A Blog by Jonathan Low

 

May 12, 2026

As Its Troops Stall, Kremlin Floods Internet With AI Images To Fake "Wins"

As Russia's forces in Ukraine increasingly fail to meet their objectives - and are actually losing ground - the Kremlin's disinformation specialists are hard at work, using AI in an attempt to create a counter narrative falsely suggesting they are winning. 

The problem they face is that the west has become too skilled and sophisticated at identifying AI-generated content, further undermining the Kremlin's fake news campaign. JL

The Kyiv Post reports:

Russia is using more fake videos generated by AI to portray false battlefield gains in Ukraine, including clips showing Russian flags being raised along the front line. More than 1,000 synthetic videos have been identified as part of a structured “narrative kill chain” – a modular disinformation system designed to target specific groups, including soldiers, civilians, and Western audiences. Military-facing content is aimed at weakening morale by promoting narratives of a collapsing front line, while civilian-focused material seeks to erode trust in institutions and normalize Russian control. The ultimate goal is informational chaos – a space where synthetic content becomes so widespread that even real evidence can be dismissed as fake.

Kremlin's Forces Stumble As "Ukraine Imposes Costs on Russia By Every Measure"

A growing number of the most influential mainstream media like The Economist, the New York Times and the Wall Street Journal, are challenging the prevailing Kremlin hype about 'inevitable' victory in Ukraine and, instead, reporting on the growing perception that the Russian military campaign has failed. 

In addition, some have begun to reveal statements by Vladimir Putin that 'the war is coming to end,' suggesting not that the Russians are close to achieving their goals, but that Ukraine's drone-imposed death zones near the front line combined with their increasingly devastating attacks on targets in continental Russia have finally driven the Kremlin to try to find a way out. JL

The Economist reports:

The symbolism of this year's diminished Moscow "Victory" parade is hard to overstate. A day meant to epitomise the military might of Putin’s Russia instead signalled its weakness. It was an accurate reflection of Russia’s battlefield setbacks, and of Russia’s fear of the growing effectiveness of Ukraine’s long-range strikes. For the first time in three years the initiative has shifted in favor of Ukraine. Having got through a harsh winter, when its cities and energy grid were pummeled nightly by Russian drones and missiles, Ukraine is now turning the tide, imposing costs on Russia by every measure. In March, for the first time, Ukraine surpassed Russia in the number of long-range drone attacks launched. Targets 2,000km from the border are being hit, bringing 70% of Russia’s population within range of Ukraine's drones. “The attacks have caused psychological damage to Russia. It feels like an inflection point in the war. I would not be surprised if things start crumbling.”

Russia Is Down To Its Last 50-Yr-Old Tanks. They Won't Save Its War

'The Russian Lollipop' as it is affectionately known to Ukrainian and NATO forces, refers to the Soviet tank design which placed ammunition storage just under the turret, frequently causing the turret to disengage from the body of the vehicle when hit by an anti-tank weapon or drone, fly through the air and land on its gun barrel. 

Having lost approximately 14,000 tanks in Ukraine from an inventory that once made it the most feared armor force in the world, the Kremlin is now down to its last 1,000 or so. Almost all are 1970s era, Soviet-designed T-72s. They are beginning to show up on Ukrainian battlefields, ostensibly re-engineered for drone-infested war fighting. The problem being that even the most modern US, European and Russian tanks are relatively helpless to ward off increasingly accurate and powerful drones, so the chances of a museum-piece surviving in that environment are not expected to be long. JL

David Axe reports in Trench Art:

Russia's Kostiantynivka offensive off to a very slow start, owing to escalating Ukrainian drone strikes on Russian supply lines weakening front-line regiments before they can even begin an assault. If and when the Russians once again deploy large numbers of armored vehicles for a push toward Kostiantynivka, 1,000 1970s-vintage T-72A tanks out of long-term storage could see their first combat on a battlefield where even the best-protected tanks are extremely vulnerable to the twin threat of buried mines exploding underneath them and explosive drones barreling down from above. It's not for no reason that Russian forces have largely parked their surviving armored fighting vehicles after losing 14,000 of them in Ukraine. The gray zone is a kill zone for all armored vehicles, whether they're brand new or 50 years old.

Why AI Cannot Provide Sustainable Competitive Advantage

Ubiquity and homogeneity. That's why.

Everyone who wants AI will have it and apply it - if they don't already. That will lead to homogeneity, as the advantages and knowledge it imparts becomes widely available. And that means that distinctive differentiation, let alone sustainable competitive advantage, as opposed to transitory competitive advantages from being the first in one's sector to effectively deploy it, will be difficult to create and defend. In fact, we are already seeing first movers being challenged by fast followers (OpenAI vs Anthropic, for example). Ultimately, enterprises will need to reinforce whatever residual heterogeneity they have to optimize the value of AI. Otherwise, AI will simply follow its tech predecessors as table stakes to stay in the game. JL

David Wingate and colleagues report in MIT Sloan Management Review:

AI  will also become more ubiquitous. Algorithms and training data are being commoditized; hardware competition is fierce; talent is plentiful; open-source models reliably erode corporate offerings. AI will become increasingly a source of homogenization. History teaches (that) every tech advance ultimately becomes equally accessible to every company. While there will be transitory competitive advantages, AI does not change the leveling effect, which will amplify the value of residual heterogeneity - the ability of a company to create something unique. It is not enough just to have AI. The key to unlocking sustained advantage are the same that have always distinguished great companies; AI does not change it. 

