F-35 at the Paris Air Show
Video of the F-35 flying at the Paris air show: https://www.wired.com/story/f-35-fighter-jet-paris-air-show-flight-video/
Excellence in Historical Research and Analysis
Excellence in Historical Research and Analysis
Video of the F-35 flying at the Paris air show: https://www.wired.com/story/f-35-fighter-jet-paris-air-show-flight-video/
Well, this is not the first drama over the skies of Syria: https://www.yahoo.com/gma/u-shoots-down-syrian-fighter-jet-over-syria-210705900–abc-news-topstories.html
Back on 24 November 2015, a Turkish F-16 shot down a Russian SU-24M with a AIM-9X Sidewinder missile. Turkey is a member of NATO.
This is the first plane the U.S. has shot down since Kosovo in 1999. In 1999 Serbia lost 6 Mig-29s: three shot down by USAF F-15s, one by a USAF F-16, one by a RNAF F-16 (Royal Netherlands Air Force) and one probably by friendly (Serbian) fire from the ground. The U.S. lost an F-16C and F-117 Nighthawk from anti-aircraft.

Over at The Daily Beast, Clive Irving has a neat piece about the venerable U.S. Air Force B-52 Stratofortress and it’s little brother, the KC-135 Stratotanker. The B-52, which turns 65 years old this year, and the KC-135 were both designed by Boeing aeronautical engineers Ed Wells and George Schairer.
Wells and Schairer came up with the basic design for the B-52 over one weekend in 1948, drawing upon advanced concepts developed by Nazi Germany during World War II. The first prototype flew in 1952.
Six days after that first B-52 flight, the two pitched an idea to the Boeing board for a jet-powered passenger aircraft, which they would get the U.S. government pay to develop by marketing it as a military tanker for the B-52. This program would yield the KC-135 and the civilian Boeing 707 airliner. The first KC-135 flew in 1956.
Although seeking replacements, the Air Force is planning on keeping both the B-52 and KC-135 in service past 2050, when both airframes will be over 100 years old. Boeing won a contract to replace the KC-135 in 2011, but its new tanker is woefully late and over budget.
The 76 B-52s have a 70% readiness rate due to their relative simplicity to maintain and the Air Force is about to approve $4 billion in new engines to keep them flying.

The U.S. Air Force (USAF) has fielded a formidable force, demonstrating air dominance in conflicts fought, as well as those threatened, across the globe for decades through the Cold War (1945-1991); think Strategic Air Command (SAC) under Gen Curtis LeMay. Pax Americana has been further extended to the present. A “pax” (Latin for peace) being a period of relative peace due to a preponderance of power. The French Foreign Minister Hubert Vedrine famously defined the U.S. as a “hyperpower”, or “a country that is dominant or predominant in all categories” (NY Times, 1999-02-05). The ability to project power by the U.S. military, especially by the USAF, is and was unparalleled.
According to Gen David Goldfein, Air Force Chief of Staff, “We’re everywhere. Air power has become the oxygen the joint team breathes. Have it, you don’t even think about [it]. Don’t have it, it’s all you think about. Air superiority, ISR [Intelligence, Surveillance and Reconnaissance], space, lift [airlift, or transport services] are just a few examples.”
Indeed, “Land-based forces now are going to have to penetrate denied areas to facilitate air and naval forces. This is exact opposite of what we have done for the last 70 years, where air and naval forces have enabled ground forces,” according to General Mark Milley, Chief of Staff of the U.S. Army. War on the Rocks claims “there is no end in sight to the [U.S.] Army’s dependence on airpower.”
The USAF Fights as a Joint Force
The photo above illustrates a joint team across U.S. and allied forces, by combining assets from the USAF, the U.S. Marine Corps (USMC), as well as the Royal Air Force (RAF), and Royal Australian Air Force (RAAF) into a single fighting force. But it also demonstrates this preponderance of power by the USAF, which provided almost all of the aircraft used by the operation. Pictured aircraft include (clockwise from left):
Thus, I’d assert, we have seen some strong evidence of great plans, and more importantly a planning capability by the U.S. military, including and especially the USAF.
The USAF Faces Some Significant Challenges
According to a RAND study on the USAF pilot shortage, the real issue is experience levels in “Operational Units (i.e., those with combat responsibilities) are the only assignment options for newly trained pilots while they mature and develop their mission knowledge. Thus, these units require enough experienced pilots to supervise the development of the new pilots. As the proportion of experienced pilots in a unit drops, each one must fly more to provide essential supervision to an increasing number of new pilots. If the unit’s flying capacity cannot increase, new pilots each fly less, extending the time they need to become experienced themselves.”
Given that the career path from military pilot to airlines pilot has been in operation since the 1940’s, why should this be a critical issue now? Because the difference in pay has changed. “The Air Force believes much of the problem comes from commercial airlines that have been hiring at increased rates and can offer bigger paychecks.” All major U.S. Airlines, however, must report not only pilot quantities and salaries, but many other financial details to the Office of Airline Information (OAI), which provides this data to the public for free. Does the USAF not have the capability to analyze and manage the economics of pilot demand and supply? It seems they have been caught reacting, rather than proactively managing their most critical resource, trained human pilots.
“Drone pilots suffer a high rate of burnout, as they work 12 to 13 hour days, performing mainly intelligence, surveillance, and reconnaissance missions, but also some strikes where mistakes caused by tired eyes can cost lives.” Given the autopilot capabilities of commercial airliners, why are Remotely Piloted Aircraft (RPA) aircrews working so much? Why has autonomy not been granted to a machine for the long, boring and tedious tasks of loiter, and then a human alerted when required to make decisions? Perhaps because the RPA concept is not developed enough to allow for man-machine teaming, perhaps because military leaders do not trust technology to deliver the right alerts.
As fighter pilots seem to be more likely to leave the USAF, these issues seem to be related. As “drones” (more properly RPA) became the star of the global war on terrorism since 2001, many USAF fighter pilots who were formerly physically flying USAF aircraft such as the F-16 were tasked with sitting in a cargo container and staring at a screen, while their inputs to controls were beamed across the world at the speed of light to the controlled drone, which was often loitering for hours over a target area that required persistent ISR. Several Hollywood movies (such as Good Kill (2014)) have been made about this twofold life of USAF pilots. Did the USAF not know that these circumstances would erode morale? Do they know why pilots sign up for service, and why they stay?
How About Battlefield Networking?

