Ask Haviv Anything - Episode 18: Taking on the ayatollahs with Mark Dubowitz

Episode Date: June 12, 2025

The Trump administration has been trying to hammer out a deal to dismantle Iran's nuclear program. In the last 24 hours, the rhetoric has ratcheted up on both sides, as both Iranian and US officials h...ave warned about impending military action.A week ago, we recorded a conversation with Mark Dubowitz, CEO of the Foundation for Defense of Democracies, on the Iranian regime's strategy, its nuclear aspirations and what it would take to disrupt those aspirations diplomatically or, failing that, militarily.Can Iran's nuclear program be stopped? Can the regime be reined in or even toppled? Do the interests of Israel and America overlap, or are there meaningful gaps that could force a divergence in policy? How do we support the Iranian people, who have repeatedly rebelled against the tyranny of the ayatollahs in Tehran?Mark joined Rachel and Haviv to tackle these questions in a conversation that has only grown more relevant as the days have passed.This episode was sponsored by Julie and Frank Cohen because they believe this podcast is a way to teach our story, and because understanding our past and present is key to building a better future.Julie and Frank have asked to dedicate this episode to someone we lost on October 7.Today we remember 1st Sgt. Eliran Abergil, who was 29 when he died fighting the Hamas terrorists who invaded Kibbutz Be'eri. On the morning of the attack, Eliran was in Tiberias in Israel's north celebrating the Simchat Torah holiday with family.He rushed down south to join his comrades, met them on the front lines, and volunteered to be one of the first officers to enter Kibbutz Be'eri. He was killed in a firefight with Hamas gunmen. Eliran's wife discovered she was pregnant with their first child shortly after his death.Please join me on Patreon to support this project: ⁠ www.patreon.com/AskHavivAnything⁠ If you would like to sponsor an episode, please email us at ⁠haviv@askhavivanything.com⁠.A podcast by Haviv Rettig Gur

Transcript
Discussion (0)
Starting point is 00:00:04 Hello, everybody. Welcome to Ask Kaviv Anything. This is kind of an exciting episode. We're going to try a little bit more of a conversational approach. Please let us know if this format works. We'd love your feedback. We have here someone that we have learned a tremendous amount from, Mark Dubowitz, the CEO of the Foundation for Defense of Democracies, a man who has the illustrious, true honor of being sanctioned by both Putin,
Starting point is 00:00:34 Russia and Chaminers Iran. I have to say, Mark, I'm jealous, you know, the only sanctions I've ever faced or from my kids. But that really reflects on Mark's work. And what we're going to try and do for this episode is have a broader conversation. I begged and begged and managed to convince my wife, Rachel, who is the executive producer behind the scenes,
Starting point is 00:00:59 who has made this podcast, developed it, built it out from something that at the very beginning, we had no idea how to do, and now we know how to do a lot more, and we, of course, have plans to do even more than that. To come out from behind the curtain, two really important things. One is our sponsor, to whom we are very, very grateful. Julian Frank Cohen have sponsored this episode and asked us to say that they believe that this podcast is a way to teach our story,
Starting point is 00:01:26 because understanding our past and present is key to building a better future. And Julie and Frank have also dedicated this episode, as many sponsors have. It's one of the most beautiful things that has developed around this community that this podcast has become to someone who died on October 7. This episode is dedicated to First Sergeant Elirana Birjil, who was 29 when he died fighting the Hamas terrorists who invaded Kibbutz Be'ri. He is from Chaderah, and on the morning of the attack, he was with his wife at her parents' house in Tiberius, in Tveria up north on the Sea of Galilee, celebrating the Shavut holiday. He rushed down south to join his comrades, met them on the front lines, and volunteered to be one of the first officers entering Kibbutz Berri, which was one of the three major massacres of October 7. One of the most dangerous places to be. He was driving one of two armored jeeps inside the kibbutz in the early afternoon.
Starting point is 00:02:29 His story is told in the Times of Israel's Great Project that really tells the story of everyone who died that day. And he was killed in a firefight. His wife was pregnant and he did not know it when he died. So he died never knowing that he has a son. We remember Elirang Abiljil and thank you. Frank and Julie Cohen for giving us also that opportunity. Welcome to our new episode. We're going to talk today about Iran, Iran, Iran, why it's so important, what it all means, where it's all going.
Starting point is 00:03:02 I'm throwing the baton over to Rahel. Thank you so much for joining us and doing this and coming out from, as I said, behind the curtain. Thank you. And thank you especially to Mark. If you want to know more about Iran, obviously the Iran breakdown, Mark's new podcast, is the place to go. everything from the women's rights protest to exactly how much enriched uranium you need in order to make a bomb. All the details are there. So let's start from what's going on in the news. Basically, the U.S. is in talks with Iran trying to talk Iran away or down from the nuclear ledge.
Starting point is 00:03:37 According to reports that have come out recently, the U.S. is asking Oman and Qatar to mediate. Saudis also are reportedly part of this negotiation. And the main question is, seems to be, will Iran be able to reserve the ability to domestically enrich uranium, which is obviously part of the infrastructure required if it wants to make a sprint for the bomb? A possible compromise, according to news reports, is in the works, in which there will be some sort of regional uranium enrichment consortium, multiple countries enriching uranium for Iran, but once again, Iran wants to keep it in-house. There was a recent report that came out by the International Atomic Energy Agency accusing
Starting point is 00:04:22 a round of noncompliance with its international obligations. And so the world is rightly worried about Iran's intentions. Its nuclear program is too large for research program, but too small for an energy program. It seems to be sized just right for a military program. So where do we take it from here? Can, Mark, we'll start with you. Can an agreement between Trump and Khmaneanahe change that? what can the Americans hope for can come out of this deal? And perhaps most importantly,
Starting point is 00:04:50 what should we be looking for? We, the ordinary person looking from the side, what are the red lines? How do we know if these talks are succeeding, if Iran is spinning Trump or if Trump is truly creating some great breakthrough here? What should we be looking for? So, Rahal and Javid, thank you so much for having me on. It's great. Love your podcast and a huge fan. And yeah, we're back in these Iran talks. We've seen them before. We saw them in 2015. We saw them in 2013. We saw them just after 9-11 when the Europeans were negotiating the Iranians. The Iranians love to talk.
