One day well into President George W. Bush’s second term, an ultra-deep-cover Central Intelligence Agency officer flew back to the United States for a break from a yearslong assignment in the Middle East.
The man had a bushy beard and a distinctive, needled scar on one arm from an old barracuda bite, likely earned while surfing — a favorite pastime in another life. But the operative couldn’t just hail a taxi and head to the agency’s Langley, Virginia, headquarters. Even in the United States, his identity had to be carefully shielded from most CIA personnel, let alone the enemy spy services that routinely blanketed the Washington, D.C., area with surveillance.
Since the operative had no known relation to the U.S. government — and the revelation of his real identity could be fatal overseas — the agency undertook extreme precautions to sneak him into Langley during his infrequent visits stateside.
To throw off potential pursuers, the operative would take a circuitous route to CIA headquarters, switching vehicles multiple times along the way. Only after his car slid into an underground garage in the bowels of Langley could he emerge for debriefings with the select group of CIA officials aware of his secret mission. The deep-cover spy was slated to meet CIA chief Michael Hayden himself. The owlish, eloquent Air Force general had assumed the directorship in May 2006. By this time, Hayden was a top veteran of a bruised America’s bloody War on Terror.
It is rare for CIA directors to meet personally with lower-level agency officers. But this deep-cover operative was anything but ordinary.
Recruited into an ultra-secret agency program in the aftermath of 9/11, he lived undercover for roughly half a decade in the Middle East as an Islamist radical, burrowing into extremist groups, a U.S. intelligence officer embedded deeply behind the War on Terror’s front lines. He was the CIA’s equivalent of a jihadist Donnie Brasco.
During his years undercover as an extremist, this man even infiltrated Al Qaeda itself, according to four former CIA officials. Intelligence he gathered was repeatedly briefed to the CIA director and the White House. Hayden, according to former officials, even pushed for an in-person meeting between the deep-cover operative and President Bush himself — the holy grail of honors for most CIA employees. And at one point, he would be sneaked into the White House to meet the president. (Hayden declined to comment for this story. Bush did not return a request for comment.)
The CIA’s veil of secrecy often submerges individuals’ stories, over time, into a compartmented void. But within some agency circles, this operative’s feats were the stuff of hushed renown. He was a “freaking legend,” says a former colleague. A “hero,” says another. “Exceptionally ballsy and committed,” says a third.
But some within the agency questioned the tangible intelligence value of this operative’s work, and the broader efficacy of the CIA’s post-9/11 push to seed more deep-cover officers abroad, including into terrorist circles. For two powerful kingdoms within the CIA, locked in the eternal governmental battle over resources and prestige, his case became emblematic of deep disagreements about the agency’s role in the War on Terror.
It’s doubtful the deep-cover operative was thinking about bureaucratic knife fighting that day in Hayden’s office. Indeed, it’s not clear what he was pondering at all. Unlike many CIA operations officers, who tend toward blustery self-confidence, the deep-cover spy seemed awkward and uncomfortable and slightly withdrawn at the meeting, according to a former senior agency official.
To the former official, the operative behaved as if he just stepped out into the harsh summer sun, blinking and woozy, from inside a pitch-black movie theater. It was “like he was seeing the light of day” for the first time in a long while, this person recalls.
The spy’s behavior that day augured more serious psychological and emotional issues to come — issues that eventually led the CIA to pull him from his dangerous undercover assignment, issues that some former agency colleagues believe culminated in his tragic death in 2016.
Even after this operative’s death, however, disputes about his legacy have not dissipated. Nor have questions ceased about how the CIA ministers to — or disregards — the acute psychic strains sometimes faced by intelligence officers like him, or more broadly, about how it oversees the larger deep-cover corps of which he was a part.

His story serves as a requiem for the CIA’s War on Terror, mirroring its successes as well as institutional and moral disfigurements. And his case speaks to fundamental questions about the viability of the CIA’s human-focused spying mission in the 21st century — quandaries that, if anything, have only become more acute in the years after his death.
“What he did — at the time, we thought it was amazing,” says a former CIA official. But “time and distance” have revised this person’s assessment. “Did he just give his life for nothing? All the risk and danger, so what? What really was accomplished? What was really done?” asks the former agency official.
This article, based on extensive conversations with more than two dozen former CIA officials who spoke to Rolling Stone, is an attempt to answer those questions. It is the story of a man whose life, even for most of his CIA colleagues, is encased in shadow, unheralded and unknown; a spy secreted away from his agency compatriots, who fought in a secret war that was and wasn’t a war; an operative whose legacy is — even today — the object of contention and equivocation among the select CIA cohort who knew him and his work.
It is also the sort of story that, inevitably, contains gaps and blind spots and approximations. It is the result of years of careful biographical stitching of a man who operated in the most rarefied and covert corners of the U.S. government. Former CIA officials — rarely endowed with the “full picture” themselves — shared what they could, or what they were willing, with Rolling Stone.
But much about his life remains secret. And many of those secrets are now sealed, permanently, in the irreversible silence of an early grave.
Many of the former CIA officials who spoke with Rolling Stone for this story requested anonymity in order to discuss sensitive agency programs and operations. “Without commenting on claims specific to any individual, with regard to our workforce, CIA takes the mental, physical, and professional health of our officers very seriously, and in recent years has significantly expanded the resources available to our workforce,” wrote a CIA spokesperson in response to a detailed list of fact-checking questions. “We have no higher obligation than to ensure the safety and well-being of our workforce.” The agency declined to provide further comment.
“He looked out of central casting,” recalls a former CIA official. An Arabic-speaking Midwestern white boy with “a killer beard” turned jihadist.
THE DEEP-COVER OPERATIVE was known as “Anthony Lagunas” within the CIA, according to 13 former agency officials.
That isn’t his real name. It’s a pseudonym. The CIA employs these “pseudos,” as they’re called, as a security measure for undercover agency employees. The CIA is not a normal workplace. You can work closely with colleagues there for years and never know their true identities.
Since, out in the world, deep-cover CIA officers like Lagunas may operate under their real names, the true identities of such operatives are among the most closely guarded secrets in an organization defined by them.
