U.S. Strategy
The American strategic priority is to end the war, leaving some forces to fight al Qaeda but abandoning any attempt to pacify the country. The United States understands that the Karzai government -- or the one that succeeds it -- will be weak and fragmented, but it would prefer that it at least relegate the Taliban to being merely a faction, enabling a transition to occur within the existing framework. The Taliban might well consider this strategy, but the coalition would be a sham. It is unlikely that Karzai could have built a viable force to counter the Taliban. But it is certain that he failed to counter the Taliban. He has no options left, and many of his senior aides know it. They are making their own plans to leave the country or are reaching their own secret accommodations with the Taliban.
I would guess that the United States knows this is going on, but it has no intention of policing Karzai's house. The United States has stated plans to maintain a sizable military presence through 2014, but its ultimate goal is to leave. Washington understands that the Taliban are the single-most powerful force in Afghanistan but also that there are other factions that could block them. However, the United States is not prepared to plunge into the complexities of Afghan politics. Its failures leading up to this moment have left it with no confidence in its ability to do so -- and with no interest in trying.
The U.S. decision to negotiate openly with the Taliban followed more than two years of relatively secret talks. Many issues have already been discussed, and there is an understanding in Washington of the Taliban and what matters to them, and vice versa. When Karzai got upset over the apparent embassy in Qatar, the Taliban lowered the flag. This is highly significant; the Taliban do not want to make it more difficult for the United States to bring Karzai to the negotiating table. Having made their point, they retreated at America's request.
In many ways, the United States is more comfortable with the Taliban than with the other tribes in the country because secret negotiations have left Washington with a better understanding of the Taliban. But Washington's main objective is to leave. It would like to do so gracefully, but graceful or not, it's happening. However, I would argue that the United States believes the Taliban have sufficient coalition partners to wield the most influence in a post-U.S. Afghanistan.
International legitimacy and U.S. recognition are of secondary importance to everyone. What matters is the military reality on the ground. Karzai does not have a reliable force, and soon there will be virtually no U.S. presence in the country. The Karzai regime's fate is sealed. What may be open is the degree to which the Taliban control the country after the U.S. exit, and whether the pretense that there is such a thing as a Karzai government is maintained. The United States will make some cosmetic concessions to Karzai, but there will be no strategic adjustment.
The United States is on its way out. In this negotiation, Karzai is a military cripple. The Taliban are weaker than they were but stronger and more coherent than anyone else in the country. And there are other factions. This is the reality in Afghanistan.