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by Special Competitive Studies Project - SCSP
Where technology meets intelligence. Intel at the Edge is a podcast by the Special Competitive Studies Project (SCSP), hosted by Chip Usher, Senior Director for Intelligence. Chip explores the latest innovations transforming the intelligence community with experts who are shaping the future of national security.
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- 1 weeks ago42 min
From Light Tables to AI: Shelby Pierson on the Future of Imagery Analysis
In this episode of Intel at the Edge, host Chip Usher sits down with Shelby Pierson, former Director for Analysis at the National Geospatial-Intelligence Agency (NGA).Shelby joined the intelligence community in 1999 as an imagery analyst and rose through the ranks — working Iraq ground forces analysis, denial and deception, election security as the DNI's lead, and ultimately serving as NGA's Director of Analysis.Shelby recently authored "Sensing the Threat: Operationalizing Computer Vision for Intelligence and Warfighting," and in this conversation she unpacks how AI and computer vision are reshaping the discipline — from the days of physical light tables and film to today's data deluge of commercial, national, and airborne collection.Topics covered include:- Her path into the CIA and career highlights, including Operation Iraqi Freedom- How the analyst's job has evolved from imagery exploitation to "data creation"- The origins of computer vision in GEOINT, from change detection to Project Maven- Why analyst staffing hasn't kept pace with the data explosion- Where human judgment and tradecraft still matter most- How today's crises move faster than the 13-day Cuban Missile Crisis timeline — and what that means for AI-assisted decision-making- Pushing AI compute to the edge — including onboard satellites in orbit- Her advice for the next generation of imagery analysts🎧 Listen and subscribe for more conversations on how emerging technology is reshaping intelligence, defense, and national security.00:00 - Introduction: Shelby Pierson & "Sensing the Threat" 01:05 - Shelby's Path into the Intelligence Community 02:29 - Early Career: Iraq, Denial & Deception, and Working with Engineers 05:03 - From NIM for Russia to Director of Analysis at NGA 05:30 - The Light Table Era vs. Today's Desktop Analysis 07:40 - The Data Deluge: Scale of Modern Imagery Collection 08:37 - Integration: How Analyst Workload Has Changed 09:26 - Staffing Hasn't Kept Pace with the Workload 10:35 - Technology as Offset vs. Replacement for Human Analysts 11:35 - What Is Computer Vision? Origins in NGA 14:20 - Change Detection: The Early Analytics Story 15:34 - Project Maven and Full Motion Video 17:19 - Beyond Visual: Hyperspectral, Radar & Data-Rich Sensors 20:21 - From Imagery Exploitation to Data Creation 20:50 - Why Now? The Convergence of Software, Storage & Compute 22:32 - Tradecraft, Authorship & Trusting the Models 24:51 - Oversight Standards: Are AI Outputs Held to the Same Bar? 25:47 - Error Tolerance: Change Detection vs. Targeting 26:38 - AI in the Kill Chain: The Israel Example 27:57 - Golden Dome and Split-Second Defensive Decisions 29:30 - Case Study: The Chinese Embassy & Iranian Girls' School Incidents 32:36 - Cuban Missile Crisis vs. Today's Compressed Decision Timelines 34:22 - Piecing Together Complex Intelligence Networks 35:17 - Offense vs. Defense: Rules of Engagement for AI 36:15 - Scaling for a Potential China Contingency 37:10 - AI at the Edge: Onboard Compute and Sensors in Orbit 40:07 - Advice for Aspiring Imagery Analysts 42:15 - Closing & Where to Find the Paper Intel at the Edge Podcast is a product of the Special Competitive Studies Project.
- 3 weeks ago35 min
Beyond LLMs: How Jumptuit's Don Leka Is Building AI for the Physical World
In this episode of Intel at the Edge, host Chip Usher sits down with Don Leka, Founder and CEO of Jumptuit, to explore a different kind of artificial intelligence — one built not on text, but on real-time data from the physical world. Don shares his journey from building the Glide OS cloud platform in 2004, to founding Jumptuit, a company using a large dynamic reasoning model to track physical-world signals — from shipping movements and port activity to refinery output and geopolitical indicators — in near real time. The conversation covers: - Why Jumptuit's approach differs fundamentally from large language models - How cross-sector data intersections can reveal probable events before they happen - Using comparative, causal, and analogical reasoning to forecast geopolitical and economic shifts - Case studies: Russia's GDP resilience despite sanctions, shifting oil demand, and instability in Niger and Albania - What the intelligence community could gain from live, empirical, physical-world data - A must-listen for anyone interested in AI, geopolitical forecasting, and the future of intelligence analysis beyond large language models. 0:00 Intro: AI Beyond LLMs & Meet Don Leka 1:16 Don Leka's Background & Building Glide OS (2004) 3:17 How Jumptuit's Approach Differs from ChatGPT & LLMs 5:10 What Data Jumptuit Collects (Persian Gulf Example) 9:50 Open Source Data & Cross-Sector Event Thresholds 10:48 Case Study: Operation Epic Fury & Iran War Assumptions 13:42 Large Dynamic Reasoning Model as Predictive Analytics Tool 16:16 Lessons from the Arab Spring & Traditional Intelligence Gaps 17:39 Why Historical Data Alone Misleads Forecasting 18:42 Case Study: Russia's GDP Resilience Despite Sanctions 21:10 Persian Gulf Tensions, Oil Prices & China's Reduced Demand 22:23 Ripple Effects: Japan, Albania & Global Instability 23:55 Is It the Data or the Algorithm? The "Secret Sauce" 24:40 Why LLMs Struggle with Outdated, Narrative-Based Data 26:25 Can Jumptuit's Model Be Distilled or Copied? 28:42 Beyond Geopolitics: Climate, Health & Individualized Intelligence 31:12 What the National Security Community Should Be Doing 32:40 How Jumptuit Complements (Not Competes With) LLMs 33:53 Key Customers: Finance, Energy, Defense & More Intel at the Edge Podcast is a product of the Special Competitive Studies Project.
