 EA correspondent Josh Mull is the Afghanistan Blogging Fellow for The Seminaland Brave New Foundation. He also writes for Rethink Afghanistan:
EA correspondent Josh Mull is the Afghanistan Blogging Fellow for The Seminaland Brave New Foundation. He also writes for Rethink Afghanistan:The war in Afghanistan is disintegrating before our very eyes. Our 
counterinsurgency strategy is broken, and 
the Pentagon knows it. The so-called "emergency" funding requested months ago by the Obama administration now seems destined to 
die a slow, bureaucratic death in congress due to overwhelming pressure by citizens. Our allies in NATO have either reached their peak of military involvement, as 
with the UK, or have already begun to dismantle their troop presence, 
as with Canada and so many others. Other countries in the region are 
already vying for power after the US leaves, even as the Pentagon insists its July 2011 withdrawal date will only be the "
beginning of a process."
But  what about Afghanistan itself? What about President Hamid Karzai, our  ally and head of the "Host Nation" government? The theory put forward by  the pundit class is usually some variation of the "bloodbath" theme. Our allies in Kabul like Karzai will  be overrun and  annihilated by the Taliban.
Afghanistan’s New Propaganda Scam: Poor Afghans, They’re Rich! (Mull)
This appears to be more media myth-making,  however, as we see from Karzai's political manoeuvring. Not only is  he 
threatening to join the Taliban. He may have already done just that.
Karzai has begun 
negotiating with the Taliban and even received formal terms of a 
peace treaty from Taliban-aligned Gulbuddin Hekmatyar,  but this does not necessarily mean that Karzai has allied with them. Negotiations are merely the first step in any peace process, no matter the circumstances.
Instead we have to look  deeper inside this peace process to see the real endgame Karzai is  working toward, that of a nominal, Pashtun-nationalist government in  Kabul overlaying a Taliban-dominated countryside. Together they function  not only as a crime family capable of exploiting Afghanistan's  resources (minerals, opium, timber, etc.) but also as a highly effective  proxy for Pakistan's interminable battle against Indian influence.
What  is this Pashtun-nationalist government? While Karzai was formerly part  of the Northern Alliance, he is also a Pashtun, as is the vast majority  of the Taliban movement. The Taliban are quite 
adept at playing up this identity:
The  Taliban are more than an expression of Pashtun nationalism, of course.  They represent a reactionary movement that idealizes the simplicity and  extreme conservatism of 7th century Islam. By burnishing this ideology,  the Taliban is able, absurdly, to attract support beyond its Pashtun  base.
The ethnic component, though, is a formidable  one. It all but guaranteed a certain degree of success by the Taliban in  all of “Pashtunistan,” in Pakistan as well as in Afghanistan. Yet all  the while, the ethnic map imposes constraints, if not limits, on how far  the Taliban can expand.
They were able to seize power in  most of Afghanistan before 2001, although the “Northern Alliance” —  made up primarily of ethnic Tajiks – managed to hold out until Americans  arrived and smashed the regime in Kabul. Since then, the Taliban have  had a harder time operating outside “Pashtunistan.”
Not any more. They're now able to expand beyond "Pashtunistan". Thomas Ruttig 
reports that the Taliban are beginning to move far into Northern Afghanistan, in areas traditionally quite hostile to  their oppressive rule. The ethnic Hazara in this region were part of the  Northern Alliance, which fought the Taliban during the 1990's until the  Americans came in 2001. The Taliban have a history of anti-Shi'a Muslim  violence there, but this could be changing, as Ruttig notes [emphasis  mine]:
Most Hazaras had been hostile to the Taleban’s  advance into their region in the 1990s after the movement that  considered Shia as non-Muslim had committed some mass murders against  the minority group, for example in Mazar-e Sharif, Yakaolang (Bamian  province) and at the Robatak Pass (Samangan). The Taleban conquered Bamian,  the largest town in Hazarajat, late in their campaign that brought them  control over more than 90 per cent of Afghanistan’s territory in that  period. It was supported by an agreement with one faction of the main Hazara party Hezb-e Wahdat, led by Ustad Muhammad Akbari (now an MP in Kabul), a rival of the leader of Wahdat’s main wing Abdul Karim Khalili (now a Vice President). Under this deal, Akbari’s fighters guaranteed that Bamian remained calm and accepted a presence of Kandahari Taleban in the town.