Starting point is 00:05:23 They love to negotiate. They love to pull us into an endless negotiation. And they love to run a rope-a-dope on American presidents and U.S. negotiators. And so here we're back at these negotiations. I think we're at the fifth round, waiting for the sixth round. We're basically, the Iranians are, unfortunately, I think, dictating the pace of these negotiations. The Americans have essentially considered. ceded enrichment, despite the fact that President Trump, all his officials, and 52 of 53
Starting point is 00:05:53 Republican senators and 177 House GOP members have said the only deal that's acceptable is zero enrichment and full dismantlement. Now, President Trump just a couple days ago said the deal will be zero enrichment. You know, you have my word on that. And the deal that has been proposed to the Iranians, you could spin it actually as zero enrichment because what has been proposed, and again, it is not a detailed proposal. It's about one or two pages that have been presented by U.S. negotiator Steve Witkhov to Iranian negotiator, Arachi, essentially says what you've mentioned. There's going to be some kind of international consortium, some kind of joint enrichment facility involving Iran, Saudi Arabia, the UAE, anyone else who wants to join. It'll be under IAEA supervision.
Starting point is 00:06:40 The United States will be involved in some capacity. And we're going to build that consortium, and the offer is it has to be built outside of Iran. It cannot be on Iranian soil. But while we're building it, because it's going to take three to four years, we're going to give you temporary enrichment. So you'll be allowed to enrich above ground to 3.67 percent enriched uranium. And the below ground enrichment facilities have to be rendered, quote, non-operational. We can talk about what that actually means. Does that mean you just switch the lights off or do rip out the infrastructure and the centrifuges from those facilities and then blow them up?
Starting point is 00:07:19 So somewhere between switching off the lights and blowing up the facilities, what does non-operational mean? Also the conversion facility, which is a facility in a place called Isfahan, which converts uranium ore or yellow cake into uranium hexafluoride, which is the gas form of uranium, which is then pumped into these centrifuges and enriches. to enriched material, that will have to be cut in some way. So that's sort of the deal. And we're going to give Iran significant sanctions relief, but the sanctions relief will be restricted in some way that Iran can't use it for malign activities. So the Americans can say with a straight face,
Starting point is 00:07:59 at the end of the process, Iran is going to end up with zero enrichment. The Iranians have already rejected the offer, by the way, but they reject the offer in a typical regime way, which is no but. no but, and so that means that the negotiations will continue. And we're waiting to hear the detailed Iranian response. But effectively, the U.S. can say, at some time in the future, there'll be zero enrichment, but temporarily for the next few years while they're building the enrichment facility,
Starting point is 00:08:26 you're going to have enrichment on your soil to this low level. I'll just finish with this. Low level is something that the person on the street needs to understand. It's not low level. If you're enriching at 3.67% enriched material, you are 70% of what you need in order to get to weapons grade material. If you are at 20%, you're 90% of the way there. So as long as the Iranians have any enrichment capability, they can dial up from 3.67% to 90% weapons grade. How do we know that they can do that?
Starting point is 00:08:59 Well, under the Biden administration, when they feared no reaction from the United States, they went from this low level to 20% to 60%, all the way up to 84%, which is effectively weapons-grade uranium, and they were able to do that without any consequences from the United States. Give them any capability, and they'll dial up to a bomb's worth. So just as a follow-up, is there something in this agreement also about ballistic missiles, i.e., right, it's not just about making the bomb, it's about sending the bomb, right? So sending it to Israel and sending it possibly as far as the United States. Is that included or not included?
Starting point is 00:09:33 My understanding, again, I don't have the one or two pages in front of me, and there's been some reporting on it, and it's not clear exactly what is included. I haven't heard any mention of that. Now, it's certainly that has been talked about by U.S. officials, including Secretary Rubio and others, that we need to cap Iran's ability in terms of the range and the payload of its missiles. I mean, it's worth reminding listeners, including those in Israel. You know, Iran has the largest missile inventory in the Middle East. They have somewhere in the neighborhood. of 2,000 to 3,000 ballistic missiles. Of course, we remember because you were there, in April and October, when Iran fired hundreds of ballistic missiles and cruise missiles at Israel. So it's deeply concerning. And I think it's a concern by Israelis and American officials that can Israel withstand a massive ballistic missile attack by Iran if there were Israeli and or American strikes
Starting point is 00:10:31 against Iran's nuclear facility. Capping those missiles, especially the range and the payload, should be very important Americans, not just Israelis, because Iran has an active intercontinental ballistic missile program. ICBMs are not used to develop conventional warheads. They use to develop and deliver nuclear warheads, and that is a significant threat to the American homeland. So we need to cap that missile program in some capacity. Mark, can I just, what you basically just told us, if I understood, correctly was that because of this delay, this three, four-year delay in building the facilities
Starting point is 00:11:10 off Iranian shores. And Iran is also arguing that maybe this consortium should actually enrich in Iran. What the Trump administration is doing is kicking the can down the road to the next administration. That's exactly. They're not going to be around in three and a half years. And that's when people are actually going to have to come to Iran and say, okay, now stop. So they're developing an agreement in which enforcement is the next administration. Is that the Iranian gambit? Is it possible, Whitkoff, or the Americans don't grasp that? Am I completely off base?
Starting point is 00:11:43 No, you're exactly on base. In fact, you'll notice American presidents often say the following phrase, Iran will never get a nuclear weapon, and then they'll say, on my watch. On my watch. On my watch, which is always the very important end to the sentence. And I think this idea of this consortium of building this joint enrichment facility, whether it's on Iranian soil or off Iranian soil, the Iranians, by the way, I've already publicly rejected the idea that it's not going to be an Iranian soil is exactly that, is kick the can down the road. Because January 2029 is what I would call the most important sunset. We used to talk about the sunsets and the JCPOA when the restrictions would go away.
