Hmm, how do you get through this whole chat, and not mention The low-cost, extended-range cruise missile the United States is supplying to Ukraine? ERAM (Extended Range Attack Munition), with a range of roughly 250 to 280 miles... and Deliveries begin this October 2026. That's 2 months from now. Perhaps the US could take some of those for ourselves. No other discussion about what the low cost cruise missile program has going on or when those deliveries are ready? Anduril's Barracuda series, Zone 5's offering, and several others are in the mix. Even if they're not ready now, you didn't even mention when they will be ready.
In the meantime, Perhaps the United States could ask Israel for a batch of air launched ballistic missiles. Clearly they're already certified to be launched off the F16 and the F15. There's a few options for Bridging the Gap on the ammo situation in the immediate term, but somehow no discussion of any of those alternatives in over an hour on this program. Just seem to be a lot of political finger pointing, instead of problem solving. Do better
The ERAMs are of limited use to Ukraine, as they can only be used against Russian targets in occupied Ukraine. They are a nice-to-have, not a need-to-have. The need-to-haves are ABM and deep-strike capability to take out BM launchers and production sites. It would be extremely helpful to UA if Musk would let them use Starlink for defensive deep strikes.
Terrible global math on ABM. Russia alone makes 1200 BMs a year and is now getting North Korea's production. Total global ABM production is about 1000 going to 2000 over the next three years (maybe). That is not enough to counter just Russia's BMs, much less China + Iran.
Breaking the Lockheed/RTX monopoly is key. The key tech is the radar seeker (Jordan, do you know who makes the chip?). They don't license that to anyone. UA is working to reverse-engineer seekers to control more of its own destiny.
When you guys were talking about the restocking issue, I wondered if Trump's trade war and subsequent PRC ban on rare earth exports might have contributed to production issues as well. I am not sure if that is something that would be too removed from the current issues we are having.
Hmm, how do you get through this whole chat, and not mention The low-cost, extended-range cruise missile the United States is supplying to Ukraine? ERAM (Extended Range Attack Munition), with a range of roughly 250 to 280 miles... and Deliveries begin this October 2026. That's 2 months from now. Perhaps the US could take some of those for ourselves. No other discussion about what the low cost cruise missile program has going on or when those deliveries are ready? Anduril's Barracuda series, Zone 5's offering, and several others are in the mix. Even if they're not ready now, you didn't even mention when they will be ready.
In the meantime, Perhaps the United States could ask Israel for a batch of air launched ballistic missiles. Clearly they're already certified to be launched off the F16 and the F15. There's a few options for Bridging the Gap on the ammo situation in the immediate term, but somehow no discussion of any of those alternatives in over an hour on this program. Just seem to be a lot of political finger pointing, instead of problem solving. Do better
The ERAMs are of limited use to Ukraine, as they can only be used against Russian targets in occupied Ukraine. They are a nice-to-have, not a need-to-have. The need-to-haves are ABM and deep-strike capability to take out BM launchers and production sites. It would be extremely helpful to UA if Musk would let them use Starlink for defensive deep strikes.
Terrible global math on ABM. Russia alone makes 1200 BMs a year and is now getting North Korea's production. Total global ABM production is about 1000 going to 2000 over the next three years (maybe). That is not enough to counter just Russia's BMs, much less China + Iran.
Breaking the Lockheed/RTX monopoly is key. The key tech is the radar seeker (Jordan, do you know who makes the chip?). They don't license that to anyone. UA is working to reverse-engineer seekers to control more of its own destiny.
Palantir’s Maven Smart System enabled America to generate sorties so fast that sober second thought became an afterthought.
When you guys were talking about the restocking issue, I wondered if Trump's trade war and subsequent PRC ban on rare earth exports might have contributed to production issues as well. I am not sure if that is something that would be too removed from the current issues we are having.
Have a great break Jordan! You deserve it!