Category Archives: Security

Sharpie Decline: Trump Lies While People Die

During a Cabinet meeting on March 26, the president interrupted a war briefing to deliver a five-minute monologue about a pen.

Defense Secretary Pete Hegseth, envoy Steve Witkoff, Vice President JD Vance, and Secretary of State Marco Rubio had just offered updates on missile strikes, uranium enrichment, and U.S. troops in harm’s way. Trump picked up a black and gold Sharpie, held it in the air, and said:

See this pen right here? This pen is an interesting example.

What followed was a pack of lies about how he replaced the White House’s “beautiful” $1,000 ballpoint pens with $5 Sharpies. A business story, he called it. An example of his instinct for saving the government money.

Every layer of the story is false. And nobody in the room stopped him.

The $1,000 Hallucination

White House signing pens are usually A.T. Cross Century II ballpoints. The same model used by Obama, Bush, and Clinton. They retail for about $100. The distributor pays under $50. Even the fancier Cross Townsend model tops out around $260.

For about $300 you can get a real 14K gold Cross pen.

Nobody has ever documented a $1,000 White House signing pen, because it doesn’t exist. Anyone who buys pens knows that number is a lie. The number is inflated by a factor of ten to twenty, for intentional disinformation. Without it, there is no story. The entire interruption depends on a fabricated comparison.

Failed Negotiation That Saved Nothing

Trump said he called Sharpie and asked for custom pens, meaning with a gold logo. He said the company offered to make them for free. He insisted on paying $5 each.

A standard Sharpie costs $1 to $2.

The man who claims he “loves the government like I love myself, economically” rejected something free to volunteer to pay 2.5 to 5 times the market price. This loss is the savings.

Cost vs. Value

A Cross Century II is a refillable precision writing instrument backed by a lifetime mechanical warranty. It is American engineering. You replace the ink cartridge, not the pen. It is designed to last generations. That is the point of the tradition. The signing pen is the gift. Recipients keep the actual object used to sign the legislation. It is a historical artifact. Your grandchildren show it to people.

A Sharpie is a disposable felt-tip marker. The ink dries out. There is no refill. There is no warranty. It is plastic and goes in the trash.

Trump replaced a durable, refillable, historically significant instrument with a consumable product, paid above retail for it, and called it a deal.

The Company Denies It

Newell Brands, Sharpie’s parent company, said in a statement that it had “no information about the specific conversation Trump described.”

The phone call. The negotiation. The claim that a CEO asked “is this really the president?” None of it is confirmed by the other party.

Three layers of fabrication: a fake price for the old pen, a bad deal on the new one, and an origin story the manufacturer doesn’t recognize. Five minutes of cabinet time burned, during a war, to deliver a commercial full of lies for a marker nobody wants.

Hallucination Table

Claim Reality
Old pens cost $1,000 Cross Century II pens cost $50-100
Sharpie deal saves money He rejected free and insisted on paying $5, which is 2.5-5x retail
“I want to save money” Built a $400 million ballroom by demolishing the East Wing
Sharpie is “a much better pen” Disposable marker vs. refillable lifetime-warranty instrument
Custom pens are “hot as a pistol” They are branded disposable markers that dry out
Called the head of Sharpie to negotiate Newell Brands says it has no information about the conversation

The signing pen tradition exists because a pen that signs legislation into law has meaning. It becomes a piece of the historical record. A Sharpie that dries out in a drawer and gets thrown away is the opposite of that. It is not a cost saving. It is the replacement of something permanent with something disposable, by a man who cannot tell the difference, telling a story that may not have happened, during a meeting about a war.

Cross is a 180-year-old Rhode Island company, oldest pen maker in America, rooted in five generations of jewelers. Sharpie is a 1964 disposable marker whose most notable production was moved to a foreign country to dodge environmental regulations. The Sanford company in 1984 moved toxic Sharpie manufacturing partly because of EPA regulations on workers breathing in polyester and felt byproducts; they avoid labor protections by making workers in other countries suffer.

Israel Votes to End Passover: Slavery Not a Crime

Israel.

