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DEF 2015

Friday, October 23rd, 2015

[by Mark Safranski, a.k.a. “zen“]

The Defense Entrepreneur’s Forum is one of the major national conferences dedicated to exploring innovative ideas and cultural change in defense, military leadership and national security and it is being held in Chicago on November 6-8th. It is an outstanding opportunity to meet both emerging and senior military leaders, defense intellectuals, policy wonks, national security and business gurus and experts from diverse professional fields.

1st Day Agenda

2nd Day Agenda

3rd Day Agenda

Register here!

Previously, I’ve had to miss DEF due to schedule conflicts but this year I am able to attend and will cover DEF 2015 here at ZP ( I believe Lexington Green will do the same over at Chicago Boyz). I look forward to meeting some of the thoughtful folks I know mainly as internet entities on Small Wars Journal, War on the Rocks, the Bridge, the Warlord Loop, Twitter and Facebook. Perhaps I will see some of you there as well!

A few samples of past DEF talks:

BJ Armstrong ” The Nuclear Option”

Karen Courington ” From Start-up to Mark-up”

Joe Byerly “DEF2.0 Story”

We’re a legacy industry in a world of start-up competitors

Wednesday, August 26th, 2015

[ by Charles Cameron — Ambassador Husain Haqqani and Daveed Gartenstein-Ross at Chautauqua ]

chautauqua haqqani daveed


From the outset, when cheers went up for Daveed’s birthplace, Ashland, Oregon, and Ambassador Haqqani’s, Karachi — and for the brilliant meeting of the minds that is Chautauqua — it was clear that we were in the presence of two gracious, witty and informed intelligences, and the seriousness of the conversation between them that followed did nothing to reduce our pleasure in the event. Daveed called it “easily the best experience I have ever had as a speaker.”

I’ll highlight some quotes from each speaker, with the occasional comment:

Amb. Haqqani:

None of the countries except Egypt, Turkey and Iran, none of the countries of the Middle East are in borders that are historic, or that have evolved through a historic process. And that’s why you see the borders a straight lines. Straight lines are always drawn by cartographers or politicians, the real maps in history are always convoluted because of some historic factor or the other, or some river or some mountains.

You’ll see how neatly this fits with my recent post on borders, No man’s land, one man’s real estate, everyone’s dream?

And now that whole structure, the contrived structure, is coming apart.

Then most important part of it is, that this crisis of identity – who are we? are we Muslims trying to recreate the past under the principles of the caliphate .. or are we Arabs, trying to unify everybody based on one language, or are we these states that are contrived, or are we our ethnic group, or are we our tribe, or are we our sect? And this is not only in the region, it’s also overlapping into the Muslim communities in the diaspora..


If Amb. Haqqani emphasized the multiple identities in play in the Arabic, Islamic, Sunni, Shia, Sufi, and tribal worlds in his opening, Daveed’s emphasis was on the failure of the post-Westphalian concept of the nation state.

Daveed G-R:

In the economic sphere there’s this thing that is often called “legacy industries” – industries that fit for another time, but are kind of out of place today. Think of Blockbuster Video, once a massive, massive corporation.. that’s a legacy industry. So when Ambassador Haqqani talks about how it’s not just in the Middle East that we have this crisis of identity, I think the broader trend is that the Westphalian state that he spoke about, the kind of state that was encoded after the Peace of Westphalia, looks to a lot of people who are in this generation of the internet where ideas flow freely, it looks like a legacy industry.

Why do you need this as a form of political organizing? And what ISIS has shown is that a violent non-state actor, even a jihadist group that is genocidal and implements as brutal a form of Islamic law as you could possibly see, it can hold territory the size of Great Britain, and it can withstand the advance of a coalition that includes the world’s most powerful countries including the United States. And what that suggests is that alternative forms of political organization can now compete with the nation state.


The Ambassador then turned to the lessons we should take from 1919’s US King–Crane Commission, reporting on the break-up of the Ottoman Empire — they concluded that it gave us

a great opportunity — not likely to return — to build .. a Near East State on the modern basis of full religious liberty, deliberately including various religious faiths, and especially guarding the rights of minorities

— down to our own times.

Amb. Haqqani:

What we can be sure of is that the current situation is something that will not be dealt with without understanding the texture of these societies. So for example, when the United States went into Iraq without full understanding of its sectarian and tribal composition, and assumed that, all we are doing is deposing a dictator, Saddam Hussein, and then we will hold elections and now a nice new guy will get elected, and things will be all right -– that that is certainly not the recipe. So what we can say with certainty in 2015 is .. over the last century what we have learnt is: outsiders, based on their interests, determining borders is not a good idea, and should certainly not be repeated. Assuming that others are anxious to embrace your culture in totality is also an unrealistic idea.

