“No U.S. Parts”: Lessons from the Munich Security Conference
Neal’s back from Munich with a ground-truth readout from the security ecosystem surrounding the Munich Security Conference—and the headline is simple: in Europe, Ukraine isn’t one topic among many. It’s the topic. Speaker after speaker, conversation after conversation, the tone is existential: how does Ukraine win, how does Europe sustain support, and what does the continent do if American leadership keeps wobbling?
From there, the conversation widens into what might be the most uncomfortable “vibe shift” Neal heard in real time: a defense company pitching “secure supply chain” on a slide……
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