In the meantime, the Taleban have – at least officially – moderated their position vis-à-vis the Shia community. Mulla  Omar has declared repeatedly that the movement would not tolerate any  ‘sectarian’ bias. This can be interpreted as an attempt to woo the  Hazara population that feels neglected by the central government in  Kabul.
In addition to supporting the Taliban presence in Hazara areas, Akbari was also a supporter of Karzai's rape law, 
claiming it actually protected women's rights.  While the Hazara have historically fought the Taliban, Akbari has shown  time and again he is willing to compromise with whoever is in power.  When the Northern Alliance was winning, Akbari supported them. Until the  Taliban came, when he supported them. And now it's Karzai's Pashtun  coalition with the Taliban, so Akbari is willing to take oppressive  Shi'a laws in exchange for expansion of Taliban control.
In a separate interview, 
Ruttig explains further the dynamic between the Taliban and former enemies in the Northern Alliance [emphasis mine]:
The  Karzai government already has shown that it is more sensitive about  what conservative sectors in the clergy -- the so-called jihadi leaders  -- demand than what civil society is concerned about - remember the  "Shia Personnel Law.[...]
[Former head of National Directorate of Security, Amrullah Saleh's] resignation might have to do with all this. Politically, he belongs to the current which emerged from the former mujahedin Northern Alliance (NA). This current -- represented by Karzai's 2009 main rival at the elections, Dr. Abdullah -- sees Karzai's reconciliation approach with skepticism. It technically boycotted the peace jirga. (It did not use that word,  though.) On one hand, this skepticism reflects concerns broader  political and social circles share, like the organized women. On the  other hand, the NA had not been known for a tendency toward power  sharing and fears losing further influence if the Taliban joined a  future government. Finally, if Thursday's Guardian is right, Saleh also saw Karzai moving closer to Pakistan. The relations between the NA and Pakistan have "traditionally" been strained.
Karzai  seems to be marginalizing, if not outright rejecting from the political  process, members of the Northern Alliance, usually in favor of those  willing to side with the Taliban. He isn't so much joining the Taliban  in the sense of being subservient to Mullah Omar's Quetta Shura, but  rather in the sense of forming a power-sharing government. The Taliban will  still control large amounts of Afghanistan, and we even see them moving  back into areas they haven't held since the war with the NA during the  90's. And they may be willing to negotiate as "
brothers" with Karzai.
Why would the Taliban share power with Karzai? More Ruttig [emphasis mine]:
We should not believe our anti-terrorism psy-ops and understand that the Taliban are a political movement with political aims. Such a movement will compromise when serious talks are held. Some Taliban know that they cannot rule Afghanistan on their own. We heard this discussion amongst Taliban in 2008 and 2009, but the surge closed their ranks again.
The  Taliban will maintain Karzai's government in Kabul to  so they can effectively rule Afghanistan. After all, Mullah Omar is unlikely to have  much success as President. Instead, the 
militants will need Karzai for stuff like this [emphasis mine]:
Afghan  President Hamid Karzai said on Friday he was concerned about a looming  battle over his country's untapped mineral resources and that  Afghanistan's major donors should be prioritised in exploiting them.  [...]
"I hope we will be able to manage it properly both in terms  of rivalry from the international bidders in Afghanistan and also  within Afghanistan, we should be able to manage the returns of those mineral extractions properly for Afghanistan," he said in a seminar hosted by the Japan Institute of International Affairs.
Karzai has enough credibility to deal with foreign investors (though 
maybe not American investors),  allowing them to exploit Afghanistan's resources as well as to manage the  funds properly "within Afghanistan", which of course means pay-off for  the Taliban who legitimise Karzai's presidency. Afghanistan will be  ruled by oligarchs, a mafia family controlling the country's resources.  Karzai is not simply joining the Taliban, they are forming a coalition government, albeit a criminal and oppressive one.
