I understood them perfectly so I'm not sure what you're talking about. It's a thoughtful high-level overview about the difference between authoritative factual communication and vibes-based speculation. I made a similar point in a thread yesterday about the various disorganized allegations of "fraud" attributed to MrBeast and how they rarely cohere into a clearly articulated harm.

I think scatterbrained, vibes based almost-theories that vaguely imitate real arguments but don't actually have the logical structure, are unfortunately common and important to be able to recognize. This article gets a lot of its rhetorical momentum from simply declaring it's fake and putting "experts" in scare quotes over and over. It claims the article is "bogus" while agreeing that the sim cards are real, were really found, really can crash cell towers, and can hide identities. It also corrects things that no one said (neither the tweet nor the NYT article they link to refer to the cache of sim cards as "phones" yet the substack corrects this phrasing).

The strongest argument makes is about the difference between espionage and cell tower crashing and the achievability of this by non state actors (it would cost "only" $1MM for anyone to do this), but a difference in interpretation is a far cry from the article actually being bogus. And the vagueposting about how quoting "high level experts" proves that the story is fake is so ridiculous I don't even know what to say. Sure, the NYT have preferred sources who probably push preferred narratives, but if you think that's proof of anything you don't know the difference between vibes and arguments.

So I completely understand GPs point and wish more comments were reacting in the same way.