I continue to wonder if we have a strategy of a drip approach. If we just gave Ukraine all the toys, then Putin has cover with his populous that this war was always unfair and that might keep him in power. If we do a constant drip of toys to match his meat waves, then it increases the pain on the populace to force regime change. That has to be the end game in this conflict. Russia has to change and I think if Putin is obviously out matched, then he has to retreat, remessage and possibly retain power and that structure remains for the world to deal with.
I think we also have to factor a resupply lag time with equipment. All the supporting countries have to find out how to backfill (with mainly American weapon systems) to remain war ready if this fully escalates. There has to be some hedging on goods delivered to the front lines vs potential value of goods staying home in case they are needed for their own defenses.