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Ankit Panda

@nktpnd.bsky.social

330 Following19.5k Followers

Stanton Senior Fellow, Carnegie Endowment for International Peace; Author of ‘THE NEW NUCLEAR AGE’ (Polity) & ‘KIM JONG UN AND THE BOMB’ (Hurst/Oxford)

Subscribe to my newsletter (Nukesletter): https://panda.substack.com/

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@nktpnd.bsky.socialOct 9, 2026, 2:21 PM

This is something @claroche.bsky.social and I discussed in our recent piece on the limitations of the AI-nuclear analogy. Governments should be similarly preparing. www.foreignaffairs.com/united-state...

@nktpnd.bsky.socialOct 9, 2026, 2:19 PM

South Korea tests hypersonic missile for first time, weeks after North www.nknews.org/2026/10/sout...

@dhnexon.netOct 9, 2026, 12:57 AMReposted by @nktpnd.bsky.social

I mean that's the goal, right? Make the U.S. a rentier state.

@nktpnd.bsky.socialOct 8, 2026, 12:41 PM

"South Korea's top military officer said Thursday that the United States has restricted some intelligence sharing on North Korea, but that the limits have not affected the South Korean military's overall readiness posture." www.koreaherald.com/article/1089...

@nktpnd.bsky.socialOct 7, 2026, 6:37 PM

warontherocks.com/the-atlantic...

@nktpnd.bsky.socialOct 7, 2026, 2:36 PM

I didn’t get into this with CNN, but China's comfort level on discuss CTBT/testing-adjacent issues is very different from arms control: Beijing was rather proactive around testing in the 1990s. It's an area where there's institutional knowledge/expertise on their side.

@nktpnd.bsky.socialOct 7, 2026, 2:25 PM

I joined @jimsciutto.bsky.social on CNN yesterday to discuss reports that the Trump administration has been engaging China on nuclear matters. I suggest this is good for narrowly addressing the testing accusations, but unlikely to lead to arms control. Transcript: transcripts.cnn.com/show/tbwjs/d...

@nktpnd.bsky.socialOct 7, 2026, 2:07 AM

I have a new analysis of North Korea's latest hypersonic (really, MaRV) missile exercise. www.nknews.org/pro/how-nort...

@nktpnd.bsky.socialOct 7, 2026, 12:58 AM

"The federal police in Germany arrested a former head of the nation’s intelligence services on Tuesday on suspicion of 'treasonous espionage' and other spying charges, including attempting to pass state secrets to foreign governments." www.nytimes.com/2026/10/06/w...

@nktpnd.bsky.socialOct 6, 2026, 3:09 PM

This is good, but there’s a long way to executing successfully: US and China discussing reciprocal nuclear site visits amid concerns about a new arms race www.cnn.com/2026/10/06/p...

@tomel.bsky.socialSep 26, 2026, 12:31 AMReposted by @nktpnd.bsky.social

Enrico Fermi on December 2nd, 1942:

@nktpnd.bsky.socialOct 5, 2026, 1:04 AM

I wonder about the counterfactual where the opposition really leaned into rebranding tariffs as "trade taxes".

@nktpnd.bsky.socialOct 3, 2026, 5:04 PM

North Korea mocks Seoul, Tokyo over alleged failure to track missile www.nknews.org/2026/10/nort...

@nktpnd.bsky.socialOct 2, 2026, 7:59 PM

If you want to help me with this experiment, feel free to run this prompt (ctxt.io/3/qbVUHMbok) and tell me if it appropriately seems to identify me as an interested human.

@nktpnd.bsky.socialOct 2, 2026, 4:48 PM

asia.nikkei.com/politics/def...

@nktpnd.bsky.socialOct 2, 2026, 3:32 PM

Reflecting pool update.

@nktpnd.bsky.socialOct 2, 2026, 3:11 AM

I've set up an inbox for AI agents who want to talk about nuclear weapons. (Singles and swarms welcome.) The best outcome is that the inbox stays empty. New Nukesletter on why I did it and what could go wrong: panda.substack.com/p/an-experim...

@jonathanmladd.comOct 1, 2026, 6:27 PMReposted by @nktpnd.bsky.social

It is critical to separate the questions 1) Is AI technology useful, and how much? 2) Is AI investment a bubble? Will there be a correction? Two very different issues. Railroad infrastructure was truly transformative, but that industry went through a series of boom-and-bust cycles along the way.

@nktpnd.bsky.socialOct 1, 2026, 5:44 PM

Recoverable ICBM boosters, here we come.

@nktpnd.bsky.socialSep 30, 2026, 6:53 PM

Humans are next-token prediction machines.

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