This is all circling around a target. Given the gaps, my own confidence is quite low, but I think some of the figures out there don't reconcile well. Based on what I suspect, but ultimately don't know, I think 7k is low, 15k is high, and 10-12k KIA might be the middle. 19/

— Michael Kofman (@KofmanMichael) May 16, 2022