By David V. Gioe and Michael V. Hayden
Wednesday, July 02, 2025
“Speak plainly!” Russian President Vladimir Putin snapped
at his foreign intelligence chief, Sergei Naryshkin, at a televised security
council meeting on the eve of his shambolic full-scale invasion of Ukraine in
February 2022. Naryshkin was visibly nervous. Once he had finally stammered out
his support for recognizing the Ukrainian regions of Donetsk and Luhansk as
independent states—the words Putin was waiting for—he was abruptly told to sit
down, like an unprepared pupil flubbing an oral exam. Naryshkin’s apparent
ambivalence about embracing Putin’s pretext for the war was likely due to the
lack of solid intelligence that Putin’s “special military operation” would
return Kyiv to Moscow’s imperial orbit. But rather than air any misgivings,
Naryshkin chose compliance and conformity. The intelligence may have been hazy,
but the risks of contradicting Putin were clear.
Putin’s unwavering belief that Ukraine would swiftly
capitulate represents the greatest intelligence failure of his quarter-century
tenure in power. He was furious when his invasion did not unfold as he
envisioned, casting blame on and even arresting some senior security officials.
But Putin had laid his own trap. Like many authoritarians, he had fostered
conditions in which subordinates only told him what he wanted to hear.
Intelligence, in its best form, encourages political leaders to ask the right questions,
challenge their assumptions, and consider what might go wrong. Although
intelligence officers have a professional responsibility to adapt to the
interests, foreign policy priorities, and preferred briefing style of the
leaders they serve, sometimes the highest form of service an intelligence
agency can provide is to disabuse its political masters of a strongly held but
false idea.
The United States possesses an intelligence community
that is the envy of the world. But under President Donald Trump, some of the
same pathologies that make authoritarian regimes prone to intelligence failures
are making the U.S. system similarly vulnerable. His populist, personalist
style has led him to disregard the value of intelligence and abuse the agencies
that produce it. In late June, the day before he sent U.S. bombers to strike
Iranian nuclear facilities, Trump dismissed Director of National Intelligence
Tulsi Gabbard’s congressional testimony that Iran was not close to developing a
nuclear weapon—an assessment that conflicted with the president’s own claims.
“I don’t care what she says,” Trump said. After the U.S. strikes, he
triumphantly declared that the targeted Iranian nuclear sites were “completely
and totally obliterated,” whereas a preliminary Defense Intelligence Agency
(DIA) report made a more conservative estimation of the damage.
The problem is not just that Trump himself belittles
intelligence. His administration is also creating conditions in which senior
officials tailor their assessments to please him. Secretary of Defense Pete
Hegseth repeated Trump’s hyperbolic claims of obliteration, brushing aside his
own intelligence agency’s report. The White House press secretary, Karoline
Leavitt, said the “alleged ‘assessment’ is flat-out wrong.” Gabbard and John
Ratcliffe, director of the Central Intelligence Agency, quickly claimed to find
“new intelligence” to support Trump’s interpretation of events but declined to
share it publicly.
Increasingly staffed by loyalists rather than seasoned
professionals—one critical counterterrorism office in the Department of
Homeland Security suddenly found itself under the command of a recent
university graduate with no national security experience—intelligence agencies
risk becoming overly politicized, providing justification for policy decisions
rather than informing them. Meanwhile, the United States faces serious national
security threats, not least a heightened terrorism threat as Iranian-backed groups
seek retaliation for the United States’ strikes on Iran. Whether it results in
a terrorist or cyberattack, a foreign policy miscalculation, or a military
surprise, the consequences of an intelligence failure could be profound. And
the risk is only growing.
HEAR NO EVIL
Intelligence failures are inevitable even in healthy
systems. Uncovering and properly assessing secrets is hard at the best of
times; human fallibility guarantees that there will be errors in process and
analysis. But distortions within the system increase the likelihood of failure.
The classic case is an authoritarian regime in which the self-assured ruler
does not tolerate other views. Intelligence officers in such systems operate in
an environment where speaking truth to power is not tolerated, acquiescence is
preferred over expertise, sycophancy trumps insight, and “alternative facts”
must be presented to maintain the leader’s preferred narrative. Offering
good-faith assessments that contradict the ruler’s views is considered
disloyalty and invites punishment. Without space for analytical dissent and the
presentation of unvarnished views, leaders can receive and act on faulty
intelligence, as the hapless Naryshkin could attest.