In previous posts in this blog, we’ve seen that information is a critical resource. The ability to share information on a battlefield network is the defining capability about how we will win future wars, according to Deputy Defense Secretary Robert Work. Most units in the USAF (as well as most NATO units) have the Link 16 network (depicted in blue above). This was conceived in 1967 by MITRE, demonstrated in 1973 by MITRE, and developed as the Joint Tactical Information Distribution System (JTIDS) in 1981 by what is now BAE Systems. “Fielding proceeded slowly throughout the late 1980s and early 1990s with rapid expansion (following 9/11) in preparation for Operation Enduring Freedom (Afghanistan) and Operation Iraqi Freedom.”
Not all units are equipped with Link 16 capability, especially the new stealth fighters, since broadcasting over this network gives away a units position. Instead, the F-22 was equipped with the In-Flight Data Link (IFDL), the red lines in diagram above. Since only the F-22 was equipped with this type of data link, legacy fighters like the F-15C could not communicate easily with F-22 units. Similarly, the F-35 program is being deployed with its own, the Multi-Function Advanced Data Link (MADL), which likewise preserves stealth, but also impedes communications with units not so equipped.
The difficulty and complexity of fielding a battlefield network which allows aircraft to communicate without compromising their stealth is tough, which is why Lt Col Berke stated that “these networks have yet to be created.” The Talon HATE pod is a stopgap capability, requested by the Pacific Air Forces, prototyped and deployed by Boeing Phantom Works. “With the stealthy F-22 buy truncated at 183 aircraft and F-35s being introduced into service far more slowly than planned, the Air Force is being forced to devise a connectivity regimen among these platforms to maximize their capabilities in battle.” The Talon HATE pod also includes an IRST, which the USAF has learned is effective at detecting stealth fighters.
Indeed, as reported by Aviation Week, the USAF is still in the process to rolling out Link 16 to its older tankers the KC-135, which are among the oldest aircraft still flown by the USAF. Perhaps this is a reaction to the Chinese operationalized stealth fighter, the J-20. It has recently been photographed carrying four external fuel tanks, which may give it the range to attack potentially vulnerable targets, such as tankers.

