Jeffrey Lewis

Jeffrey Lewis

@armscontrolwonk.bsky.social

William J. Perry Lecturer at Stanford CISAC & Distinguished Research Fellow FPRI. Member of the Bulletin of Atomic Scientists Science and Security Board & National Academies Committee on Int’l Security and Arms Control.

18.5K followers132 following932 posts

Jeffrey Lewis reposted

Amazing what David, Frank and I were able to do in 1998, but what Jeffrey can do now with more data and tools expands the possibilities. It was great to spend last week with colleagues and reinvigorate the conversation about open source analysis. (h/t Stanley Center and Global Risks Fund).

Jeffrey Lewis@armscontrolwonk.bsky.social

Pakistan announced nuclear explosions at two sites in 1998: five at Ras Koh on May 28, then another in the Kharan Desert on May 30. @coreyah.bsky.social identified where the Kharan shot likely happened. I processed 1998 SPOT & LANDSAT imagery and ... she's right! Clear ground disturbance.

Pakistan announced nuclear explosions at two sites in 1998: five at Ras Koh on May 28, then another in the Kharan Desert on May 30. @coreyah.bsky.social identified where the Kharan shot likely happened. I processed 1998 SPOT & LANDSAT imagery and ... she's right! Clear ground disturbance.

I processed the 4 images by hand, but a real answer requires working out whether the change is persistent. To do that, I used Planet Lab's new AI agent, Lanette, to process 2 years worth of LANDSAT images. Yep, that's a persistent change, likely because of the nuclear explosion. t.co/ACzs4pabTH

Jeffrey Lewis reposted

Super website creator Greg found the original podcast @armscontrolwonk.bsky.social and I did on April 20, 2014. And the audio is worse than I remember. We are awkward and terrible at hosting. And it is totally awesome. We have been podcasting together for 12.5 years! And still going strong

Our friends at Planet Labs PBC got a shot of the launch barge hours before South Korea's "hypersonic" missile test. 👏All long-range missiles are hypersonic.👏

NPR@npr.org

The test follows North Korea's recent hypersonic missile test. Tensions between the Koreas have increased after land mine explosions injured three South Korean soldiers near the border. North Korea denies responsibility. n.pr/4hCVp56

The Second Economic Commission watching its football team (Ponghwa) get trounced 4-1 by the Missile Administration (Hwasong). I imagine they made the same faces when Kim called Yang Sung Ho "a goat yoked to an ox cart."

Jeffrey Lewis reposted

Jeffrey Lewis reposted

+1. A lot of the construction of risk has to do with underlying priors about existential and catastrophic risk more so than the particularities of a given technology. That doesn’t mean the view is invalid; but it does imply one should interrogate those assumptions.

Ankit Panda@nktpnd.bsky.social

I think people with no exposure to effective altruism/online rationalist communities are having a very hard time making sense of the doom-talk coming out of the frontier labs. A bit of orientation with those worlds is helpful context.

Jeffrey Lewis reposted

I think people with no exposure to effective altruism/online rationalist communities are having a very hard time making sense of the doom-talk coming out of the frontier labs. A bit of orientation with those worlds is helpful context.

Jeffrey Lewis reposted

Curious about how to model a constellation of space-based interceptors? Well @aaronstein1.bsky.social, @armscontrolwonk.bsky.social, & I have a report for you! We tailored SBI constellations to genuine adversary missile threats to get a more realistic, flexible sense of their size & cost

🆕 Nothing New Under the Golden Dome by Sam Lair, Jeffrey Lewis, and Aaron Stein. The authors developed a model to tailor interceptor satellite constellation size to various adversary missile threats and estimate the cost of those constellations. Click below to read their conclusions.

Jeffrey Lewis reposted

My latest report for @fpri.bsky.social with colleagues @slair.bsky.social and @armscontrolwonk.bsky.social

🆕 Nothing New Under the Golden Dome by Sam Lair, Jeffrey Lewis, and Aaron Stein. The authors developed a model to tailor interceptor satellite constellation size to various adversary missile threats and estimate the cost of those constellations. Click below to read their conclusions.

This is a good answer and it beats the hell out of the alternative.

Aaron Rupar@atrupar.com

Q: Have you ruled out using a nuclear weapon against Iran? TRUMP: Well I would never say that, but the answer is yes. What a stupid question that is, actually.

Trump says North Korea has "57 very powerful nuclear weapons." 57 is an oddly specific number. A short 🧵on why the real number is almost certainly higher.

Aaron Rupar@atrupar.com

Q: Are you exchanging written letters with Kim Jong Un? TRUMP: I can't tell you that. But I get along with him great. He has 57 very powerful nuclear weapons. He's gonna be fine.

View full thread

One final caution. Remember Trump's "super duper" missile that Bob Woodward thought was nuclear? We're now pretty sure it was the Common Hypersonic Glide Body. Trump was describing a real program, but mangled beyond recognition. (He also reportedly kept saying "hydrosonic" in private.)

Trump says North Korea has "57 very powerful nuclear weapons." 57 is an oddly specific number. A short 🧵on why the real number is almost certainly higher.