The sentence that follows was a stunner from the Ambassador, gently delivered — a single sentence that could just as easily have been the title for this post as the remark by Daveed with which I have in fact titled it:

Let me just say that, look, he ideological battle, in the Muslim world, will have to be fought by the likes of me.

Spot on — and we are fortunate the Ambassador and his like are among us.


Daveed then turned to another topic I have freqently emphasized myself.

Daveed G-R:

The power of ideas – we as Americans tend not to recognize this when it falls outside of ideas that are familiar to us. So one thing that the US has been slow to acknowledge is the role of the ideology that our friend and ally Saudi Arabia has been promulgating globally, in fomenting jihadist organizations.

And one of the reasons we have been slow to recognize that. I mean one reason is obvious, which is oil. .. But another reason has been – we tend to think of ideas that are rooted in religion – as a very post-Christian country – we tend to think of them as not being real – as ideas which express an ideology which is alien to us –as basically being a pretext, with some underlying motivation which is more familiar to us. That it must be economics, or it must be political anger. I’m not saying those are irrelevant, they’re not – but when Al-Qaida or ISIS explains themselves, taking their explanation seriously and understanding where they’re coming from – not as representatives of Islam as a whole, but as representatives of the particular ideology that they claim to stand for – we need to take that seriously. Because they certainly do.


Amb. Haqqani:

The world is not a problem for Americans to solve, it’s a situation for them to understand.

This makes a nice DoubleQuote with Gabriel Marcel‘s more general aphorism:

Life is not a problem to be solved but a mystery to be lived.


Toward the end of the discussion, Daveed touched on some ideas of recurrent interest to Zenpundit readers..

Daveed G-R:

Looking at the US Government, questions that I ask a lot are: Why are we so bad at strategy? Why are we so bad at analysis? Why do we take such a short term view and negate the long term?

He then freturned to the issue of legacy industries and nation-states:

Blockbuster is a legacy industry. And the reason why legacy industries have so much trouble competing against start-up firms, is because start-ups are smaller, it’s more easy for them to change course, to implement innovative policies, to make resolute decisions – they can out-manoeuver larger companies. And so larger companies that do well adapt themselves to this new environment where they have start-up competitors. Nation-state governments are legacy industries. Violent non-state actors are start-up compoetitors.

— and had the final, pointed word:

We’re a legacy industry ina world of start-up competitors.


Having offered you these tastes, at this point I can only encourage you to watch the whole hour and a quarter, filled to the brim with incisive and articulately-stated insights:

Manea Interviews Galeotti on Hybrid War at SWJ

Sunday, August 23rd, 2015

[by Mark Safranski, a.k.a “zen“]

Dr. Mark Galeotti

Octavian Manea has another excellent installment of his interviews with warriors and scholars of war over at Small Wars Journal. In this case, Russian security and transnational crime expert, Professor Mark Galeotti of NYU and In Moscow’s Shadows blog.

Hybrid War as a War on Governance

 As Clausewitz emphasized, we first need to understand exactly the nature of the war/threat that we are confronted with. What are the core features of this Russian approach on hybrid warfare?

I like to use the term non-linear warfare, in part because it means nearly nothing, and doesn’t come with the intellectual baggage of a term like hybrid warfare which, after all, it is a term that was designed to discuss how insurgents fight modern armies. We don’t have yet a proper vocabulary. The key thing is to realize the extent to which we all need to return to the essential – almost Clausewitzian – notion of war. In this context, war is a political instrument. War is one means of making the other side do what you want it to do, such as simply to remain part of your sphere of influence. What this approach is really about, in a way, is about placing kinetic military operations back in the toolbox. For a long time we thought them as entirely separate: diplomacy and politics on the one hand and warfare in the other. In some ways, warfare happens when the other things fail. What this doctrine is saying is no, let’s just appreciate that in fact we are talking about a whole spectrum of capabilities that can range from soft power suasion, to economic pressure, to increasingly tough diplomatic lines to a whole gradation of military operations that can range from sending 10 people into blocking a bridge, to sending a hundred people to help foment a local insurrection, to sending 10.000 people in a full-scale war. These instruments can and should be used together rather than as entirely separate pieces. In a way, the point of non-linear war is to bring war back in to the spectrum of modern statecraft, to appreciate that it is an acceptable instrument in Russian eyes and to make sure that policy-makers and policy executors realize the importance of the political impact. It is not about metrics of casualties inflicted, how many bombing raids you manage to launch, all the things that we often see replacing actual military success as an indicator. It comes back to the political effect and the use of the military as a political instrument.