The state whose founding narrative is the exodus from slavery remembered and taught as avadim hayinu has voted against a resolution that says slavery was a crime against humanity.

They voted during the season when every Jewish family is commanded to remember:

  1. You were slaves.
  2. You must never forget slaves.
  3. You must never allow slavery again.

The Haggadah says: in every generation, a person is obligated to see themselves as if they personally went out of Egypt.

Then the UN asked 193 countries to do something much smaller, just acknowledge slavery happened and it was wrong.

123 remembered, they voted yes.

Israel said no.

Israel voted to cancel avadim hayinu.

וַיּוֹצִיאֵנוּ ה’ אֱ-לֹהֵינוּ מִשָּׁם בְּיָד חֲזָקָה וּבִזְרוֹעַ נְטוּיָה
וְאִלּוּ לֹא הוֹצִיא הַקָּדוֹשׁ בָּרוּךְ הוּא אֶת אֲבוֹתֵינוּ מִמִּצְרַיִם
הֲרֵי [עֲדַיִין] אָנוּ וּבָנֵינוּ וּבְנֵי בָנֵינוּ מְשֻׁעְבָּדִים הָיִינוּ לְפַרְעֹה בְּמִצְרָיִם

Dear God, if your divine wisdom did not see slavery as a crime, we and our children and our children’s children would still be enslaved. But are you even real? The F-35 is real.

The Long Game: Iran Boots on the Ground

Danny Citrinowicz, a former Israeli military intelligence officer focused on Iran, explains to Jake Sullivan and Jon Finer (The Long Game Podcast) how boots on the ground will land.

Update: It’s a long podcast, so I’ve been asked to summarize. The following is what jumps out at me.

The core confirmation of what I’ve been writing on this blog is at mark 9:04:

Netanyahu told Trump: “we know where Khamenei will be on Saturday and we can kill him” and they decided to do it.

That’s the whole podcast in a nutshell. Trump did what no other American president would, which means you can’t blame this on Israel.

Nobody cared about implications beyond an extrajudicial grudge killing

The entire war origin is weak leaders trying to dominate the map by using excessive military force on a target of opportunity. This can not be mistaken for a strategy. Sullivan and Finer dance around this, showing their traditional “diplomatic” methods, while Citrinowicz says it flat:

…this is… I think a major flaw in the preparation.

The nuclear boomerang

Citrinowicz is clear that attacks on Iran are having the reverse to what is being promised. Ali Khamenei was the person preventing Iran from going nuclear; the fatwa against weapons, and his personal caution after 2003. Killing him didn’t remove a nuclear threat, because it removed the guy who served as a brake on nuclear threats. Now nuclear proliferation has been unleashed. The war that claimed it would prevent a bomb is what now will produce one. Israel went from a high, yet tolerable risk to generating their own existential failure.

US/Israeli permanent improvisation

Iran had a pre-planned response for exactly this scenario. Everyone knows this. Strait of Hormuz, proxy activation, attrition strategy were all prepared. The US and Israel couldn’t think more than 30 seconds, as if in “video-game eyes” they need someone to design and present their world to them. They had an assassination and then… nothing. America in particular is generating 1,000s of targets and hitting them like Mario Brothers, without any objective and lots of failures. The asymmetry isn’t capability, it’s strategic coherence. Iran has a theory of the war. The US has a sequence of barbaric, unthinking “smash, smash”.

The footshot

Citrinowicz says Iran offered more than JCPOA. On the table was an option for no accumulation of enriched material, dilution of the 440kg stockpile, and enhanced inspections. Witkoff’s team, blind and deaf, got stuck in their own head that everything said meant the opposite — build 30-40 bombs. They couldn’t understand what was on the table because, as Citrinowicz says, “they actually don’t know Iran” and couldn’t function in the room. The war was a product of American ignorance dressed as strength.

