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Logic Of Violence: We Are Nowhere Near The Endgame In Drone Wars
Our warning at the start of the year, well before the U.S.-Iran conflict erupted, rested on one very simple theme that much of Wall Street missed, perhaps because analysts were still wearing their 'green' glasses and focusing on the wrong crises or actually non-existent crises.
The more immediate threat to data centers was never about climate change or soaking up the world's resources. It was the very real threat of a data center being hit by a low-cost Shahed-style one-way attack drone, exposing the missing layer in cheap, scalable counter-drone defenses at nearly every data center worldwide.
Even we were surprised by how quickly that theme was validated. One month later, Iranian drone swarms targeted data centers across the Gulf, taking some hubs offline and forcing Wall Street, hyperscalers, insurers, and the defense community to confront an uncomfortable new reality.
Expanding on this theme, about three months into the ongoing U.S.-Iran war, counter-drone company Allen Control Systems CEO Steven Simoni warned on X that drones are in the very early stages of reshaping modern warfare and physical security, with the Russia-Ukraine war serving as the warning shot.
Simoni pointed out that in just four years, drones have become responsible for roughly 80% of casualties in that war, surpassing traditional battlefield systems such as artillery, aircraft, helicopters, rockets, and landmines. The result is that low-cost drones are becoming the dominant weapons platform on the modern battlefield.
"But an acute threat, because instead of the effect of these new fires being widespread and chaotic (which actually gives defenders a chance), they will be ultra-targeted and precise. Think more like, specific structural points of infrastructure from skyscrapers to nuclear power plants and particular faces from leaders to dissidents being recognized and targeted," he said.
Simoni added, "Another example: think about the capex that is going to be just datacenter buildout across the world over the next ten years. Imagine what kind of insurance (and the insurer's) reinsurance is involved in protecting all of that compute, all of that data, and all of those people. It's enormous."
"Drones, among other things, will be part of the threat model facing their physical security, their power infrastructure, and their personnel. All of that investment will be at risk, in part, from drones," he continued, adding, "The problem is so enormous, it's bigger than you think, and it's going to get more global and more acute."
Which way, Western man? pic.twitter.com/PwkL4xT6bF
— Quantum Daddy (@LegalPrimes) May 13, 2026He cited a video from the Naval Podcast and told his followers, "Everyone should watch this."
Naval Podcast states in the video that drone warfare will fundamentally change the structure of violence in society - and therefore how militaries and entire states are architected. It said the historical parallels are similar to the rise of the modern state, in which a rifle enabled a former peasant to take down a feudal knight on the battlefield.
New:
The Logic of Violence
A podcast film pic.twitter.com/HsRZqFeEUt
Being one step ahead, we see a boom in the counter drone defense space - not with million-dollar interceptor missiles - but cheap, scalable solutions:
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Micro AI Sentry Guns May Be Next Layer Of Defense For Data Centers Against Kamikaze Drones
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U.S. Deploys Ukrainian Acoustic Sensors, Interceptor Drones At Prince Sultan Air Base
And just wait until micro jet engines become standard on suicide drones ...
Jet-powered drones are becoming a new phase of modern warfare.
The article below highlights the growing Czech-Ukrainian partnership in the development and production of compact turbojet engines for next-generation UAV and defense platforms, with PBS expanding its manufacturing… pic.twitter.com/lWly7lhw8f
Welcome to 2030s warfare. The world only gets more dangerous from here as the innovation curve for ground robots, autonomous drone swarms, AI kill chains, and eventually humanoid soldiers accelerates.
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Putin Vows Heavy Revenge After Deadly Ukrainian Strikes On Luhansk School Dormitory
Russian President Vladimir Putin has accused Ukraine of intentionally targeting civilians after a "terrorist" overnight drone attack on a school that left six dead and scores of young people wounded.
At least 39 were injured and counting, amid ongoing rescue efforts after a school complex was torn apart on the multi-drone strike attack. It happened at a school dormitory in the Russian-controlled Luhansk region. Over a dozen victims are still missing, including children, reports say.
via ReutersPutin blasted the mass casualty incident as a "terrorist attack by the neo-Nazi regime" while vowing swift revenge.
"The Russian Foreign Ministry has been instructed to inform international organizations and the international community about this crime," Putin said. "In such cases, statements from the Foreign Ministry alone would not suffice. Therefore, the Russian Defense Ministry has been ordered to submit its proposals."
Large-scale destruction was observed at the academic building and dormitory of the Starobelsk Professional College, which teaches students aged 14 to 18. Over 80 students were at the complex at the time of the attack.
Additionally, Kremlin spokesman Dmitry Peskov said those responsible needed to be brought to justice, calling it "a monstrous crime" - given the "attack on an educational institution where children and young people are present."
"The most important thing now is to take measures to clear the rubble and provide assistance to those who are still trapped beneath it," Peskov added.
Britain's Sky News has noted that the Ukrainian government has yet to acknowledge the attack:
Severely damaged buildings could also be seen, one of which appeared to have partially collapsed, as well as fires still burning.
Ukraine has yet to comment. Its forces are fighting to try to recapture Luhansk, one of four regions Russia unilaterally claimed as its own in 2022, in what Kyiv considers an illegal land grab.
Russia's human rights commissioner, Yana Lantratova, said 86 teenagers between the ages of 14 and 18 had been asleep inside the hostel belonging to Luhansk Pedagogical University's Starobilsk school when Ukrainian drones attacked during the night.
via ReutersEarlier this month, Russia and Ukraine observed a 3-day US-backed ceasefire for Russia's V-Day; however, after that Russia unleashed several consecutive days of heavy aerial attacks on Ukrainian cities, especially the capital.
Last week, Ukraine 'answered' with a large-scale, long range drone attack on the Moscow area. Currently, these tit-for-tack strikes are ramping up, with increasingly deadly consequences for innocent bystanders on both sides.
Tyler Durden Fri, 05/22/2026 - 21:20