The Team House

Anthony Vinci joins us to break down the rapidly evolving AI landscape, from China’s growing challenge and the risks of frontier models to surveillance, national security, and the race to control the technology. We also get into the massive spending behind the AI boom, whether current valuations are sustainable, and what happens if the bubble eventually bursts.
Anthony's AI company: https://www.vico.io/
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https://a.co/d/04QQ9KQ7
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Linkedin: https://www.linkedin.com/in/thejonathanhackett
Twitter: https://x.com/jonathanhackett
"Karl Casey @ White Bat Audio"
00:00 - Start
01:15 - Why AI and China Matter
03:00 - The Three Types of AI That Could Reshape the World
05:20 - How Chinese AI Could Be Used Against Americans
07:18 - Open-Weight Models vs. Open Source
09:51 - How Dangerous Should Frontier AI Be Allowed to Become?
12:54 - Should U.S. Companies Be Allowed to Use DeepSeek?
14:16 - AI Surveillance and the Death of Traditional Cover
18:10 - How AI Could Transform Intelligence and Targeting
20:03 - Why American AI Is So Expensive
22:27 - Should Chinese AI Models Be Banned in the U.S.?
24:46 - Building an American AI “Walled Garden”
29:35 - What Makes Frontier Models So Dangerous?
32:06 - Is AI the New Nuclear Revolution?
35:43 - Is the AI Danger Narrative Partly Marketing Hype?
37:58 - The Trillion-Dollar AI CapEx Question
42:13 - What Happens If the AI Bubble Bursts?
44:15 - Will AI Companies Eventually Be Nationalized?
46:55 - AI, the Pentagon and the Fourth Amendment
54:33 - If You Ran U.S. AI Policy, What Would You Do?
56:25 - Are AI Companies Overvalued?
59:24 - Can the Cost of AI Compute Come Down?
1:05:40 - Anthony Vinci on Vico and Predicting the Future
1:08:34 - Is AI the Next Cisco Bubble?
1:12:48 - Final Thoughts

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This episode breaks down the growing strain on the U.S. Navy, from conditions aboard the USS Abraham Lincoln and America’s shipbuilding problems to what that could mean in a potential Taiwan crisis. The group also covers Israel’s campaign in southern Lebanon, Israeli politics, and reports of possible CIA covert activity tied to drug trafficking around Ecuador and the Galapagos.
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"Karl Casey @ White Bat Audio"

00:00 - Start
00:46 - Crisis Aboard the USS Abraham Lincoln
02:47 - What Life Is Really Like for Enlisted Sailors
08:30 - Should Sailors Just “Suck It Up” During War?
11:24 - The Navy’s Logistics and Resupply Problem
14:23 - Pentagon Response and Congressional Oversight
19:40 - Is the U.S. Navy Being Pushed to the Breaking Point?
21:07 - What Happens If China Moves on Taiwan Right Now?
21:59 - America’s Shipbuilding Crisis vs. China
22:43 - Trump’s Plan to Bring Back Steam Catapults
24:35 - The Air Force One Decoy Controversy
28:37 - Israel’s Destruction of Villages in Southern Lebanon
33:08 - Could Israel’s Election Change the Wars in Lebanon and Gaza?
39:53 - Israeli Settlers and the West Bank Crisis
41:22 - CIA Operations and the Galapagos Controversy
44:48 - Why Current Covert Operations Should Stay Secret
50:43 - CIA Legal Oversight and Questions About Drone Strikes
54:20 - Why Covert Action Always Seems to Leak
57:14 - Closing Thoughts

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Giuseppe Weller recounts the little-known story of the Coast Guard’s Drug Interdiction Assist Team, which worked alongside the DEA in South America conducting riverine missions, training local forces, and helping destroy cocaine labs and airstrips. He also discusses Ranger School, hunting traffickers in Bolivia, the eventual shutdown of the unit, and how that experience led him into a career in undercover and organized-crime investigations.
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"Karl Casey @ White Bat Audio"

