Darren Farber

It's really a function of what our allies will be able to construct and build. We have a line of sight to this in the AUKUS partnership that we have with Australia and New Zealand. We're going to maintain... an entire nuclear capability in Australia. And it's clear that that's the bug out point for a war with China. It's not going to be Guam.

It's really a function of what our allies will be able to construct and build. We have a line of sight to this in the AUKUS partnership that we have with Australia and New Zealand. We're going to maintain... an entire nuclear capability in Australia. And it's clear that that's the bug out point for a war with China. It's not going to be Guam.

I was in an unclass briefing the other day in the Pentagon. The stockpiles that China has, Guam is not a... It's insufficient standoff in order to be protected. We can't project enough force from there. And so Australia becomes the new jump off point. The battle plans have been set and we've given the Australians this huge capability and we expect them...

I was in an unclass briefing the other day in the Pentagon. The stockpiles that China has, Guam is not a... It's insufficient standoff in order to be protected. We can't project enough force from there. And so Australia becomes the new jump off point. The battle plans have been set and we've given the Australians this huge capability and we expect them...

to start spending and we're sending our subs there and they're going to maintain them. And so part of it can be maintenance of a capability we already have, and then they contribute to that activity. And the other part is de novo capability. So look, aircraft carriers, nuclear subs, The three-prong nuclear deterrent, those things take a long time.

to start spending and we're sending our subs there and they're going to maintain them. And so part of it can be maintenance of a capability we already have, and then they contribute to that activity. And the other part is de novo capability. So look, aircraft carriers, nuclear subs, The three-prong nuclear deterrent, those things take a long time.

I suspect we're going to keep a lot of that capability. But smaller stuff like anything autonomous in the water, hypersonics, these kinds of things that have a new development tail where the per unit cost for development is lower. I see the Europeans doing a lot there because they can manage the full life cycle of that. Nuclear subs, huge effort. But look, the Brits have nuclear capability.

I suspect we're going to keep a lot of that capability. But smaller stuff like anything autonomous in the water, hypersonics, these kinds of things that have a new development tail where the per unit cost for development is lower. I see the Europeans doing a lot there because they can manage the full life cycle of that. Nuclear subs, huge effort. But look, the Brits have nuclear capability.

The French have nuclear capability. But until they actually have a cooperative agreement for how they're going to run a joint military, I think it's hard to pinpoint. They can build tanks, small caliber munition. Look, all the sidearms for the U.S. Army historically were European guns. Beretta, Sig Sauer, they weren't even American guns. So the Europeans on a per unit basis will do a lot.

The French have nuclear capability. But until they actually have a cooperative agreement for how they're going to run a joint military, I think it's hard to pinpoint. They can build tanks, small caliber munition. Look, all the sidearms for the U.S. Army historically were European guns. Beretta, Sig Sauer, they weren't even American guns. So the Europeans on a per unit basis will do a lot.

I just think when the system becomes very pristine and big, it's clear that if it's still needed in the doctrine of force structure, that we're probably going to have to do it.

I just think when the system becomes very pristine and big, it's clear that if it's still needed in the doctrine of force structure, that we're probably going to have to do it.

Yeah, massing is just the quantum you can produce in order to win the war. And so America won World War II by virtue of its enormous industrial capacity. And so... I always say, if America galvanizes on something, it's unbelievable to me what it can produce. But China has built a stockpile of conventional weapons that it would take us decades of production in order to build.

Yeah, massing is just the quantum you can produce in order to win the war. And so America won World War II by virtue of its enormous industrial capacity. And so... I always say, if America galvanizes on something, it's unbelievable to me what it can produce. But China has built a stockpile of conventional weapons that it would take us decades of production in order to build.

They have 250 times our naval capability in construction. Today, you're not possibly going to catch up in any legitimate timeframe. And so... I think we're going to win through technology. I also think that capitalism is this huge advantage that we have here in America because we call on the capitalistic system in order to deliver the goods to the department.

They have 250 times our naval capability in construction. Today, you're not possibly going to catch up in any legitimate timeframe. And so... I think we're going to win through technology. I also think that capitalism is this huge advantage that we have here in America because we call on the capitalistic system in order to deliver the goods to the department.

The department really doesn't make anything. It's buying it from companies. And so the dynamism in the American capitalistic system is the edge and that we can tap into forever. private markets and the commercial market in order to do adaptation of these technologies. And then also we're creating a profit incentive for people.

The department really doesn't make anything. It's buying it from companies. And so the dynamism in the American capitalistic system is the edge and that we can tap into forever. private markets and the commercial market in order to do adaptation of these technologies. And then also we're creating a profit incentive for people.

Look at all the Chinese generals that have gone to jail over and over again because they check the ICBMs and they're filled with water because no one in that Industrial complex has a financial incentive in the same way. And what's interesting is I was with a prominent Chinese businessman a few weeks ago and I asked him, I said, there's been this shift here in the U.S.

Look at all the Chinese generals that have gone to jail over and over again because they check the ICBMs and they're filled with water because no one in that Industrial complex has a financial incentive in the same way. And what's interesting is I was with a prominent Chinese businessman a few weeks ago and I asked him, I said, there's been this shift here in the U.S.