But  what about that other piece of Afghanistan's post-war tyranny, that of  being a puppet for Pakistan's war against India? For the same reasons as  the Taliban, Pakistan's military dictatorship also appreciates the  benefits of a Taliban-Karzai coalition government:
"Morally,  Afghanistan should give access as a priority to those countries that  have helped Afghanistan massively in the past few years," he said,  adding that Japan, the second biggest donor to Afghanistan in terms of  money pledged, would be a welcome investment partner.
In  addition to providing a training ground for terrorism against India,  Afghanistan is also useful for undermining India's economy and trade  partners. Japan is indeed the second largest donor of aid to  Afghanistan, but the largest in the region is... 
New Delhi:
India has offered $750 million in aid to Kabul (Reuters) since 2001, making it the largest regional donor to Afghanistan.  Besides helping to rebuild Afghan roads, airlines, and power plants, and  providing support to the health and education sectors, New Delhi also  seeks to spread its own brand of democracy in Kabul. Not only will  future Afghan parliaments sit in a building that India helped construct,  but Afghan civil servants, diplomats, and police officials will have received training from their Indian counterparts.
India's  contribution has been large, but when weighed against other  international donors, like Japan's billions, they fall much farther down  the list of "prioritised" trading partners. Not only does Japan  push India down the line, which is really not that serious considering India  has mines of its own, but it also affects 
India's bottom line in other ways [emphasis mine]:
Traditionally, Japan has been the second largest destination of Indian exports (major exports include gems, marine products, iron ore,  and cotton yarn). India is also a major importer of goods from Japan,  and its importance has been growing in recent years (major imports  include machinery, plant-related products, transport equipment, and  electronic machinery).
Japan will need to import less  from India thanks to its opportunity in Afghanistan. Obviously that's  good for Pakistan, as it forces India into some uncomfortable economic  positions, only one tiny example of how Afghanistan can be  used against Indian interests. The Karzai-Taliban government would be  compliant with Pakistan across the board, with the Taliban providing  foot soldiers for Pakistan's "strategic depth" against India, and Hamid  Karzai would be able to counter Indian influence in Kabul, whether that means  obscure complications like new trade competition with Indian ore  exporters or overtly downplaying India's role in post-war Afghanistan.
That is what will become of Afghanistan  when then US withdrawal is over: a Taliban-Karzai coalition government,  and a client state for Pakistan.
It's worth noting, however, that this is not a rationale for more war in Afghanistan. This maneuvering is happening now,  in the middle of a massive US escalation. Our military involvement does  nothing but exacerbate these effects on Afghanistan. Our violent war  against the Taliban legitimizes them as freedom fighters. Our support of  the crooked Karzai regime gives him credibility to run a sovereign  state, as well as assuming all of the economic responsibilities that  entails. And our support for Pakistan's military dictatorship, at the  expense of their democratically elected civilian government, enables the  Pakistani national security strategy of perpetual war against India,  whether through terrorism, trade, or conventional means.
If the  US has any interest in seeing a different outcome for Afghanistan,  troops, special forces, or any kind of war are simply not an option.  Rather Afghanistan's post-war tyranny can be undermined through other  ways, such as developing Afghanistan (everything from roads to education  to a free press) to the point where extremist ideologies, as well as  the endemic corruption and oppression, like those of Karzai and the  Taliban, will no longer be tolerated or sustainable. The US can also push  for free and fair elections in Afghanistan, allowing a credible test of  legitimacy for Afghanistan's government, to allow for more ethical  international trade activities. And the US can engage directly with the  civilian government of Pakistan, allowing peaceful Pakistani citizens to  set and implement their own foreign policy, rather than have it  controlled by the unaccountable warmongers under the head of the military, General Kiyani.
As  domestic pressure finally chokes off support for the war in Washington,  it's helpful to keep a close eye on these machinations by Karzai and  the Taliban. Supporters of the war in the US will make claims about an  impending bloodbath, but clearly Karzai's regime will survive our  absence. War supporters will also claim that these problems which were  created by our war can only be fixed by...more war. It's simply not  true.
Post-war Afghanistan will be a miserable place indeed, but just as in 2009, 2007, 2001, and 1979,  more war in Afghanistan and Pakistan is not the answer. The US  occupation which feeds Afghanistan's misery must be brought to an end,  and only then can we set about the process of developing the country,  eradicating extremism, and making peace for the region as a whole.