The world is at an inflection level for intelligence and nationwide safety. The explosion of overtly out there information, paired with synthetic intelligence (AI) able to processing it at scale, is not only augmenting intelligence work—it’s redefining it. Intelligence is now not solely about secrets and techniques. It’s about utilizing information to see clearly, resolve rapidly, and transfer first in a world know-how race with profound geopolitical implications.
At the moment is not like the world of 1947, the yr of the CIA’s founding, when members of the intelligence neighborhood needed to be hunters to seek out hidden secrets and techniques. As a substitute, information now permeates our day by day existence, and intelligence might be collected globally and at scale inside a digital setting. The sport has modified beneath our toes. We’re in the course of renewed great-power rivalry, centered on successful the race for applied sciences of the long run—AI, quantum computing, and artificial biology. Mastery of those applied sciences will form the geopolitical order of the following century.
Historical past exhibits that paradigm shifts in know-how and geopolitics demand a comparative paradigm shift within the U.S. intelligence neighborhood’s strategy: from a closed, labeled mannequin to 1 grounded in openness, velocity, and cognition. On the middle of this shift is open-source intelligence (OSINT). Powered by AI, OSINT isn’t a complement to conventional intelligence. It’s changing into the inspiration.
First, OSINT should be framed as a nationwide asset, significantly as information turns into an element of manufacturing alongside land, labor, and capital within the AI period. Its purposes reduce throughout trade, academia, and authorities. As a result of its energy lies in accessibility and transparency, OSINT should be developed outdoors labeled environments. That’s why it’s referred to as “open.”
But many throughout the U.S. intelligence neighborhood nonetheless deal with OSINT as secondary. That’s outdated pondering. With the overwhelming majority of the world’s information now generated in open digital environments, OSINT should be the place to begin for evaluation. The query is now not “What secrets and techniques can we uncover?” however “What does the open area already reveal?”
Some have proposed the creation of a devoted open-source U.S. intelligence company. However this overlooks a key truth: Probably the most beneficial open-source work is being achieved outdoors the federal government. To totally understand OSINT’s potential, the US should deal with it as a nationwide asset—not only a bureaucratic functionality. Meaning constructing bridges between private and non-private, no more partitions throughout the state. As a substitute, the personal sector, the place true innovation in rising applied sciences equivalent to AI lies, is much better positioned to steer the US’ future in growing scaled instruments to advance the nation’s intelligence and counterintelligence capabilities and doing in order colleagues working a nationwide asset.
Furthermore, the flexibility of personal sector intelligence suppliers to supply correct, well timed, and related insights is now not unsure. Greater than a decade in the past, in 2013, the cybersecurity agency Mandiant was the first to find the Chinese language espionage group APT1. In 2016, CrowdStrike first recognized Fancy Bear, the Russian hacking group. One lately retired former senior U.S. intelligence official who spoke on situation of anonymity estimated that about 95 % of his earlier work might have been obtained by means of OSINT.
Extra lately, comparatively small and extremely expert groups equivalent to these in Dow Chemical have been in a position, for instance, to harness overtly and commercially out there information to precisely predict Russia’s full-scale invasion of Ukraine in February 2022—forward of many nation-states that have been immediately concerned. Their capabilities, entry to intelligence, and groups have solely improved within the years since as company leaders deepen funding in and adoption of those instruments given speedy shifts in geopolitics.
Much less appreciated is a parallel revolution happening in counterintelligence. That course of, which is being equally pushed by AI, has solely simply begun. As with intelligence extra usually, the personal sector, not governments, will drive ahead a counterintelligence trade match for objective within the data period.
The U.S. intelligence neighborhood was constructed to counter the Soviet Union—a world of secrets and techniques, not sensors. It has developed, however its buildings and tradition stay rooted in one other period. Historically, intelligence meant accumulating secret data, which was then analyzed and disseminated to decision-makers. Up to now century, and even the early years of this century, intelligence required the sources of governments to drag off—to uncover the secrets and techniques that adversaries didn’t need found. And since intelligence involved secrets and techniques, it required—nearly as a matter of definition—secretive technique of assortment.
At the moment’s new digital setting gives huge quantities of knowledge that, within the fingers of the best information scientists, might be skillfully analyzed to uncover nonobvious insights. That is what the investigative reporting outfit Bellingcat has so skillfully publicly demonstrated, revealing the malign clandestine actions of the Russian authorities that may have beforehand, within the pre-digital world, been onerous duties for Western intelligence companies.
As a substitute of intelligence caring with secrets and techniques, as we speak, it should be thought-about in a broader nationwide framework: It’s about delivering benefits to decision-makers. Intelligence now’s about information: who holds it; who controls it; and who can most effectively course of it, utilizing machine studying and AI, to glean insights that allow precision in motion. Whoever can obtain the latter would be the masters of this century.
