The only thing I'd disagree with about the contents of that thread is the comment that for the Russians "... time is likely on their side if they are will to endure the punishing sanctions and casualties".
Time is not on their side IMO. There are questions over how long they can finance their campaign at a huge cost per day, plus there will be growing unrest inside Russia over sanctions biting and troops arriving back in coffins, and all the while more defensive weapons and pro-Ukrainian fighters pour into the country.
Ya to be fair I don't think Michael Kofman himself necessarily agrees with everything in the thread (based on what he said on the twitter space yesterday where at the moment he thinks this may end like the First Chechen War and that it will be hard for the Putin regime to survive this conflict), just saying that it's fair to state that it's hard to know what the balance of forces are currently without knowing how many casualties and losses of equipment the Ukrainians have suffered. With that said, the US again reiterated today that the Ukranian military still retains a significant amount of their pre-war air assets, which is ridiculous as these should have been eliminated in the first 24-72 hours.