The Rest Is Classified
The Rest Is Classified

132. What's Next For Iran?

March 01, 2026 • 1h 0m

Summary

⏱️ 11 min read

Overview

Gordon Corera and David Kosky analyze the dramatic U.S. and Israeli strikes on Iran that began Saturday morning, targeting Supreme Leader Ali Khamenei and senior Iranian officials. The hosts examine what happened, how we got here, why these attacks are occurring, and what might happen next. They explore whether this represents opportunistic action or a coherent regime change strategy, discussing the intelligence that enabled the strikes, Iran's broad retaliation across the Middle East, and the uncertain path forward.

The Intelligence-Driven Strike on Iran's Leadership

The strikes began mid-morning Saturday Iran time, driven by CIA intelligence on Supreme Leader Khamenei's location shared with Israel, who had additional intelligence on other senior officials. The unusual daytime timing reflected 'use it or lose it' intelligence requiring advance notice to coordinate the nearly two-hour flight time from Israel. The U.S. and Israel operated as a tightly integrated force, with Israel hitting leadership targets while the U.S. focused on military infrastructure, including missile launchers using reverse-engineered Iranian 'kamikaze' drones.

  • Strikes launched around 9:30-10am Iran time, unusual daylight timing driven by specific intelligence window
  • CIA provided intelligence on Supreme Leader Khamenei's location, Israelis had information on dozen+ senior officials meeting nearby
  • Approximately 30 bombs hit compound where Supreme Leader was located, possibly in underground bunker
  • Reports indicate 40 senior military commanders killed, including Revolutionary Guards commander and defense minister
  • U.S. and Israeli forces operating as tightly integrated single force, unlike previous operations
  • U.S. deployed reverse-engineered Iranian Shahid drones (called LUCAS drones) for first time in combat
" It is striking to me that it took eight or so months after the U.S. invaded Iraq in 2003 to find Saddam Hussein in his spider hole. And Khamenei is killed in the opening salvo of this conflict, right? So that gives you some sense of just how good the U.S. and its partners have gotten at this kind of manhunting tactical. "
" We stood up this counterintelligence unit to actually root out Mossad penetrations around the Iranian government and then they found out later that the head of the unit was actually a Mossad asset. So the guy who had been in charge of rooting Mossad out was actually working for Mossad. "

Unprecedented Intelligence Penetration of Iranian Leadership

The depth of U.S. and Israeli intelligence penetration into Iran's highest levels appears extraordinary, involving both technical surveillance of telecommunications networks and human sources with access to leadership schedules. Despite massive counterintelligence efforts following previous strikes, including after the 12-day war in June, the intelligence apparatus was able to obtain advance notice of the Supreme Leader's location and coordinate a complex strike operation, suggesting either catastrophic security failures or highly adaptive intelligence methods.

  • Intelligence likely combined human sources with access to leadership calendars and technical surveillance of bodyguards' phones
  • Requires deep penetration of telecommunications networks to track patterns of life around senior officials
  • Advance notice needed to launch jets and missiles with nearly 2-hour flight time to targets
  • Former Iranian president revealed counterintelligence chief tasked with rooting out Mossad was himself a Mossad asset
  • Previous Israeli operations like Fakrizadeh assassination and nuclear warehouse heist demonstrate sustained intelligence capabilities
" The worst possible compromise and that's probably not far off from what happened from an Iranian standpoint. We stood up this counterintelligence unit to actually root out Mossad penetrations and then they found out later that the head of the unit was actually a Mossad asset. "
" It is being inside things like the mobile phone networks and understanding who are the bodyguards who are associated with a senior official in the Iranian regime. And then what are their phones? How are their phones moving? Where are they moving? So it's deep penetration often of the telecommunications network. "

📚 6 more sections below

Sign up to unlock the complete summary with all insights, key points, and quotes