00:00 - Start
01:19 - Growing Up and Joining the Coast Guard
07:44 - Joining the Coast Guard’s Secretive Drug Interdiction Unit
09:28 - Why the Coast Guard Was Sent Into South America
12:23 - Ranger School and the DIAT Training Pipeline
16:54 - Preparing for the Drug War in Bolivia
20:23 - Arriving in Bolivia After a Massive Drug Raid
26:39 - Riverine Operations Deep in the Amazon
29:38 - Blowing Up Cocaine Labs and Airstrips
31:27 - Hunting One of Bolivia’s Top Drug Traffickers
38:45 - Washington Starts Restricting the Mission
46:31 - Was the Drug War Actually Working?
55:26 - Coast Guard Operations Across Latin America
57:47 - The Beginning of the End for the DIAT
1:04:49 - Leaving the Coast Guard for Law Enforcement
1:17:06 - From Stolen Cars to a Philadelphia Mob Case

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original air date - 01/19/24
Former CIA officer Luis Rueda reflects on a career that took him from fleeing Castro’s Cuba to covert operations in Central America, Grenada, the drug war, Iraq, and eventually serving as Chief of Station in New Delhi. He also breaks down the failures behind the Iraq War, the reality of intelligence work, and what decades in the CIA taught him about power, policy, and counterintelligence.

Support the show here:
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00:00 - Start
01:07 - Growing Up in Cuba and Fleeing After the Bay of Pigs
03:50 - Being Recruited by the CIA
07:07 - Training at the CIA’s Farm
13:28 - The CIA and the Invasion of Grenada
24:39 - CIA Operations in Central America
39:44 - The CIA’s War on Drug Cartels
50:17 - Cuban Intelligence Tries to Recruit Him
55:14 - Eastern European Intelligence Operations After the Cold War
1:01:23 - Running CIA Operations Against Iraq
1:09:00 - Rumsfeld, General Franks and the Iraq War Plan
1:18:09 - The Intelligence Behind Iraq’s WMD Claims
1:28:51 - Chief of Station in New Delhi
1:37:07 - India, China and the Fight for the Indian Ocean
1:52:12 - Counterintelligence and Becoming Permanently Paranoid

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This episode breaks down the latest developments in the Iran conflict, including the Strait of Hormuz, U.S. munitions shortages, covert action, and growing unrest inside Iran. The group also discusses the CIA’s new Cuba task force, the strengths of European intelligence services, and why Ukraine may be in a stronger position than the headlines suggest.
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Linkedin: https://www.linkedin.com/in/thejonathanhackett
Twitter: https://x.com/jonathanhackett
Check out Mick's new podcast here:⬇️
Apple Podcasts:
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Spotify:
https://open.spotify.com/show/1k3QPmkAMwnGJxMLDwUSSd?si=n6piIu8XRcag1Z0K43A3bQ
Youtube:
https://www.youtube.com/@UCd0Hq6QFk8CoTu5j-VU0Ong 
Find Mick Mulroy here: 
Fogbow ⬇️
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Lobo Institute ⬇️
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Twitter ⬇️
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LinkedIn ⬇️
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Whitefish security summit ⬇️
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Find Marc P here:
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Find Andy Milburn here: 
Twitter ⬇️
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LinkedIn ⬇️
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Substack ⬇️
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Andy’s book ⬇️
https://www.amazon.com/When-Tempest-Gathers-Mogadishu-Operations
"Karl Casey @ White Bat Audio"
00:00 - Start
01:23 - Iran Negotiations and the End of the Ceasefire
06:19 - Iran’s Control of the Strait of Hormuz
08:04 - America’s Munitions Shortage and War Planning
13:03 - Iran Is Becoming More Emboldened
17:45 - Can the U.S. Still Fight Two Wars at Once?
19:46 - Armed Resistance and Insurgent Groups Inside Iran
25:22 - CIA Covert Action and Arming Iran’s Opposition
26:22 - How the CIA and Special Forces Used Kurdish Militias in Iraq
30:49 - Mossad Leadership Purge After the Iran War
33:18 - Ranking Europe’s Best Intelligence Services
34:12 - British and French Intelligence Operations
40:00 - CIA Creates a New Cuba Task Force
44:25 - Cuba’s Intelligence Service vs. the CIA
48:38 - Ukraine Is Stopping the Russian Advance
51:25 - Final Thoughts

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