Mike Frantzen

Mapping The Entire AI Supply Chain
A walk through the AI supply chain, from gallium to the grid to the frontier labs, by aggregating all 296 companies financial filings .
 • Mike Frantzen
AI in Warfare Part 7: Win Every Battle. Lose the War.
Unbreakable AI moves your dead off the battlefield. It does not move them out of the war.
 • Mike Frantzen
AI in Warfare Part 6: The Unexpected Deterrence
In my models a thinking enemy declined roughly half the engagements, and kept the ones he wins
 • Mike Frantzen
AI in Warfare Part 5: The General Quits First
In the model, an unbreakable AI commander is worth more than an unbreakable AI army, and neither is worth much on a jammable substrate.
 • Mike Frantzen
AI in Warfare Part 4: ADM Nelson Beats the Robots
Give the Franco-Spanish fleet crews that cannot break and they still lose five times out of six. Courage was never Trafalgar’s missing variable.
 • Mike Frantzen
AI in Warfare Part 3: Out-Fought, Not Out-Frightened
373 years of battle data versus the most repeated idea in pop military history.
 • Mike Frantzen
AI in Warfare Part 2: 91.7% of the Army Was Still Standing When It Ran
Bull Run, Iwo Jima, Pickett’s Charge, and Trafalgar in a validated combat simulator, run with the characteristics of AI weaponry.
 • Mike Frantzen
AI in Warfare Part 1: Beyond the Breaking Point
Historical battles, AI weapons, and the measured value of forces that do not break.
 • Mike Frantzen
The Secret the Government Keeps From Itself
An intelligence assessment of the US classification system, by the rules the intelligence community itself uses
 • Mike Frantzen
Chinese Bribeflation
Exactly how much does it cost to buy a bureau chief?
 • Mike Frantzen
China Economic A2AD Part 8: So, Is it Working?
China’s economic-warfare machine, graded objective by objective. There is one causal win. It is not the one Washington argues about.
 • Mike Frantzen
China Economic A2AD Part 7: Never Verify Against a Sensor the Adversary Owns
A field taxonomy of Chinese statistical opacity, with measured error bars on the workaround.
 • Mike Frantzen
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