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Or Horvitz

Or Horvitz

Lt. Col. (ret.) Or Horvitz, former Israeli Defense Intelligence officer, is Head of Strategy at Elsight and Head of the American Program at the Jewish People Policy Institute (JPPI).

Sep 23, 2026

8:38
I mean, What really can they do to Israel beyond what we've seen? So intelligence flaw, gap, and capabilities.
8:48
So let's start with the second question.
8:49
I think what's interesting is the fact that they were managed to reach this sort of distance.
8:54
In order to reach this distance, they had to lower the warhead within the missile itself.
8:59
So I think that's what led eventually to the fact that there was a difference between what the Houthis fired directly towards in comparison to what the Iranians, for example, fired.
9:08
And of course, Gaza and Hezbollah are much closer, so they are able to fire salvos.
9:13
So Yemen or the Houthis didn't have these capabilities or still doesn't have these capabilities.
12:26
What is a vulnerability there? Or a weak point that an organization like them have, something that would actually hurt them because it doesn't seem like we've been able to hurt them until now.
11:58
What does all of that say to you, just in terms of like the durability of the regime as it stands right now and like the succession? You know, what do you feel that the current status is within Iran?
12:10
I genuinely believe that the train has left the station and that this regime is fundamentally unstable and its ability to hold its grip over the Iranian population for the upcoming years will be almost impossible.
12:25
This is my assumption, and it is based on the fact that most of the Iranians are loathing this regime.
12:31
This regime does not have an answer to the Iranian needs.
12:35
Its leadership is fragmented.
12:36
Ali Khamenei was the glue that was able to stick everyone together.
12:40
Mojtaba Khamenei doesn't have the same gravitas as his father.

14 MINS LATER

26:29
Can you explain to us what's going on there and how viable you believe it is?
15:19
I mean, there are some good things that we can say, okay, you know what? It's not all bad.
15:25
So I think that there are two accomplishments, if you take into account the entire previous year, let's state it like this.
15:33
First, I think that we might accelerate at the pace in which this regime is destabilized.
15:39
But this is a question that only historians might be able to answer that.
15:43
And I'm not sure whether the last segment accelerated it or did the opposite result.
15:49
But this, I think, if you look at that past year without Ali Khamenei, which was a glue between all the fragmentation of the leadership, if you take into account the military results, if you take into account the economical results that Iran suffered during the past year.
16:05
So I think this is a major achievement.

10 MINS LATER

25:54
They will build during this period.

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