Sep 22, 2026 · 19 min · 9 segments
They can't harm you, if they can't find you! Use code WARBURG at the link below and get 60% off an annual plan: https://incogni.com/warburg Ukraine continues its air…
Paul WarburgHost

And that's what separates recent strikes from being interesting anecdotes and makes them look more like devastating trends for Russia, which will likely make the war unrecognizable from where it's at today in one year's time, just as it is today from a year ago.

The first is the growing competence of Ukraine's long-range strike capabilities.

The second is the fact that Russia is running out of air defenses across the entire country.

So there is pressure on the Russian system from both directions here, and it only increases every single day.

They've managed to create incredibly cheap long-range attack drones that they can send into Russian airspace at huge, unprecedented scales, like the 1900 drones in the recent record-breaking attack, which will probably be broken again soon.

And these scales are so large that they simply completely overwhelm Russian air defense systems, ensuring that a large number of drones always gets through to their targets, even if many are shot down.

It is now cheaper for Ukraine to send an entire wave of highly capable drones against Russia's capital than it is for Russia to build net new air defense systems.



That trend alone is a hugely important point that I often see missed in the typical reporting which focuses on the day-to-day events of the war.



Increasingly, Russia is only consistently able to reach their targets with their fast-flying, expensive ballistic missiles.


And Ukraine is also increasingly capable of shooting down even Russian jet-powered drones.

These jet-powered drones themselves were created by Russia to increase drone speed and to try to improve their chances of making it to a target without being intercepted, with the trade-off being that they were two times more expensive with only one quarter of the traditional range.

And even that is no longer working as well as it once did, even though it's a new innovation.


And that's what separates recent strikes from being interesting anecdotes and makes them look more like devastating trends for Russia, which will likely make the war unrecognizable from where it's at today in one year's time, just as it is today from a year ago.

The first is the growing competence of Ukraine's long-range strike capabilities.

The second is the fact that Russia is running out of air defenses across the entire country.

So there is pressure on the Russian system from both directions here, and it only increases every single day.

They've managed to create incredibly cheap long-range attack drones that they can send into Russian airspace at huge, unprecedented scales, like the 1900 drones in the recent record-breaking attack, which will probably be broken again soon.

And these scales are so large that they simply completely overwhelm Russian air defense systems, ensuring that a large number of drones always gets through to their targets, even if many are shot down.

It is now cheaper for Ukraine to send an entire wave of highly capable drones against Russia's capital than it is for Russia to build net new air defense systems.



That trend alone is a hugely important point that I often see missed in the typical reporting which focuses on the day-to-day events of the war.



Increasingly, Russia is only consistently able to reach their targets with their fast-flying, expensive ballistic missiles.


And Ukraine is also increasingly capable of shooting down even Russian jet-powered drones.

These jet-powered drones themselves were created by Russia to increase drone speed and to try to improve their chances of making it to a target without being intercepted, with the trade-off being that they were two times more expensive with only one quarter of the traditional range.

And even that is no longer working as well as it once did, even though it's a new innovation.
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