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Houthis 'take control' of key island in global shipping route (bbc.com)
387 points by consumer451 1 day ago | hide | past | favorite | 690 comments
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The Houthis created a fake audio of a major Yemeni commander telling his troops to retreat which was subsequently amplified on Twitter/X, telegram, etc.

Apparently, this helped the Houthis advance quickly as the opposition forces were in disarray.

https://x.com/BashaReport/status/2097862335494795579


If that's true, it's insane that it worked. It should be obvious to not take orders from twitter. There's a chain of command for a reason and random people on social media are no part of it. Sounds like the opposition forces would have to be so stupid that any number of Looney Tunes style tricks would have worked. Maybe next they can send out a rabbit in a dress to make opposition fall in love with it.

Yep, the Commander In Chief only issues orders on Truth Social.

I just realized how much money one could make by hacking Truth Social and posting some "truths" under Trump's account. It's a relatively new, relatively complex platform; surely there are bugs.

they've already had a very similar idea at truth social themselves, they're now selling premium early access to market moving news

https://www.theguardian.com/us-news/2026/aug/12/truth-social...

it's actually amazing to type that out and notice it's not a joke


Oh we see it as a joke outside the US, just not a very funny one.

This belies a fundamental misunderstanding of Yemeni society. Arab political structure is based on tribal loyalty. Leaders of tribes pledge allegiance to other tribes or coalitions of tribes. They're not part of the same command structure because such a thing does not exist. Usually instead of being defeated tribal loyalties change with the political winds and tribe leaders neogtioate with other leaders. Twitter is also ubiquitous in Arabia and the natural place for political announcements.

While that's helpful and insightful, it's not hugely the issue.

The military units are not very well organized, they don't have clear and stringent command, control and communications.

They understood a regional commander to be fleeing, units fell back.

This is kind of stuff is absolutely as old as time, and it's #1 rule in conflict aka deception.

The parallel would be reproducing a General's order to withdraw - meaning the command would have legitimacy among troops and junior officers, believing their own commanders were just out of the loop.

And yes - their command structure will be de facto organized along social lines, but it's more descriptive.


> This is kind of stuff is absolutely as old as time,

I've only very recently become interested in ancient history, so I'm still very ignorant about this.

Are there any particular examples of this tactic you'd suggest studying?


It's Art of War.

"18. All warfare is based on deception. "

AoW is one of the most important historical treatises, it's not just 'something that was written in history', maybe the oldest true 'textbooks' of objective knowledge, and also realpolitik. Also there's hints of metaphysics in there, in a way. It absolutely stands up today.

The very first work of the Western Cannon: Trojan Horse.

Information / espionage and deception has made most of history; Hannibal, Caesar, Alexander etc.

A fun exercise would be to look at battles of history from the lens of information warfare and deception, and contemplate the outcome without it.


Canon, not cannon. Then again, since this is about war, maybe it should be cannon. Lol.

Not the military stuff but Arab tribal society, read "The First Muslim" by Lesley Hazleton, about Arab society around the year 600. It's an absolute eye-opener.

Thanks for the tip about that book!

I'm case it's helpful to anyone, here's one review of it: https://www.reddit.com/r/AskHistorians/comments/2vxts5/comme...

Seems like a tough area of history to be certain about.


While that may be true, most of the forces fighting the Houthis are Saudi hired mercenaries. Many of them are literally children from Sudan.

The US President routinely announces policy decisions on social media…

You’d lose a lot of money always waiting for news through officials channels.

Who knows how slow Yemini military channels are.

You’d bet your life on it?


> The US President routinely announces policy decisions on social media…

Yes, our current President also does stupid things, and our military forces shouldn't be using his incoherent ramblings on Twitter to make snap judgements on the battlefield without checking with their chain of command either.


> ...and our military forces shouldn't be using his incoherent ramblings on Twitter to make snap judgements on the battlefield without checking with their chain of command either.

You mean the chain of command that has been purged of experienced professionals?


We really are in a bad spot aren't we. In so many ways, strategically, reputationally, introspectively. It's hard to imagine coming back from this.

You don't come back, you slide back to normal country status while 2 generations of people pretend you're still an empire until you really can't anymore.

Most European countries know this feeling. :)


> It's hard to imagine coming back from this.

You don't even need to try because it's not happening.


> You’d bet your life on it?

This is why it succeeded: lizard brain decisions overcame training in the armed forces.


Twitter is huge in KSA. Much more significant a share than other countries. Something like 60% to 70% of the population are active users.