Starting point is 00:12:24 Well, in January 2029, Donald Trump goes away. And I think the idea is that the Iranians, whatever they agree to, they just have to honor that agreement until January 2029. And then they get a Republican or a Democrat in the White House who is not Donald Trump or is not certainly not willing to contemplate military force in any way. And then they can essentially use their infrastructure to move towards nuclear weapons. I, by the way, I think this whole idea of this consortium is kind of a diplomatic fiction. I don't think it will ever be built anyway. but I think it's a useful fiction for being able to sell the idea that we've conceded enrichment to Iran, but only temporarily until the consortium builds this enrichment facility,
Starting point is 00:13:07 at which point Iran has to end enrichment on its soil and get fuel rods from this new facility. So we're in the Obama years. We're going to do everything it takes to prevent Iran from getting a nuke, except removing the program, removing the infrastructure, and removing Iran's capability of building a nuke. But everything other than those things we're going to do to prevent Iran... In other words, we're back in this sort of fictional la-la land where the diplomatic...
Starting point is 00:13:36 I mean, the JCPOA, everybody got very upset that Trump pulled out of it. But enrichment would have already... The enrichment restrictions would have sunset this year. Iran would now be enriching under the actual rules of JCPOA. And permissibly, in other words, a 10-year horizon and for freezing enrichment while all the infrastructure remains in place is not, I, I, I, anyway, I'm getting upset. What's wrong with Americans?
Starting point is 00:14:05 Why is this not obvious? I genuinely, either Iran can or he can't. Yeah, so let me try to put, let me put a positive spin on, on what the administration would say. They'd say, Haviv, don't worry, this is not JCPOA. First of all, JCPOA allowed enrichment all the way through the deal. Second of all, it allowed all the infrastructure in the enrichment facilities to remain. Fordo remained open. Natanz remained open.
Starting point is 00:14:33 Isfahan, the conversion facility remained open. There were restrictions put on the amount of enrichment you could do, on the percentage of enrichment you could do. But you're exactly right. Under JCPOA, you know, year 10, which is right now 2025, Iran can be, to install advanced centrifuges. It can begin to expand its nuclear infrastructure. And more importantly, by 2030, most of it goes away. So Iran at that point has an industrial-sized nuclear program. It has near zero nuclear breakout. It can enrich to any level. And by the way, it collects
Starting point is 00:15:07 a trillion dollars of sanctions relief through the lifespan of the JCPOA. So that's why that agreement was fatally flawed. And the Trump administration would say that's why we withdrew in 2018. This time around, Haviv, don't worry, right? We're going to give them limited enrichment capability for a temporary period of time. It'll be above ground, but we're going to make those facilities non-operational. And the real question is, what does non-operational mean? If non-operational means switch the lights off and keep the entire infrastructure in place underground, that's a really bad deal. If non-operational means we take out the infrastructure, right? Remember, if you have an enrichment facility, 80% of that facility, the time and the resources are actually the infrastructure and 20% are the actual
Starting point is 00:15:51 centrifuges. So if we go in there and we rip out the entire infrastructure and we shut down the facility, maybe we even blow it up. Well, that's a lot better deal than JCPOA. And it's not clear at this point what non-operational means in the American offer. Now, I am equally pessimistic as Iran negotiates and grinds down the U.S. negotiating team. I find it hard to believe the Iranian are going to agree to make those facilities truly non-operational. They will negotiate some way where they can just very easily, with a turn of the switch, turn it back on once President Trump is no longer in office. What should we as Israelis be looking for in a deal?
Starting point is 00:16:32 And is that different than what Americans need to get out of the current negotiations? I think I'll just, I'll cite what Prime Minister Netanyahu has said, and this is really also a follow-on to a question. Mark, you disagree with what the Trump administration is doing right now, and I'm constantly sort of I'm badgering you to defend them, so I apologize to the Trump administration. That's not fair. But it's not explaining itself well,
Starting point is 00:17:00 and I don't know the answer to these problems. Netanyahu made a point about North Korea and Libya, right, where his point, I think his point was essentially infrastructure. In other words, in the North Korean nuclear deal with the Clinton administration, the infrastructure remained in place. There was this big deal. And then North Korea just went and built a nuke, right? And in Libya, the infrastructure itself was torn up and ripped out. And that's Netanyahu's argument.
Starting point is 00:17:30 The infrastructure can't remain. If the infrastructure remains, you have not accomplished – because you're basically relying on a future administration being willing to exact massive costs from Iran that will deter Iran, constantly permanently, because Iran will always be trying. And that's not a reasonable thing to rely upon going forward to the future. Presidential administrations think in presidential terms. And that's not how you prevent the collapse of the international non-proliferation regime. So I think the Israeli red line is infrastructure.
Starting point is 00:18:05 Otherwise, we're still in a nuclear rising Middle East. I mean, the Middle East is still nuclear rising as long as Iran has the infrastructure because Chaminé won't give it up ever in any situation unless he has absolutely no choice and holding onto it is far worse than giving it up. And that option has to be clarified. So just for example, what you have just said to us twice, we don't know if turning, you know, if the below ground facilities mean you turn off the lights, come back to it in four years and everything's still there, or it means ripping out and blowing up the infrared.
Starting point is 00:18:38 That's the only question. That's the only thing that. What else matters? Does anything else matter other than whether or not this massive infrastructure and I don't know what a dozen sites all over Iran? Iran has been doing nothing for 15 years but trying to obfuscate and hide and build facilities and capabilities that we can't find because we've already found so much. We have found vast facilities that nobody knew about it and suddenly everyone discovered already. So infrastructure, it's all about infrastructure.