The U.S. Navy (USN) and U.S. Air Force (USAF) are concerned about the ability to achieve and retain air superiority in future conflicts. In 2008, with the F-35 program underway, the USN issued a new requirement for an air superiority platform, the F/A-XX. The USAF, looking at its small fleet of F-22 Raptors–187 total, 125 combat-ready–and the status of the F-35 program, kicked off its own F-X program or Next-Generation Air Dominance (NGAD) in 2012.
In 2015, Frank Kendall, the Pentagon’s “acquisition czar” combined these two programs into Penetrating Counter-Air (PCA) to be run by the Defense Advanced Research Projects Agency (DARPA). This means that some basic requirements will need to be agreed upon, such as stealth or low-observable characteristics. The USN and USAF have some differing viewpoints on this particular topic.
USAF Air Combat Command (ACC) chief Gen. Herbert “Hawk” Carlisle says stealth will be “incredibly important” for the F-X aircraft that the USAF is pursuing as an eventual F-22 replacement. This viewpoint is reinforced by statements that the USAF’s fourth-generation fighters, F-14, F-15, F-16, and F-18, are “obsolete” even after upgrade, and “they simply will not survive” against the threats of the future, such as anti-access/area-denial (A2/AD) capabilities.
Meanwhile, USN Chief of Naval Operations Adm. Jonathan Greenert, has said that “stealth may be over-rated.” In a speech at the Office of Naval Research Naval Future Force Science and Technology Expo in Washington, D.C., Greenert said “I don’t want to necessarily say that it’s over, but let’s face it, if something moves fast through the air and disrupts molecules in the air and puts out heat–I don’t care how cool the engine can be–it’s going to be detectable.”
Aviation Week detailed these advances in counter-stealth capability, including both radars and Infra-Red Search and Track (IRST):
U.S. Air Force is the latest convert to the capabilities of IRST. The U.S. Navy’s IRST for the Super Hornet, installed in a modified centerline fuel tank, was approved for low-rate initial production in February, following 2014 tests of an engineering development model system, and the Block I version is due to reach initial operational capability in fiscal 2018. Block I uses the same Lockheed Martin infrared receiver—optics and front end—as is used on F-15Ks in Korea and F-15SGs in Singapore. This subsystem is, in turn, derived from the IRST that was designed in the 1980s for the F-14D.
While the Pentagon’s director of operational test and engineering criticized the Navy system’s track quality, it has clearly impressed the Air Force enough to overcome its long lack of interest in IRST. The Air Force has also gained experience via its F-16 Aggressor units, which have been flying with IRST pods since 2013. The Navy plans to acquire only 60 Block I sensors, followed by 110 Block II systems with a new front end.
The bulk of Western IRST experience is held by Selex-ES, which is the lead contractor on the Typhoon’s Pirate IRST and the supplier of the Skyward-G for Gripen. In the past year, Selex has claimed openly that its IRSTs have been able to detect and track low-RCS targets at subsonic speeds, due to skin friction, heat radiating through the skin from the engine, and the exhaust plume.
Are Fourth and Fifth Generation Fighters Comparable?
Then on 21 December 2016, in the middle of this ongoing debate, president-elect Donald Trump tweeted: “Based on the tremendous cost and cost overruns of the Lockheed Martin F-35, I have asked Boeing to price-out a comparable F-18 Super Hornet!”
Many have asked, can an upgrade to a “legacy” fighter like the Super Hornet be comparable to a fifth-generation fighter like the F-35? Some have said that an advanced Super Hornet is an “Impossible Magic Fantasy Jet.” Others flatly state “No, Mr. Trump, You Can’t Replace F-35 With A ‘Comparable’ F-18.” More eloquently stated: “In this modern era of stealth combat, there are two kinds of fighters. Stealth fighters and targets.”
The manufacturers of the two aircraft mentioned in Trump’s tweet have been debating this topic over the past few years. In 2014, Boeing questioned the relative capabilities of the F-35C and the E/F-18G “Growler”, an electronic attack variant of the Super Hornet. “Stealth is perishable; only a Growler provides full spectrum protection.”
Indeed, that same year, Boeing developed an Advanced Super Hornet. The idea was basically to enclose the weapons that current Super Hornets sling beneath their wings into a low-observable pod and thus bring the overall radar cross section (RCS) i.e. the main metric of stealth, down to a level that would provide some of the penetration capability that a fifth generation fighter enjoys.

The current version of the advanced Super Hornet has “matured” after additional conversation with their primary customer, and low-observability has taken a less important role than range, payload, and battle-network capability. Indeed, Mr. Trump responded “We are looking seriously at a big order.”
For the USN, the F-35 seems to have evolved from a strike fighter into a platform for command, control, communications, computers, intelligence, reconnaissance and surveillance (C4ISR). This is an important role to play, undoubtedly, but it may mean fewer F-35Cs on carrier decks, which puts more money back into the pocket of the USN for other purposes.

Of course, Lockheed is not resting still – they’ve recently demonstrated a manned and unmanned teaming capability, working with the Air Force Research Laboratory.
What both companies and both services state publicly must be taken in the context of politics and business, as they are in constant competition, both with each other and potential opponents. This is a natural way to come up with good concepts, good options, and a good price.
More on autonomous capabilities to follow.
A lot of big bombs have been dropped over the last 70+ years. In World War II, the British dropped 42 of these 22,000 pound bombs: https://en.wikipedia.org/wiki/Grand_Slam_%28bomb%29
It evolved from the 12,000 pound Tallboy, of which 854 were made: https://en.wikipedia.org/wiki/Tallboy_(bomb)
We used some of these, designated at the T-10 in the Korean War (1950-1953). We even had a 13,000 pound guided bomb version of it that was used in Korea: https://en.wikipedia.org/wiki/ASM-A-1_Tarzon
Now re-designated as the M-121, this 10,000 pound version of the bomb was used pretty extensively in Vietnam, usually air dropped by helicopters to create landing zones, often in a “hot” area: https://en.wikipedia.org/wiki/M-121_(bomb)
The BLU-82, or daisy cutter, was a 15,000 pound bomb also used in Vietnam. 225 were built: https://en.wikipedia.org/wiki/M-121_(bomb)
This was replaced by the “Mother of all Bombs,” manufactured in 2003 and weighing in at 21,600 pounds. This is what was used in Afghanistan yesterday: https://en.wikipedia.org/wiki/GBU-43/B_Massive_Ordnance_Air_Blast
The Russians have their own version, only 15,650 pounds: https://en.wikipedia.org/wiki/Father_of_All_Bombs
Anyhow, these weapons have been around for a while, but I think this is the first use of one in combat since Vietnam (please correct me if I am wrong).