- Aug 12, 202636 min
Narrative Intelligence: How Adversaries Weaponize Stories with Joe Stradinger
Narrative intelligence is emerging as one of the intelligence community's most important new disciplines — and few people understand it better than Joe Stradinger. In this episode of Intel at the Edge, Joe Stradinger — founder of Edge Theory and creator of the National Center for Narrative Intelligence in Oxford, Mississippi — joins Chip to break down what narrative intelligence actually is, how it differs from traditional social media monitoring, and why he believes it's become a central front in modern cognitive warfare. They cover: • Joe's path from CPA to early internet entrepreneur to national security advisor • What "narrative intelligence" means and how it's detected, classified, and measured • The concept of "intercontinental ballistic narratives" and how adversary messaging spreads over time • How China, Russia, and other actors exploit real-world events to sow division • Washington's growing (but still unsettled) response to cognitive warfare • Why storytelling — from Joe's Mississippi Delta roots to America's own national narrative — may be the most powerful (and underused) tool in this fight Whether you work in national security, business, or just want to better understand how information shapes belief and behavior, this conversation offers a rare look inside a discipline that's quietly reshaping how the U.S. thinks about influence, deterrence, and truth. 00:00 Intro 00:44 Joe's background & how he got into this space 03:12 Mississippi, storytelling, and why fiction is a weapon 05:04 What is narrative intelligence? 09:06 Tracking narratives over time (the CCP example) 13:21 Case study: the data center narrative war 17:29 How AI has collapsed the influence chain 18:40 Case study: Iran's Hollywood-style war narratives 21:14 Attribution: tracing a narrative back to its source 24:22 Federal vs. commercial — why U.S. citizens are never targeted 26:53 Real-world exploits: Baltimore Bridge, Silicon Valley Bank 27:41 The new NSC role & "putting the I back in DIME" 30:20 Why America needs to tell its own story 34:00 Educating the next generation 36:34 The National Center for Narrative Intelligence Intel at the Edge Podcast is a product of the Special Competitive Studies Project.
- Jul 29, 202633 min
Iran's Nuclear Program: "Down But Not Out" with Amy McAuliffe
Four and a half months into the Iran war, what's actually left of Iran's nuclear program — and what would it take to keep it that way? In this episode of Intel at the Edge, host Chip Usher sits down with Amy McAuliffe, who recently retired from the CIA as the Assistant Director for Weapons and Counter Proliferation. Amy also served as Chairman of the National Intelligence Council and Assistant Director of CIA for the Near East. Amy breaks down: · Why she describes Iran's program as "down but not out" after the June 2025 and 2026 strikes on Natanz and Fordow · The uncertainty around Iran's 60%-enriched uranium stockpile and where it may be located · The impact of losing key nuclear scientists — and how much technical knowledge Iran has actually retained · How the death of Supreme Leader Khamenei and the rise of new IRGC leadership could shift Iran's calculus toward weaponization · What a credible future nuclear deal would need to include, from enrichment caps to IAEA verification · Whether a purely military solution can ever fully resolve the nuclear question · Her advice for young people considering a career in the U.S. intelligence community Intel at the Edge Podcast is a product of the Special Competitive Studies Project.