The United States today faces a similar risk. Trump’s
populism is characterized by deep skepticism toward credentialed authority and
an intolerance of experts who present inconvenient facts or analysis that
challenge his movement’s core beliefs. As authoritarian leaders do, Trump has
surrounded himself with loyalists who pass ideological litmus tests, such as by
insisting that the 2020 election was “stolen” from Trump. The resulting culture
of politicized analysis, self-censorship, and suppression of unwelcome truths
mirrors the conditions in autocracies that generate intelligence failure.
The most important qualification to serve Trump is
personal loyalty, not competence or relevant experience. Of course, a U.S.
president should be able to expect a degree of loyalty from federal employees.
But the expectations of the Trump administration place personal allegiance
above the truth. Several long-serving professionals have been asked who they
voted for as a prerequisite for traditionally apolitical national security
positions—a kind of loyalty test that disqualifies capable officers and sends a
message to those who remain that continued service means compliance.
Loyal senior intelligence officials serving a populist or
an autocrat will often tailor their agencies’ activities on the basis of what
the leader may or may not want to hear. This can cause intelligence resources
to be directed away from actual threats. As director of the Federal Bureau of
Investigation, for instance, Kash Patel has reorganized the agency to divert
special agents and analysts toward immigration enforcement and the reduction of
violent crime, leaving investigations into threats with more serious national
security implications—counterterrorism, cybercrime, Chinese or Russian
intelligence activity in the United States—underresourced. Although curtailing
violent crime is a laudable goal, protecting U.S. national security requires
that the FBI and other agencies manage a far wider array of risks.
This is not the only example of the Trump
administration’s sidelining or shuttering intelligence units that focus on
foreign malign influence operations, nor is it the only redirection of
resources away from serious threats to serve political interests. In early May,
Gabbard directed U.S. intelligence agencies to increase their intelligence
collection in Greenland, specifically to assess the strength of the island’s
independence movement. Greenland, an autonomous territory of a NATO ally, is
not a security threat to the United States; the reason for gathering such
intelligence is to support Trump’s proposal that the United States annex the
island. Intelligence agencies do not have unlimited bandwidth. If they are
wasting valuable resources on nonexistent threats or dubious schemes to take
control of other countries’ territories, they are more likely to be surprised
by the plans and intentions of adversaries such as China, Iran, and Russia.
AIMING TO PLEASE
Politicians are always tempted to strip out caveats,
overstate analytical confidence levels, or downplay dissenting views, as Trump
did when he dismissed as “inconclusive” the DIA’s initial report on damage to
the Iranian nuclear program. His is not the first U.S. administration to prefer
intelligence that fits around a particular policy narrative. In the late 1960s,
frustrated with the United States’ lack of progress during the Vietnam War,
President Lyndon Johnson preferred the Pentagon’s rosier assessments of the
war’s trajectory to the CIA’s more pessimistic views—which distorted his
understanding of the war and caused him to hold out false hope for a failing
escalation strategy. And in 2002, Secretary of Defense Donald Rumsfeld set up
the Office of Special Plans in the Pentagon to establish a link between Iraq
and al-Qaeda—a connection the CIA did not find credible—to support the case for
a U.S. invasion of Iraq.
In both cases, cherry-picking intelligence led U.S.
presidents toward strategic failure. But the lessons of history have apparently
been lost in the present White House. In May, Gabbard fired the acting chair of
the National Intelligence Council and his deputy after they assessed that the
Venezuelan-based criminal group Tren de Aragua was not controlled by the
Venezuelan government, contrary to the claim the Trump administration has used
to justify its deportation of Venezuelans. When they first reached this
conclusion, Gabbard’s chief of staff, a Trump loyalist, asked the council to
“relook” at the evidence and “do some rewriting” so that the assessment would
not be “used against” Gabbard or Trump—a nakedly political request. The NIC
leaders broadly maintained their initial judgment rather than amend their
assessment to suit the president’s policy, and it cost them their jobs.
