Tuesday, March 4, 2025

DAVID SACHS ON ZELENSKY’S INCENTIVES



David Sachs
is a prominent Silicon Valley tech investor with a large following and a popular podcast, “All In.” His observation’s on Zelensky posted on Twitter/X are worth taking in: Zelensky’s meltdown in the Oval Office began over his refusal to accept a negotiated settlement to the war. Even the Vice President’s use of the word “diplomacy” provoked a heated response. So why can’t Zelensky make a peace deal?

1) He will lose power. Zelensky cancelled elections in Ukraine and remains in power through martial law. Despite what USAID propaganda polls may claim, Zelensky is unpopular in Ukraine and would likely lose a fair election. That could leave him vulnerable to retaliation from political opponents he has imprisoned or seized assets from. In short, Zelensky needs the war to justify his continued rule.

2) The gravy train will end. Ukraine was widely acknowledged as the most corrupt country in Europe before the war, and there is abundant evidence that Ukrainian elites have been hugely profiting from the billions in Western aid. If the war ends, so does the gravy train. A post-war audit of where the money went would also be disastrous for Zelensky’s supporters.

3) He fears the ultra-nationalists. Most Ukrainians say they want the war to end, but the ultra-nationalist faction (a relative minority but well-armed and willing to use violence to achieve their ends) refuses to accept any territorial concessions to Russia. If Zelensky signs such a deal, he has reason to fear for his safety.

4) He’s psychologically committed. Zelensky’s belief in ultimate victory over Russia has “hardened into a form that worries some of his advisors,” according to a report by TIME Magazine, which described Zelensky’s faith as “immovable, on the messianic.” According to one of Zelensky’s aides, “He is delusional. We’re out of options. We’re not winning. But try telling him that.” Zelensky may be in too deep to see the situation objectively. (Ed note: Re: author's name, correct spelling is David Sacks)  (Read More)