Is NATO’s Eastern Flank vulnerable to non-linear warfare?

Here is the key thing: if we look at what is going on, none of the current uses of the Russian military power should be considered the standard blueprint. If they do anything direct in the Baltic States – and I don’t actually think that they will – it will not be Crimea 2.0 or Donbass 2.0, but something that will be tailored to the situation there, to their perception of the threats and to what they actually want to achieve.

Let’s look at the three current uses of the military force. In Crimea the role of the military was to create a fait accompli. The forces were there to act as symbols of Russian statehood. In Donbass, we have forces being deployed with these manufactured local insurrections to create chaos, not because for one moment the Russians are eager for the post-industrial decaying Donbass, but precisely as a way of putting pressure on Kiev. If we look at the Baltic States, the long-range bombers that Russia is flying there are not intended to actually launch a military attack, but to create a constant political as well logistical stress on NATO. Three very different uses of military forces. The military provides a series of capacities within a highly integrated military, political, economic, social media, intelligence campaign to achieve your ends.

Why this evolution towards comprehensiveness?

It reflects a variety of processes, but the most fundamental one is the extent to which traditional war, especially between the most advanced powers, is almost incomprehensible in terms of actual direct costs, in terms of economic and political costs. There is a low-intensity war between Russia and Ukraine, but at the same time I can take a plane in Moscow and I can fly to Kiev. There is trade crossing the border, both legal and very heavily illegal. We live in a world where the old notion of war, war as a binary process, where you are at war or you are at peace, means increasingly less. So on one hand, traditional warfare is much less a usable tool. On the other hand, there is the fact that all societies now are much more casualty-averse. Even today’s Russia is not Stalin’s Soviet Union, can’t treat people as ammunition. Old traditional warfare is hardly conceivable unless it is essentially civil war where rational calculations tend to go out of the window. This is less of a new way of war so much as a way of fighting a war in a new world. It is the world that it has changed rather than the tactics and the ideas.

It is in this changed context that everyone is talking about the need to interconnect government agencies and apply a whole-of-government approach. The very reason why they are doing that is that the world has become so heavily interconnected. Of course, at the same time one of the pathologies of complex bureaucracies is departmentalization. In this respect, the Russians have an advantage. Not because they don’t have huge monolithic and often deeply competitive bureaucracies – which they do – but precisely because, at the top at least, Russia remains a pretty authoritarian regime. You have a chief executive who can force coordination in a way that is much harder in a democratic society.

Galeotti has a nice observation about the political and military fungibility of organized crime networks in a globalized environment that I would like to highlight:

….Looking at the underworld shows what happens in voids of governance. Organized crime flourishes where governance fails and because no governmental system is perfect there always will be organized crime. But the scale, the size and the depth of criminal operations depend on the scale of the governance failure. Modern war is increasingly determined precisely by how one seeks to impact the other side’s governability (we see this trend particularly in Ukraine) and also how one can exploit the weaknesses of the other side’s governability. This is not new. One could look at WW2, at the campaign in Italy and the deals struck with the Mafia to provide intelligence and assistance in seizing Sicily. What is new is that what was seen as a disagreeable ad-hoc tactic is becoming the way the Russians are approaching full-spectrum warfare. It is just seen as another perfectly viable, legitimate opportunity. If we look at Crimea. when the “little green men” were deployed there, they were complemented by much less professional, much less uniformly uniformed, thuggish local “self-defense groups.” It has become clear that they were the gunmen of the local organized crime groups, pressed into service as auxiliaries. And when you look at the regime installed in Crimea from the premier down, it is very heavily penetrated by people from within the criminal world. The same pattern happened also in Donbass, where organized crime figures have become local warlords. My belief is also that some of the terrorist actions in the rest of Ukraine were carried out not directly by sympathizers of the rebellion or Russian government agents, but actually by organized crime figures paid by the Russians. Russia is ahead of the curve in global organized crime, where you have a political-criminal-business elite, that is not formed by Tony Soprano-like figures, but from businessmen who have a portfolio of interests that ranges from the essentially legitimate through to the grey and then wholly illegal activities. The boundaries between organized crime, intelligence operations, state-operations have become increasingly unclear.

Read the rest here.

Organized crime has as a strategic objective monopoly control over black market activities (or at least an ability to “tax” other criminals who engage in them) through coercion and force. At times, in an effort to protect these illegal monopolies from rivals or the state, organized crime networks will evolve their capabilities into terrorists, insurgents, political actors and hybrids of any of these. The reverse is also true; insurgencies like the Taliban or FARC can become increasingly “criminalized” as their political context changes or the need to raise revenues increases.