May 11, 2026

Russia Retreat From Kupiansk Reveals Accelerating Casualty Crisis

Even the Kremlin's small infiltration units are finding it hard to survive in Ukraine this year. 

As the first four months of 2026 have ended, Russia is facing a 'casualty crisis.' The number of dead and wounded are accelerating due primarily to ever more effective Ukrainian drones and their operators. But Russian losses are growing due to another, unexpected bureaucratic factor: more Russian families are demanding that their missing loved ones in Ukraine be declared dead - and Russian courts are complying. The families want the finality of their situation officially decreed, in part so they can collect the death benefits owed them. These results are public and thus difficult for the Kremlin to conceal or alter. JL

Mick Ryan reports in Futura Doctrina:

That Russian forces are no longer in Kupiansk, after struggling for months to support a small infiltration speaks to the logistical fragility of Russia’s operations when supply lines are contested. Ukraine is stepping up its ‘middle strike’ operations and the Russians are finding it difficult to convert infiltrations into sustainable gains. Ukraine's gains of the last two months reverse a long-term Russian trend. Monthly figures reveal a crisis of accelerating Russian casualties. The scale is being recorded in Russia’s legal and administrative systems in ways difficult to conceal. The 352,000 figure is broken down into 261,000 ‘regular’ fatalities and 90,000 ‘late’ fatalities whose deaths were declared by court order as missing and confirmed, or deaths registered with a delay over 180 days because bodies were not recovered, or not identified. This became visible in Probate Registry and Russian court records from mid-2024 on, when a mass campaign of court applications seeking to have soldiers declared missing or dead began to gather pace.

How Ukraine Turned Defense Into System of Battlefield Control

One of the Ukrainian military's advantages is that it is data-driven. This means it studies what has happened, assesses what it has learned, and then adapts accordingly.

In the case of its defensive systems, it has evolved from the traditional notion of stopping the enemy and instead used its knowledge about Russian strategy and tactics to engineer defenses around channeling Russians into time-worn preferences from which it can then extract maximum casualties and armored vehicle damage. In doing so, Ukraine has increasingly used ground and aerial drones to speed the construction of defensive positions and staffed them in ways that reduce their own casualties while increasing the enemy's. The result has disrupted and disoriented the Kremlin's forces which remain largely committed to predictable Soviet methods, enhancing Ukraine's success this year. JL

Vikram Mittal reports in Forbes:

Ukraine's defense has evolved into a “resilient defense” built through adaptation. It is designed to hold ground but also shape the battlefield and create favorable conditions for Ukrainian forces. Anchoring the defense is a dense, multi-layered network of engineering obstacles designed to block any Russian advance. These are more extensive, enabled by  innovations such as the BTM-3 trench-digging vehicle adapted to lay belts of triple-strand concertina wire that reach 18 rows. It  is manned by numerous small, dispersed units in positions designed for survivability. These positions are deliberately low-signature and equipped with protection against drones and precision strikes. The result has become a means of disrupting, disorienting, and inflicting losses on Russian forces. Ukrainian forces increasingly rely on aerial drones and ground robots to construct and extend obstacle belts.

As Ukraine Turns War Tide, Russia Suffers Worst Results In 3 Years

Remember Pokrovsk and Chasiv Yar? Russia is still trying to move past them. The latest results from the first three months of 2026 reveal that the Kremlin's forces are having their worst year since 2023. Estimates now suggest that at current rates, it would take the Russians 30 years to fully capture Donetsk oblast, the territory they claim as a precondition for a cessation of hostilities. As if.

Ukraine has persevered despite the effective withdrawal of US support, the savage bombardment of its energy infrastructure in winter and the ostensible numerical Russian advantage in troops. But when the mainstream media, including the chronically Ukraine-dismissive New York Times, begins pushing out narratives about Russia's 'challenges' in Ukraine and Vladimir Putin's plummeting popularity ratings, it is a signal that the stale Kremlin hype is no longer believable. JL 

Paul Sonne and colleagues report in the New York Times:

Russia enters this summer on the back foot. The past three months, amounted to its worst battlefield performance within Ukraine since 2023. It's military, in some parts of Ukraine, has lost territory. At its average monthly rate of advance so far this year, it would take Russia more than three decades to seize full control of the Donbas. Russia has spent years fighting for Pokrovsk, as well as Chasiv Yar. But the front line still runs through them, underscoring the extent to which the battlefield remains broadly stalemated. It has yet to solve the problem of how to make advances on a battlefield saturated with drones. Ukraine has gained the upper hand in recent months with rapid advancements in technology, production and tactics. Putin’s approval ratings have fallen to their lowest levels since the start of the war.