It is easy to foresee how firing intelligence officials
for making evidence-based assessments could drive those still serving to engage
in self-censorship and groupthink, both key ingredients in intelligence failure
that are prevalent in autocratic systems. Brave analysts may no longer be
willing to stick their heads above the parapet to provide intelligence that
Trump needs to know, even if he doesn’t want to hear it. And if the president
only receives assessments designed to please him, he will become stuck in his
own echo chamber, unable to make fully informed decisions based on hard
reality.
The blatant politicization of intelligence has
consequences beyond the halls of the White House. During the dark days of the
Bush administration’s clamor for war in Iraq, the U.S. intelligence community
lost credibility not only with the American people but also with partners
abroad. The same corrosion of civic trust and falling confidence of allies is
underway today. If the United States’ allies and partners consider U.S.
intelligence untrustworthy or worry that their own intelligence may become
politicized, they may choose to share less with Washington, which could rob
U.S. intelligence agencies of a vital clue they may need to foil a plot or
understand a key development. Cooperation with foreign agencies is a central
part of U.S. intelligence gathering. Washington itself has enormous
capabilities, but it cannot replace the collection and analysis provided by its
partners.
SHOOT THE MESSENGER
While publicly claiming that its actions are meant to
depoliticize U.S. intelligence agencies, the Trump administration has in fact
politicized them further by pressuring them to produce assessments that
reinforce preferred policy narratives, dismissing assessments that don’t,
purging staff members who are perceived to be disloyal, and harassing the
workforce through methods such as random polygraph tests conducted under the
guise of leak investigations. It is clear to members of the civil service that their
positions are subject to the administration’s whims. Like the NIC leaders, they
could be fired for simply doing their jobs. Like staff members working in
diversity, equity, and inclusion offices, they could be fired for doing a job
the administration did not want done. Like six National Security Council
staffers who were let go after Trump met with the far-right activist Laura
Loomer, they could be fired for perceived disloyalty. Or, like the director and
deputy director of the National Security Agency, they could be fired for no
stated reason at all.
Administrative chaos masquerading as cost-cutting has
sapped morale. In March, Trump’s adviser Elon Musk and his Department of
Government Efficiency staffers visited the CIA and the NSA headquarters,
sending shivers down the spines of career professionals. Shortly afterward,
both agencies announced thousands of job cuts, mostly in the form of rescinded
job offers, layoffs of new hires, routine retirements, and voluntary buyouts.
The buyout offer enticed several senior intelligence officers out of public service,
although many stated privately that the offer only made the difficult decision
to resign easier to swallow. Not only does their premature departure deprive
the administration of their expertise and experience, but the cancellation of
job offers means they will not be replaced by promising young officers brimming
with passion and patriotism.
Ideally, intelligence agencies should welcome and harness
talent from all corners. Narrowing the talent pool robs the country of the
opportunity to tap the full potential of its citizens, undermining the
potential contributions of intelligence to statecraft. In the Soviet Union,
only Communist Party members were permitted to join the primary intelligence
agency, the KGB. That commitment to Marxist-Leninist ideological purity damaged
the KGB’s analytical performance: the agency routinely underestimated the resilience
of Western cohesion and overestimated the strength of Soviet client states and
revolutionary movements. During World War II, British intelligence benefitted
from Alan Turing’s codebreaking genius in part because he kept his
homosexuality hidden. Unfortunately, the Trump administration is repelling
talent by making it clear that it no longer values diverse perspectives in U.S.
intelligence agencies. Instead of simply reassigning officers who had had been
temporarily detailed to work on DEI initiatives in the CIA and the Office of
the Director of National Intelligence, the administration fired them when those
initiatives were shut down, sending the message that it expects ideological
conformity.
A U.S. intelligence community that increasingly operates
like that of an autocratic country will struggle to retain employees and
recruit new ones. At the moment, public service may not look appealing to
America’s best and brightest. Worse, the current workforce is demoralized and
distracted by the purges and the abuse of the system that they witness.
Thousands of intelligence officers are tapping their professional networks and
getting their secret resumes cleared so that they can apply for private-sector jobs.
A nervous and preoccupied workforce will hardly deliver peak performance.
