The discussion centers around the depletion of U.S. weapons stockpiles due to aid sent to Ukraine, particularly long-range systems like ATACMS. Former National Security Advisor Jake Sullivan admitted that the U.S. initially withheld these weapons because they were critically low and needed to maintain their own deterrence capability. Even after supplying some, their battlefield impact was limited. Similarly, additional weapons like Germany's Taurus or UK's Storm Shadow missiles are seen as insufficient to change the tide of the war, while accelerating Western stockpile depletion.