Donald duck lies every other minute, especially on Fridays it seems. Fog is a tactic of war and a way to make money I guess.

Can't read the Twitter link, but that sounds made up.

Where in the battlefield decision making process are they listening to social media recordings to make combat decisions?


If it was involving a reasonably solid military I would agree.

Sauds, on the other hand . . .



It gave demoralized soldiers an excuse to flee rather than fight. Nobody was going to question the reprieve offered by an order to retreat, even fake.

What do you think the chain of command looks like in the third world?

Even in the Russia/Ukraine conflict they use Telegram for basic operations. All chat applications are dual-use.


And most chat apps are either e2e encrypted or HTTPS, both of which are hard to break for third world nations.

But leaks of those messages onto twitter are probably the most valuable info source for what the enemy is doing.


Third world? Have we forgotten the Pete Hegseth Signal fiasco?

The ship of state is the only vessel that leaks from the top.

> What do you think the chain of command looks like in the third world?

I have no idea, but Im certain that twitter recordings do not put frontline forces in disarray.

> use Telegram for basic operations

an encrypted private communication channel is very different than public social media


Last time I checked, group chats in Telegram weren't e2ee.

You have far, far too much faith in the professionalism of armed forces in the developing world. 99% of it is just random 22 year old guys with guns and dual-use communication tech.

> too much faith in the professionalism

I dont know that its a matter of professionalism. Everyone in the world has known that AI can generate video and audio that is imperceptibly fake, for years. And thats to say nothing of man-made forgeries in the years prior.

I have a hard time seeing people on the front line throwing down arms and running away because of an unsourced twitter clip.


We, as in the terminally online, have known that AI can generate imperceptibly fake footage. There are still plenty of average people who still gets caught off guard.

Yeah, and adverts only work on other people. https://en.wikipedia.org/wiki/Third-person_effect

Fortunately I'm from Wobegon and I'm above average: https://en.wikipedia.org/wiki/Lake_Wobegon#The_Lake_Wobegon_...


You gotta touch grass and get outside and talk to normies.

And then recognize that the normies you talk to are VASTLY MORE internet-savvy than the illiterate child soldiers on the front lines in Yemen. You have no concept of the info environment they live in. It is all magic electronic soup.


> > What do you think the chain of command looks like in the third world?

> I have no idea, but Im certain that twitter recordings do not put frontline forces in disarray.

And yet as a counterexample: reality.


Holy shit. This is really interesting. AI used to impersonate, social media to amplify, and that led to a significant tactical defeat?

I don't want to live in interesting times anymore.


“Don’t believe everything you read on the internet” seems like the golden rule we’ve all forgotten

Yet here we are, believing that the Houthis used fake AI voice to achieve a battlefield victory.

I think GP is saying that the story of fake AI voices is what's fake. HNers are the ones "falling for it". Not the Saudi merc forces

Where men are men and 14-year old girls are FBI agents.

Where men are men, women are also men, and children are FBI agents.

They also used Claude in a fairly sophisticated way to design their missile guidance system (PDF, search for GTG-87001).

https://www-cdn.anthropic.com/e50be2e51e7695dc4b1366a37a245a...


"AI is critical for National Defense."

"But I don't see it helping us, it's just helping our enemies get closer to parity ."

"Precisely. How else are we going to justify the budget?"


Where did Anthropic get that information to train their model on is a good question to ask as well.

The engineering library of your local college has all the information needed for ballistic guidance systems.

Or they don't have that information in the training data and it wasn't actually nearly as helpful for developing a missile as they claim.

yeah and so does the ardupilot documentation including examples. A basic guidance system, which is like single waypoint navigation, is a solved problem. It's in basically every prosumer drone too.

Yeah, I saw that. I wonder if there are any other AI labs that are naive (good?) enough to admit this type of thing.

Obviously, it's happening with all decent models.


It's not naivete/goodness, this is totally aligned with their playbook of trying to get AI to be heavily regulated.

OK, that is a plausible argument given Dario's public positions. I have to admit that I keep cutting them some slack for standing up against automated kill chains, and domestic surveillance.

Automated kill chains and domestic surveillance are happening regardless of what one corporation wants. These technologies will never be inaccessible to the government or government contractors who already have zero issues navigating red tape.

The point of regulation is to kill competitors and prevent private individuals from having unfettered access.


