Josse-posten

Trump in Beijing, secret strikes across the Gulf, and a nation learning how many remain.

Two Empires, One Table

Donald Trump landed in Beijing for what analysts call the most significant US-China summit in years. Trade, Taiwan, fentanyl, and the Iran war dominate the agenda — with an early point of consensus emerging: both sides agreed to oppose Iranian toll collection on the Strait of Hormuz. But the summit’s subtext may matter more than its communiqué. Reporting from the New York Times and The Atlantic documents a shift in Chinese strategic thinking: Beijing’s analysts increasingly treat the Trump era not as a cyclical disruption but as confirmation of terminal American decline — a framing that shapes its willingness to concede on anything, from Taiwan timelines to trade terms. A new NPR–Chicago Council poll finds most Americans believe US tariffs have hurt both economies and that the Iran war is bad for America.

Back in Washington, the CBO scored Trump’s “Golden Dome” missile shield at $1.2 trillion over 20 years — seven times his initial estimate — and analysts warned it may not stop a full-scale attack.

BBC · Al Jazeera · NYT · The Atlantic · Reuters · NPR (poll) · BBC (Golden Dome) · NPR (cost)

The Strikes No One Announced

While the world tracked American bombs falling on Iran, Saudi Arabia and the UAE were running their own war. Reuters and the Wall Street Journal reveal both Gulf states conducted covert military strikes on Iranian targets — marking the first time Saudi Arabia has ever directly attacked Iran. Saudi strikes were described as numerous and unpublicized; the UAE struck independently using Western-made fighters and surveillance networks. The message is structural: Gulf monarchies will no longer rely exclusively on the American security umbrella. The risk is equally structural: they’ve made themselves direct targets if the ceasefire collapses.

Reuters · WSJ · The Guardian

Twenty-Two Million

Ukraine’s Social Policy Minister estimates 22–25 million people remain in government-controlled territory — down from roughly 40 million before Russia’s full-scale invasion. The Institute of Demography places the figure at around 29 million, noting approximately one million deaths in the past year alone. Ukraine now simultaneously holds the world’s highest mortality rate and lowest birth rate. Mass emigration shows no sign of reversing. Demographers describe a structural collapse that wartime recovery would struggle to reverse.

PRM.ua · r/geopolitics

Labour’s week gets worse Four ministers resigned in 24 hours. A leaked union statement predicts Starmer won’t lead Labour to the next election, saying the party “cannot continue on its current path.” Starmer insists he won’t quit. — Guardian (unions) · Guardian (ministers) · BBC · Al Jazeera

Trump and Xi at a bilateral meeting ahead of the Beijing summit.

World

The Iran War

Twenty-Five Billion and Counting

The US war on Iran has cost roughly $25 billion over two months, with Pentagon officials unable to give Congress a precise accounting. Iran has declared the Strait of Hormuz a “vast operational area” far wider than before the war, pushing oil above $100 per barrel — a level analysts expect through year-end. The disruption cascades deep into consumer supply chains: one snack manufacturer switched to black-and-white packaging due to ink shortages traced to Iranian petrochemical cuts. A Bahrain-led UN resolution calling for free navigation has won backing from 112 nations, and Australia has pledged to join an international reopening mission.

The Guardian (live) · Al Jazeera · BBC (oil) · BBC (packaging)

Thirty of Thirty-Three

Classified US intelligence shows Iran retains operational access to 30 of its 33 missile sites along the Strait of Hormuz — directly contradicting Trump’s repeated claims of fatal degradation. The finding explains Iran’s sustained pressure on the Strait and underpins the widening gap between the administration’s public narrative and the military reality on the ground.

NYT · r/geopolitics

The Architect Says It’s Over

Robert Kagan — co-founder of PNAC and intellectual architect of the neoconservative interventionism that shaped US foreign policy for two decades — argues the US is heading toward strategic defeat in Iran. His core claim: Iran’s control of the Strait of Hormuz grants it leverage exceeding what a nuclear weapon would provide, while Trump has already dismantled the alliances needed for any viable coalition. After 37 days of strikes that eliminated Iranian leadership but produced no concessions, and with invasion politically impossible, Kagan sees no path to victory — and foresees lasting credibility collapse as the consequence. The piece is significant precisely because of who wrote it.

The Atlantic · PBS NewsHour · r/geopolitics

The Mediator Who Hid the Jets

While positioning itself as a neutral conduit between Washington and Tehran, Pakistan allowed Iran to park a military reconnaissance aircraft at Nur Khan Air Force Base near Rawalpindi — potentially shielding it from US strikes. Trump publicly endorsed Pakistan as a mediator in the same week; Senator Lindsey Graham immediately rejected the idea. With 80% of its arms imports from China, Pakistan’s claim to neutrality was always constrained — but actively concealing Iranian military assets stretches the definition beyond recognition.

