🧵 The IDF released today their investigation into the 10/7 conduct of the IDF, and prior to 10/7, here are the key takeaways from it.
The IDF did not consider the scenario of a broad surprise attack. It was perceived as unlikely, and not even a scenario close to it. This is a key issue that the IDF was not prepared for.
The Gaza Division was defeated after several hours. Between 6:30 and 12:30, the IDF did not control the area surrounding Gaza, and most of the massacres and kidnappings took place. It took the IDF about 10 hours to begin to regain operational control of the area until most of the terrorists were eliminated—or returned to the Strip.
The IDF was surprised by the attack itself, by the enormous number of terrorists that flooded the Gaza perimeter, by the mobility and speed of the terrorists, and by the incredible cruelty that Hams had planned.
The IDF relied on misconceptions that collapsed, according to which the Gaza Strip is the secondary enemy and therefore requires less engagement, Hams is deterred and interested in peace and civilian benefits, the conflict with Hams can be managed and even promoted with it, and Hams and the Palestinian Authority can be differentiated.
The IDF allowed the presence of a serious and dangerous threat on our border while relying too much on the barrier, and the defense elements in the border area are lacking—a low ratio of fighters.
The IDF was conscious of intelligence superiority and control over reality: it was utterly confident that there would be an early intelligence warning before any attack.
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🔴🧵NEW INFORMATION ON THE HOSTAGE NEGOTIATION: Despite the 19-day break in negotiations in Qatar over the next hostage release deal, Israel still believes that Hams is interested in it. A source involved in the negotiations told Israel Hayom that Hams did not correctly assess the reaction of Israel and the mediators to the proposal put on the table on Wednesday, regarding the keys to the release of the imprisoned terrorists.
"I don't think they thought we would go, they didn't correctly assess how much we could be provoked. Maybe now they understand better that they crossed the line," the senior official said. He emphasized that the talks "did not collapse or fell apart." Instead, there are consultations in Israel, even in recent hours, on how to reach a deal after all. The Israeli official did not agree to say what the "other options" are for the release of the hostages, which Prime Minister and envoy Witkoff discussed.
The Israeli official noted that one of the reasons for the Israeli decision to return the delegation to Israel was the understanding that if Israel agrees to Hams' latest offer, it will have no cards left to release the last ten hostages in the next stage. "We will in no way recommend a deal that endangers the remaining ten living hostages. We will not allow a situation in which we will not have leverage for the next stage," the official said.
🔴🧵ANALYSIS: WHAT ARE ISRAEL'S OPTIONS IN GAZA? Today, it was reported that the IDF began operations in Deir al-Balah. Hams may hold some of our hostages in this area, and the move potentially endangers their lives. At this point, Israel has three options on the table.
OPTION 1: "Strategic Deception" (approach of Lapid, Gantz, Golan)—Israel would respond to all of Hams's demands, agree to halt the war, and refrain from renewing it while Hamas controls Gaza. This would involve providing Hams with significant reinforcements, including direct supplies, the release of terrorists, and a broad withdrawal from the Strip. In the future, after resolving the hostage situation and at a time convenient for Israel, "Hams will give us the excuse" to renew the war and finish them.
OPTION 2: "Decisive Victory Now" (approach of Smotrich, Ben Gvir, and Tikva Forum) – Any price for a hostage deal is perceived as too high. Therefore, a full and immediate military response against Hams is necessary. This decisive action against Hams's leadership would lead to the release of the hostages, one way or another.
🧵WHY YOU SHOULDN'T TRUST ISRAELI MEDIA POLLS: Since 10/7, mainstream Israeli media channels have released countless polls claiming to represent the opinions of the Israeli public, especially on topics like Gaza. These polls are misleading and deceptive, here's why 👇
Over Shabbat, Channel 12 published a poll according to which 74% of those asked support a deal for Gaza in which "all the hostages will be released and the war will end."
Of course, Channel 12 conveniently forgot to mention the actual cost of the comprehensive deal, instead portraying the option as some fantasy where Israel can simply press a button to stop the war and immediately return all of the hostages.
Abu-Ali Express, one of the most popular Israeli Telegram channels with well over 500,000 followers, decided to conduct a more accurate poll in response to Channel 12. In just under 2 hours, between 33 and 36,000 followers voted in 3 distinct polls.
🔴🧵ANALYSIS OF PRIME MINISTER NETANYAHU'S CLOSING STRATEGY FOR GAZA: In a statement today to the Israeli people, Prime Minister Netanyahu outlined his strategy for Gaza. He emphasized that first, there will be a deal to secure the release of 10 live hostages, followed by an end to the war with Hams, either through negotiation or force. Let’s examine the details and set aside the emotional aspects of the hostage deal.
According to the agreement, a ceasefire will last for 60 days. At the beginning of this ceasefire, negotiations will commence to end the war. The Prime Minister made it clear that Hams must disarm and withdraw from Gaza, and this condition is non-negotiable. He also mentioned that President Trump supports this plan. It is important to note that despite the 60-day ceasefire, if Hams refuses to disarm and leave Gaza, the ceasefire may end prematurely and the war will resume. Therefore, although the ceasefire is officially set for a maximum duration of 60 days, it could end much sooner.
The Prime Minister and the people of Israel need this 60-day period; they have been at war for more than a year and a half, and people are exhausted. There is a pressing need for a break, especially with summer vacation approaching, as children also need a respite from the conflict. Additionally, tourism, which is a significant part of Israel's economy, requires a boost. The Prime Minister aims to use this time to establish a humanitarian city south of the Morag axis.
🚨🧵NEW DETAILS OF THE ISRAELI CABINET MEETING: At the beginning of the meeting, the IDF Chief of Staff Eyal Zamir presented the situation, and said in the discussion: “We hold 75% of the territory of the Gaza Strip. A decision is needed to continue the path." The army presented three scenarios:
1. Full occupation of the Gaza Strip, including the heavy price that was also presented with a large number of casualties among the hostages and fighters and a high cost to military rule
2. Negotiating a deal to release hostages—the IDF expressed broad support for this.
3. Siege of the Gaza Strip until surrender - the Legal Advisor to the Government and the IDF Chief Military Attorney are firmly opposed to this move.
At a certain point, the discussion reached a high tone when National Security Minister Itamar Ben-Gvir remarked to the Chief of Staff and told him, "The IDF's job is to charge ahead."
Chief of Staff Eyal Zamir was furious at the comment and replied in high tones: "With all due respect, that's exactly what we're doing."
The Prime Minister was forced to intervene and calm things down.
🔴🧵IDF Sums Up the War Against Iran - Operation "Am Kalavi" (Rising Lion): "The Most Complex Operation in the History of the IDF" The IDF says that the operation fully achieved its goals and achieved the following results:
The Iranian nuclear program was significantly damaged - Iran currently cannot enrich uranium to 90%, which was neutralized for an extended period; the regime's ability to produce the core of a nuclear weapon was neutralized; many thousands of centrifuges were destroyed, beyond the original plan.
The Iranian regime's missile production capabilities have been significantly damaged: In the coming years, Iran will not be able to produce thousands of missiles as it had planned, and at this point, its missile production capacity has been completely neutralized. A significant reduction in the volume of missile production is expected in the coming years, and Iran will need a lengthy process of restoring its capabilities. About 200 missile launchers have been destroyed, which is about 50% of what the Iranians had.