Starting point is 00:19:07 What, what, I guess you've already answered the question. So I apologize for asking it again, but this does really seem like the fundamental red line. And the Trump administration has already surrendered it. So that's it. We've lost this round. And this particular round of negotiations is not going to get what we need. Is that something Israeli should be thinking? Or have I gone too far?
Starting point is 00:19:29 Well, again, you've put me in the position on an awkward position, as you've acknowledged, of defending the Trump administration on this issue. So let me do my best because I think it's fair to your listeners to hear all sides. I think the Trump administration position would be no, Aviv. We've made it very clear that there will be zero enrichment and full dismantlement. We've made it very clear repeatedly the president, the Secretary of State, Steve Whitkoff, the Secretary of Defense. And by the way, 52 Republican senators are on the record, 177 House GOP members, full dismantlement and zero enrichment. That is our position.
Starting point is 00:20:02 And the president has said Iran has a choice. They can either blow up its facilities on its own, under our supervise. vision or we will blow it up for them. End of quote. Okay. And President Trump, as I said, a couple days ago, zero enrichment. So they would say we have not surrendered on enrichment. And when we talk about removing infrastructure, that's exactly what we're proposing. Now, the Iranians obviously are rejecting it, but we are proposing removing infrastructure. In other words, rendering these dangerous facilities non-operational and not allowing Iran to engage in centrifuge manufacturing, which is very important because if they engage in centrifuge manufacturing,
Starting point is 00:20:43 it doesn't matter how many centrifuges you rip out, how many you destroy or how many you warehouse. If Iran can make more, then they can take those centrifuges, and they can put them in some other clandestine facility. And now they have another enrichment facility, and this time it's not 70 meters underground. It's 100 meters underground, and it's heavily fortified. Therefore, we're in the zone of immunity, as Ehou-Barak used to say, which is where Iran's nuclear program is now immunized against Israeli or even American. and strikes. So they, you know, be patient. We're negotiating. This is what a diplomatic process is all
Starting point is 00:21:14 about. But we are going to stick to our red lines of zero enrichment and dismantlement and removing critical infrastructure. And by the way, when we proposed this deal to the Iranians, we knew they would reject it. So, you know, not to worry. We're setting this up for either the Iranians accepting our clear red lines or laying the predicate for U.S. and or Israeli military strikes at the appropriate time. I would say that's kind of my best defense of the current U.S. position and offer. So, Mark, you campaigned fiercely against the Obama administration, JCPOA, against that process. Just bottom line, can we trust the Trump administration's process? Those are reasonable arguments. Maybe they'll deliver. Maybe they wanted to show that Iran isn't
Starting point is 00:22:06 willing, even when they compromised so much and left infrastructure, some infrastructure in Iranian soil for a few years, you know, that there isn't a deal to be struck. Maybe the Trump's administration is actually trying to prove that there's no deal to be struck, and Trump is good for his actual threat that, sort of speak, all options are on the table, which Obama said a hundred different times in my own hearing back in the day, and I never believed him and he never believed himself. So are all options on the table? Maybe even as a follow-up from a technical perspective, can an American strike actually take out Iran's nuclear facility? Do we have an option to walk away from the negotiating table?
Starting point is 00:22:45 It could take it for short. There's no question that an American action, American military action, right, could roll back the clock. But could it roll back the clock at this point, to the point where the Iranian nuclear program was actually non-operable, right? Not take it back, you know, six months or two years or ten years. But take it back to zero to near zero.
Starting point is 00:23:08 Is there actually a viable military option that could be used by America or by Israel? Right? That's a question that we've been debated a lot. Could Israel go it alone if there is an actual viable military option? There is a viable U.S. military option. I have no doubt about it. I mean, given the firepower that we have, the B2 bombers, the 30,000 pound massive ordnance penetrators, the carrier strike groups just off the coast of Iran, we have ability.
Starting point is 00:23:36 it's a multi-day bombing campaign, but we could do massive damage to their nuclear program. I don't know technically whether it's a year or two, five, or ten, or forever. But I think the more important point is that we can hold Chaminet's regime at risk. I mean, we can put the Supreme Leader to that fundamental choice. It's either your nuclear program or your regime, and by the way, we can take both down. And the United States, in a bombing campaign, would not limit itself necessarily to nuclear sites, but we could go after leadership sites. And so I think American firepower with a credible threat that we could take down the regime
Starting point is 00:24:12 means that Chaminet then, after that bombing, that day after, would have to calculate whether firing hundreds of ballistic missiles at Israel, attacking U.S. troops, or trying to rebuild his program, would then precipitate another round of U.S. strikes that would take down his regime. So I think the U.S. option is very compelling. The Israeli option is complicated. I've often said when people ask me about the Israeli option is that those who know don't say and those who say don't know. And I think that's been particularly obvious now in the wake of what Israel has done in the past six months, particularly against Hezbollah and against Iran.