The US Marine Corps (USMC) is practicing some new concepts of operation (CONOPS), using their new F-35B aircraft. The combination of a stealthy, Short-Take-Off-Vetical-Landing (STOVL) fighter with great sensors, with the aviation-centric configuration of the America Class vessels; the “Lightening Carrier (CV-L)” concept, and the flexible basing options from their CONOPS have some great potential to rapidly extend the power of the USMC ashore. “After fifteen years of emphasizing sustained operations ashore, the Marine Corps is refocusing on its naval and expeditionary roots and full-spectrum operations across the range of military operations (ROMO).” (2017 Marine Aviation Plan)
The 21st century Marine Air Ground Task Force (MAGTF) conducts maneuver warfare in the physical and cognitive dimensions of conflict to generate and exploit psychological, technological, temporal, and spatial advantages over the adversary. The 21st century MAGTF executes maneuver warfare through a combined arms approach that embraces information warfare as indispensable for achieving complementary effects across five domains – air, land, sea, space, and cyberspace. The 21st century MAGTF avoids linear, sequential, and phased approaches to operations and blends maneuver warfare and combined arms to generate the combat power needed for simultaneity of action in its full range of missions. The 21st century MAGTF operates and fights at sea, from the sea, and ashore as an integrated part of the naval force and the larger combined/joint force. (emphasis added) (ibid)
The concepts laid out in the USMC document are:
We might never need to employ this way…but to not lean forward to develop this capability, to train and exercise with it, is to deny ourselves a force multiplier that highlights the agility and opportunity only the Navy-Marine Corps team can provide. (ibid)

The America Class amphibious assault ship, which at ~45,000 ton displacement is larger that the French nuclear carrier Charles De Gaulle (~42,000 tons), and approaching the size of the Russian and Chinese Kuznetsov class carriers (~55,000 tons), about the same size as the Indian modified Kiev class carrier (~45,000 tons), and bigger than the Japanese Izumo Class “helicopter destroyer” (~27,000 tons), which to a layman’s eyes is an aircraft carrier; even though these vessels operate only helicopters today, the capability to operate F-35B aircraft in the future is certainly exists. Of course the dominant carrier force is the US Navy’s Nimitz class, and newer Ford class (~100,000 tons), which operate aircraft using Catapult-Assisted-Take-Off-But-Arrested-Recovery (CATOBAR). Interestingly, the British initially designed their Queen Elizabeth class carriers (~70,000 tons) to be CATOBAR, which gives the advantage of being able to launch heavier fighters (i.e. more weapons and fuel). A doubling of the estimated cost for CATOBAR forced a redesign back to a STOVL design back in 2012.
This is an excellent question. The physical laws of nature have a vote here, because a STOVL aircraft must carry a smaller payload, than a CATOBAR aircraft, since it lacks the initial thrust provided by the catapult. David Axe of War is Boring has delivered a scathing account of the STOVL concept and history, (to again target the F-35). The USMC pursued STOVL technology, in spite of ” …crash-plagued experimentation throughout the early years of the jet age — every STOVL or V/STOL prototype from 1946 to 1966 crashed. “USMC interest in a working V/STOL attack aircraft outstripped the state of aeronautical technology.”
The British, meanwhile, concerned about Russian bomber and missile attacks on their airfields during the Cold War, developed the Harrier Jump Jet, which did not require a lengthy, fixed runway.
But the Harrier, so appealing in theory, has been a disaster in practice … In the 1991 Gulf War, the front-line concrete lily pads never showed up, so the jump jet had to fly from distant full-size bases or assault ships. With their very limited fuel, they were lucky to be able to put in five or 10 minutes supporting Marines on the ground — and they proved tremendously vulnerable to machine guns and shoulder-fired missiles.
Indeed, Mr. Axe quotes the infamous Pierre Sprey – “The Harrier was based on a complete lie.” (emphasis added).
Some claim that the Sea Harrier [is] the forgotten hero that won the war in the Falklands. The US Air Force air chronicles states …
Harrier jump-jets performed well beyond the performance expectations of most military experts. The remarkable record of the aircraft is attributed not only to relatively sophisticated gadgetry, such as warning receivers and electronic countermeasures to confuse Argentine antiaircraft weapons, but also to the skilled British pilots…and the older Argentine planes…. In spite of its spectacular successes against British ships, Argentina lost the air-to-air war decisively. Argentine fighter aircraft failed to shoot down a single Harrier. British Harrier losses totaled nine–four to accidents and five by surface-based air defenses–surface-to-air missiles (SAMs) and antiaircraft artillery (AAA).
The USMC concepts specifically called out the ability to exploit spatial advantages, which also played a key roll in the Falklands:
The 400 miles from Argentina to the islands partially explained why the score was so lopsided. To make the 800-mile round trip from the Rio Gallegos Air Base on the coast severely strained the maximum operating range of the Argentine aircraft. Consequently, Argentine pilots had all they could do to reach the conflict area undetected and deliver their ordnance, “getting in and getting out” as quickly as possible.” (Ibid)
This geo-spatial situation is reminiscent of the Battle of Britain, where the RAF operated fighter aircraft nearby the battle location, while the Luftwaffe operated at the edge of their range, a limitation which was also widely credited as an important factor in the outcome.
The US Navy’s account of the Falklands War gave similar credit to the Harrier’s effectiveness:
[T]he Royal Navy was forced to go to war with only two short vertical takeoff and landing (STOVL) ships and their STOVL aircraft, the Harrier…. [T]hese units performed very well. It has been stated that had the British not had aircraft with the capabilities of the Harrier (STOVL, high reliability, and high availability) and the two small ships to operate them, it is unlikely the United Kingdom would have committed itself to hostilities in the South Atlantic…. Perhaps its greatest feature was surprising flexibility…. One of the best features of the Harrier was versatility in operating from a variety of platforms under actual combat conditions.
It is precisely this flexibility that STOVL aircraft—both the F-35B and the Harrier before it—which is leveraged in the USMC concepts. The F-35B has the added advantage that one of its key capabilities is the delivery of timely, accurate information. This information is delivered across the battle network at the speed of light, and weighs nothing, so the STOVL limitations do not apply in the same way. It seems clear that any evaluation of the F-35B’s capabilities need to consider these advantages, rather than focusing exclusively on metrics related to the Energy-Maneuverability Theory, such as wing loading, thrust to weight ratio.