In fact, most of the agency officials who spoke with Rolling Stone never knew Lagunas’ true name — let alone the sorts of biographical details one might expect to learn about a colleague. When it came to spies like Lagunas, “you didn’t touch the core of the other person’s life,” says a former CIA officer.
As a deep-cover operative, Lagunas was a member of a very small club. Most CIA officers abroad pose as diplomats or military personnel or other sorts of U.S. officials, maintaining what is known as “official cover.” Their connection to the U.S. government is overt; it’s their connection to the CIA that’s hidden, at least in theory.
Not so with Lagunas and his cadre. They are known within the CIA as “NOCs,” because they work under “non-official cover.” NOCs commonly pose as businesspeople — think import-exporters, high-tech experts, or financial advisers. Some work for established corporations, others as freelancers or consultants.
NOCs have no overt connections to the U.S. government, and therefore none of the protections afforded to such officials, like diplomatic immunity. If their identities are blown, it can mean arrest — or worse. NOCs can live a “very dangerous life,” remarked former CIA director James Woolsey in a 2010 interview with the University of Virginia.
And NOCs all have to “live their cover,” which means literally working two jobs: one’s day gig and one’s real job, as a spy. “If you’re going to seem to the Iranians to be a Syrian smuggler operating along the border, you have to probably actually go be a Syrian smuggler operating along the border for a few years,” said Woolsey at the same interview.
It’s well known that 9/11 precipitated an epochal shift at the CIA. But it’s easy, two decades on, to gloss over just how thoroughly it transformed the agency. Mired in a post-Cold War slump, the CIA had lacked the animating fire of a global confrontation between two superpowers. It found new purpose after Sept. 11, transforming itself from an organization focused on more traditional human-centered espionage — above all, the subtle art of stealing secrets from foreign governments — to an oft-lethal manhunting force arrayed against nonstate terror groups.
The agency “all went to war at the same time,” says Mick Mulroy, a former senior CIA official. Elite paramilitaries like Mulroy had been trained for combat operations. But for many CIA personnel, the agency’s post-9/11 metamorphosis came as a major shock.
Many had “joined the agency to serve their country for sure, but a whole lot of people weren’t thinking, ‘You know, I’m going to be driving around an ambush alley in an unarmored pickup truck with an M-4 strapped to my chest,’” Mulroy recalls.
The urgency of the post-9/11 world shook the CIA into action. “There was a lot of this, like, ‘Let’s just get out and go and then think about consequences later,’ ” says Janaki Kates, another former senior CIA official.
The new locus of power within the agency was its Counterterrorist Center (CTC), whose budget swelled with funding from Congress. After 9/11, CTC had the money; it had the staffing; it had the clout. And it also had the runway, because the Bush administration took a lax view on oversight as it prosecuted its deadly counterterrorism campaign across the globe. There wasn’t merely a capacious appetite for risk, recalls a former CIA official. “In the early- to mid-aughts, it was ‘Eat as much as you want,’ ” this person says. “There was no shortage of supersensitive, ethically dubious things going on at CTC at the time.”
The War on Terror also convulsed the agency’s NOC programs. Some in the national-security bureaucracy had long believed that the CIA needed to move much of its human spying operations “out of embassy,” away from traditional forms of cover — especially in order to infiltrate extremist groups.
“One needs to use non-official cover officers to recruit spies inside terrorist organizations,” said Woolsey during a 1998 congressional hearing. “Not too many of Mr. Bin Laden’s supporters and friends attend embassy cocktail parties,” he quipped.
After 9/11, powerful elements on the Hill and within the CIA pushed the agency to vastly expand its deep-cover operations. “The CIA must move emphatically to develop an entirely new collection paradigm involving greater use of non-official cover (NOC) officers,” wrote Richard Shelby, the top Republican on the Senate Intelligence Committee, in 2002. Congress would throw billions at the initiative.
The decision was far from universally popular within the CIA itself. Before 9/11, the CIA’s NOC corps had been modest, with under 70 deep-cover operatives deployed worldwide, according to the intelligence historian Loch Johnson. After the attacks by Al Qaeda, the NOC program tripled or quadrupled in size, according to a former senior CIA official.
However, for many at Langley, the new NOCs weren’t properly trained, weren’t properly vetted, and weren’t properly deployed. “In the rush to get all these people out there after 9/11, it was just ‘Hurry up, hurry up, hurry up,’” recalls another former senior official. “Some of the things they did were just absolutely fucking crazy. Just stupid. And just so they could use up this money, and tell Congress, ‘Oh, yeah, we’ve got all these out-of-embassy platforms going on,’ and … they were delusional.”
Moreover, deep-cover CIA officers weren’t going to burrow into Al Qaeda by posing as international businessmen or tech entrepreneurs. If the agency was going to use NOCs to successfully infiltrate terrorist networks, it needed a different strategy. Inspiration would spring from an unlikely place.
IN THE FALL OF 2001, U.S. forces in Afghanistan detained a Taliban fighter who didn’t fit the normal jihadist profile. His name was John Walker Lindh. He was a 20-year-old white American man from California’s ultra-wealthy, left-wing Marin County, just north of San Francisco. Lindh, a convert to Islam, had left the U.S. a few years before to study at a Muslim religious academy in Yemen. From there, he traced a path to Pakistan, and eventually Afghanistan, where he trained at an Al Qaeda terrorist camp, and even met Osama Bin Laden.

Lindh’s story was “proof of concept” for the sort of NOC program that, just a few years earlier, would have been laughed out of the room, says the former official. But no one was laughing now. This was “some of the impetus” for Lagunas, recalls the former official.
There was a logic to the idea. To maintain its terrorist infrastructure, Al Qaeda needed recruits with Western passports, natives who could embed themselves within Western societies. After Sept. 11, such operatives become an increasingly valuable commodity. “It was Al Qaeda’s dream to be able to recruit an American they could deploy,” recalls a former senior official. This, went the thinking, was a gap the CIA could exploit.