The artificial divisions between crime and war and politics is generally a taxonomic preference of the modern West and its Westphalian state myths. East Asia by contrast, have long had examples of “hybrid” criminal groups – the Green Gang, the Triads, the Dark Ocean Society, the Yakuza, the Binh Xuyen  and so on. It was more or less normal for established criminal groups to be involved in politics or military affairs, at least on the local level. Those that could not manage this were simply bandits.

Narco-cartels as MBAs Doing 4GW

Tuesday, January 7th, 2014

[by Mark Safranski, a.k.a. “zen“]


Yale organizational behaviorist Rodrigo Canales has an interesting talk on the Narco-insurgency in Mexico ( which he correctly sees as having been as lethal as Syria’s civil war). While this won’t be news to close students of Mexico’s cartel wars, Canales explains how Los Zeta, La Familia, Knights Templar and Sinaloa cartel violence is neither random nor strictly criminal on criminal  violence but is used as part of organizational strategies to create distinctive “franchise brands”, amplify political messaging,  reinforce effects of social service investment in the communities they control and maximize market efficiency of narcotics sales and other contraband. COIN, 4GW and irregular warfare folks will all see familiar elements in Canales management theory driven perspective.

A useful short tutorial considering the cartels are operating inside the United States and their hyper-violent tactics are eventually going to follow.

Ronfeldt’s In-Depth Review of America 3.0

Monday, September 23rd, 2013


 David Ronfeldt, RAND strategist and theorist has done a deep two-part  review of America 3.0 over at his Visions from Two Theories blog. Ronfeldt has been spending the last few years developing his TIMN analytic framework (Tribes, Institutions [hierarchical], Markets and Networks) which you can get a taste from here  and here or a full reading with this RAND paper.

David regards the familial structure thesis put forward by James Bennett and Michael Lotus in America 3.0 as “captivating”  and “compelling” for  “illuminating the importance of the nuclear family for America’s evolution in ways that, in my view, help validate and reinforce TIMN”. Both reviews are detailed and should be read in their entirety, but I will have some excerpts below:

America 3.0 illuminates significance of nuclear families — in line with TIMN (Part 1 of 2) 

….Bennett and Lotus show at length (Chapter 2, pp. 29-45) that the nuclear family explains a lot about our distinctive culture and society:

“It has caused Americans to have a uniquely strong concept of each person as an individual self, with an identity that is not bound by family or tribal or social ties. … Our distinctive type [of] American nuclear family has made us what we are.” (p. 29)And “what we are” as a result is individualistic, liberty-loving, nonegalitarian (without being inegalitarian), competitive, enterprising, mobile, and voluntaristic. In addition, Americans tend to have middle-class values, an instrumental view of government, and a preference for suburban lifestyles. 

As the authors carefully note, these are generally positive traits, but they have both bright and dark sides, noticeable for example in the ways they make America a “high-risk, high-return culture” (p. 38) — much to the bane of some individuals. The traits also interact in interesting ways, such that Americans tend to be loners as individuals and families, but also joiners “who form an incomprehensibly dense network of voluntary associations” — much to the benefit of civil society (p. 39). 

In sum, the American-style nuclear family is the major cause of “American exceptionalism” — the basis of our freedom and prosperity, our “amazing powers of assimilation” (p. 53), and our unique institutions:

“It was the deepest basis for the development of freedom and prosperity in England, and then in America. Further, the underlying Anglo-American family type was the foundation for all of the institutions, laws, and cultural practices that gave rise to our freedom and prosperity over the centuries.” (p. 52)The authors go on to show this for America 1.0 and 2.0 in detail. They also reiterate that Americans have long taken the nuclear family for granted. Yet, very different marriage and family practices are the norm in most societies around the world. And the difference is profoundly significant for the kinds of cultural, social, economic, and political evolution that ensue. Indeed, the pull of the nuclear model in the American context is so strong that it has a liberating effect on immigrants who come from societies that are organized around extended families and clans (p. 55) — an important point, since America is a land of immigrants from all over, not just from Anglo-Saxon nuclear-family cultures.

….As for foreign policy, the authors commend “an emerging phenomenon we call “Network Commonwealth,” which is an alignment of nations … who share common ties that may include language, culture and common legal systems.” (p. 260) Above all, they’d like to see the “Anglosphere” take shape. And as the world coalesces into various “global networks of affinity” engaged in shifting coalitions (p. 265), America 3.0 would cease emphasizing democracy-promotion abroad, and “reorient its national strategy to a primary emphasis on maintaining the freedom of the global commons of air, sea, and space.” (p. 263) [UPDATE: For more about the Network Commonwealth and Anglosphere concepts, see Bennett’s 2007 paper here.]