CBS News · NDTV · Al Jazeera

Tehran Against Itself

Iran’s ultra-conservative Paydari Front is threatening street protests if nuclear negotiations produce anything resembling the 2015 JCPOA, framing diplomacy as revolutionary betrayal. Pragmatists inside the regime fear economic collapse without a deal; hardliners treat negotiations as an existential threat. The government’s traditional ability to suppress factional conflict is visibly eroding — complicating any diplomatic path forward.

Iran News Wire · r/geopolitics


Israel Creates Death-Penalty Tribunal for October 7

The Knesset approved legislation creating a special military tribunal with authority to sentence to death Palestinians convicted of participating in the October 7, 2023 attack. Livestreamed trials are planned, drawing comparisons to the 1962 Eichmann proceedings. Simultaneously, the most comprehensive Israeli investigation to date documented that Hamas’s use of sexual violence was “systematic” and “weaponized” — meeting the threshold for prosecution as a war crime.

The Guardian · BBC · Jerusalem Post

Two Hundred and Sixty-Nine

A Pakistani airstrike on March 16 struck a drug rehabilitation center in Kabul, killing 269 Afghan civilians — a toll the UN says may be even higher. Pakistan claimed it targeted terrorist infrastructure; both the UN and victims’ families rejected that characterization. International pressure is growing for an independent war crimes investigation into one of the deadliest single strikes on Afghan civilians in recent memory.

BBC · BBC (video)

Bosnia Unravels

The UN’s high representative for Bosnia and Herzegovina is being forced to resign following a policy clash with the United States, which has aligned more closely with the Russia-backed Republika Srpska entity. Christian Schmidt warned the multi-ethnic state may “fall apart” — with Washington and Moscow now effectively united in undermining the Dayton Accords framework that has held the country together since 1995.

The Guardian

The CIA in Mexico

US media allege the CIA “directly participated” in deadly anti-cartel operations inside Mexico — well beyond the agency’s traditional intelligence-sharing role. Both the Mexican government and the CIA denied the reports. If confirmed, the operations would represent a major expansion of US covert activity on Mexican soil and risk a severe diplomatic rupture.

CNN · Al Jazeera

Hantavirus Reaches Europe and the Pacific

The outbreak that began aboard the MV Hondius polar expedition ship has grown to 11 confirmed cases, spreading well beyond the vessel: a French passenger is on a ventilator in Paris, a contact case has been quarantined on Pitcairn Island, and Spain confirmed another passenger case. WHO Director-General Tedros called on all countries to prepare, though there is no confirmed person-to-person transmission.

BBC · The Guardian · AP · RNZ

The wider war

  • UAE exits OPEC after six decades — the most significant departure in the cartel’s history, timed amid the Hormuz crisis. Saudi Arabia loses a key counterweight as non-OPEC producers gain share. — War on the Rocks
  • Pakistan’s limited war doctrine formalizes conventional warfare below the nuclear threshold — an Army Rocket Force Command kept separate from nuclear command to enable strikes without triggering alarm. The paradox: the more usable options become, the more likely they are to be used. — War on the Rocks
  • Hormuz exposes Indo-Pacific gap: When a South Korean vessel was fired on in the Strait, Trump asked Seoul to join the coalition and got a polite refusal. Asian nations consume 80% of Hormuz oil but lack the institutional frameworks for coordinated military response. — War on the Rocks

Also today

  • Nigeria: Military airstrike kills at least 100 at a Zamfara market — Reuters
  • Lebanon: Israeli strikes kill two paramedics and 11 others; cumulative deaths since March reach 2,883 — BBC · Al Jazeera
  • Displacement record: Conflict-driven internal displacements hit 32.3 million in 2025, surpassing disaster displacement for the first time — The Guardian
  • DRC coltan: Bellingcat verifies hundreds killed in landslides at mines under M23 control — the minerals in smartphones, sourced from unmarked graves — Bellingcat
  • Philippines: Former police chief caught on CCTV racing through Senate hallways to evade ICC arrest — The Guardian
  • Microsoft Israel: CEO steps down after inquiry into surveillance tech sold to the military — The Guardian
  • Lukashenko says Belarus is “preparing for war” and plans to mobilize — United24 Media
  • Greenland: US in advanced talks for new military bases — BBC
  • Argentina: Hundreds of thousands march against Milei’s defunding of public universities — Al Jazeera
  • Narges Mohammadi: 110+ Nobel laureates demand release of the gravely ill Iranian activist — The Guardian
  • Neo-Nazis in Bogotá: Bellingcat links Colombian politician to international Active Club network — Bellingcat

Iranian poster depicting Trump’s mouth gagged by a ribbon shaped as the Strait of Hormuz, Tehran, May 2026.