Starting point is 00:24:54 I think that no one knew about this incredible beeper operation that Mossad had been planning for a decade. Right. Nobody knew that Israel could fire ballistic missiles from its fighter jets from Iraq and strike and destroy Iran's strategic air defenses, right? No one knew about Israeli capabilities. Everybody was surprised. I was surprised about Shaldag, Israeli Special Forces' ability to go into Syria and, by the way, go underground and destroy a precision-guided munitions factory that Iran was building on Syrian soil to produce. more precision guided missiles for Hezbollah. So Israelis have surprised us. And I would expect, and I would hope, over decades of planning for an Israeli strike, they've got more surprises up their sleeve. But there's no doubt we can do more damage than the Israelis do. The Israelis don't have B2 bombers. They don't have those 30,000 pound bombs that can slice through concrete and destroy the underground facilities at Natanz and Fordo. But I have no doubt that
Starting point is 00:25:58 Israel could set back the program, do serious damage. And then the credibility of an American retaliation becomes much more important, because that's when the U.S. has to step in and say, number one, if you retaliate against Israel, they'll be hell to pay. If the Iranians do respond, then the Americans would have to step up as they did in October and April of last year and help on that Israeli response. And by the way, again, the credibility of an American response to say to Chaminet, after that Israeli strike, if you rebuild, or if you cross a certain threshold on the retaliation,
Starting point is 00:26:34 we are going to intervene militarily is a way to potentially deter an Iranian response. So the Americans have the ability. Do they have the will? Do they have the stomach to get it done, right? Maybe that's a question also for the Israelis. Does Netanyahu have the stomach, right, to get it done, to do something dramatic, something bold? something dangerous. Well, you mentioned will and capabilities. I've been floating this idea about how you marry Israeli will with American capabilities. I mentioned a couple times this B2 bomber. This is our strategic bombers, nuclear capable bombers that carry these 30,000 pound massive ordnance penetrators. You know, if you wanted to do a real Trump flex move, what I would do is I would
Starting point is 00:27:21 invite the Israeli Air Force to send a number of Israeli pilots to Missouri. I would train them up on the B2 bomber. I would put them in the cockpit. I would load the B-2 with 30,000-pound massive orange penetrators. I would call a press conference. And then I would have President Trump say, Ali Khamene, you have a choice. You either do a deal of full dismantlement zero enrichment, or I am going to allow the Israelis to integrate our B-2s into their strike plan,
Starting point is 00:27:50 and as a result, they will blow up your facilities. And that would be a way to sort of cast a shadow of power across the negotiating table as Ronald Reagan's former Secretary of State. George Charles used to say, because that would marry Israeli will. The Israelis clearly have the will. I think they have the will. Haviv can comment on Ed Nyao with American capabilities. By the way, all those planes that Israeli pilots have been flying, including the planes they use to bomb Iran's strategic air defenses and ballistic missile production capabilities are American planes. So it's not as we don't, you know, now we sell those planes. It's very different. But in this case,
Starting point is 00:28:26 I think it would be a great flex move. Even as a negotiating, Tatic, never mind whether President Trump actually gave the green light for Israeli pilots to fly our B-2s. I want to take a bit of a step back and just sort of tackle this at the larger, at 30,000 feet. We've had multiple events on the question of nonproliferation over the last three or four decades. One was North Korea, where the lesson seems to be never give up infrastructure. Make any deal you want with the Americans, hold on to infrastructure. The other one seems to be Ukraine. Arguably, Ukraine has all these American security guarantees.
Starting point is 00:29:01 It gave up nukes. It turned out that those were not actually useful. If it had nukes right now, arguably Ukraine would be safer. And when you go sort of step by step, I'm a little bit concerned that the world has slowly been teaching through these different events and through basically backing down and not having the will, has been teaching a lot of states like Iran that nuclearization is very useful. So going forward, for example, if Iran does have a nuke or enough of a nuclear military nuclear program to functionally be very close to having a nuke, you know, or it pulls the trigger and just builds a nuke. Who is going to bomb it? Who is going to stop it?
Starting point is 00:29:43 Trump may be will because he's a little unpredictable, but that's what we're relying on. Nobody actually knows and I'm not sure Trump knows. So let's imagine they build a nuke. And then the Saudis say, wait a second, I can't afford not to have a program. The Turks say the Israelis have, the Iranians, I can't afford not to have. And suddenly the Middle East begins to go nuclear. And the international community's response taught the region and taught many other regions in the world that you actually need nukes to be safe and nuke's to have your regime survive. And so there's a huge question here with Iran about the survival of the NPT.
Starting point is 00:30:20 And you hear that a little bit. The IAEA Board of Governors is meeting and there's a resolution, you know, Azarhael. else had to a resolution to talk about Iranian non-compliance. But resolutions aren't going to get the job done. Is the MPT in danger? What's the, in other words, there's a larger question of, there's Iran specifically, which is my bitter enemy that wants to destroy me, so I'm very, very concerned about it,
Starting point is 00:30:44 and my narrow sort of vision is an Israeli. What about the world question? If Iran goes nuclear, is there an NPT? Well, I think that's right. I mean, I don't think there is in any meaningful way. And Iran doesn't even have to go nuclear to really put immense pressure on the NPT. All we have to do, again, is concede to Iran enrichment. Because the Saudis have made it very clear.
Starting point is 00:31:08 Look, if there's a deal that concedes enrichment to Iran, the way that the JCPOA did, we want enrichment too. We want anything that the Iran has. I mean, there's a gold standard. The gold standard has, for a number of years, we have negotiated with our allies. like the Amarades, like the South Koreans. And we've said, we will help you financing technical help build a civilian nuclear program.
Starting point is 00:31:33 You must agree for no enrichment or no plutonium reprocessing on your soil. And by the way, there are 23 countries in the world who have no enrichment, no reprocessing, and have civilian nuclear energy programs, including, as I said, the Amarades who have agreed to a gold standard, have spent about $20 billion on their civilian nuclear program,
Starting point is 00:31:53 and that program now powers 25% of their electrical needs. The Iranians, by the way, have spent hundreds of billions of dollars, and they're only using their enriched uranium for 3% of their electrical needs. So, I mean, it goes to show you that if you really want electricity and you want civilian power, there is a economically efficient, commercially justifiable way to get there is do what the Emirates and South Koreans did and 21 other countries. By the way, there are five countries that have enrichment and reprobial.
Starting point is 00:32:23 processing but don't have nuclear weapons. They are Argentina, Brazil, the Netherlands, Germany, and Japan. Any of them sound like the Islamic Republic of Iran? Any of them in egregious violation of their NPT obligations? Any of them in state sponsors of terrorism? Any of them have been engaged in, you know, aggressive activities across the Middle East or in their region? No, I mean, they're all reasonably peaceful countries and their U.S. allies. So this whole notion that we are going to give the Iranians, the Iran standard as the leading state sponsor of terrorism in violation of their obligations. But we're going to have the gold standard for responsible countries. Sounds ridiculous to the three of us.
