The Iranian Regime Isn't Going Anywhere
The Iranian regime is not going anywhere—despite years of U.S. pressure, military strikes, and even regime-change ambitions, Iran remains resilient, entrenched, and strategically adaptive. In a candid conversation with Elliot Cohen, Middle East Institute expert Kenneth Pollack argues that the current conflict is not a war of conquest but a 'hurting stalemate,' where both sides are inflicting and enduring pain without either achieving decisive victory. Pollack dismantles the myth that bombing alone can topple the regime, pointing out that Iran’s leadership, hardened by decades of enmity with the West, has long prepared for such scenarios—including shutting down the Strait of Hormuz. The real danger, he warns, isn’t military defeat but the political and economic fallout: Gulf states, desperate for stability, may pay Iran tens of billions to keep shipping flowing, effectively subsidizing the very regime they oppose. This creates a perverse incentive structure where Iran rebuilds its military capacity with foreign cash. Pollack also reveals a deeper strategic failure: the U.S. has repeatedly misjudged Iran’s psychology, underestimating its capacity for endurance and overestimating the likelihood of popular uprising. Even if the war ends in a ceasefire, the long-term implications are dire: Gulf states are losing faith in American reliability, China is being eyed as a potential alternative—even if it’s not yet viable—and the U.S. is becoming the 'rogue power' in the region.
The U.S. war with Iran has entered a 'hurting stalemate' where both sides are damaging each other but neither can force capitulation.
Iran’s leadership has long planned for regime-change attempts and will shut down the Strait of Hormuz—this was predictable and should have shaped U.S. strategy.
Gulf states may pay Iran $10–20 billion to allow shipping through the Strait of Hormuz, effectively funding Iran’s military rebuild.
Bombing alone cannot topple the Iranian regime; it lacks the will or capacity to collapse unless the regime loses its ability to use force.
The U.S. misjudged Iran’s psychology: popular uprisings are unlikely after decades of repression and violence, especially after the 2022–2023 crackdown.
…and 3 more takeaways available in PodZeus
Opening Remarks and Jackassery of the Week
Cohen opens the episode with a critique of Secretary of Defense Pete Hegseth, highlighting two controversial incidents: the Pentagon’s classification of Mormons as non-Christians and Hegseth’s inappropriate speech at the D-Day anniversary denouncing European immigration. Both are framed as signs of growing sectarianism and strategic misjudgment in U.S. defense leadership.
Introducing Kenneth Pollack
Cohen introduces Kenneth Pollack, vice president for policy at the Middle East Institute, praising his extensive career as a CIA analyst, NSC staffer, and author of seminal works on Iran and Middle East strategy. Pollack is presented as a rare nonpartisan expert in a field increasingly dominated by advocacy.
The Middle East Institute: A Nonpartisan Think Tank
Pollack explains the mission of the Middle East Institute—founded in 1946, the oldest U.S. think tank focused solely on the Middle East. He emphasizes its commitment to nonpartisanship, evidence-based analysis, and rebuilding trust in expert policy-making after years of politicized think tanks.
The Current State of the Iran War: A Hurting Stalemate
“Both sides are hurting. Both sides have an ability to cause the other pain. Neither side is really looking to escalate at this point in time.”
Why the Iranian Regime Is Resilient
Pollack argues that the current regime is more dangerous than its predecessor, with a hardened leadership that has long planned for U.S. regime-change attempts. The killing of senior leadership only triggered their contingency plan: shutting down the Strait of Hormuz.
“The one rule that social science has about revolutions is Theta Scotchpole's famous observation that revolutions only succeed when the government loses either the willingness or the capacity to use force.”
“If three or four times a week, there is a big boom in the sky because a THAAD or a Patriot went up to have to intercept one of our drones and missiles. Right. This is not acceptable for the Gulf states.”
“Both sides are hurting. Both sides have an ability to cause the other pain. Neither side is really looking to escalate at this point in time.”
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Guest
iran
place
united states
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kenneth pollack
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gulf states
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strait of hormuz
other
elliot cohen
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iranian military
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middle east institute
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pete hegseth
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emirates
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