So a tiny, elite band of deep-penetration CTC NOCs was born. The objective was to spy on and disrupt Muslim extremist circles from inside them, to become members of the very terrorist groups the CIA was hoping to dismantle.
“We were able to infiltrate into the ranks of some of these organizations when people thought it was impossible to do so,” says a former senior CIA official. “Nothing’s impossible.”
The “convert NOC” program, as it was informally known, essentially cribbed its methodology from the Lindh case. CIA officers would go undercover as disaffected Westerners drawn to the study of Arabic or Islamic theology. They would “convert” to Islam — or, if the CIA spies happened to be Muslim already, evidence a radicalizing faith. They would enroll at madrassas abroad, institutions where the CIA believed these operatives could befriend people with connections to Islamist extremist or terrorist groups. And they would slowly, over years undercover, and through these deepening, concentric circles of trust, penetrate the terrorist groups themselves.
This was a radical proposition for the CIA, for several reasons. One related to the fundamental profile of the undercover CIA officials — and their targets. “What CTC did for the first time was the religious aspect of it,” says a former CIA official. “It was ‘We need to target people by their religious background.’ It was ‘I don’t need to seed people into IBM, I need to seed them into the local mosque.’”
Knotty legal issues were also inevitable. Neither undercover CIA officers nor recruited agency sources are allowed to provide “material support” to sanctioned terrorist groups without a legally prescribed waiver granted by CIA lawyers, sometimes in consultation with the Department of Justice. And even these waivers are highly circumscribed, permitting, say, an undercover CIA officer or asset to pony up funding for a terrorist group’s safe house, but not money for bomb-making materials.
Lagunas chafed over these seemingly arbitrary regulations, recalls a former colleague. He was incredulous over the idea that he could, in theory, “hand over a bag with 12 but not 13 Glocks, because that’s assisting terrorism — you’re expecting this guy to count the number of pistols?” recalls the former CIA official. “If that’s what you’re getting into — 12 or 13 — at this point, it doesn’t matter.” (Lagunas was underlining his frustrations with the legal regime governing his undercover mission, says the former CIA official, who didn’t know if he was actually involved in weapons transfers.)
It might have been cold comfort to Lagunas at the time, but U.S. officials understood the difficult position they were putting NOCs like him in. They “truly were sent out to do the impossible, and given some guidance that was just about impossible to follow in the real world and keep their cover,” says a former intelligence-community lawyer.
And for deep-cover operatives like Lagunas, maintaining cover can be a life-or-death proposition. A NOC outed while poking around a jihadist network would likely face immediate execution. Lagunas understood there was “no mercy with that crew he was with,” recalls a former CIA official.
When Lagunas joined the CIA, he couldn’t have dreamed of undertaking such an assignment. He was just a CIA trainee when the planes hit the towers. He hadn’t even begun his coursework at the Farm, the agency’s covert training facility in rural Virginia, yet. Nor had he been preselected to become a NOC, let alone one tasked with going undercover as an Islamic extremist. “He wasn’t hired for this,” recalls a former senior CIA officer. “9/11 happened.”
Soon after the 9/11 attacks, Lagunas and a few others disappeared from the CIA’s normal training program. At first, recalls a former colleague, Lagunas’ fellow trainees weren’t sure what had happened to him — whether he had been transferred to some ultra-secret initiative, or just kicked out of the CIA altogether.
“It was Al Qaeda’s dream to recruit an American they could deploy,” recalls a former CIA official. This, went the thinking, was a gap the CIA could exploit.
“It was 50-50,” says a former agency official — because back then, Lagunas was known as a something of a wild man. A heavy drinker, he was “a bit of a womanizer — a lot of a womanizer,” recalls the former official. But Lagunas hadn’t been booted from the agency. Far from it. First, the CIA knew he had some preexisting knowledge of Arabic — a critical language skill for an agency scrambling to reinvent itself. But there were other, highly specialized criteria that drove his recruitment into this new, ultra-secret NOC initiative.
It was likely Lagunas’ unusual psychological profile, above all, that led to his selection. Not many of us can live another life — a lie — full time. Even fewer can do so when discovery of the charade might lead to imprisonment, torture, or death.
But Lagunas could go even further than most. “He had the ability to detach” from himself, recalls a former senior agency official. “And mentally, it’s a flaw. I don’t want to say it’s a split personality, or something like that. But the ability to detach one reality and to adopt a second reality to the point where you’re not acting it, but you are it, that’s a skill set that can’t be taught.”
This ability of Lagunas to detach — to inhabit that second existence, to become that undercover persona — “is a good and a bad thing,” continues the former senior official. “It’s a great thing if you’re going to do what he was doing. It’s a hard thing when the doorway between the two existences is never quite as clear as it might normally be for other people.”
Lagunas’ ability to dissociate was “extraordinary,” says this former official. But it “probably was the root of much of his challenge” in keeping track of where the undercover persona ended and the real man began, as he infiltrated ever deeper into the world of jihadist terror.
But all that came later. First, Lagunas had to actually begin his “conversion” to jihadism abroad, to get within the orbit of the people who would later introduce him to the real players in the world of Islamist extremism. He was extremely enthusiastic about his mission, recalls a former senior CIA official, driving the initiative and “rough plan” for his own deep-cover operation.
Lagunas had his assignment. “The cover was to learn Arabic,” recalls a former CIA official. “The goal was to infiltrate.”
AFTER UNDERTAKING SPECIALIZED training for deep-cover CIA officers, Lagunas made his way to the Middle East. Where he attempted his initial beachhead into Islamist radicalism is unclear. For at least part of his multiyear undercover odyssey, Lagunas was based in Cairo, living in a madrassa there, studying the Koran and establishing his jihadist bona fides, according to former officials. He also seemed to have spent time in Saudi Arabia.
The CIA needed to get Lagunas “Islamically sound,” says a former official, to know how “to go to a mosque and pray,” to appear to be an Islamic scholar, “a Salafi-minded guy,” in order to embed with devotees of the radical offshoot of Sunni Islam central to much jihadist thought.

