Episodios

  • Why Iran’s Regime Isn’t About to Fall (And What Everyone Gets Wrong) | Arash Azizi

    Why Iran’s Regime Isn’t About to Fall (And What Everyone Gets Wrong) | Arash Azizi
    Apr 8 2026
    For years, many in Washington have assumed that pressure, protests, or targeted strikes could trigger regime change in Iran. But what if those assumptions are fundamentally wrong? In this episode, Scott sits down with Arash Azizi, a writer and historian focused on Iranian politics, to break down what’s actually happening inside Iran right now—beyond the headlines. They discuss why the Iranian regime has remained in power despite widespread opposition, how authority is really structured inside the system, and why the lack of a coherent opposition movement may be the single biggest factor shaping Iran’s future. The conversation also explores: Who actually holds power inside Iran today Why leadership decapitation hasn’t led to regime collapse How the current war is impacting internal dynamics What a realistic path to regime change would require Why the next regime in Iran may not be democratic This is a grounded, inside look at Iran’s political reality—and what policymakers, analysts, and the public often get wrong.
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    40 m
  • The Short War Illusion Is Over | Robert Pape on Iran Escalation

    The Short War Illusion Is Over | Robert Pape on Iran Escalation
    Apr 7 2026
    This is Part 3 of an ongoing series with Robert Pape (University of Chicago) analyzing the escalation dynamics of the Iran conflict in real time. Over the past week, several developments have shifted the trajectory of the war: U.S. ground forces entered Iran for the first time in a limited rescue operation Continued strikes on energy infrastructure across the region Increasing pressure around the Strait of Hormuz Early indicators of reserve and National Guard mobilization But the most important shift, according to Pape, is this: 👉 The “short war illusion” is over. His article in the New York Times: https://www.nytimes.com/2026/04/06/opinion/iran-war-strait-hormuz.html The expectation that this conflict would remain limited is fading—and that changes how governments, markets, and military planners respond. Why the recent U.S. ground incursion does not yet constitute Stage 3 What defines the transition to full ground operations Why targeting energy infrastructure has repeatedly failed to achieve strategic objectives How civilian harm shapes long-term escalation dynamics The operational indicator that would signal real regime instability Why expectations—not just battlefield outcomes—are now driving the conflict Wars don’t just evolve based on what happens on the battlefield. They evolve based on what people believe is going to happen next. And that shift may already be underway. In the next episode, we examine a deeper question: 👉 Is this conflict changing the global balance of power? Pape argues that Iran may be emerging as a fourth center of world power—a claim that has major implications for how this war unfolds. New episodes released weekly tracking the escalation dynamics of the Iran conflict. At the Water’s Edge focuses on practitioner-level insights into national security and geopolitics—bridging the gap between theory and real-world decision-making. 🎯 In this episode:🧠 Key takeaway:📊 Looking ahead:🎧 Follow the series:📡 About the show:
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    38 m
  • AI for Warfighters: What Silicon Valley Gets Wrong | Tyler Saltsman

    AI for Warfighters: What Silicon Valley Gets Wrong | Tyler Saltsman
    Apr 2 2026
    Most people think AI is ready for modern warfare.It’s not.In this episode, I sit down with Tyler Saltsman, Founder and CEO of EdgeRunner AI, to break down what artificial intelligence can actually do on the battlefield—and where it falls short.Tyler is building domain-specific AI models designed to operate directly on-device, enabling warfighters to make better decisions in real time without relying on internet connectivity.We discuss:- Why many commercial AI models refuse real-world military tasks- The problem with bias, guardrails, and lack of transparency in current AI systems- Why AI must operate offline in contested environments- The gap between Silicon Valley and the warfighter- The biggest bottlenecks inside DoD acquisition and procurement (ATO, OTA)- How AI is changing tactical decision-making at the unit level- The risks of relying on a small number of dominant AI labsWe also get into the realities of building a defense tech company today, and what it takes to move from prototype to fielded capability.This is a grounded, operator-level conversation about AI in warfare—focused on execution, not hype.---About the Guest:Tyler Saltsman is the Founder and CEO of EdgeRunner AI, a defense technology company building domain-specific AI models for military applications. He previously worked at AWS, where he was involved in large-scale AI model training and infrastructure development.---Subscribe to At the Water’s Edge for conversations with operators, policymakers, and builders shaping the future of national security.
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    42 m
  • We’re Nearing Stage 3 — And It May Be Irreversible | Robert Pape