Starting point is 00:33:02 And it sounds ridiculous to the Saudis and others who are going to say, forget it. We want the Iran standard as well. And then you get the proliferation cascade that you have alluded to. And that is why it is very, very important that whatever deal is reached does not give Iran the capabilities to produce nuclear weapons on their soil because, yes, you can absolutely bet on it. The Saudis, the Turks, the Egyptians, potentially the Algerians.
Starting point is 00:33:29 By the way, in the Indo-Pacific, the most important region for the United States, at that point, the South Koreans, the Japanese, the Taiwanese, the Taiwanese who, by the way, gave up their military nuclear program after the fall of the dictatorship there, they all fear China.
Starting point is 00:33:45 They fear a Chinese nuclear program. They're all looking for their own element of deterrence. they too are going to demand enrichment or reprocessing on their soil, and now you're going to have a cascade of proliferation globally, not just in your region. Why should Iran and the question of Iran's nuclear capacity keep us up at night? Is it because nuclear weapons are scary and bad and dangerous, or is it because Iran is scary and bad and dangerous?
Starting point is 00:34:10 Israel's had a nuke since the 70s, allegedly according to foreign sources, as we Israeli journalists keep having to say, Colin Powell alleges that Israel has had nuke since the 70s, 70s. Nobody decided they needed a nuclear program because Israel has had a nuke. Nobody thought Israel's nuclear program was aggressive. It was defensive.
Starting point is 00:34:30 It was clearly defensive. None of our enemies, no matter what conspiracy was contained in their heads, ever assumed otherwise. Iran, everyone is now starting to say, wait a second, this is not a nuclear program in the world that I can be safe from without my own nuclear deterrent. Maybe the problem is the regime. Maybe the problem is the nature of Iran and therefore maybe that should be the focus.
Starting point is 00:34:54 In other words, maybe it doesn't matter because of all this infrastructure stuff we're talking about, it doesn't matter what a deal says or what deal we reach or even if we bomb it. Bombing it successfully is a 10-year break, but then it comes back. Maybe the problem fundamentally is the regime. There's no doubt the problem is the regime
Starting point is 00:35:08 and there's no doubt the problem is the Islamic Republic of Iran. It's why at FD we spent half our time working on the Iran nuclear regional proxy missile part. And in the other half of our time spent working on how do we figure out maximum support for the Iranian people, millions of them have been on the street since 2009 yelling death to the dictator. America, are you with us? You're with a dictator. Every U.S. President writes letters to Ayatollah Khomeh and says, hey, let's engage, let's negotiate, and has provided no support to these Iranians who literally have been on the streets repeatedly, including as we speak,
Starting point is 00:35:41 as we record this podcast, there are massive strikes in Iran as truckers have gone on strike in protest. So the nature of the regime. So give us some details about that. I mean, the Iranian people have demonstrated incredible bravery in protests since 2006, huge, huge waves of protests, but none of that has toppled the regime. How could America and how could we in Israel? How could we support the Iranian people in their efforts to reclaim their destiny? So the problem in America is that too many people think about regime change. They think about 500,000 mechanized troops. invading Iran like Iraq or Afghanistan, and Trump has certainly made it clear, there'll be no more of those, quote, endless wars and there's certainly no more appetite for regime change. But of course,
Starting point is 00:36:28 that's not what we're talking about. And, Rahel, that's not what you're talking about. I mean, what you're essentially talking about is what Reagan did. Right. Reagan ran a strategy in the 1980s against the Soviet Union, a much more formidable enemy than Iran that already had nuclear-tipped ICBMs pointed at our cities, the Red Army, a massive army around the world, the economy had globalized faster than, or industrialized faster than any economy in history. And Reagan came in and made it very clear, we win, they lose, and then he implemented a strategy of maximum pressure on the regime and maximum support for anti-Soviet dissidents behind the Iron Curtain. And Bill Casey, his CIA director, flew around the world and figured out ways to support these
Starting point is 00:37:10 anti-Soviet dissidents, both rhetorough. and materially. And it was a combination of the pressure from the outside and the pressure from the inside against this ideologically and economically bankrupt regime that ultimately led to the fall above Berlin Wall under Reagan's watch and the collapse of the Soviet Union a couple of years later. So the Reagan strategy is a strategy that we should be adopting for Iran. And the good news is...
Starting point is 00:37:38 So what does that look like? Does that sanctions, that dissidents, dissidents? that's spiriting people out, that smuggling arms in, that's, I don't know, what, Starling communications? We have been told many times, we journalists, one of the reasons the Mossand has so easily penetrated the Iranian regime and the Iranian nuclear program is that so many Iranians hate this regime. And a great deal of those Iranians are minorities. There's an Arab minority, an enormous Azeri minority. Rebellions? What would it look like?
Starting point is 00:38:07 What is maximum pressure campaign if you're the Iran czar of the Trump administration? So first of all, I wouldn't play around too much of that minority issue. I think, first of all, there are millions of Persians who hate this regime. I think the regime is very good at saying, you don't like us. Well, coming after us is the collapse of the Iranian state into separate warring, you know, ethnic and tribal regions. And I think Iranians are nationalists. And you want to actually reinforce Persian and Iranian nationalism over Islamic fundamentalism. And I think so you can operate in a covert way, but again, remembering that it's not just the minorities who hate this regime.
Starting point is 00:38:49 It's 80% of Iranians, including many Persians. The second thing is, and Rahal, you've alluded to this. I mean, I think number one is every time they're protests, the regime shuts down the internet. There's blackout. You can't communicate. You can't mobilize. If you can't mobilize, you can't launch labor strikes. You can't do the kinds of things that Iranians have done and want to do.