Read the whole thing here.

America 3.0 illuminates significance of nuclear families — in line with TIMN (Part 2 of 2)  

….Overlaps with TIMN themes and propositions

Part 1 discussed America 3.0’s key overlap with TIMN: the prevalence and significance of the nuclear family in the American case. This leads to questions about family matters elsewhere. Furthermore, it should be pointed out that there is more to TIMN’s tribal form than the nature of the family. I also spotted several additional thematic overlaps between America 3.0 and TIMN, and I want to highlight those as well. Thus, in outline form, this post addresses:

  • Seeking a fuller understanding of family matters beyond the American case.
  • Gaining a fuller understanding of the tribal/T form.
  • Anticipating the rise of the network/+N form.
  • Recognizing that every form has bright and dark sides.
  • Recognizing the importance of separation among the forms/realms.
  • Recognizing that balance among them is important too.
  • Cautioning against the exportability of the American model.

After these points, the post ends by summarily noting that America 3.0 is more triformist than quadriformist in conception — but a worthy kind of triformist plus, well worth reading.

My discussion emphasizes the T and +N forms. Bennett and Lotus also have lots to say about +I and +M matters — government and business — and I’ll squeeze in a few remarks along the way. But this post mostly skips +I and +M matters. For I’m more interested in how America 3.0 focuses on T (quite sharply) and +N (too diffusely). 

By the way, America 3.0 contains lots of interesting observations that I do not discuss — e.g., that treating land as a commodity was a feature of nuclear-family society (p. 105), and so was creating trusts (p. 112). Readers are advised to harvest the book’s contents for themselves.

….Caution about the exportability of the American model: TIMN sharpens — at least it is supposed to sharpen — our understanding that how societies work depends on how they use four cardinal forms of organization. This simplification leaves room for great complexity, for it is open to great variation in how those forms may be applied in particular societies. Analysts, strategists, and policymakers should be careful about assuming that what works in one society can be made to work in another. 

….In retrospect it seems I pulled my punch there. I left out what might/should have come next: TIMN-based counsel to be wary about assuming that the American model, especially its liberal democracy, can be exported into dramatically different cultures. I recall thinking that at the time; but I was also trying to shape a study of just the tribal form, without getting into more sweeping matters. So I must have pulled that punch, and I can’t find anywhere else I used it. Even so, my view of TIMN is that it does indeed caution against presuming that the American model is exportable, or that foreign societies can be forced into becoming liberal democracies of their own design.

Meanwhile, America 3.0 clearly insists that Americans should be wary of trying to export the American model of democracy. Since so much about the American model depends on the nature of the nuclear family, policies that work well in the United States may not work well in other societies with different cultures — and vice-versa. Accordingly, the authors warn,

“American politicians are likely to be wrong when they tell us that we can successfully export democracy, or make other countries look and act more like the United States.” (p. 24)

“A foreign-policy based primarily on “democracy-promotion” and “nation-building” is one that will fail more times than not, … .” (p. 254)TIMN is not a framework about foreign policy. But as a framework about social evolution, it may have foreign-policy implications that overlap with those of America 3.0. In my nascent view (notably herehere, and here), the two winningest systems of the last half-century or so are liberal democracy and patrimonial corporatism. The former is prominent among the more-advanced societies, the latter among the less-developed (e.g., see here). As Bennett and Lotus point out, liberal democracy is most suitable where nuclear families hold sway. And as I’ve pointed out, patrimonial corporatism is more attractive in societies where clannish tribalism holds sway. 

Read the rest here.

This discussion about America 3.0 and TIMN seems particularly appropriate in light of the need to process, digest and distill the lessons of more than a decade of COIN and counter-terrorism warfare in Iraq, Afghanistan, Pakistan, Yemen and – increasingly- Africa. One of the more difficult aspects of COIN operations has been for American military and diplomatic to decipher the layered relationships and interplay of family honor, tribe, political institution, emerging market and networks in a nation shattered by dictatorship and war like Iraq or to import modern institutions and  a democratic political system in Afghanistan where they had never existed.

Many of these aspects were opaque and were understood only through hard-won experience (frequently lost with new unit rotation) or still remain elusive to Americans even after ten years of fighting among alien cultures which were also permeated by the sectarian nuances and conflicts of Islam. A religion to which relatively few Americans adhere or know sufficiently about, yet is a critical psychological driver for many of our adversaries as well as our allies.

Arguably, the eye-opening response of people to America 3.0 indicates we do not even understand ourselves, much less others

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