I’ve been reviewing the U.S. armed forces vision for how to fight and win with the F-35. It plays a pretty central role in each services’ vision documents, meaning that they have all adapted to the “top-down” strategic guidance given by the Department of Defense (DOD). But the interesting part is the differences between the services’ documents and statements.
How The Services View Their F-35s
Below are the U.S. armed forces I’ve focused on, and their current and future plans for the F-35. The table is from the FlightGlobal World Air Forces 2017 report.

Given the large numbers of aircraft going to training units, we can see that all forces are building their new pilot numbers, and according to Lt Col Berke (via an Aviation Week interview), they will put new pilots into F-35s, so they simply learn a fifth generation mindset from scratch, rather than having to “un-learn” the fourth generation mindset.
We can also see the U.S. Marine Corps building active combat units, in their relative haste to declare Initial Operational Capability (IOC) in July 2015, and in support of their first F-35B overseas deployment to Iwakuni Airbase, Japan in January 2017. This deployment location is a good way to support both possible confrontation sites in Korea and the East China Sea.

Another viewpoint exists on the U.S. military force posture in Asia that is essentially militaristic. The map image above is from a Forbes article, calling other US media “blind to the militarism of its own mentality and approach, as well as to the essential militarism of the U.S. alliance system in Asia, with its “cornerstone” of U.S. bases, including the headquarters and the Seventh Fleet, and some 100,000 force personnel in Japan and South Korea.” The Marine Corps is apparently quite keen to replace their ageing AV-8B and early model F/A-18A/B/C/D aircraft (as they have skipped out on the Super Hornet F/A-18E/F).
Meanwhile the U.S. Navy has articulated their vision in a document from Naval Air Systems Command (NAVAIR) entitled Naval Aviation Vision 2016-2025. They state:
The supersonic, multi-role, multi-service F-35 Lightning II represents a quantum leap in air superiority capability. Combining the next-generation fighter characteristics of radar-evading stealth, supersonic speed and fighter agility with the most powerful and comprehensive integrated sensor package of any fighter aircraft in history, the F-35 delivers unprecedented lethality and survivability to Naval Aviation [emphasis added].
Their characterization of the F-35 as an instrument of air superiority is perhaps a bit too optimistic, or stretches the F-35 capability a bit too much. In an assessment from the U.S. Naval War College of “Chinese Air Superiority in the Near Seas”, the F-35 does not stand out from the pack of Chinese and American fourth generation fighters, in the same way that the F-22 clearly does:

