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Kamil Galeev Profile picture
Nov 21 21 tweets 5 min read Read on X
How does Russia make marine reactors?

The OKBM Afrikantova is the principal producer of marine nuclear reactors, including reactors for icebreakers, and for submarines in Russia. Today we will take a brief excursion on their factory floor 🧵 Image
Before I do, let me introduce some basic ideas necessary for the further discussion. First, reactor production is based on precision metalworking. Second, modern precision metalworking is digital. There is simply no other way to do it at scale. Image
How does the digital workflow work? First, you do a design in the Computer Aided Design (CAD) software. Then, the Computer Aided Manufacturing (CAM) software turns it into the G-code. Then, a Computer Numerical Controller (CNC) reads the code and guides the tool accordingly Image
What ties it all together is the Product Lifecycle Management (PLM) software streamlining the production process from the CAD application to CNC controller. Higher-end PLM will minimise the labor input and, therefore, human factor (= mistakes) at every stage of the process. Image
So, our basic concepts will be:

CNC - machine that makes stuff
CAM - software that prepares code for the machine
CAD - software that makes digital designs
PLM - pipeline, streamlining it all from CAD to CNC

That is, of course, a reduction. Still, good enough as a first intro
Let's start with the CNC machines

Tos Varnsdorf (Czechia). This one is very typical. There are many of them on this enterprise Image
TYC (Czechia) Image
Breton S.p.A (Italy) Image
Doosan (Korea) Image
L&L (Taiwan) Image
I could be showing Canadian, Swedish, Japanese, or - as in this case - Australian machines, but I think you are already getting my point. The machinery is all Western, and by Western I mean primarily Western European + cheaper, less sophisticated Taiwanese and Korean stuff. Image
When it comes to the CNC controllers themselves, electronic "brains" controlling machine tools, then it is usually one of the two. It is either:

Siemens (Germany)
Fanuc (Japan)

Other variants exist, but they are much, much rarer. These are two standard types, basically Image
When it comes to the software, the main question regarding the OKB Afrikantov - or any strategic enterprise - should be:

How Siemens'ed it is?

In other words, to which extent did it base its digital infrastructure on the all-in-one turnkey solutions by Siemens? It can vary.
This may sound somewhat opaque, so let me explain. There are two strategies to build your digital infrastructure. You may collect a "zoo" of various programs and systems by lots of various producers, or you can implement a single solution by one.
Zoo: pros vs cons

Pro: You do not particularly depend upon any single producer, and can choose the best/cheapest from any

Con: It will take lots of human labour, lots of human decision-making and lots of mistakes. In other words, you will be fucking things up to some degree
All-in-one solution:

Pro: It will minimise the labor input, minimise human decision making, minimise variety, maximise consistency

Con: Its damn expensive, and once you get on the needle you won't be able to get off. Plus there is really only one provider on this planet
This particular enterprise is not the most Siemensed. No, of course it uses Siemens products, and uses them a lot. Obviously, Siemens NX makes for the basic CAD + CAM on this enterprise. Still, it did not *fully* outsource its digital infrastructure to the one single provider.
The main reason being:

It is the foreign export that has been the main driver of system integration (that invariably ends in siemensisation). The more export-oriented you have been, the more advanced (= siemensed). The more domestic market oriented, the more frozen in time.
A couple of pre-conclusions that I want to put here before I go to sleep. Reality is incomprehensible, in all of its complexity. Still, you can navigate through this reality based on its asymmetries
One asymmetry:

1. Back end vs Front end

That is completely different stuff, qualitatively different. Back end is more complex, more demanding, and also smaller in terms of the market size. When we go to the back end of anything complex, Europe is huuuuuugely overrepresented
2. Domestic market vs Foreign exports

Again, these are two different things, qualitatively different. You cannot compare domestic and overseas markets by size only. Overseas markets work differently. To put it simply, only the overseas markets are markets in a true sense

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More from @kamilkazani

Nov 21
Relative popularity of three google search inquiries in the post-USSR. Blue - horoscope. Red - prayer. Green - namaz. Most of Russia is blue, primarily googling horoscopes. Which suggests most of the population being into some kind of spirituality rather than anything "trad". Image
The primary contiguous red area is not in Russia at all, but in West Ukraine. Which is indeed the only remotely "conservative" (in the American sense) area of the East Slavic world. Coincidentally or not, it had never been ruled by Russia, except for a short period in 1939-1991 Image
In the blue and occasionally red sea, there are two regions that primarily google namaz, the Islamic prayer. That is Moscow & Tatarstan Image
Read 5 tweets
Nov 16
Why the USSR failed?