The obvious cul-de-sac

Citrinowicz framing at minute 20:02 is exactly what I have been writing on this blog: either stop now (Iran rebuilds with greater motivation to go nuclear) or continue (boots on ground, indefinite campaign, no exit). Neither make sense, and therefore nobody should have started this war. There is no third option because the assassination step lit the map on fire and didn’t have a step two. The diplomatic path was the third option, which was completely torched just to beat chests and feel dominant for a minute. Ooo-ooh-aah-aah me fire big missile from cozy chair. Boom boom. Now me need big clue.

Israel’s indifference

Citrinowicz is refreshingly blunt and also confirms what I wrote about the “apartheid” platform of Netanyahu. We need to hear more of this frankness from IDF intelligence officers: Israel “couldn’t care less” about chaos, civil war, or a failed state in Iran. The only metric is whether it poses a strategic threat to Israel. The Gulf states, the regional order, the humanitarian consequences are all irrelevant. That’s the southern Africa cordon sanitaire logic I have identified, stated from the Israeli security establishment itself.

The red team/blue team doesn’t matter

This part of the podcast is almost beside the point strategically. It’s a post-hoc rationalization for a war that has no achievable objective.

Finer’s “against” argument is stronger, but even he comically frames it as “take the win” to manipulate a toddler, rather than “this was a catastrophic mistake from the start.” Sullivan and Finer can’t quite bring themselves to say that because they’re still operating within the frame that killing Khamenei was somehow an achievement rather than the thing that created the problem.

Citrinowicz, who doesn’t have that constraint, comes closer to saying the facts directly. This dumb, deadly, endless American war of crimes was predictable and avoidable. Notably, Citrinowicz says this was Trump’s decision. Israel followed Trump.

Anduril $20B Deal Proves There’s No Defense Lemon Law

Last year Palantir consolidated 75 Army contracts into a single $10 billion channel. This week Palantir doubled it with a $20 billion enterprise agreement wrapping hardware, software, and live counter-drone missions into one vendor pipeline, called Anduril.

Fortune calls it a turning point.

It is, for corruption.

Palantir and Anduril literally are the same people. Three of Anduril’s five co-founders (Trae Stephens, Matt Grimm, and Brian Schimpf) came directly from Palantir. Stephens was personally recruited from Palantir by Peter Thiel. Founders Fund, Thiel’s venture firm, incubated both companies and recently wrote Anduril a $1 billion check, the largest in the fund’s history. The two companies have formed a consortium to jointly bid on government contracts.

As I wrote when this war started, Palantir assessed the threat, justified the war, targeted the strikes, and profits from the continuation. Anduril, also known as the defense lemon whose VR headset made people nauseous, while other Thiel-backed drones failed every military test in Britain and Germany, now closes the kill chain by owning the weapons end of the same pipeline, under the same investor, inside the same procurement structure built to bypass the competitive oversight Palantir once sued to enforce when it served their entry.

Fortune doesn’t get it. They want to celebrate Silicon Valley greed disrupting Pentagon procurement. It isn’t. It’s just a vertically integrated weapons conglomerate assembled through venture capital instead of mergers, run by a man who promoted Carl Schmitt’s Nazi legal theory at Stanford, told the world in 2009 that freedom and democracy are incompatible, and built a surveillance infrastructure that the Army’s own officials have called garbage while billing billions for vendor lock-in they engineered. Is he a Nazi? I’m just asking questions here.

The fixed-price contracts Fortune celebrates as “risk transfer” are a dumb trap: Boeing ate $7 billion on the KC-46 tanker under the same structure, which Fortune mentions in the same article without connecting it to what they’re celebrating. The honeymoon pricing locks the Army in. The reliability problems surface later. By then, training is hooked to the interface, logistics chains are optimized for the components, and the “solution” is more Anduril.

This just proves there is no defense lemon law.

Palantir’s stock rose 15% the week the Iran war started. Karp went on CNBC to carp about how many people his product helped kill. Anduril’s $20 billion deal was announced while American bombs are still falling on Iranian children. This is not an actual defense company story. The guy who grew up a Nazi has built a war economy that needs war, and now it’s wired into the Pentagon under enterprise agreements designed to make removal take much longer than the endless wars it starts.