Though increasingly fluent in Islamic theology, and able to present himself as deeply pious while undercover, Lagunas could be harshly dismissive of Islam in private. Once, during a clandestine meeting with another CIA officer, he carelessly chucked his ornate Koran onto a nearby bed, telling the other operative he didn’t “give a crap about that fiction,” recalls a former official. Lagunas was “not enthralled by what he was studying,” says the former official. The message was “Screw it, dude, it’s just a prop.”
Still, he managed to become increasingly embedded in the radical Islamist milieu. He lived in a madrassa, sleeping on the floor there, undertaking immersive study in Arabic and the Koran. Months undercover became years. Lagunas wasn’t the only CIA “convert” NOC burrowed within the jihadist world, but he remained undercover in that world for longer, and with fewer breaks, than his peers, according to former CIA officials.
And his transformation was impressive. He “looked like something out of Hollywood central casting,” recalls a former senior agency official: an Arabic-speaking Salafist with a “killer beard,” decked out in traditional garb, an all-American Midwestern white boy turned jihadist.
But gaining proximity to extremists is not necessarily the same thing as penetrating a terrorist group, let alone terrorist leadership. And neither necessarily translates into access to valuable intelligence — especially in a CIA bureaucracy obsessively focused on capturing or killing Al Qaeda leadership and other terrorist operatives.
And here is where Lagunas’ story gets tricky.
Tricky because there’s a vast gulf in how knowledgeable officials perceived — and still assess — Lagunas’ work. Tricky because Lagunas’ case helped fuel a proxy battle between the agency’s pugilistic type-A operations barons. Tricky because these disagreements touched on fundamentally divergent perspectives on the nature of intelligence itself, particularly in the counterterrorism world.
According to four former officials, Lagunas did eventually successfully infiltrate Al Qaeda itself — but Al Qaeda’s broader network, and not its leadership. “He was inside that organization, as well as the other satellite extremist organizations in and around it,” says a former senior CIA official.
But other former CIA spooks are skeptical of Lagunas’ accomplishments. It “may be generous” to say he penetrated Al Qaeda, says a former senior official, who muses that the “legend” of Lagunas may derive partly from “the fact that he was a white guy” living deep undercover as a Muslim radical, more than from any actual intelligence he produced. Three former officials say that while Lagunas did indeed work his way into radical Islamist circles, he never actually penetrated Al Qaeda.
Every great spy story is also a secret history of bureaucracy. And these wildly different assessments were driven, at least in part, by divergent institutional prerogatives.
Within the CIA, Lagunas had to serve two institutional masters: the Global Deployment Center (GDC) and Counterterrorist Center. (In 2005, CTC was officially renamed the Counterterrorism Center.) Lagunas’ ultimate “home” within the agency was GDC, which oversaw the agency’s NOC programs. Functionally, though, his program was run by CTC.
Bitter debate erupted between the two agency power centers. There was a “huge dichotomy in the workforce between the CTC guys, who would literally say, ‘That guy’s fucking worthless,’ and the [GDC] guys who would say, ‘This guy’s a shining example of the best we can be,’” says a former senior agency official. “It’s really amazing. In my life, I’ve never seen anything where the two sides were so diametrically opposed.”
Within the CIA, Lagunas’ case became a sort of Rorschach test over the fundamental principles of intelligence work in an age of terrorism.
CTC prized one thing above all else: “actionable” information to help kill or capture top terrorists in Al Qaeda and other jihadist groups. CTC wanted information to put “lead on the forehead” of terror targets. Everything else was a distraction.
Though he had successfully infiltrated extremist circles in the Arab world, Lagunas was not, by CTC’s lights, truly deployed behind the front lines in the War on Terror for much of his assignment. They wanted him embedded closer to global jihadist leadership in Afghanistan or Pakistan. He balked, according to a former senior CIA official. Frustration and resentment mounted within CTC.
The feeling there was “Lagunas is fucking around … he’s not accomplishing anything, we keep trying to get him in the fight, he’s resisting,” recalls the former senior official. CTC officials fumed that “he was smoking and joking and, you know, chasing women and drinking too much, and not living the Salafist lifestyle that would maybe get him ingratiated with the types of people we wanted to get him in front of,” says the former official.
For many within CTC, Lagunas’ operation was viewed as “something that more looks good on a PowerPoint presentation, as opposed to something actually valuable,” says another former senior official.
Senior officials with CIA’s Global Deployment Center, meanwhile, argued that Lagunas was providing critical intelligence in the War on Terror — and, more broadly, that he served as an example of the bravery, creativity, and savoir faire within the agency’s NOC corps.
“One part of the organization really, really, really wanted the success story they could brief up the command chain, about how great they were doing and, ‘Look at this guy, and look at that beard, and he’s living and working with the fellas, and he’s, like, sleeping at a madrassa, and this is fucking incredible, this is the stuff out of spy movies.’ … And it’s a great story to tell, and so they told it,” says a former senior official. “They really promoted the shit out of it.”
But to detractors within the CIA, Lagunas was yet another example of GDC “briefing deployments, not successes,” says another former official. “They had a map of the globe with push pins for where people were deployed, and that was one of their big, proud briefing moments of ‘Look where we’ve put people,’” recalls the former agency official. “‘Oh, we’ve got a guy in the Maldives? Why?’ ‘I don’t know, but we’ve got a guy in the Maldives.’”
Whatever the truth about the efficacy of his efforts, for a time, Lagunas was undeniably the GDC’s star brief, and according to some CIA sources, there was nothing superficial whatsoever about Lagunas’ accomplishments. “He was very, very talented and very adept at being able to acquire information that was incredibly helpful to the U.S. government,” says another former senior official.
“Day-to-day it was rare that you’d have something in your hand that you would be like, ‘Holy fuck, this is gonna change the universe. Somebody, quick, get the president on the phone,’” says the former official. “But, when someone did [say], ‘Someone’s gotta call the White House,’ there were a great number of times that the entire thing originated with this man.”