Starting point is 00:39:08 Starlink terminals, other technology, devices. devices that Israel with its technology innovation innovative capability could get into the country so Iranians could communicate during a blackout labor strike funds right get money into the country these truckers are on strike right now like they don't have independent trade unions they don't have there's no history dude there is no way that you can have a strike fund where you're getting paid while you're on strike and you're risking your your life and your livelihood why don't we create independent labor strike funds things were done like this to you do you the Soviet Union. This is something that could be done. The question of arming them is a complicated
Starting point is 00:39:46 one, and I know there's a lot of disagreement within the Iranian diaspora about the wisdom of that, but at the end of the day, there may be some merit in thinking about whether you want to arm the Iranian opposition. But certainly with Israel's cyber capabilities, I mean, you could blind the security services. So when they send the thugs out to go crack down on Iranians, through cyber, there are ways that you can actually blind the ability of this security services to surveil and target and crack down. There are a whole host of things we put out a detailed report on this. There are many, many ideas, and I have no doubt with the creativity of Mossad and CIA,
Starting point is 00:40:27 we could come up with a lot of other ways to support the Iranian people. But even just rhetorically, I mean, what Reagan did was he used the bully pulpit. And he spoke about Sakharov. and he spoke about Shiransky, and he spoke about Fakhliv Havel, and he gave rhetorical support to Polish solidarity and to dissidents across the Soviet Union. And they knew that he had their back. And that was very important because they were facing a brutal regime.
Starting point is 00:40:55 Similarly, the Iranians are facing a brutal regime, but every time they go out there, and as I said, yell death to the dictator, President Obama, Biden, Trump. Are you with us or the dictator? we find U.S. presidents, for whatever reason, deciding to not support them and engage with their oppressors. Can I just ask what you said about President Obama in 2009? I was once a spokesperson for Natanzharnsky, and I remember the deep frustration that this dissident who faced down the KGB, went to the Gulag for nine years, and the Iranian people were rising up, and President Obama refused to sign.
Starting point is 00:41:35 with them and help the regime through refusing to actually raise the voice of these Iranians and refusing to pressure the regime at that moment actually helped defeat, I think, the uprising. I don't know if the uprising would have been successful, but I know where the U.S. president should have been and wasn't. Do you think if a 2009 kind of event happens now? And we're seeing, you know, these, the truck drivers, we're seeing also an Iranian civil society, just civilian society that is really crushed by this regime. They just went through a terrible winter without gas, even though it's one of the most oil-rich countries or gas-rich countries in the world.
Starting point is 00:42:18 So there's a lot of hatred of the regime, a lot of sense the regime has dragged them out into terrible wars that have spent all their resources and is mismanaging the country. However, if there is another 2009, do you think Trump would react differently? I worry that he wouldn't. I worry, I mean, he might, you know, everybody would be sort of. of 2022, 2023, woman life freedom, everybody's on Twitter, everybody's,
Starting point is 00:42:38 you know, sending out best wishes to these poor Iranian women who are getting killed and jailed and raped by this regime. I just don't think, I worry we're not ready for it.
Starting point is 00:42:49 We need to be ready for it. I think your folks are getting more ready for it, and I think that's good. I think it's important. I think, listen, at the end of the day, I think Israel's got to lead the way
Starting point is 00:42:57 on many things. I think if you're going to have a comprehensive Iran strategy, supporting the Iranian people needs to be a fight. fundamental pillar of that strategy. I get really frustrated with people to say, well, what's the point of doing this? I mean, how do we know the regime will collapse? And then what will come afterwards? And my answer to that always is, Ali Khamenei is now spending 80% of his time and
Starting point is 00:43:16 resources trying to kill you and us, and 20% of his time and resources trying to defend his regime against his own people. At 80, 20, he wins. At 2080, he goes down. But by the way, at 50-50, that's actually pretty good. If he's now spending additional resources and time, having to deal with internal instability and therefore has less time and resources and focus to deal with killing Israelis and Americans. So if we can go from 80-20 to 70-30 to 50-50 to and maybe we get to 2080 and maybe the regime does come down, but isn't it better to weaken your enemy? Isn't it better to be on offense than to be on defense?
Starting point is 00:43:54 And by the way, it's not just about the 80% of the people in Iran who hate the regime. What about targeting the 20% of the people in Iran who are the support? base of the regime. I bet you that there are many fractures and fissures within the support base of the regime amongst the 20% amongst the 1% of the elite. I mean, why are we not in any way trying to intensify those fractures and fissures? Because people say, well, that may not work. Well, guess what? The Iranians, the Chinese, the Russians, the Qataries are running massive influence operations in the United States, intensifying the fractures and fissures within an American, American society. By the way, the Iranians and others are doing this within Israeli society.
Starting point is 00:44:39 And so they're running these influence operations against us because they understand that if they can intensify those fractures and fissures and if they can divide us and turn us against each other, they weaken us. And when we're weak, that means we're more susceptible to their offensive activities. So amazing that we do very little to defend against that. And then we do nothing to like flip the playbook and run it against them. So my approach would be, if I were, the Iran Tsar, I would be running maximum pressure on the regime. I'd be providing maximum support to the Iranian people who hate the regime. And I'd be going after the support base of the regime. The regime is incredibly paranoid, both in terms of how it deals with the outside world,
Starting point is 00:45:26 but it's incredibly paranoid about the inside world. It thinks that it's been penetrated, by Mossad at every level. Wouldn't it be nice to actually... In its defense? Well, in its defense, it has been penetrated. But isn't that a good time now to reinforce the paranoia inside the system so that the people that support the regime? And again, there are true believers, hardcore revolutionaries, people will be with
Starting point is 00:45:54 Khamenei until the bitter end. And then there are a bunch of people there who are making a lot of money and they're, you know, they've got connections to the regime. They're living a nice life. But at the end of the day, as they see which way the wind is blowing, are those the kind of people that you can start to play with or flip against the regime? There's a generational divide. There's a regional divide. You've said there's an ethnic divide. There are many fissures and fractures. And it is absolutely strategic malpractice that we have not gone after that in any kind of way, the way Reagan did, against a much more powerful enemy.
