Podcast Examines Iran Strategy, China Threats, and AI Risks in Warfare
Darren on the lesson from Ukraine:
"The rate of technological change in the commercial world becomes this direct input into the capabilities that you can project for mass.
Drones have been used since the Vietnam War, but you wouldn't think that.
Drones became commercially viable and cheap, and by virtue of that became a new article of war because they were so inexpensive. The cost of losing one is low.
It was the commercial viability and the commercial pervasiveness of that product that made it a great input into a military for mass.
The commercial world has so much influence on the rate of change that will happen in warfare.
These wars work faster than markets sometimes.
The evolution of a Ukrainian drone from three years ago to today is unbelievable. There's 50 iterations and all these new capabilities.
We think of war in this Top Gun style way, and you don't think about something that you could buy at Best Buy as being important into the projection of force.
But things that become permissive and inexpensive in a commercial world have these enormously valuable inputs into fighting asymmetric war."
My second conversation with @DarrenFarber, Managing Partner of Albion River (a defense-focused investment firm) and former special advisor at the DoD. With US-Iran negotiations still unfolding, we spent most of our time on what winning actually means in a theater like Iran. We discuss: - The Strait of Hormuz - China, Israel and Ukraine - The Eisenhower and Taylor schools of military force - The 20-year plan to co-opt American universities - Magazine depth - The rise of neo-primes Timestamps: 0:00 Intro 1:00 Theaters of War 3:26 Flexible Power vs. Massive Retaliation 5:14 The Dual Nature of Dictatorships 7:43 Positive Propaganda 10:15 The Strait of Hormuz 11:29 Eisenhower and Taylor's Theories of Escalation 16:48 Grading the U.S. Military's Capabilities 18:01 Assessing China's Illegitimacy 19:41 Magazine Depth 23:20 The Inevitable Fall of Totalitarian Regimes 27:07 Peacetime Mobilization 29:06 Takeaways from Ukraine 30:47 The True Risk of a Taiwan Invasion 32:38 The Rise of Neo-Primes 38:20 The Challenge of Political Will 44:23 Process vs. Outcome in U.S. Politics 46:43 The Dangers of AI in Military Systems