Aaron Rupar@atrupar.com

Q: Are you exchanging written letters with Kim Jong Un? TRUMP: I can't tell you that. But I get along with him great. He has 57 very powerful nuclear weapons. He's gonna be fine.

View full thread

Back to Trump. Where did 57 come from? Maybe he means some subset of North Korea's arsenal? Trump referred to "very powerful" nuclear warheads. I might believe that North Korea has ~60 thermonuclear warheads for ICBMs. That would be a plausible increase from 4-6 in 2019.

Or maybe someone told Trump the DPRK design resembles the B57, which was a fairly light-weight bomb with a yield of 20 kilotons. So he means they have very powerful B57 like nuclear weapons? Really, your guess is as good as mine.

Trump says North Korea has "57 very powerful nuclear weapons." 57 is an oddly specific number. A short 🧵on why the real number is almost certainly higher.

Aaron Rupar@atrupar.com

Q: Are you exchanging written letters with Kim Jong Un? TRUMP: I can't tell you that. But I get along with him great. He has 57 very powerful nuclear weapons. He's gonna be fine.

View full thread

How does that square with 250 Hwasong-11 launchers (each with 4 missiles)? Or 80 600 mm MLRS launchers (each with 5-6 rockets)? Or destroyers with VLS cells? North Korea is deploying a lot of missiles to arm with just 57 warheads.

I suppose it's possible that North Korea is just ahead of itself -- that the missiles are available and the fissile material is coming, but they haven't put it all together yet. But it seems more likely to me that we've been slow to update our priors.

Trump says North Korea has "57 very powerful nuclear weapons." 57 is an oddly specific number. A short 🧵on why the real number is almost certainly higher.

Aaron Rupar@atrupar.com

Q: Are you exchanging written letters with Kim Jong Un? TRUMP: I can't tell you that. But I get along with him great. He has 57 very powerful nuclear weapons. He's gonna be fine.

View full thread

Indeed, North Korea is also producing MANY nuclear-capable delivery systems including new solid- and liquid-fueled ICBMs. Here's Kim looking at an ICBM production run. I count 25+ missiles. We think there are only ~30 more warheads left to go around?

Trump says North Korea has "57 very powerful nuclear weapons." 57 is an oddly specific number. A short 🧵on why the real number is almost certainly higher.

Aaron Rupar@atrupar.com

Q: Are you exchanging written letters with Kim Jong Un? TRUMP: I can't tell you that. But I get along with him great. He has 57 very powerful nuclear weapons. He's gonna be fine.

View full thread

I understand that not every kilogram of material need be weaponized immediately, but given Kim Jong Un's repeated references to the urgency of increasing fissile material production, it's hard for me to imagine that he just going to stockpile it.

Trump says North Korea has "57 very powerful nuclear weapons." 57 is an oddly specific number. A short 🧵on why the real number is almost certainly higher.

Aaron Rupar@atrupar.com

Q: Are you exchanging written letters with Kim Jong Un? TRUMP: I can't tell you that. But I get along with him great. He has 57 very powerful nuclear weapons. He's gonna be fine.

View full thread

Do the math. 60 in 2017, plus 12 a year for nine years would put the upper bound at around 200 warheads today. Even starting with the more cautious figure of ~30 assembled weapons in 2019, one would have to believe North Korea builds only 3-4 weapons per year.

Meanwhile, North Korea is piling up fissile material. A new reactor at Yongbyon came online in late 2023 and new centrifuge annexes went up at Kangson (2024) and Yongbyon (2022), and a new enrichment facility appeared at Yongbyon this year.

Trump says North Korea has "57 very powerful nuclear weapons." 57 is an oddly specific number. A short 🧵on why the real number is almost certainly higher.

Aaron Rupar@atrupar.com

Q: Are you exchanging written letters with Kim Jong Un? TRUMP: I can't tell you that. But I get along with him great. He has 57 very powerful nuclear weapons. He's gonna be fine.

View full thread

Trump says North Korea has "57 very powerful nuclear weapons." 57 is an oddly specific number. A short 🧵on why the real number is almost certainly higher.

Aaron Rupar@atrupar.com

Q: Are you exchanging written letters with Kim Jong Un? TRUMP: I can't tell you that. But I get along with him great. He has 57 very powerful nuclear weapons. He's gonna be fine.

IC estimates of foreign nuclear stockpiles are basically never point estimates. They're ranges with confidence levels. Declassified documents show rounded numbers—"enough material for X to Y weapons"—not individual warhead counts. "57" is not how the IC talks.

I wish we would take this opportunity to reduce over-classification instead of endorsing over-classification as a pretext to attack Trump. He’s broken enough real laws that we don’t have to endorse the fake ones.

MS NOW@ms.now

EXCLUSIVE: Trump’s closest aide, Natalie Harp, declined multiple times over more than a year to seek a routine security clearance normally obtained by West Wing staffers to work at the White House, sources tell MS NOW.

I don’t care if he’s having an affair, he has original classification authority, and it’s all Calvin-ball anyway. The President can tell the people he trusts what he thinks they need to know.

Fact check: True. Caddell was talking about Reagan-like landslide for Romney in 2012 but in the end it wasn’t even particularly close as Obama swept Michigan, Minnesota and Pennsylvania, while picking off Florida and Ohio.

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