The Trump administration’s proximity to conspiracy
theorizing also corrodes its relationship to intelligence. Loomer, whose
meeting with Trump prompted several high-profile intelligence agency firings,
is known for promoting conspiracy theories, including the unsubstantiated claim
that the 9/11 attacks were an “inside job.” Other members of the Trump
administration, such as Dan Bongino, the deputy FBI director, have openly
floated conspiracy theories accusing the “deep state” of withholding the truth
from the American people on every topic from the prison death of the criminal
defendant Jeffrey Epstein to the assassination of President John F. Kennedy. No
genuine conspiracies have been uncovered, but the vilification of U.S.
intelligence agencies deemed part of the “deep state” has a lasting effect on
the perceived legitimacy of the work they do.
Demonizing intelligence ultimately makes the United
States less safe. Intelligence agencies need the support of the public if they
are to do their jobs well. Federal law enforcement, for instance, relies on
tips from citizens; repeatedly calling the FBI “irredeemably corrupt”—in the
words of its deputy director—may dissuade people from cooperating when
approached by special agents. And if Trump-aligned media outlets are spouting
populist rhetoric about the threat from within—specifically, the threat that federal
law enforcement and intelligence agencies pose to civil liberties—politicians
may find it difficult to support legislation that enables necessary
intelligence gathering. Early last year, when it came time to reauthorize
Section 702 of a 2008 amendment to the Foreign Intelligence Surveillance Act, a
key provision that permits the U.S. government to surveil foreign citizens
outside the United States, the same people who are now leading the FBI joined
far-right media outlets to misleadingly paint the law as providing Orwellian
power to an unaccountable deep state. The provision was eventually renewed for
two more years, but the episode illustrated the vulnerability of intelligence
agencies’ most valuable tools to exaggerated political rhetoric.
THE SHAPE OF FAILURE
Trump is not a born intelligence consumer. Judging by the
infrequency of his briefings in this area—his public schedule has not included
more than one per week, in contrast to the six per week that his predecessors
typically received—he seems uninterested in the advantages good intelligence
can confer. He operates on instinct and often justifies his polices as “common
sense,” which is the sort of populist heuristic approach that does not align
with the methodical process of intelligence analysts. Trump prefers slogans
over substance, narrative over nuance, and conspiracy over curiosity. He avoids
digging into details. His ideological positions run headlong into empiricism,
as the administration’s fight with economists over the effects of its tariff
policy has shown. Trump seems to value intelligence only when it validates his
own instinct; he does not look to it to challenge his beliefs or to help him
consider different angles.
The way the Trump administration is managing the U.S.
intelligence system increases the likelihood of an intelligence failure. It
could take the form of a surprise attack, a misreading of an adversary, or an
inability to anticipate another consequential event. Trump has ignored warnings
before. During his first term, he was slow to respond to alerts about the
spread of COVID-19, hindering the United States’ early pandemic response, and
he was dismissive of the security risks of aggressive homegrown nativism
presented to him by intelligence analysts at the FBI and the Department of
Homeland Security in the lead-up to storming of the U.S. Capitol on January 6,
2021.
Something similar could happen today. Warnings repeatedly
dismissed with prejudice may eventually stop arriving. Intelligence may fail
because critical information may not reach Trump. Fear of retribution could
cause officials to self-censor or avoid providing assessments that may provoke
an ideologically motivated backlash, such as alerts about domestic violent
extremism among far-right groups or about Russian information operations. As
the former senior CIA analyst Brian O’Neill wrote
in Just Security last month, “the next intelligence failure will not be a
surprise. It will be a choice.”
An intelligence failure on his watch may not compel Trump
to fix the problems that caused it. Instead, he could blame U.S. intelligence
agencies for falling down on the job or even falsely suggest that they were
always out to get him. Any reform his administration introduced after an
intelligence failure would likely be designed to further politicize the
intelligence community, weaken its independence, and give the executive branch
greater control of its budgets, personnel, and authorities.
A talented sports team coached badly can still squeak out
a win. If the United States avoids a major intelligence failure in the next few
years, it will be thanks to the enduring professional ethos of its intelligence
agencies. But those agencies will not be reaching their highest potential; if
they are consistently misused, ignored, and politicized, they will not be able
to produce the information advantage that the intelligence community was
designed to deliver to the U.S. president. Trump is enamored of the United
States’ natural resources—its oil and natural gas, its timber, its agriculture.
The country’s unparalleled intelligence community is another precious resource,
a pillar of the “greatness” Trump strives for. Ensuring American security today
and for future generations depends on his good stewardship of this national
treasure.
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