Indeed, while the U.S. Air Force has big plans for the F-35, it also offers some cautionary words about the force design and balance that the F-22 brings to the fight. According to Chief of U.S. Air Force Air Combat Command Gen. Michael Hostage in a February 2014 interview:
Dealing with the Joint Strike Fighter, Hostage says he is ‘going to fight to the death to protect the F-35’ since the only way to keep up with the adversaries, which ‘are building fleets that will overmatch our legacy fleet’, is by employing a sufficient fleet of 1,763 (‘not one less’) F-35s. You can update and upgrade the F-15 and F-16 fleets, but they would still become obsolete in the next decade. But, the F-22 Raptor will have to support the F-35. And here comes another problem. When the Raptor was produced it was flying ‘with computers that were already so out of date you would not find them in a kid’s game console in somebody’s home gaming system.’ Still, the U.S. Air Force was forced to use the stealth fighter plane as it was, because that was the way the spec was written. But now, the F-22 must be upgraded through a costly service life extension plan and modernization program because, ‘If I do not keep that F-22 fleet viable, the F-35 fleet frankly will be irrelevant. The F-35 is not built as an air superiority platform. It needs the F-22,” says Hostage to Air Force Times.’ [emphasis added].
F-22 + F-35 = Air Superiority

So, is the F-35 a capable air superiority platform, or not? General Hodges in 2014:
[E]xamine [the] Raptor versus the Lightning. A Raptor at 50-plus thousand feet at Mach 2 with its RCS has a different level of invulnerability than a Lightning at 35,000 at Mach .9 and it’s RCS. The altitude, speed, and stealth combined in the two platforms, they give the airplanes two completely different levels of capability. The plan is to normalize the Lightning’s capability relative to the Raptor by marrying it up with six, or seven or eight other Lightening’s. The advanced fusion of the F-35 versus the F-22 means those airplanes have an equal level or better level of invulnerability than the Raptors have, but it takes multiple airplanes to do it because of the synergistic fused attacks of their weapon systems. That’s the magic of the fifth-gen F-35, but it takes numbers of F-35s to get that effect. That’s why I’ve been so strident on getting the full buy. Because if they whittle it down to a little tiny fleet like the Raptor, it’s not going to be compelling.
In a separate interview in 2015, “Re-norming of Airpower in Practice: An F-22 enabled Air Combat Force,” General Hawk Carlisle made the point that
[T]he F-22 was a key enabler for the air combat force currently, and had led to a re-norming of airpower in practice … It’s not just that the F-22s are so good, it’s that they make every other plane better. They change the dynamic with respect to what the other airplanes are able to do because of what they can do with regard to speed, range, and flexibility. It’s their stealth quality. It’s their sensor fusion. It’s their deep penetration capability. It is the situational awareness they provide for the entire fleet which raises the level of the entire combat fleet to make everybody better. The F-22s make the Eagles better, and the A-10s better, and the F-16s better. They make the bombers better. They provide information. They enable the entire fight. And its information dominance, its sensor fusion capability, it’s a situational awareness that they can provide to the entire package which raises the level of our capabilities in the entire fight. This is not about some distant future; it is about the current fight.
This point is nicely illustrated with the kind of cross domain information-sharing capability which embodies “joint-ness” and is demonstrated by F-22’s providing targeting data to submarines (SSGN) for land-attack cruise missiles.
General Carlisle also announced that “[t]he exercise coming up at Langley in December 2015 will feature the F-22 flying with the Typhoon (XI Squadron from the RAF) and the Rafales from the French Air Force. What these three aircraft have in come is that they all are about 10 years old in terms of combat experience and life.”
Perhaps these exercises were engineered to test improvements to the F-22’s combat capabilities, especially Within-Visual-Range (WVR), aptly named since the Mark 1 human eyeball becomes a sensor that stealth cannot fool. In May of 2015, the Raptor fired its first AIM-9X sidewinder, latest generation dogfight missiles. Along with a helmet-mounted sight, this capability was fielded by the Soviet Union in 1984, when the R-73 (AA-11 “Archer”) was mated to the MiG-29 Fulcrum. According to Lt. Col. Fred “Spanky” Clifton, who is one of the most experienced aggressor pilots ever, having flown the F-15, F-5, F-16 and the notorious MiG-29, “[i]n the WVR (within visual range) arena, a skilled MiG-29 pilot can give and Eagle or Viper driver all he/she wants.”
The experience at Red Flag Alaska in 2012, a training exercise which saw the F-22 go up against Typhoons of the German Luftwaffe, was perhaps humbling for the Air Force to some degree, as the German pilots reported they had “Raptor salad for lunch,” and subsequently painted F-22 kills on their aircraft. This may have provided some impetus to deploy better capabilities; this year, Raptor pilots were happy to see the incremental update 3.2, which fielded the AIM-9X capability.
The 9X Block 1 version of the dual-use, infrared missile is “a dramatic leap within visual range missile capabilities,” said Lt. Col. Daniel, an F-22 pilot of the 95th Fighter Squadron at Tyndall Air Force Base in Florida. … with the AIM-9M ‘Mike’ we kind of went out there going, ‘We have six missiles,” Daniel joked, referring to the increased effort required to make the weapon effective in modern combat operations. ‘With AIM-9X, we step out the door going, ‘We got eight missiles on the jet.’
The helmet-mounted sight is due by 2020 for the F-22.
The Future of Air Superiority: BVR or WVR?
This seems clear, the F-22 dominates the fight from Beyond Visual Range (BVR), where its stealth and radar provide it the initiative and the ability to use the element of surprise in its favor. An analysis by Aviation Week, using publicly available data from system manufacturers, illustrates this quantitatively and graphically.