Many within the CIA fundamentally misunderstood Lagunas’ import, according to this former senior spook. First, because the number of agency officials privy to the true scope of his work was so tightly restricted, given its sensitivity. And second, according to this former senior spy, because many agency officials — particularly within CTC — did not really understand the difference between “strategic” and “tactical” intelligence.
“He was able to provide … the kind of information you’d need to draw the foundation of a program that would then have a great, widespread impact against the enemy,” says the former official. “So, without his contributions, there are a lot of lower-level, more tactical, perishable ops that never would have been able to be exploited or taken place.”
What sort of terrorism-related intelligence Lagunas provided the CIA is murky, and former agency officials refuse to divulge details of his assignment.
But it’s unlikely that Lagunas, working a dangerous job deep undercover, spent much time contemplating the distinctions between strategic and tactical intelligence, and the battles at Langley over his case — if he was aware of them at all.
Years spent inhabiting another person’s existence will do that. And former agency officials say there were signs, subtle at first, then more acute, that Lagunas was becoming untethered. But the deeper he penetrated into jihadist circles, and the more plaudits he received from his boosters at Langley, the fewer incentives there might have been at the CIA to see a man becoming undone.
“When someone would say ‘we gotta call the White House,’ a number of times it originated with this man.”
“I remember somebody saying it well: The agency is going to burn you down until you raise your hand. They’re never going to say ‘stop’ on your behalf,” says William Negley, a former CIA operations officer. (Negley is unfamiliar with the specifics of Lagunas’ case.)
It’s a cruel calculus, where success increases an operative’s momentum, but “that momentum can be destructive at times,” says a former senior official. They “become the dog that catches the car.”
The warning signs were there. Take Lagunas’ secret White House meeting with Bush. This would be the honor of a lifetime for most CIA officers. The president is the agency’s “top customer,” and the CIA is fiercely protective of its relationship with the Oval Office. And while the president might meet regularly with the agency’s director, or his CIA-supplied intelligence briefers, only under extraordinary circumstances would a rank-and-file agency officer be granted an audience with the commander in chief.
Accounts differ on why the meeting materialized when it did. “I heard it was the dynamic of keeping him happy,” says a former agency official — that Lagunas “wanted to be done” with his life undercover as a jihadist, and the meeting with President Bush was a way for the CIA to demonstrate how indispensable he was to the agency.
But there’s another way to view the get-together, says the former CIA official. Perhaps the agency’s concern wasn’t only in mollifying a wearied employee, but also in putting on a show for its top customer. Lagunas so convincingly looked the part of an Islamist radical. His bravery and perseverance were undeniable. And his story briefed so well to a man who had made “winning” the War on Terror the cornerstone of his presidency.
The CIA “did a whole lot of ball washing with Bush,” says the former official. “He could have killed the agency after 9/11. And he didn’t.” And agency officials, entrusted with winning that secret war, wanted — needed — to maintain the president’s confidence.

But if the meeting was, even in part, designed to lift Lagunas’ spirits, it didn’t work. He downplayed its significance to colleagues. His reaction was “Yeah, I met the president, but now I’ve got to go back, and hopefully I get to sit next to a hot girl on the flight over,” recalls a former agency official.
Some had already begun to notice a certain drift in his bearing. The man with the uncanny ability to detach from his “real” life, to fully inhabit another, no longer seemed quite so sure what his real life even was anymore. CIA officials knew that spending too much time so deep undercover could sometimes sever a person from himself. And that, generally, was when it was time to bring a NOC in from the cold.
In such a case, a NOC’s entire value system could become impalpably, but profoundly, reordered — a dangerous psychic shift for an undercover intelligence officer. “As you detach from who you may actually be, as that becomes your new reality, the things that would normally have impressed you before no longer do,” says a former senior official. “The things that would have normally frightened you before, no longer do. Bureaucratic rewards that someone might want to give you no longer have the meaning they once would have had.”
Bureaucratic rewards like, say, meeting the president. But, for a NOC that far gone, it’s not going to matter. “You’re trying to reward them in a system to which they no longer belong,” says the former senior official. At that point in his deployment, Lagunas “didn’t identify with the value system that would have made that [event] a significant mark in his life,” says the former official. Lagunas’ muted reaction to meeting the president was evidence of a deeper dysfunction, believes this former official.
By the late 2000s, concerns about Lagunas’ deteriorating psychic health — as well as the acute physical danger of his assignment — percolated upward to the highest reaches of the agency. Lagunas, CIA officials concluded, needed to come home.
FAIRLY OR NOT, many within the CIA view the agency’s domestically-focused office, called the National Resources (NR) division, as an institutional backwater. As an intelligence service primarily empowered to operate abroad, the CIA has a built-in bias toward the foreign — and many of its operations officers, in particular, gauge the success of their careers by the geopolitical import of the countries to which they are posted.
But the CIA has a sizable, if generally hush-hush, presence within the U.S. itself, with NR offices dotting America’s major cities. Domestic CIA stations have produced important intelligence for the agency. But the CIA has also used these offices as rest stops — temporary or final — for agency operatives who can no longer cut it in the foreign arena. Some within the CIA have even derisively referred to NR as the “Near Retirement” division. Postings there can serve as unofficial decompression or cooling-off periods, time-outs of sorts.
“He was a good guy, but he was just kind of ate up” by the “baggage from that operation,” says a former CIA official. “He got into some shit, and it was bad.”
Such, it appears, was the case of Anthony Lagunas in Los Angeles. By the early 2010s, he was working at the agency’s large NR office there. No longer undercover as an Islamist radical, but still operating as a deep-cover intelligence officer, his new assignment had him placed somewhere in the entertainment industry — that is, Hollywood.
It’s not clear what Lagunas actually accomplished in Tinseltown. But the psychic hangover, the trauma of his time deep undercover as a jihadist was clear. “He was just not the same” after he returned stateside, says a former CIA official. His woes were compounded by a rough romantic breakup he was also navigating at the time.
“He was a good guy, but he was just kind of ate up” by the “baggage from that operation,” says another former agency official. Even if Lagunas’ CIA colleagues weren’t aware of the details of his time abroad, they understood “it was heavy, he got into some shit, it was bad, it was rough on him, [and] he was all fucked up,” says the former official.