Ukraine

April’s Reversal

Russia’s spring-summer offensive has failed to produce significant advances since mid-March. April marked the first net Russian territorial loss since the 2024 Kursk incursion — driven by counterattacks that recaptured Kupyansk, over 400 km² in the south, and most recently several Zaporizhzhia settlements. Ukraine’s 475th Regiment pushed Russian forces back up to 15 km on parts of the Zaporizhzhia front. On May 12, Ukraine recorded 210 clashes — heaviest on Pokrovsk and Kostiantynivka (32 and 31 repelled assaults). Russian recruitment has fallen below its casualty replacement rate for the first time in the war.

ISW, May 12 · Ukrainska Pravda · r/ukraine

Orenburg, 1,200 Kilometers

Ukrainian drones struck the JSC Strela Production Association in Orenburg — roughly 1,200 km from the front — a key manufacturer of supersonic anti-ship cruise missiles and fighter jet components. Fires were also reported at pipeline operations in Perm and a chemical plant in Bryansk. The sustained campaign against Russian oil infrastructure is contributing to recurring domestic gasoline shortages. AI-guided drone interdiction is now expanding to Russian supply routes toward Mariupol, drawing alarm from Russian milbloggers.

Kyiv Independent · ISW · Forbes · NV Ukraine (gasoline) · NV Ukraine (milbloggers)

355 Drones in Two Nights

Two consecutive Russian overnight waves hit Ukraine: 216 drones on May 11–12 (4 killed, 23 injured) and 139 on May 12–13, confirmed at 13 locations. Daytime attacks killed 8 in Dnipropetrovsk Oblast and 2 in Kryvyi Rih, where a 9-month-old baby lost a leg. A Poltava electrical substation was hit, leaving 7,000 without power. Industrial facilities in Odesa and residential areas in Kharkiv and Kherson also took damage.

Ukrainska Pravda (139 drones) · Ukrainska Pravda (Dnipropetrovsk) · Ukrainska Pravda (Kryvyi Rih) · Ukrainska Pravda (Poltava) · Ukrainska Pravda (Odesa)

Satan II, Take Five

Putin celebrated a Sarmat ICBM test launch, calling it “the most powerful missile in the world,” and announced combat deployment by end of 2026 — the same promise Russia made in 2021, 2022, and 2023, ahead of a likely failed test in November 2024. ISW assesses the posturing as damage control: it mirrors the earlier Oreshnik playbook, designed to project strength after the embarrassment of needing Ukrainian cooperation to secure a safe Victory Day parade and the stalling of the spring offensive.

Al Jazeera · CBS · ISW

The Bucharest Signal

The Bucharest Nine Summit opened in Romania with Zelensky alongside NATO Secretary General Rutte. The EU proposed using its Satellite Centre to monitor any future ceasefire — a concrete planning step. Ukraine and the US are nearing a deal to test Ukrainian drones on American soil, formalizing a defense relationship driven by battlefield necessity: Ukraine plans over 3 million FPV drones for 2026 versus 300,000 by the US in 2025, with Ukrainian firms having developed GPS-independent guidance to defeat jamming. European countries are separately moving to develop their own missiles to replace Trump-backed weapons. The $400M US aid package remains on track, and a drone supply deal with Canada is in advanced stages. EU foreign policy chief Kaja Kallas said Russia’s weakened military presents an “opportunity” to end the war on Ukraine’s terms.

Ukrainska Pravda (B9) · Ukrainska Pravda (EU satellite) · FT · CBS (drone deal) · Ukrainska Pravda ($400M) · Global News (Canada) · The Guardian (EU missiles) · Al-Ahram (Kallas)

Also today

  • Yermak in court: Zelensky’s former chief of staff appeared as a suspect in a $10.5M money-laundering scheme involving luxury real estate — BBC · Al Jazeera
  • Greek island sea drone: A Ukrainian attack drone washed up on a Greek island — Athens called it “extremely serious” — AP
  • Nuclear cargo: The Russian ship Ursa Major, which sank off Spain after three engine-room explosions, is now suspected of smuggling submarine reactor components to North Korea — CNN
  • Arctic lawfare: Russia reinterprets maritime law to claim Arctic straits as “internal waters” while China backs the claims in exchange for Northern Sea Route access — War on the Rocks
  • Prisoner exchange remains stalled due to Russian delays — Ukrainska Pravda

Aftermath of Russian strikes on Dnipropetrovsk Oblast, May 12. Photo: Oleksandr Hanzha.

