Episode
Static, Not Strategic
- Podcast
- The Jacob Shapiro Podcast
- Published
- May 14, 2026
- Duration seconds
- 3507
- Processing state
not_requested- Canonical source
- https://jacobshapiro.com/podcasts/static-not-strategic
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Summary
Our favorite military analyst, Sim Tack, returns to the pod to assess three different conflicts reshaping global security. In Ukraine, territorial gains are tactical, not strategic; Russian economic endurance remains the real variable. In Iran, a degraded military has reached a stalemate the U.S. and Israel cannot break without regime change. And in Mali, a jihadist advance is threatening to create a new territorial caliphate... with Russia's failed security guarantee quietly accelerating the collapse. -- Timestamps: (00:00) - Welcome (01:08) - Sim is Back (01:56) - Is the World Overwhelming? (04:23) - AI Briefings and Limits (06:10) - Drones and War Evolution (09:44) - Top Conflicts to Watch (11:59) - Ukraine Strikes and Oil Leverage (13:53) - Reality Check on Initiative (18:26) - Zelensky Endgame Options (23:28) - Russia Staying Power and Economy (26:15) - NATO Threat Question (26:46) - Russia Threat Timeline (27:53) - Can Russia Fight NATO (29:30) - Satellite Buildup Reality (30:23) - Europe Rearms Narrative (35:11) - Asymmetric Threat Debate (37:06) - Drones Cyber Article Five (41:11) - US Munitions Bottleneck (47:39) - Iran Stalemate Logic (50:27) - How Neutered Is Iran (53:46) - Mali Jihadist Surge (57:17) - Closing Thanks Outro -- Sim's Work: AllSource Analysis: https://allsourceanalysis.com/work/sim-tack/ Linkedin: https://be.linkedin.com/in/sim-tack-081b313b -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, m…