To someone who isn't able to play, Jakob's plan definitely seems to make sense:
- Using civilian factories for trading in the early game seems to be a mistake, since you will fall behind on producing new factories. This limits the effectiveness of your tank, aircraft and ship production early on.
- The national foci allow you to research the Panzer3 ahead of time, and jakob could've started this research immediately at the start of the second episode.
- By the time he had researched them, he would actually have some civilian factories available to trade, and could've started a pretty efficient tank production.
- World tension seems to be rising only very slowly, japan and china don't seem to be at war yet, even though the marco polo bridge incident has already happened. And even after the anschluss WT is only 4/5%. Munich agreement seems to only give 2% WT, possibly more if the other nations make objections. Perhaps Jakob is planning a later start to WW2?