The F-35 should be able to use these same tactics, as it has those capabilities as well. Once the fight devolves into WVR, even the Raptor, designed as an air superiority platform, finds challenges with capable fourth generation opponents. Should we expect the F-35 to fare better or worse than the F-22 in the same situation?
It seems this is one of the key questions in air-to-air combat modeling or war-gaming: how often are engagements taking place at BVR, and how often are they WVR? This is all the more challenging since “visual range” is a highly dynamic and situational.
I’ve been listening to Deputy Defense Secretary Robert Work speak on the Third Offset Strategy. He spoke at Defense One Production forum (2015-09-30), and again to Air Command and Staff College students, (2016-05-27). What follows are some rough notes and paraphrasing, aimed at understanding the strategy, and connecting the F-35 platform and its capabilities to the strategy.
Work gives an interesting description of his job as Chief Operating Officer (COO) of the Department of Defense (DOD), which is “one of the biggest corporations on the planet,” and having a “simple” mission, “to organize, train and equip a joint force that is ready for war and that is operated forward to preserve the peace.”
The Roots of the Third Offset Strategy
Why do we care about Third Offset? “We have to deal with the resurgence of great power competition.” What is a great power? Work credits John Mearsheimer’s definition, but in his own words, it is “a large state that can take on the dominant global state (the United States) and really give them a run for their money, and have a nuclear deterrent force that can survive a first strike. Don’t really care about economic power, or soft power, the focus is only on military capabilities.”
This is quite interesting, since economic power begets military capabilities. A poor China and a rich China are worlds’ apart in terms of the military power that they can field. Also, the stop and start nature of basing agreements with the Philippines under Duterte might remove key bases close to the South China Sea battlefield, having a huge impact on the ability of the US military to project power, as the RAND briefing from yesterday’s post illustrated in rather stark terms.
What has changed to require the Third Offset? Great power rivals have duplicated our Second Offset strategy, of precision guided munitions, stealth and operational (campaign) level battle networks. This strategy gave the US and allies an advantage for forty years. “We’ve lived in a unique time in post-Wesphalian era, where one state is so dominant relative to its peers.” He sees a dividing line in 2014, when two events occur:
Also, the nature of technology development has changed as well. In the Cold War, technological innovation happens in government labs:
From 2012, militarily-relevant technologies are happening in the commercial sphere:
“This means we know where to start, but we don’t know where it ends.” Of this list of technologies, he calls out AI and Autonomy as at the forefront. He defines Autonomy as “the delegation of decision authority to some entity in the battle network. Manned or unmanned system … what you are looking for is human-machine symbiosis.“
What do you need to do this? First, deep-learning systems. “Up until 2015, a human analyst was consistently more accurate at identifying an object in an image than a machine. In 2015, this changed. … when a machine makes a mistake, it makes a big one.” He then tells the story of a baby holding a baseball bat, “which the machine identified as an enemy armed combatant. … machines looked for patterns, and then provide them to humans who can use their intitive and strategic acuity to determine what’s going on.“
The F-35 and Strategy
As an example of how this might play out, a machine can generate the Air Tasking Order (ATO – which is a large document that lists all of the sorties and targets to be prosecuted by joint air forces in a 24-hour period, per Wikipedia) … in minutes or hours, instead of many analysts working for hours or days. “We are after human-computer collaborative decision-making.” In 1997, super computer “Deep Blue” beat Gary Kasparov in chess, which was a big deal at the time. In 2005, however, two amateur chess players using three computers beat a field of grand masters and field of super computers. “It was the human strategic guidance combined with the tactical acuity of the computer that we believe will be the most important thing.” He then goes on to highlight an example of this human-machine collaboration:
The F-35 is not a fighter plane. It shouldn’t even be called the F-35. It should be called the BN-35, the “Battle Network”-35. It is a human-machine collaboration machine that is unbelievable. The Distributed Aperture System (DAS), and all the sensors, and the network which pours into the plane; the plane processes it and displays it to the pilot, so that the pilot can make accurate, relevant and quick decisions. That’s why that airplane is going to be so good.
Work also covers another topic near and dear to me, wargaming. Perhaps a war game is a great opportunity for humans and machines to practice collaboration?
We are reinvigorating wargaming, which has really gone down over the past years. We’re looking at more at the service level, more at the OSD level, and these are very, very helpful for us to develop innovative leaders, and also helpful for us to go after new and innovative concepts.
He mentions the Schriever Wargame. “[O]nce you start to move forces, your great power rival will start to use cyber to try to slow down those forces … the distinction between away games and home games is no longer relevant to us.”
Next, I’ll look at the perspectives of the services as they adopt the F-35 in different ways.

