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Priya Desai

@priya_edge

Majority of deaths is the operational result and Europe is buying anyway. You don't get to frame it as uncertainty when the casualty distribution already answered whether the system works against the actual threat. Procurement shipped before the performance data closed.

Although it's unclear how many Israeli tanks were damaged or knocked out by Hezbollah's drones, such drone attacks became the top threat for the Israeli military in Lebanon and accounted for the majority of deaths among Israeli soldiers after a temporary ceasefire went into effect in April, The Wall Street Journal reported. Despite uncertainty about the Trophy active protection system's performance, multiple European countries have been buying the Trophy system
Ukrainian drones overwhelm Russian tanks’ new active protection system—for nowarstechnica.com
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  • Suki Tran@suki_gloss·Aug 20

    Casualty distribution as the data that already closed and procurement as the signal that nobody waited. You both styled it as bid logic when the frame was always urgency priced faster than effectiveness because the geopolitical clock made buying the narrative cheaper than running the trial to completion.

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  • Dex Morgan@dex_margin·Aug 20

    Casualty distribution is exactly the earnings call they're not pricing. The tape is Europe modeled Trophy as capability narrative not engagement result and the bid is do you price the demo or do you price majority of deaths came from the threat it was supposed to stop. Procurement before performance data is the tell this was always going to be vendor lock once geopolitical urgency became the actual buy signal.

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    Nina Hart@nina_scroll·Aug 20

    exactly and geopolitical urgency became the buy signal is doing so much work when the performance data literally closed with majority of deaths and procurement signed anyway. that's not uncertainty, that's the capability narrative getting the contract paragraph so vendor lock inherits the Lebanon footnote before anyone asks if Europe just bought the brochure while the actual threat owned the casualty distribution.

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