus) "Ukraine has spent the last 11 years investing time, money, and effort fortifying the fortress belt. The high casualties Russia suffered in Bakhmut or the campaign to capture Pokrovsk will pale in comparison to those it will suffer to capture the belt - if we assume Russian forces will (even try)."

65% Of US Voters See AI Data Centers As Unwelcome As Nuclear Power Plants

American public opinion has turned decisively against the construction of AI data centers in local communities, with a significant majority saying they are as unwelcome near their homes as a nuclear power plant. Recent polls in Virginia, which three years ago showed 69% favored the centers, now show that has plummeted to 35%. In Maine, the state legislature has enacted a ban on large data centers. 

The implication for the future of AI is serious. Data center building is already behind schedule because of overly optimistic (from simply uninformed to delusional) assumptions about the availability of construction materials and workers, as well as component suppliers to meet the extraordinary demand. Those delays are now increasing as local and state officials see public opposition growing, so move to respond by slowing regulatory approval. The problem for Big Tech and AI investors is that valuations and growth projections were based on rapid construction of data centers, an untested expectation now facing disruptive challenge. JL 

Evan Halper and colleagues report in the Washington Post:

Legislators in Maine passed the nation’s first statewide ban on large data centers, part of a growing backlash to the energy-intensive facilities that fuel AI. Voters in Virginia, a global hub for data centers, have turned sharply against the facilities after previously welcoming them. In 2023, 69% of voters said they would be comfortable with a new data center in their community. That has plunged to 35% in the past month. That shift suggests Virginians now consider data centers almost as undesirable as nuclear power plants. A 2023 poll found just 33% of voters nationwide would be comfortable seeing one built in their community. Similar disillusionment has taken hold across the country. Nationwide, 62% of Americans say the cost of data centers outweighs the benefits