[This is the first post from Geoffery Clark, a guest contributor to Mystics & Statistics. TDI is pleased to share his perspective and insights.]
This post begins a series on air warfare, how it has evolved, and where it is headed in the future. My goal is to highlight key facts that I believe are meaningful to help understand capabilities, both existing and emerging, and how they might play out in battle. Of course, I will also hypothesize, speculate from time to time, perhaps even downright evangelize. Those actions will obey the doctrine of separation of church and state. A good place to start a series on air warfare is the current state of the US Air Force (USAF) fighter programs, specifically the fifth generation F-35 and sibling F-22.
To disclose my own biases, I’ve been a skeptic of the F-35 aircraft for a long time, largely because my father worked on the F-22 program, and a certain amount of rivalry exists between these two programs. Often the F-35 capabilities have been compared to the F-22, as they are the first two fifth generation fighters into service with any air force. USAF Air Combat Command (ACC) has stated that anything that you can do in a Raptor (F-22) you can do with a Lightening (F-35), you just need more of them to do it. This has stoked the embers of those on the F-22 program, who saw their program end after several build curtailments, as prospects for export were squashed in congress; although production resumption bills spring up from time to time.
My personal opinion is that the F-22 advantages are fleeting, as all military advantage seems to be (“military secrets are the most fleeting of all.” ~ Spock, Star Trek, “The Enterprise Incident”), we should thus sell the Raptor to allies, dulling the stealth coatings to acceptable export levels, and using the opportunity to upgrade the Raptor’s avionics, sensors, cockpit and software (aka “real-time sensor fusion engine”, per Lt Col Berke, see below) to keep the platform optimized and relevant in the decades to come.
I’ve not been alone in my skepticism of the F-35; from War is Boring:
* ‘Your New Stealth Fighter is Really, Really Awful‘ (I bought this book for my Dad!)
* ‘The F-35 Stealth Fighter May Never Be Ready for Combat‘
* ‘Denmark’s F-35 Decision is Pretty Dumb‘
* ‘F’d: How the U.S. and Its Allies Got Stuck with the World’s Worst New Warplane‘
Perhaps most famously, the “Pacific View” briefing from RAND to the Royal Australian Air Force (RAAF) back in 2008, which was leaked and apparently caused a bit of embarrassment for RAND. This was widely reported by F-35 critics, echoing the lines in the report “F-35A is “Double Inferior” … can’t turn, can’t climb, can’t run.” (see attached slides, number 80). Dr. John Stillion, one of two listed authors, departed RAND, and is now at the Center for Strategic and Budgetary Assessments (CSBA), and has published some interesting viewpoints on future air warfare.
In the course of data collection and analysis, however, I’ve come to challenge my own bias, and consider the F-35 for what it is, what capabilities it brings to the field, and what that means for air warfare. What has caused this change of heart? More information about what the F-35 can do, for example, Aviation Week’s “Check Six” podcast, interview with Lt Col David Berke, USMC. Berke has flown both fourth generation fighters (F/A-18, F-16 “loves them”) and fifth generation fighters (F-22, F-35). Such first-hand evidence is essential to understand the capabilities of these aircraft as they develop in the hands of operators, whom he likens to app developers on the iPhone platform. They don’t ask “what can this plane do for me?”, rather “what can I do with this airplane?”
F-35 is in a world of its own, you’re talking about a level of awareness. Data is fused and presented, I can look at it and tell with a glance what’s happening, almost like watching a baseball game, I can see where everyone is. Then I can choose to drill into something, such as second base, and I can see what sensors are contributing, how confident those sensors are, see who else might be helping me out, constantly presented with information on the spectra, and thinking about which sensors are best to use in different situations. How can you best contribute to the development of this information? This is nothing like fourth gen platforms, which might have the link 16 network, but they did not fly around thinking ‘how can I better contribute to the link 16 network?’
Berke was quite candid about the state of the military networks, saying that “evolution of what this networking will allow us to do, we are in the infancy with this… those networks are in some ways yet to be created.” Indeed, USAF leadership is asking for help with technology; “fusing sensor data and communications from the land, sea, air, space and cyberspace will be key to the U.S. military’s success in future battlefields,” General David Goldfein said at the Air Force Association’s annual Air Warfare Symposium in Orlando Florida. “The victory in future conflict … will go to that leader who can command and control his or her forces to create multiple dilemmas from multiple domains … at a pace that would overwhelm any enemy on the planet while denying the enemy the ability to do the same.”
According to Berke, “the most precious commodity by a huge margin is data … situation awareness … information. The ability to make a more intelligent decision, earlier than your opponent, and do something smart with an airplane because you know what is going on around you.”
This reminds me of John Boyd’s famous OODA loop – Observe, Orient, Decide, Act.
More to come on this topic!