At this point, it might have been best for Lagunas to leave the CIA altogether. “How many times can you invade Normandy before you have to do something else?” asks the former official. But he didn’t. What is crystalline, in hindsight, however, is his mounting psychological fragility and a rocky transition for the deep-cover spy, who may have been experiencing a sense of erasure.
He “came in from the cold to no reception,” says a former CIA official. “‘Oh, you did what? Well, that’s great. Make sure you log in at nine, buddy.’ It didn’t matter.” In the CIA, “people go do amazing things, [and] when you come back, it’s ‘Well, what have you done today for us?’”
But some things are impossible to forget, even if your bosses do.
IN THE FALL OF 2016, a former colleague of Lagunas’ received a call from a mutual friend from the agency. Lagunas was dead. He had passed suddenly in a hotel room in Kuala Lumpur, Malaysia.
It was an utter shock. “My blood went cold,” says a former agency officer. “He was the type of guy … that nothing could ever happen to him. He was bulletproof.”
The precise circumstances surrounding Lagunas’ demise were — and are — hazy. Drug or alcohol abuse likely contributed. Extreme depression and post-traumatic stress disorder, too. Was his death attributable to a sort of suicide by dissipation, colleagues wondered, or perhaps just a gruesome accident fueled by a toxic-chemical misadventure?
Lagunas was still working for the CIA, and the agency rumor mill — a persistent pressure valve in an organization entombed by secrecy — hummed. Theories often abound within the agency when CIA officers die unexpectedly abroad. Is a heart attack really just a heart attack? Do agency executives actually know the cause of death? Would they tell the truth even if they did? An organization adept at executing conspiracies is uniquely susceptible to thinking in terms of them.
For others, whether Lagunas technically died of a heart attack, or suicide, or a drug or alcohol overdose was almost beside the point. He was “fighting some demons,” says a former senior official, and his death was “tragic either way.” His true killers were all upstream, perhaps years upstream, of his solitary demise in Southeast Asia in 2016.
It was “stress [that] translated to cause of death,” says another former official. “The stress of life, what he went through.”
An operation like Lagunas’ “only works well in spy novels and screenplays,” says a former senior CIA official. Undercover spies like him “all come out of it with some sort of PTSD.”
Within the agency, unofficially at least, Lagunas’ story became known as a “cautionary tale,” says another former official, of the strains sometimes faced by CIA officers, and the acute dangers to their mental health.

Being a NOC “is beyond the loneliest job ever,” says a former CIA officer. NOCs are, by necessity, alienated from the CIA at large. They cannot just walk into Langley and pal around with colleagues there. They cannot blow off steam with their co-workers inside the protective confines of a U.S. embassy abroad. Even the barest communication back to their overseers within the CIA can be fraught with peril. If a NOC is struggling with psychic pain, there are just fewer people around with whom that person can talk to, or who would recognize that an operative might need help.
“As far as there is such a thing as ‘normal’ CIA operations, the further removed you are from them, the more difficult it is to get” mental-health help, says Mulroy, the former senior agency official. “And that community is further removed.
“I don’t know how they assisted them with this type of support, because it’s more difficult to do that and maintain their status,” continues Mulroy, who is unfamiliar with Lagunas’ story.
The CIA has a self-protective, insular culture — at times, it operates almost like a secular priesthood, with a body of arcane traditions and holy texts — but there is an intense esprit de corps within the agency. NOCs have far fewer opportunities to partake in this communal institutional life.
Fundamentally, the opaque nature of the work of NOCs like Lagunas, and the experiential chasm that isolates them from fellow agency officers, means the psychic trauma they face just may not register to their “big CIA” colleagues.
At agency headquarters, “you’ve got people who are living in northern Virginia and worried about their mortgage payments, getting their kids to gymnastics, the parent-teacher conference, and meanwhile you’ve got this guy who’s trying to go into a terrorist organization,” recalls a former senior official. “And it just doesn’t work.” The CIA bureaucracy simply “wasn’t equipped for his mission, and it wasn’t equipped for the fallout.”
In truth, Lagunas’ quiet desperation may be more common within the agency’s corps of deep-cover operatives than generally acknowledged or understood. “For that cadre? He was middle-of-the-road for mental health and all that,” says a former senior official.
For NOCs like Lagunas, however, grappling with the psychic aftereffects of time spent deep undercover is often only half the battle. Many agency operations officers view NOCs as “second-tier” spooks, ill-qualified for high-level positions within the organization. NOCs who try to make the switch to “inside” work sometimes find themselves stymied and marginalized, and end up quitting the agency altogether.
These are “people we ask to do the hardest things in the world, with the least amount of support, and then we turn them around and kick them in the teeth when they come back” inside, says another former CIA official.
The CIA faces “deep challenges on the mental-health front,” says Negley, the former officer. “The symptoms are written all over the wall.”
NOCs are not the only CIA officers subject to acute psychic stressors, of course. Many activities undertaken by other agency personnel — like secretly meeting with sources in hostile, surveillance-laden environments, or paramilitary missions — can breed paranoia, tension, and anxiety.
The post-9/11 militarization of the agency brought a generation of CIA officers, most of whom were not trained paramilitaries, into the charnel-houses of Iraq, Afghanistan, and other secret war zones around the globe. Deep scarring of the agency’s War on Terror generation was inevitable.
After the advent of the War on Terror, “it took a while before we realized just how much it was affecting the psyche” of CIA officers, says Kates, the former senior CIA official. (Kates is also unfamiliar with the specifics of Lagunas’ case.)
“This is kind of a tidal wave coming at us,” says Negley, the former CIA officer. The CIA faces “deep, fundamental challenges” on the mental-health front, says Negley, who founded Sound Off, a nonprofit network that provides mental-health support to U.S. military and intelligence-community personnel. “The symptoms of ‘Hey, this community has a problem’ are written all over the wall.”
Some former CIA officials believe the institution, whether by commission or omission, has abandoned its own. “There’s a lot of folks out there that are flapping in the wind,” says one former CIA operative.