Tech

Claude Code Gets a Dashboard and a Finish Line

Claude Code 2.1.139 ships two major workflow changes. The claude agents command (or left-arrow shortcut) opens a unified session dashboard showing every session’s status — running, blocked, or done — with inline reply and peek/attach controls. The new /goal command sets a completion condition and Claude keeps working across turns until it’s met, tracking elapsed time, turns, and tokens. Background sessions launch via claude --bg. Also: hook exec form as args: string[] eliminates shell-quoting bugs, MCP stdio servers now receive CLAUDE_PROJECT_DIR, and context compaction preserves CLAUDE.md directives through compression. A follow-up v2.1.140 adds explicit self-modification guardrails — agents can no longer modify .claude/settings*.json or CLAUDE.md — and discourages short-interval polling loops.

Anthropic blog · r/ClaudeAI (Agent View) · r/ClaudeAI (/goal) · v2.1.140 diff

When Idle Isn’t Idle

Cloudflare engineers traced a QUIC connection stall to a semantic mismatch when porting Linux’s CUBIC congestion control into quiche: the kernel measures idle from the last ACK received, but the port measured from the last packet sent. At minimum congestion window, the recovery boundary chased forward one RTT per cycle, trapping connections in a “death spiral” — the window stayed pinned at two packets and never recovered. A sharp example of how subtle semantic differences between layers create catastrophic emergent behavior.

Cloudflare Blog · HN

Any Android App Can Bypass Your VPN

Mullvad found that Android 16’s registerQuicConnectionClosePayload API — meant for graceful QUIC teardown — doesn’t enforce VPN routing. Any app can send traffic outside the tunnel, exposing the device’s real IP, even with “Always-On VPN” and “Block connections without VPN” both enabled. Affects all recent Android versions.

Mullvad · Lobsters

The Social Contract, Revoked

Bambu Lab has blocked OrcaSlicer — a community fork of their own open-source slicer — from accessing BambuNetwork cloud services, forcing users onto official Bambu Studio. Jeff Geerling argues this violates the implicit social contract: Bambu built its ecosystem on community open-source work but is now using network lock-in to claw back control. A community fork is attempting to restore full cloud support.

Jeff Geerling · Lobsters · HN (fork)

Every Byte, Every Interpretation

Elevator is a new static binary translator that converts x86-64 executables to AArch64 without source code, debug symbols, or runtime fallbacks. Rather than guessing which bytes are code and which are data, it considers every feasible interpretation of every byte and produces a translation for each — yielding self-contained binaries that can be tested and cryptographically signed. Performance matches or beats QEMU.

arXiv · HN

Six CVEs for dnsmasq

CERT is releasing six serious CVEs for dnsmasq — the DNS forwarder and DHCP server in routers, embedded devices, and homelabs everywhere. Patch promptly if you run it.

dnsmasq-discuss · HN

Security & infrastructure

  • Obsidian launches automated security scanning for its 4,000+ plugin ecosystem — Obsidian Blog HN
  • Mythos audits curl: one real CVE in 178K lines of C, four false positives. A genuine improvement over static analysis, but not “dangerously good.” — Daniel Stenberg
  • Trail of Bits forks the Go toolchain to add coverage-guided fuzzing the standard toolchain doesn’t expose — Trail of Bits Lobsters
  • DuckDB Quack: native client-server protocol fills the remote-access gap — DuckDB Blog HN
  • Guix adds secure URL-based time-machine deployment with sandboxed channel evaluation — Guix Blog Lobsters

New models & tools

  • TabPFN-3: tabular foundation model scales to 1M rows with zero training — PriorLabs r/ML
  • Needle: 26M parameter function-calling model, 6000 tok/s on consumer hardware — GitHub HN
  • Scrcpy v4.0 released — major bump for the Android mirroring tool — GitHub HN
  • ShadowRealm reaches TC39 Stage 2.7 — isolated JS execution environments in the browser — CSS-Tricks

Worth reading

  • Redis and the Cost of Ambition — how trying to be everything eroded what made Redis great — charlesleifer.com Lobsters
  • matklad on learning software architecture — not through pattern catalogs but by reading well-designed systems — matklad.github.io Lobsters
  • Killing a Cow: eliminating Rust’s Cow<str> made a JSON formatter 42% faster — jacobasper.com Lobsters
  • Partial SSI in compilers — pragmatic middle ground between SSA and full SSI — bernsteinbear.com Lobsters
  • Hackable ML compiler in 5,000 lines of Python — six IR layers from Torch to CUDA — Medium r/ML

Noted

  • PSA: ANTHROPIC_API_KEY in .env silently bypasses Claude Max billing — one user lost $187 — r/ClaudeAI
  • Opus 4.7 attention drift: heavy users report instruction-dropping in long sessions — r/ClaudeAI
  • OpenAI trial: Altman testifies Musk demanded 90% of the company before walking away — Al Jazeera · NPR
  • Amazon AI gaming: employees caught inflating internal AI usage metrics to hit management targets — FT

Claude Code Agent View: a unified dashboard for managing multiple running sessions.

cd ~/repos/ratatosk && claude --resume 2eff8658-9f16-4bc3-bf50-27ba1d6459f1