    We’re Nearing Stage 3 — And It May Be Irreversible | Robert Pape
    Mar 30 2026
    This is Part 2 of an ongoing series with Robert Pape (University of Chicago) breaking down the escalation dynamics of the current conflict with Iran. Follow him at his substack: https://escalationtrap.substack.com/ Over the past week, the situation has evolved rapidly: Additional U.S. forces are deploying to the region Energy infrastructure across the Gulf is under attack Proxy actors, including the Houthis, are expanding the conflict In this conversation, we focus on one question: 👉 Where are we now? According to Pape, the answer is clear: We are now in the “escalation trap” — and nearing Stage 3. That next phase could mark a critical turning point, potentially triggering: Ground operations A prolonged war of attrition A shift toward what Pape calls “Stage 4” — where risks begin to extend toward the U.S. homeland Why the conflict is expanding, not stabilizing What “Stage 3” actually means in practical terms Why current “peace talks” are likely not real negotiations How Iran’s position has strengthened economically during the conflict The relationship between foreign troop presence and terrorism risk What to watch over the next 10–15 days Military success does not always translate into strategic advantage. In fact, as Pape explains, it can create the very dynamics that deepen and prolong conflict. If you’re interested in practitioner-level insights on national security and geopolitics: Follow the show Share this episode Send it to someone tracking this conflict
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    26 m
  • The Drone Threat Is Already Here

    The Drone Threat Is Already Here
    Mar 25 2026
    Episode Title:The Drone Threat Is Already Here Episode Description: Drones are no longer just a battlefield problem. From Ukraine to the Middle East, unmanned systems are reshaping how wars are fought—cheap, scalable, and increasingly accessible to both states and non-state actors. But the most important shift may not be happening overseas. It’s happening at home. In this episode, Scott sits down with Paul Lushenko, Chief Strategist at Joint Interagency Task Force 401, the U.S. military’s newest effort to coordinate a whole-of-government approach to countering drones. Drawing on both operational experience and research, Lushenko breaks down how drone warfare is evolving, what we’re learning from Ukraine and the current conflict with Iran, and why defending the U.S. homeland against drones is far more complex than most people realize. Are drones a revolution in warfare—or just the next evolution? What the war in Ukraine is actually teaching us (and what we’re getting wrong) How drones are being used in high-end state conflict with Iran The growing threat of drones to U.S. bases, infrastructure, and public spaces Why the biggest challenge isn’t technology—it’s coordination The cost problem: $1M missiles vs. $10K drones How tactics spread globally through a “contagion effect” The role of Joint Interagency Task Force 401 in countering drone threats Why mindset, training, and policy matter as much as hardware “This isn’t just a capability reserved for distant battlefields. It’s on our shores. It’s on the southern border. It’s at stadiums.” Paul Lushenko is the Chief Strategist for Joint Interagency Task Force 401, where he helps synchronize U.S. military and interagency efforts to counter drone threats at home and abroad. He is a career Army officer with nearly two decades of experience supporting special operations and has conducted extensive research on drone warfare, military innovation, and the integration of AI into modern conflict. Drone warfare is no longer confined to distant battlefields. As the technology spreads and becomes more accessible, the United States faces a new kind of challenge—one that requires not just better technology, but better integration across the military, government, and society. This conversation explores what that future looks like—and how prepared we really are. Follow At the Water’s Edge for conversations on national security, geopolitics, and the future of warfare from a practitioner’s perspective. 🔑 Key Topics Covered🎯 Key Insight🎙️ About the Guest📌 Why This Episode Matters🔗 Listen / Follow
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    52 m
  • The Escalation Trap

    The Escalation Trap
    Mar 22 2026
    The Escalation Trap: Robert Pape on Iran, Airpower, and Strategic Failure Robert Pape will be giving a live briefing the status of the conflict and what stage 3 escalation looks like at 5pm EST 22 March 26 on his substack, Escalation Trap. Robert Pape Robert Pape's Substack HERE (https://escalationtrap.substack.com/) Description: What if the biggest risk in war isn’t failure—but success? In this episode, I’m joined by Robert Pape, Professor at the University of Chicago and one of the leading scholars on coercion, airpower, and political violence. As the conflict with Iran escalates, Professor Pape explains why what we’re seeing isn’t just a series of military exchanges—but a predictable pattern he calls the “escalation trap.” A dynamic where each step forward reduces control, increases pressure to escalate, and makes it harder to achieve political objectives. We break down: Why airpower alone has never achieved regime change How escalation actually progresses in stages Where the real center of gravity lies in the current conflict Why Iran may have more leverage than it appears What policymakers and the media are getting wrong What a realistic endgame could look like This is a practitioner-focused conversation on how wars actually work—and where this one may be headed. Note: This conversation was recorded in real time as events were unfolding. Timestamps: 00:00 Introduction 02:00 The Escalation Trap explained 08:30 Why airpower fails strategically 17:30 Escalation stages and shifting advantage 26:30 Economic warfare and oil leverage 35:00 Who has the advantage right now 39:00 What policymakers are getting wrong 42:00 What happens next
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    47 m
  • Coups, Wagner, and Jihadists: The Battle for the Sahel

