There is a particular kind of policy problem that political scientists refer to as “lock-in”: the deliberate engineering of institutional arrangements so that they become functionally impossible to reverse, regardless of what voters subsequently decide they want. It is, generally speaking, the sort of thing one associates with constitutional design or international treaty architecture, not with a foreign government racing to cement its access to another country’s defense apparatus before public opinion finishes collapsing.
Avi Ohayon (CC BY-SA 3.0) via Wikimedia CommonsAnd yet here we are. A CIA assessment, circulated within the U.S. government in late July and described to Capital & Empire by several American officials, concludes that Israeli officials are pursuing exactly this strategy. The logic is not complicated, and the agency’s analysts deserve credit for stating it plainly. Israel sees the trajectory. Sixty percent of American adults now hold an unfavorable view of Israel, up from 42 percent in 2022. Nearly half of Americans believe the United States should arrest Benjamin Netanyahu under an International Criminal Court warrant if he sets foot on American soil. The era of writing an annual check and calling it aid is, by any reasonable electoral projection, drawing to a close.
So Israel is pivoting, and the pivot is elegant in the way that only deeply cynical institutional design can be. Rather than depend on politically visible military aid packages that a future Congress might actually debate, Israeli officials want to embed themselves inside the U.S. defense industrial base, the intelligence community, and the military itself. Joint weapons programs. Co-production agreements. A permanent U.S. military base on Israeli territory. Expanded intelligence sharing with statutory notification requirements that would make any future president think twice before scaling back. The goal, as the CIA assesses it, is to make the alliance irreversible by making it structural.
Gage Skidmore from Peoria, AZ, United States of America (CC BY-SA 2.0) via Wikimedia CommonsCongress, with its characteristic regard for deliberative democracy, is already obliging. The House has passed Section 219 of the National Defense Authorization Act, establishing a permanent Pentagon office to coordinate bilateral defense technology integration. The Senate’s version includes provisions that would raise spending caps on joint programs, require the Defense Department to propose market-integration partnerships, and mandate expanded intelligence sharing with Israel and Abraham Accords countries. A president who wanted to reduce that sharing would need to cite a specific national-security concern and notify Congress within 15 days. Representative Thomas Massie called the House provision “a betrayal of our sovereignty.” Representative Alexandria Ocasio-Cortez called it “an existential threat to American sovereignty and democracy.” They are, for once, not engaging in hyperbole.
What makes this more than a standard lobbying story is the scale of the accompanying influence operation. Israeli clients have spent more than $100 million on U.S. influence operations since 2023. Israel has budgeted roughly $750 million for worldwide public diplomacy in 2026. One of the largest disclosed contracts pays $46.5 million to Clock Tower X, a firm founded by Brad Parscale, Donald Trump’s former campaign manager, to target younger Americans with content designed to shape how artificial intelligence systems describe Israel. Eighty percent of its output is aimed at Gen Z.
MalevE93 (CC BY-SA 4.0) via Wikimedia CommonsIn July, Trump stood before the country and warned about foreign election interference from China, Russia, Iran, and North Korea. He did not mention Israel. He will not mention Israel. The $100 million that Israeli clients have poured into American political and media infrastructure is, by any functional definition, foreign election influence. But Washington has decided that the distinction between adversarious and allied interference is not a matter of principle but of preference, and that preference is now being written into the defense authorization bill itself.
The CIA’s assessment is not a conspiracy theory. It is a structural analysis from an institution that has watched this pattern before, in other contexts, with other allies, and has concluded that the United States is in the process of handing over the keys to a room it will not be able to leave. The closed loop is already visible: Israeli-funded messaging builds political support for deeper integration, and deeper integration moves U.S. assistance into procurement and research accounts that voters cannot identify, lawmakers cannot total, and no future president can unwind. The CIA has named the mechanism. Congress is writing it into law.