The agency provides “zero” psychological care to former spooks, according to Negley. “I know agency officers who are paying for other agency officers’ mental-health support, which is about as fucked as I can think,” he says. But these issues are beginning to burst into the open. “There’s been more discussion of CIA mental health in the last year than I’ve seen in the preceding 15 years.”
Over time, the CIA has at least tried to become more attuned to the psychic health of its current workforce, according to some former officials. In 2022, the agency even announced the appointment of its first-ever chief well-being officer.
The agency has undergone a “notable shift” on the mental-health front since the early post-9/11 years, says Kates. “Will I say that they were perfect? Oh, definitely not. Will I criticize? Certainly. But I will say that there were also a lot of steps taken. I think that there was an acknowledgment that people needed that support,” she says.
The CIA has also long employed a group of in-house psychologists, and as the War on Terror progressed, CTC increased the number of mental-health professionals available to agency officers working there, according to Kates and other former agency officials.
Whenever Lagunas returned to CIA headquarters from the Middle East, his bosses ensured he met with a staff psychologist, according to two former CIA officials. But whatever help the deep-cover spy was receiving, it clearly wasn’t enough.
Maybe Lagunas just wasn’t a good fit for work as a NOC, suggests one former senior official: “I’m not trying to minimize what this guy went through, but to say ‘Oh, the agency killed him’ — you all signed up for that. It’s tragic, but that’s the mission.”
Some CIA officers can go deep undercover, or work in war zones, and then come home and “kiss their wife and children, and life’s good,” says another former senior agency official. But others cannot isolate themselves so cannily from their own lives.
And Lagunas — a man so brilliant at compartmentalizing other aspects of his being — may simply have been unable to dam this particular sort of psychic seepage.
THERE IS A SOMBER MEMORIAL in the lobby of CIA headquarters, conceived as a sort of sacred space for agency employees. One hundred forty black stars are carved into a white marble wall, each representing a CIA employee who perished in the line of duty.
Many of the names of these CIA employees are public; some are still classified. A black leather book, known as the Book of Honor, sits encased in glass beneath the stars, the appellations of publicly-acknowledged CIA operatives inscribed within it.
Lagunas’ story may be an extreme one, but it isn’t unique. He was part of a select corps of intelligence officers pushed beyond their limits during a bloody shadow war, one fought with a secret and amorphous logic, in a conflict whose higher mathematics still constitutes forbidden knowledge to the American people.
Lagunas may not have been killed on the job, say former colleagues, but he was absolutely killed by it. He “won’t get a star on the wall,” says a former CIA officer, “but he should have.”
It’s a question of obligation: of what is owed to CIA officers like Lagunas when they’re in the field, burrowed undercover, and in mortal danger; and afterward, when their psychic scars begin to harden. And how an intelligence bureaucracy that must, at some level, approach people as interchangeable and replaceable — as cogs in a fearsome machine — must also account for individual humanity, especially when institutional and political incentives cut in the opposite direction.
Or, as a former agency officer tells me during a long discussion about Lagunas’ life: “To some, you’re a briefing point. To others, you’re a real person.”













The Rise of the Digital Oligarchy
On Jan. 11, 1994, I drove to UCLA’s Royce Hall to hear Vice President Al Gore deliver the keynote address at the Information Superhighway Conference. I was in the early stages of building Intertainer, which would become one of the first video-on-demand companies. The 2,000 people crowded into that auditorium did not know it, but they were crossing a threshold. The roster of speakers read like a who’s who of industrial power: TCI’s John Malone, Rupert Murdoch, Sony’s Michael Schulhof, Barry Diller of QVC. These were among the richest and most commanding figures in American communications. Today, their combined force and fortunes are a rounding error beside Elon Musk, Mark Zuckerberg, Peter Thiel, Jensen Huang, Jeff Bezos, and Marc Andreessen. The world the Hollywood moguls walked back out into would not, in any meaningful sense, be the world they had left.
Gore’s UCLA speech now reads like a confident moment in the early‑Clinton fantasia of managed modernization: the assumption that a lightly guided market, properly “incentivized,” could be coaxed into building a new civic commons. He framed the whole project as a public utility constructed with private capital, insisting that “the nation needs private investment to complete the construction of the National Information Infrastructure. And competition is the single most critical means of encouraging that private investment.” What is striking, in retrospect, is not the technophilia but the blithe certainty that “competition” would safeguard pluralism and access, that state‑designed market rules would prevent the emergence of bottlenecks and private tollbooths. The actual trajectory of the internet — toward a stack dominated at each layer by a handful of firms from carriers to platforms to ad brokers — renders the scene almost allegorical: an administration hymning competition as the guarantor of openness while midwifing, in practice, the consolidated, quasi‑monopolistic order that would eventually narrow and privatize the very public sphere it imagined itself to be creating.
For 150 years since the Industrial Revolution, Americans had trusted that science and technology would bind the nation together, just as railroads and the telegraph had once compressed its continental distances. The historian John P. Diggins observed that “whereas the very nature of politics in America implied division and conflict, science was seen as bringing forth cohesion and consensus.” That faith was about to be tested to destruction.
Within two years, Gore and Newt Gingrich collaborated to pass the Telecommunications Act of 1996, and buried inside it was a provision — Section 230 — that would prove more consequential than anything else in the bill. It granted the new platforms a liability shield unavailable to any other business in America: immunity from responsibility for the content their users generated, moderated, or amplified. The effect was to hand the architects of the digital age a license to build without obligation. Welcome to the Wild West; the platforms own the sheriff.
What followed was an era of rapacious accumulation. In 1994, the largest company in America by market capitalization was Exxon, valued at $34 billion. Today, Google is worth $3.7 trillion. And when Donald Trump took the oath of office in January 2025, flanked by the very technocratic elite whose fortunes had grown beyond all precedent, the possibility loomed that the preceding 10 years was crystallizing into a name: techno-fascism — an authoritarian, corporatist order in which a narrow caste of technocratic elites deploys digital infrastructure and artificial intelligence to automate governance, intensify surveillance, and erode democratic accountability, all while presenting their dominion as the neutral application of expertise.