    Coups, Wagner, and Jihadists: The Battle for the Sahel
    Mar 18 2026
    The Sahel region of West Africa has become one of the most unstable security environments in the world. A wave of military coups, expanding jihadist insurgencies, and the growing influence of Russia and the Wagner Group are reshaping the geopolitical landscape across Mali, Burkina Faso, Niger, and the surrounding region. But what is actually driving the crisis? In this episode of At the Water’s Edge, Scott Kelly sits down with Fidel Amakye Owusu, a security analyst specializing in West African and Sahelian security dynamics, to unpack the forces behind the region’s instability. They discuss the origins of jihadist movements in the Sahel, the collapse of state authority across parts of Mali, Burkina Faso, and Niger, and how insurgent groups are increasingly performing functions traditionally associated with governments — including taxation, control of trade routes, and local security. The conversation also examines the role of French counterterrorism operations, the political consequences of recent military coups, and how Russia and the Wagner Group have expanded their presence as Western forces have withdrawn. Finally, they explore one of the most important questions facing the region: can the democratic states surrounding the Sahel contain the instability, or will the crisis spread further into coastal West Africa? This episode provides a practitioner’s perspective on the evolving security crisis in the Sahel, one of the most important and least understood geopolitical challenges in the world today. Fidel Amakye Owusu is a Ghanaian security analyst focused on terrorism, insurgency, and governance challenges across West Africa and the Sahel. His work examines extremist movements, regional security cooperation, and the political dynamics shaping stability in the region. The rise of jihadist insurgencies in the Sahel Why governance gaps fuel instability in Mali, Burkina Faso, and Niger How insurgent groups fund themselves through taxation, trade routes, and resource control The impact of French counterterrorism operations in West Africa The recent wave of coups across the Sahel Russia and Wagner’s expanding role in regional security Whether democratic states like Ghana and Senegal can contain the crisis
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    57 m
  • The Transparent Battlefield: Lessons From the War in Ukraine | Samuel Bendett

    The Transparent Battlefield: Lessons From the War in Ukraine | Samuel Bendett
    Mar 10 2026
    What is the war in Ukraine teaching the world about modern warfare? In this episode of At the Water’s Edge, Scott Kelly speaks with Samuel Bendett of the Center for Naval Analyses, one of the leading analysts tracking Russian military adaptation and the role of drones and emerging technology on the battlefield. They discuss how Western analysts misunderstood Russian capabilities before the 2022 invasion, how the massive proliferation of small drones has made the battlefield increasingly transparent, and why both Russia and Ukraine have turned to commercial technology and civil society to sustain combat operations. The conversation also explores the early role of artificial intelligence in the war, how soldiers on both sides are modifying technology at the tactical edge, and what lessons the United States military should be learning from the conflict. As China, Iran, and other major powers study the war closely, Ukraine has become a real-time laboratory for the future of warfare—and a warning about how quickly modern conflicts can evolve beyond anyone’s expectations. • The battlefield is becoming transparent. The widespread use of small drones means that forces operating near the front line are increasingly visible, forcing militaries to rethink mobility, concealment, and survivability. • Commercial technology is now part of warfare. Both Russia and Ukraine have relied heavily on off-the-shelf drones, radios, and other commercial components, often sourced through civil society networks. • Civil society has become a wartime logistics system. Volunteer groups and online fundraising campaigns have helped supply frontline units with critical equipment—from drones to communications gear. • AI is beginning to appear on the battlefield. Artificial intelligence is being used to process massive quantities of battlefield data and assist with target identification, though fully autonomous systems remain limited. • The world’s militaries are watching closely. China, Iran, North Korea, and others are studying the war in Ukraine to understand how drones, electronic warfare, and battlefield adaptation are reshaping modern conflict.
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    42 m