To be clear, I don't think they're doing it because they want all the money, I think they truly believe that this is existentially threatening, and are trying to regulate their open source competition away because they think that's the way to be safe. That they can be trusted with the power, but if it's out and about, that's unsafe - they like to compare it to nukes, and they want nuclear non-proliferation.

Thanks for the thoughtful reply.

This is the most "I get both sides" issue in my mind these days. I am still not sure where I fall, or if there is even a correct position with which to agree. It really seems like there are no good options.

On the one hand, if all knowledge work ended up in two dude's hands, that is really bad. On the other hand, if every surviving child victim of war (US, RU, IL, CN, whatever) has access to the knowledge to make custom viruses for a few grand, that is also really bad.


Yeah, it's really tough, there's so much potential good, and so much potential bad. My intuition says that decentralized will probably be better, the other way seems to concentrate power while also not really keeping it out of the hands of anyone. It doesn't seem likely that the US firms will be able to convince the Chinese to agree to an international regulatory framework for this stuff. Opinion polls there have the populace being quite optimistic about the benefits of this stuff, and I think the cat's too far out of the bag to really put it back in, anyway.

Makes me want to be a frontier model provider just to get the ring-side seat on what every bad actor in the world is doing.

Elon is tapping the empty seat next to him.

That sounds like a fake storyline. The much simpler explanation is that the local Saudi merc army sucked. If you followed the whole conflict in the last 20 years this is largely the case - the Saudis aren't really great at warfare, typically depending on foreign mercenaries (also for cleaning etc...). These in turn have very low morale.

If this is real, the interesting part is this Adelalhasanii user who amplified it. Seems like a Yemini who's supportive of the Houthis.

This is why you should always sign orders with your public key smh

It’s actually embarrassing the industry haven’t implemented optional signing into everything with a text box,

with the press of a USB key or other device into/onto what you’re using.

This can be used to verify consistent identities for the cost of an AirTag or less - but without mandating it as a government-involved thing, which is most of the holdup.


Oh wow! Dario and Scam were right!

We should stop everybody else from developing AI, except for both of them which are the most appropriate stewards for this technology.


Twitter/X should be held liable.

Liable for Yemeni troops taking orders from social media?

Do they have a chain of command? Are people in charge?


This is the chaos that silicon valley and the current US government has fully gotten behind.

... even though they aren't?

That's why relying on mercs (which is what both UAE and Saudi chose in Yemen) is a double edged sword. At some point the cash isn't enough of a motivator and they will just run away.

It's not clear that non-mercenary Arab armies are much better in this respect.

It's not clear that Western armies are better either, as we've seen time and again in Iran, Afghanistan and Syria.

I'm not aware of any mass desertions by Western armies.

There was in Vietnam which is why the US army ditched the draft.

Politically constrained. It's just the stated goal is impossible given the political RoE.

> It's just the stated goal is impossible given the political RoE.

People need to keep in mind tactical versus strategic success. For Iran, the military operation was a complete tactical success, it's just that the strategic goals — assuming there were any to begin with, which seems to be an unanswered question — were not, and it was questionable whether military operations were a useful tool to achieve them at all.

“War is the continuation of policy with other means.” — Carl von Clausewitz

'What is one's stated policy / goal, and is war a useful tool for achieve it', is a question that needs to be asked by civilian leadership. Sometimes (often?) the answer is "no".


Armies of Sand: The Past, Present, and Future of Arab Military Effectiveness by Kenneth M. Pollack

It's not a perfect book, but it illustrates a lot of military failures that haven't really been encountered much in the West in the last 80 years.


What are you talking about here, exactly?

It looks like the strait is still closed, the Taliban is back in charge and Syria is run by a former ISIS fighter. I think maybe the point is that the US has put in a lot of effort and resources into these areas with no outcomes benefitting our country, or the the world even

None of that involved western soldiers running away from fight or being misled to leave the fight. So, again, what are you talking about here?

Most southern Yemenis don't want unification. North and South Yemen were separate countries for decades. When unification first happened there was optimism but South Yemen (which is about 20% of the total population of Yemen) was always hesitant about how little political power they'd have. North Yemen is 80% of the population and, today, almost entirely controlled by the Houthis.

I don't think native Yemeni are motivated enough to fight for unification. That's why all the fighters are mercenaries hired by the UAE or Yemen


We've seen Sunni majorities in Syria and Lebanon run for generations by oppressive Shia-supremacist regimes, so while I agree that the resistance against Ansar Allah doesn't have a lot of local legitimacy, I think you have to be a little careful about reading legitimacy into the dominant power in Yemen; once a group gets the upper hand, it can be hard to shake them off. There's a whole interesting history to how Yemen got here.