There are two ways for a poor, underdeveloped country to industrialise: Soviet vs Chinese way. Soviet way is to build the edifice of industrial economy from the foundations. Chinese way is to build it from the roof.

1st way sounds good, 2nd actually works. Image
To proceed further, I need to introduce a new concept. Let's divide the manufacturing industry into two unequal sectors, Front End vs Back End:

Front End - they make whatever you see on the supermarket shelf

Back End - they make whatever that stands behind, that you don’t see
Front End industries are making consumer goods. That is, whatever you buy, as an individual. Toys, clothes, furniture, appliances all falls under this category. The list of top selling amazon products gives a not bad idea what the front end sector is, and how it looks like. Image
Read 18 tweets
Nov 13
Nation state is not some basic property of reality (as many falsely presume). They do not just organically grow out of the “ethnically drawn borders”. That is not how it works. They usually grow out of the *administratively* drawn borders, on whichever continent.
First they draw administrative borders based on whatever rationales and considerations. Then, these arbitrarily drawn administrative borders turn out to be surprisingly stable, more stable than anyone could ever expect. Eventually they become borders of the nation states.
States do not grow out of ethnicities. States grow out of the administrative zones, fiscal zones, customs zones et cetera. Basically, a Big Guy got a right to collect taxes and rents over these territories, but not those territories. Then the border between what he can milk…
Read 5 tweets
Nov 9
Why have elections?

Every election in the US attracts huge global attention. People in Pakistan, people in Paraguay, people in Poland, people in Papua New Guinea are monitoring the course of elections and tend to hold strong opinions regarding whom they would prefer to win Image
Why would that be the case? Well, one obvious reason would be that the US elections are, in fact, seen as the world elections. People in Paraguay do not vote in the US and yet, the US elections have a very strong impact on the fortunes of Paraguay.

Or Russia, in this case: Image
And I am not discussing the economic fortunes only. In terms of politics, in terms of culture, in terms of discourse, American relations with the rest of the world tend to be strikingly one-directional. Much or most of the global discourse comes downstream from the Unites States Image
Read 14 tweets
Oct 26
There is hardly any other genre of literature more factual, and more realistic than the sci-fi. It is exactly its non-serious, seemingly abstract character that allows it to escape censorship and ostracism to a far greater degree than it is normally possible for a work of art. Image
Sci-fi allows you to to present the most painful, insulting, insufferable, obnoxious, criminal and traitorous arguments in a non-serious way, as a fun, as a joke. In this regard, it is far superior to any other genre. Compare three ways to sell a heresy: Image
By its very nature, sci-fi is inseparable from the social commentary. For this reason, quality sci-fi should be always read as a self-reflection and self-criticism of the society it is written in.

If the "Gulliver’s Travels" is a reflection on Britain… Image
Read 7 tweets
Oct 25
What you should know about Tatarstan?

Tatarstan is a large and wealthy ethnic republic located, in the very middle of Russia. While being culturally and institutionally distinctive, it is not really peripheral. It sits in a few kilometres from the population centre of Russia🧵 Image
While Tatarstan does not sit in the centre of Russia geography-wise, it does so demography-wise. The Russian centre of population (red star), located somewhere in southwest Udmurtia, is literally in a walking distance from the Tatarstani border.

It is the very middle of Russia. Image
If you look at the Russian administrative map, you will see that most ethnic republics (colored) occupy a peripheral position. The main exception are republics of the Volga-Ural region (green), located in the middle of Russia & surrounded by the Slavic sea.

How did that happen? Image
Read 33 tweets

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