Starting point is 00:46:34 So what do you advise? And with this, we'll wrap up. You're right. In Israel, there's been double-digit incidents since October 7th, in which Israelis, Israeli Arabs, Jewish Israelis, have been arrested by the Israeli authorities for spying for Iran. Iran is definitely active on Israeli soil to some greater or lesser capacity. It's also active in the internet sphere.
Starting point is 00:47:07 We see Iranian accounts, bots, advancing, as you said, divisive and harmful narratives, especially in the post-October 7th world. There's been a much greater spotlight on that. There's no question that they are active. here in Israel, and my guess is they are very active in the United States as well. But if we focus for a moment on Israel, what would you advise us to do going forward? How do we become more proactive, right? It rather than simply waiting around and following the reports of the American negotiations.
Starting point is 00:47:41 You know, if a military strike is not on the table, and ultimately, right, a military strike is a, it's a short-term win, right? We still have to deal with the basic problem of the Iranian regime. which is devoted treasure and blood to the goal of wiping us off the map. What would you advise us to do? How do we win hearts and minds? How do we stand with the Iranian people? So the Israeli Air Force needs to plan what the Israeli Air Force is doing.
Starting point is 00:48:07 They've been planning for many years. It's a tremendous institution, incredible leadership. I have a lot of faith in Israeli Air Force, and they're planning and their processes and their foresight. Israeli Special Forces have to be planning, you know, from Shaldag to Saar al-Makal to other special forces. I have no doubt that the Israeli special forces have been planning, and we've seen some of those missions that they've run,
Starting point is 00:48:32 which have been tremendous. I've no doubt the Mossad has been planning. Again, Mossad is an incredibly capable organization. Great at penetrating Iran, great at blowing things up, great at assassinating nuclear scientists and terrorists on Iranian soil. I think the fourth element that's missing, and I think that's where more needs to be done, done by Israel is really on the kind of sort of influence side, right? And that's what we were talking
Starting point is 00:48:58 about earlier, is how do you not only defend against aggressive influence operations being run inside Israel, but how do you go on offense? How do you run offensive influence operations against Iran? How do you marry that with material, real support for the Iranian people? Getting things in their hands that they need when they're on the streets. So you support the 80% that hates the regime so that the protests become more regular, become larger, and have a greater chance of success against the thugs of the regime. At the same time, you undermine, you weaken the support base. As I've said, you intensify these fractures and fissures inside the support base of the regime. And you flip the script. You get Khamenei to have to spend a higher percentage
Starting point is 00:49:45 of his time and resources defending his own regime against his own people and therefore less time, resources, less focus on how to kill Americans and Israelis. I think if you've got those four pillars, essentially Air Force, Special Forces, Mossad, kinetic activities, and then maximum support for the people, as well as undermining the support base of the regime. I also want to sort of circle back to one of Raqal's questions. I mean, yes, the problem with the Islamic Republic is the regime. But the problem with this regime is not just that this regime with a nuclear weapon could proliferate nuclear technology throughout the Middle East and perhaps throughout the world. You mentioned Pakistan earlier. The original centrifuge designs that formed the basis of Iran's
Starting point is 00:50:33 nuclear enrichment capability came from the Pakistanis. They came from AQ Khan, who helped develop the Pakistani nuclear bomb and then got into business in his private life and began to proliferate centrifusion, nuclear technology, to the Iranians, the North Koreans and Libyans and other bad actors. So Iran is dangerous because it has nuclear weapons. It's dangerous because it can proliferate technology for nuclear weapons. And finally, Iran is dangerous because even if it never uses nuclear weapons or never proliferates it, God forbid, if there's another October 7th, Iran will do what Putin has done, and he'll threaten the introduced tactical nuclear weapons into the battle space.
Starting point is 00:51:16 and an American president will tell an Israeli prime minister to tell an IDF chief of staff, stand down. Don't retaliate because we cannot risk nuclear retaliation and nuclear war in the Middle East. And that becomes the ultimate weapon in the hands of the Iranians to constrain the ability of the Israelis to respond to attacks from its proxies. Let me add one final point. on October 7 learned that they face enemies who are undeterrable because, in fact, they are capable of having a fundamental foundational strategy that is deeply, deeply destructive to their own policies. Hamas is, they said it today. We're recording on Friday, June 6th, and Hamas leaders are today talking about how the dead in Gaza are a sacrifice laid on the altar of the great
Starting point is 00:52:13 Islamic Ummah. This is an organization whose strategy involves civilian death in Gaza, which is such a shocking, striking thing. But when you look at that tunnel network, you look at the kind of war they have brought, the kind of war they have fought. And it was the same fundamental strategy that Chizbalah, the Houthis, were certainly unmoved by the suffering of the Yemenis, and the Iranian regime, which has, it believes it has this revolutionary redemptionist mission in the world and is willing to take down Iran with it, so to speak. It's willing to set vast costs to its own society, never mind to enemies that it
Starting point is 00:52:50 perceives in the world. So one thing I would just add to what you're saying is it wasn't just what Putin would do, which is threatened. They would, I believe, and I think most Israelis believe, and I'm certain Israel's leaders believe, deploy tactical nukes into the battlefield. Thank you so much, Mark. Thank you for joining us. And, Rechel, you know, welcome to YouTube, enjoy the comment section, and I really appreciate you being with us. Thank you everyone for joining us. This was depressing, but also our astonishing capabilities and the fact that, Mark, I take away that there's so much that we still can do, that there's so much available to us to do, we're extraordinarily strong facing an enemy that is a lot weaker than it looks. We just have to
Starting point is 00:53:41 understand that and act. And then I think we will be much safer going forward. So thank you for everything you do. Thank you guys for having me. And just remember, Reagan, victory strategy, no one thought that he was going to bring down the Soviet Union. It collapsed within seven years. I remember there was a book about the CIA that said that it believed that Castro would fall in a year and the Soviet Union would last for centuries. And so, yes, things don't necessarily. Thanks a lot. Thanks, guys. Thank you. Thank you.

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