Iraq saw massive desertion amongst all non-mercenary ranks during Desert Storm and OIF.

the Houthis won't desert as they're fighting an ideological war vs the Saudi backed forces which are just mercenaries.

idealogical fighters fight to the death. & in almost every case besides the nazi's etc they always win. whether the ideology is right or wrong that's a conversation for a different day.


We seem to be in need of a mercenary Uber, where individual mercenaries will have their reputation and the potential customers will be able to check it.

In the past you could just hire Swiss.

Please stop trying to design the torment nexus.

You joke but even though there’s not an app per se, Russia is using the “gig economy” to run sabotage ops in Europe.

How do they do that?

They find telegram channels where people ask for jobs and offer them $500-2k to light a fire. There's millions of people who can't find jobs.

Damn I bet that would work well in the US too. That's actually mind-blowing

One of the later, not as good, seasons of Westworld has that as an app

Likely Palantir built it already

Isn't it just blackwater, or whatever it's been renamed as?

That's so 2009. What we need is mercenary Tinder.

I would bet that already exists since a while

Hideo Kojima intensifies

It's called Blackwater.

you just described a fixer

Xe Services rebrands yet again to eXe

My understanding is we haven’t gotten to full Hormuz apocalypse mode because the Chinese have a ton of stockpiles. And the Red Sea has been an option.

Those conditions seem to be changing.


The Houthis also explicitly allow Chinese vessels and Chinese ships have been able to traverse the red sea without issue. Which means China actually has more ability to access oil than other countries right now.

I suspect the Chinese won’t be happy with the pipeline and refinery attacks on Saudi Arabia but i also assume that there will still be plenty of Chinese bound oil for the foreseeable future.


China has a backdoor for oil from Russia and Iran (https://www.atlanticcouncil.org/blogs/new-atlanticist/the-ax...) which is part of what feeds their massive reserves. Russia and Iran have an interest in continuing this trade since they're sanctioned by the US and most crude is priced in USD. It's not a major source of their oil due to threats of sanctions from the US, but in a pinch they can ramp it up if needed.

Yeah Chinese oil reserves were much larger than was publicly known. They immediately cut imports by a massive amount as soon as the war started and have been able to keep it up for months. Without that the economic fallout would have been far greater.

Not that they are doing it for this reason, but they have done a lot to shield trump from the consequences of his stupid war. But those supplies can only hold for so long; things can get much worse for the world economy in the near future.


China took 5.5 million barrels per day of demand off of the table overnight. A quarter of what went through the strait. They single-handedly stopped catastrophe by months.

Even with that, global strategic petroleum reserves are quickly draining. Last I looked, the US was down to ~290M. There is a legal limit of 250M (though laws don’t matter anymore). The structural floor is also estimated to be somewhere north of 200M.

The world is about to not be able to meet all oil demand for any price.


China is also reducing gasoline and diesel use by adoption of EVs.

A slow, ongoing reaction is not going to fix a sudden, large action.

20+ years of preparation does a pretty good job though.

I often wonder about the world we would live in if the Brooks Brothers Riot had not succeeded. That appears to have been the turning point for the fall of the USA, and even more sadly, humanity.


Don't think that's 100%. They do have a ton of stockpiles and timed additional buys very well, but their reduction in oil imports (9%?) appears to be actual usage drops rather than running down stockpiles. They're at much higher levels now than when this kicked off.

Which if correct is a crazy display of flexibility in the economy

[9%] https://www.carbonbrief.org/analysis-chinas-co2-emissions-fa...


Per the OP, the Houthis say only Saudi ships are blocked, everyone else is safe.

[flagged]


> Iran can't have a nuclear weapon. It's an intolerable premise and if the price to be paid is global oil catastrophe it's a price well worth paying

Says you.

All other nuclear nations behave (even Pakistan and India, which are at each other throat all the time). What makes you think that Iran won't? It will also have Russia and China keep a lid on them, same as North Korea. And I don't buy the "Iran is different" gospel. North Korea and China have completely different mindsets than the western world and still play ball.

Additionally, if Iran really is that adamant in getting nukes, I can see them asking some enriched material to Russia as a payment to the 100s if not 1000s of drones they are giving them. They share a "land" border through the Caspian sea and smuggling a few 10s of kilos of enriched material would be relatively easy.

Finally, it is not a good proposition if the hypotethical benefits will be reaped by US/Israel while the suffering is globally spread.