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<blockquote style="position: relative; padding-left: 55px;"><section><a href="https://mastodon.social/users/fj/statuses/116368025408923995">Frédéric Jacobs (fj@mastodon.social)'s status on Saturday, 25-Apr-2026 21:59:15 JST</a><a href="https://mastodon.social/@fj" title="fj@mastodon.social"><img src="https://gnusocial.jp/avatar/94289-48-20240615001525.webp" width="48" height="48" alt="Frédéric Jacobs" style="position: absolute; left: 0; top: 0;">Frédéric Jacobs</a><div><a href="https://mastodon.social/@fj/115926705181206919" rel="in-reply-to">in reply to</a></div></section><article><p>MAGA: No More Forever Wars</p><p>Tech MAGA (Palantir, Anduril, Thiel, A16Z ... ) : This administration has reimagined munitions as consumables. We're no longer going to keep them on the shelf.  In order for our revenue to go up, they are going to continously expend them, which means that we're going to have to replenish them.</p><p>Silicon Valley VCs are benefitting from these regular pointless strikes because it “causes a demand signal" for them to produce more ammunition.</p><p><a href="https://podcasts.apple.com/podcast/id1502871393?i=1000759805765&amp;r=2147&amp;t=2147" rel="nofollow">https://podcasts.apple.com/podcast/id1502871393?i=1000759805765&amp;r=2147&amp;t=2147</a></p></article><footer><a rel="bookmark" href="https://gnusocial.jp/conversation/6349975#notice-12506572">In conversation</a><time datetime="2026-04-25T21:59:15+09:00" title="Saturday, 25-Apr-2026 21:59:15 JST">about 15 days ago</time> <span>from <span><a href="https://mastodon.social/@fj/116368025408923995" rel="external" title="Sent from mastodon.social via ActivityPub">mastodon.social</a></span></span><a href="https://mastodon.social/@fj/116368025408923995">permalink</a><h4>Attachments</h4><ol><li><label><a rel="external" href="https://gnusocial.jp/attachment/6027081">My view is they're actually taking a lot of actions. Not all of them have come to see the day of light here, but even something as simple as reimagining munitions and drones as consumables. They're not things that you build and then stock on a shelf.
They're things that you, at the time of ordering them, you already have an exercise test plan where you plan to expend them, which means that you're going to have to replenish them, which means there's a demand signal to industry to keep going. And a buying cycle that means that you can buy the next generation rather than having the old generation. And I think this department sees that in a very clear-eyed way and is doing the yeoman's work of like stitching that through, through all the services, all the portfolio acquisition executives, to the point of not believing in process, they've moved from a world where you have a very rigid, hey, I said I was going to buy X of Y and I can't change my mind to a world where there's more autonomy and authority for the people who are buying things to say, I told you I was going to buy something that accomplished this goal.</a></label><br><a href="https://files.mastodon.social/media_attachments/files/116/368/025/112/528/861/original/d74cb6ca590e2341.png" rel="external">https://files.mastodon.social/media_attachments/files/116/368/025/112/528/861/original/d74cb6ca590e2341.png</a></li></ol></footer></blockquote>

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Frédéric Jacobs (fj@mastodon.social)'s status on Saturday, 25-Apr-2026 21:59:15 JST Frédéric Jacobs
in reply to
MAGA: No More Forever Wars
Tech MAGA (Palantir, Anduril, Thiel, A16Z ... ) : This administration has reimagined munitions as consumables. We're no longer going to keep them on the shelf. In order for our revenue to go up, they are going to continously expend them, which means that we're going to have to replenish them.
Silicon Valley VCs are benefitting from these regular pointless strikes because it “causes a demand signal" for them to produce more ammunition.
https://podcasts.apple.com/podcast/id1502871393?i=1000759805765&r=2147&t=2147
In conversationabout 15 days ago from mastodon.socialpermalink
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1. My view is they're actually taking a lot of actions. Not all of them have come to see the day of light here, but even something as simple as reimagining munitions and drones as consumables. They're not things that you build and then stock on a shelf. They're things that you, at the time of ordering them, you already have an exercise test plan where you plan to expend them, which means that you're going to have to replenish them, which means there's a demand signal to industry to keep going. And a buying cycle that means that you can buy the next generation rather than having the old generation. And I think this department sees that in a very clear-eyed way and is doing the yeoman's work of like stitching that through, through all the services, all the portfolio acquisition executives, to the point of not believing in process, they've moved from a world where you have a very rigid, hey, I said I was going to buy X of Y and I can't change my mind to a world where there's more autonomy and authority for the people who are buying things to say, I told you I was going to buy something that accomplished this goal.
  https://files.mastodon.social/media_attachments/files/116/368/025/112/528/861/original/d74cb6ca590e2341.png

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