- Jul 28, 202624 min
Kimi K3: What China's Latest Model Means for the US with David Lin
Kimi K3, China's largest open-weight AI model yet, just hit the public — and it's rewriting the terms of the US-China AI race. In this emergency episode, host Chip Usher sits down with David Lin, Senior Director for Tech Platforms at SCSP and CIA veteran, to unpack what K3's release really signals. They dig into how the competition has shifted from a simple US-vs-China contest into a two-axis battle of open weights vs. closed weights, why K3 dropped right alongside Xi Jinping's World AI Conference speech, the eye-popping cost gap between K3 and frontier US models, and the question of large-scale model distillation and IP theft. They close out with a look at Nvidia's Jensen Huang and a growing coalition of US companies pushing back against a closed-weight future. It's a fast-moving landscape — and this conversation captures exactly where things stand today. 00:00 — Intro: Kimi K3 drops 01:20 — What K3 is and how it compares 03:18 — Open weights vs. closed weights 07:14 — Beijing's role and export controls 12:42 — Security risks of open weights 15:32 — Distillation and IP theft 21:22 — Nvidia and the US open-weight push 24:25 — Closing thoughts Intel at the Edge Podcast is a product of the Special Competitive Studies Project.
- Jul 15, 202640 min
How Agentic AI is Enabling A New Industry: Intelligence-As-A-Service with Ansel Stein
In this episode of “Intel at the Edge”, Chip Usher sits down with Ansel Stein, Vice President of Operations at Crisis24 and a former CIA analyst, to explore how artificial intelligence is reshaping the way private-sector companies access intelligence analysis. Stein discusses how Crisis24 is delivering AI-generated intelligence directly to corporate C-suites — from geopolitical risk to tailored daily briefings built on a company's own institutional knowledge. The conversation digs into the tradecraft behind the tools: how intelligence community standards are codified into AI systems, how human oversight fits into an AI-driven analytic process, and how self-improving models are changing the relationship between analysts and decision-makers. Ansel and Chip also look ahead to how this "intelligence-as-a-service" model might eventually influence government intelligence organizations, and why deep organizational context and culture will remain a human differentiator even as raw intelligence becomes cheaper and more democratized through AI. 0:00 – Introduction 0:46 – Welcome, Ansel Stein 1:12 – Ansel's path from government to Crisis24 2:32 – Why join a company at the intersection of intel and AI 3:48 – What Crisis24 delivers 6:39 – Serving private-sector clients 6:56 – Tailoring intelligence for corporate use 8:46 – Intelligence-as-a-service for the C-suite 10:13 – How AI-generated analysis works 10:40 – Where's the human in the loop? 12:14 – The National Intelligence Priorities Framework 15:23 – Intelligence Community Directives and analytic standards 16:13 – Codifying tradecraft into AI systems 17:44 – Real-world example: a global executive's daily briefing 18:28 – Building in company-specific expertise 19:43 – Trust and adoption among clients 22:11 – Self-improving AI systems 24:27 – Speed, scale, and organizational accountability 26:15 – Correcting AI mistakes and shifting analytic lines 26:42 – Data ownership and client control 29:26 – Educating companies on the value of intelligence 29:54 – Structuring human-AI analytic teams 33:13 – Will government adopt this next? 35:07 – Where the industry is headed 36:57 – Early movers and the future of decision-making 38:39 – Why organizational culture still matters 39:15 – Closing thoughts Intel at the Edge Podcast is a product of the Special Competitive Studies Project.
- Jul 6, 202638 min
Why America Stopped Thinking About the Future with Ari Wallach
Futurist Ari Wallach joins Intel at the Edge to discuss why the U.S. government canceled its long-range forecasting program — and what it costs us. From scenario planning and megatrends to AI, loneliness, and narrative warfare, Wallach makes the case for embedding foresight into how America thinks and acts. Wallach is the founder of Long Path Labs and the former host of the PBS television series A Brief History of the Future. He has advised the Department of State, the United Nations Refugee Agency, and consulted on strategic foresight — the discipline of mapping not just what is likely to happen, but what could happen, and how to recognize the early signals that tell you which future is taking shape. Intel at the Edge Podcast is a product of the Special Competitive Studies Project.
- Jun 17, 202639 min
Inside the US-UK Intelligence Partnership with Gen. Tim Haugh & Sir Jeremy Fleming
In this episode of “Intel at the Edge”, former NSA Director General Tim Haugh and former GCHQ Director Sir Jeremy Fleming sit down for a rare, candid conversation about one of the most consequential intelligence relationships in the world. From the wartime roots at Bletchley Park to the age of AI and quantum computing, they explore how the US-UK signals intelligence alliance has evolved over 80+ years — and what it must do to stay ahead of an increasingly complex threat landscape. Topics covered: The origins of the NSA-GCHQ SIGINT partnership How AI is transforming intelligence work China, cyber threats, and the scale of modern adversaries Space, climate change, and emerging national security domains The critical role of private sector partnerships Advice for the next generation of intelligence leaders Intel at the Edge Podcast is a product of the Special Competitive Studies Project.
About Intel at the Edge
Where technology meets intelligence. Intel at the Edge is a podcast by the Special Competitive Studies Project (SCSP), hosted by Chip Usher, Senior Director for Intelligence. Chip explores the latest innovations transforming the intelligence community with experts who are shaping the future of national security.
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