If our understanding of intelligence is altering earlier than our eyes, so too is counterintelligence. The latter can most usefully be understood as actions meant to defend in opposition to international intelligence offensives. One a part of counterintelligence is counterespionage—catching spies, in in style parlance—however it’s far broader, together with actions meant to counter disinformation and even involving counterterrorism and counter-sabotage actions. Counterintelligence is among the broadest areas of intelligence work, touching all components of a goal risk floor, whether or not authorities or personal sector, for the straightforward motive that any a part of that floor can fall prey to a hostile international actor.
Once more, up to now century, counterintelligence was the area of governments—it was involved with authorities versus authorities motion, nation-state versus nation-state. This isn’t how espionage is being waged as we speak. Companies stand on the entrance traces alongside governments in as we speak’s tech-enabled espionage sport.
To know the earlier essence of counterintelligence, consider the nonglamorous however important work of British intelligence officers described within the novels of John le Carré. It concerned meticulous paperwork, cross-checking information, and infrequently descended to mind-numbing actions equivalent to scouring a international phone listing in reverse to discover a desired identify connected to a phone quantity. Inside Britain’s intelligence companies, there have been actual life officers just like le Carré’s character Connie Sachs, who had an encyclopedic data of Soviet espionage.
Within the digital intelligence world unfolding earlier than us as we speak, Sachs could be an AI co-pilot processing real-time information flows throughout intelligence verticals. Whereas the neighborhood works to include AI and open-source capabilities, progress is constrained by classification, forms, and cultural resistance. Secrecy stays the coin of the realm.
To know the precarious counterintelligence problem dealing with the US, it’s essential to understand how the Individuals’s Republic of China, the principal strategic risk to the US, understands intelligence.
China makes use of a whole-of-society strategy to accumulating intelligence, utilizing all out there means, individuals, and sources to steal Western navy, industrial, and industrial information. It does so in achievement of a grand technique, expressly enunciated by Chinese language Communist Get together (CCP) Common Secretary Xi Jinping, meant to leapfrog forward of the US and grow to be the world’s main navy and financial energy.
To attain Xi’s purpose of “nationwide rejuvenation,” the CCP blends navy and civilian energy and correspondingly attracts little distinction between navy and civilian targets within the West. Utilizing more and more authoritarian laws handed beneath Xi, the CCP has expressly approved its intelligence companies to steal mental property from Western targets that can’t be developed by Chinese language homegrown expertise. Rising applied sciences that may form humanity this century, equivalent to AI, quantum computing, and bioengineering, thus lie squarely inside Beijing’s sights.
The CCP doesn’t essentially solely steal secrets and techniques—it collects information of every kind, some secret, some hiding in plain sight. That is the place AI will show to be so helpful for the occasion—it is just by means of AI that the Chinese language state will have the ability to glean insights from the huge amount of information that it has already captured and continues to steal, storing these troves in mass information facilities constructed throughout the nation to carry home and international collected information. We are able to attest that the U.S.-China commerce struggle, relaunched in April, has solely intensified Chinese language theft of U.S. mental property because the CCP tries to evade imposed commerce obstacles.
The Western bifurcation of private and non-private sectors, from an intelligence perspective, is a seam that U.S. adversaries equivalent to China are systematically exploiting. By itself, the U.S. authorities can’t counter the dimensions of China’s intelligence offense, given its all-of-society mannequin, which leverages gray-zone actions equivalent to recruiting scientists or engineers inside U.S. firms to steal mental property. As of 2022, the FBI was opening a brand new China-related investigation each 12 hours. Earlier than retiring as FBI director in January, Christopher Wray warned that China had stolen extra U.S. private and company information than each different nation mixed.
In response, a non-public sector counterintelligence trade is already forming as firms elevate their insider risk and safety operations to deal with nation-state threats. In January, Meta CEO Mark Zuckerberg appeared on Joe Rogan’s podcast and, amongst different topics, mentioned the work of counterintelligence groups at Meta. Zuckerberg described their work as together with figuring out when platforms equivalent to Fb are being utilized by malicious actors.
It’s not simply Meta pursuing counterintelligence work. As of this writing, quite a few job openings might be recognized at main tech firms which might be, in essence, involved with counterintelligence—at Apple, OpenAI, Meta, Amazon, Microsoft, Accenture, Crowdstrike, and Twitter/X. Each Massive Tech firm is adopting this mannequin.
Unsurprisingly, the U.S. authorities is transferring far more slowly. Whereas the CIA, established in 1947, has undergone periodic bureaucratic updates over time, its elementary DNA stays broadly the identical because it was almost eight many years in the past. In the event you have been to conceive of an intelligence neighborhood match for objective within the twenty first century, it will share most of the identical targets, however its form could be totally totally different.
Within the meantime, given the tempo of change and the geopolitical stakes confronting the US, Washington ought to already be bolstering the tech trade’s capability to police and reply to nation state espionage.
The intelligence race is already underway—and the winners gained’t be those that hoard secrets and techniques. They’ll be those that harness information, use AI, and collaborate. This isn’t only a transformation of tradecraft. It’s a redesign of intelligence itself. The USA ought to lead it.

