Algo Pasa con la Ofensiva Rusa. 1000 días de Masacre (IV) WWIII

lowfour
lowfour
Started 2024-11-20
2500 posts
elarquitecto
elarquitecto
8h ago
#2522

imagen.png

oye, cómo va el bingo aquel de los warehauses??

lowfour
lowfour
7h ago
#2523
Edited 7h ago

Pues ya no están ni en línea, van para full house bingo. Le he preguntado varias veces a Claude que por qué cojones lo hacen. No es sólo porque vendían parafernalia militar para los movilizados (que se la tienen que comprar ellos, ojo!). Es que buscan que se note en la vida no-movilizada que hay guerra, las humaredas son buena prueba irrefutable de que las cosas del todo bien no van. Pero luego en uno de estos debates Claudio me dijo que es que por la distribución de Wildberries pasa el 4% del GDP ruso!

The headline number: about 4% of GDP in goods flowing through

Working from the 2025 figures:

RublesRussian GDP (nominal, 2025)214.3 trillion InterfaxTotal retail trade turnover~61 trillion (55.2tn through November) TASSAll online retail11.5 trillion — 18.8% of total retail China.org.cnTop-3 marketplaces (WB, Ozon, Yandex Market)8.3–8.6 trillion TadviserWildberries + Ozon aloneroughly 8 trillion

Wildberries holds about 45% of the e-commerce market and Ozon 32% — so the two of them together are roughly 77% of everything bought online in Russia. IntelliNews

That puts them at around 3.5–4% of GDP in gross merchandise value. Which is enormous for two companies. For comparison, Amazon's US GMV is somewhere in the same neighbourhood relative to US GDP, and Amazon is considered a systemic piece of the American economy.

Luego se retracta y me dice:

The numbers that actually matter for the war

If you want to understand why these strikes hurt, GDP is the wrong denominator entirely. The right ones are:

  • ~13% of all retail trade in Russia, food included

  • ~25% of all non-food retail — non-food is about 52.5% of Russian retail, and that's where marketplaces dominate TASS

  • ~78% of all e-commerce, which is the real one

That last figure is the strategic point. Russia didn't build a diverse online retail sector — it built two enormous funnels. Clothing, electronics, tools, appliances: for tens of millions of people, especially outside Moscow and Petersburg, that's not one shopping option among many, it's the shopping infrastructure. There's no Target or Best Buy to fall back on. Russia has just had its first decline in total number of physical shops in over two decades, with thousands closing in Moscow and St. Petersburg, and no major new international brand entered the country in Q1 2026. The physical retail alternative has been shrinking for four years. Forbes

So the honest framing: it's roughly 4% of GDP by transaction volume, about 1% by economic contribution — but it's something like 80% of a chokepoint. And in war, chokepoints matter more than percentages. Losing 10% of Wildberries' storage capacity doesn't remove 0.4% of GDP; it removes the ability of a quarter of the country's non-food retail to actually deliver anything for a while. The Moscow Times

lowfour
lowfour
7h ago
#2524

Gripado total de una parte importante de la economía rusa.

Llevo una semana viendo analistas que dicen que Crimea es INDEFENDIBLE para rusia.

lowfour
lowfour
7h ago
#2525

Otra cosa. Los ukros acaban de empezar a usar otros motores jet para sus misiles FP5 flamingo (1 tonelada de explosivo, 3000km de range, el doble las dos cifras que el tomahawk a un coste unitario de 600.000USD en vez de 3.6MUSD por unidad). Al parecer los motores que usaban estaban en cantidades limitadas y parece que han hecho sourcing de un turbojet inglés que pesa menos y consume menos, de modo que esperan que el range se vaya a los 3500km de distancia, que ya es un pico.

Me extrañaría si Rheinmetall o quien cojones sea no les saca un motor chiquito y eficiente que le ponga los peazo de pepinos esos en Vladivostok.

elarquitecto
elarquitecto
5h ago
#2526

pues una cosa te digo, el tomajak es una estafa piramidal de manual

nomejodas

si los ucros tienen ya uno el doble de bueno y 1/6 más barato, es que la millonada del tomajak es humo

y espera que monten los sustitutos de los patriots esos

ostia, que al final lo de cumplir con la otan y tal es palmar pasta para unos pocos, o qué??

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