For the past decade I have written about the almost theological divide between two competing creeds. The gospel of nostalgia promises to “make America great again” — its default logic being that the America of the 1950s, when white men’s assumptions went unchallenged by people of color, women, immigrants, or queer individuals, was a more stable and legible world worth recovering. The gospel of progress, as Andreessen has written, holds that “there is no material problem — whether created by nature or by technology — that cannot be solved with more technology.” Its default logic is simpler: stop complaining. Flat wages, rising social media–induced mental illness, falling homeownership, a warming planet — perhaps, but at least we have iPhones. But the philosopher Antonio Gramsci had foreseen this dialectic in 1930: “The old is dying and the new cannot be born. In this interregnum many morbid symptoms appear.”
After the Republican midterm disappointments of 2022, Thiel called for a party that could unite “the priest, the general, and the millionaire”— a formula that reads, with hindsight, as a precise blueprint for Trump’s second administration: Christian nationalism, military force deployed at home and abroad, and a financial oligarchy powerful enough to steer the state. By the election of 2024, the gospel of nostalgia and the gospel of progress had concluded a short-term bargain to elect Trump. The result is the rise of an oligarchy of fewer than 20 American families.
The Copernican Moment
A deep unsettlement runs beneath our society today. Just as Nicolaus Copernicus displaced the Earth from the center of the cosmos, we are now displacing the human from the center of consciousness. New discoveries about cognition in other animals and organisms — octopuses dreaming, bees counting, trees retaining memory of drought — suggest, as Michael Pollan has written, that thought and feeling are not human monopolies but properties of life itself. The first Copernican revolution humbled our astronomy; the second threatens to humble our very being.
Yet the revelation carries its twin anxiety. If mind is no longer our exclusive inheritance, what becomes of that inheritance when machines begin to mimic it? Artificial intelligence poses not merely a technical challenge but a metaphysical one. It asks whether consciousness can exist without vulnerability — without the pulse and jeopardy of a life that can be lost. The Portuguese neuroscientist Antonio Damasio reminds us that the brain evolved to serve the body, that consciousness begins in feeling. Machines, however elaborate, know no hunger, no pain, no desire. To be conscious in the human sense is to participate in necessity — to be held by one’s own fate.
The real danger is not that machines will become like us, but that we will become like them: efficient, unfeeling, exquisitely programmable. A people habituated to passivity and optimized for consumption may eventually forget the work of building a world together. What once belonged to politics — the imaginative labor of collective destiny — has been quietly surrendered to the corporate logic of the algorithm. The result is not enlightenment but enclosure: a society awake to everything except itself.
This interregnum, then, is not a pause but a rupture — a suspended time in which institutions still stand yet no longer persuade, in which the future arrives in forms no one quite intended. What began for my generation as the optimistic dream of a communications revolution has matured into a general condition of American life: a digital oligarchy adrift between orders, armed with enormous power but uncertain whom, or what, it serves. Some of us glimpsed the terrible risk when it was still only a risk — that the principles of kleptocracy would become America’s own. That grim vision is now arriving, in real time, in the person of Trump. As David Frum wrote in The Atlantic, “The brazenness of the self-enrichment now underway resembles nothing from any earlier White House, but rather the corruption of a post-Soviet republic or a postcolonial state.” And the techno-fascist oligarchs are at the trough, waiting to be fed.
The Age of Surveillance and Simulation
The first clear sign that the promise of the digital commons had curdled came with Edward Snowden’s disclosures in 2013, when Americans learned that Google and Facebook had opened their back doors to the security state. What had been marketed as an architecture of connection revealed itself also as an infrastructure of monitoring.
By the mid-2020s, the fear had hardened into habit. A 2025 YouGov survey found that nearly a quarter of Americans admitted to censoring their own posts or messages for fear of being watched or doxxed. Surveillance no longer needed a knock at the door. The mere awareness of a watching eye did the work. What had been a public square had become, almost imperceptibly, a panopticon of self-restraint.
Into this apparatus stepped a new class of private overseers. Palantir, the data-mining firm Thiel co-founded, grew from a counterterrorism instrument into a generalized engine for correlating personal information — tax filings, social media traces, the bureaucratic exhaust of ordinary life. Insiders warned that data citizens had surrendered to the IRS or Social Security for basic governance could be recombined for far more intrusive purposes. The point was not simply that we were being watched, but that we were being rendered legible — sorted, scored, and classified in ways invisible to us. As Anthropic’s CEO Dario Amodei told The New York Times, the Fourth Amendment’s prohibition on unreasonable search and seizure is effectively nullified by AI:
It is not illegal to put cameras around everywhere in public space and record every conversation. It’s a public space — you don’t have a right to privacy in a public space. But today, the government couldn’t record that all and make sense of it. With AI, the ability to transcribe speech, to look through it, correlate it all, you could say: This person is a member of the opposition — and make a map of all 100 million. And so are you going to make a mockery of the Fourth Amendment by the technology finding technical ways around it?
We are witnessing the first serious moral battle of the AI era, and its front lines run straight through the boardrooms of Silicon Valley. Anthropic drew them first. The company refused to allow its systems to be turned on the American public in the name of security and declined to let the Pentagon wire its AI into autonomous weapons capable of identifying and killing without human authorization. To the Defense Department, accustomed to purchasing compliance along with contracts, the idea that a vendor might set moral limits on military use was borderline insubordinate. Secretary of Defense Pete Hegseth designated Anthropic a supply-chain risk to national security. President Trump, on Truth Social, called the company “radical woke” and ordered federal agencies to stop using its technology. Anthropic had been, in effect, blacklisted for conscience.
What happened next revealed something important about the moral landscape of the AI industry. OpenAI, which had publicly positioned itself as sharing Anthropic’s red lines — Sam Altman insisted his company, too, opposed mass domestic surveillance and fully autonomous weapons — moved swiftly to fill the vacuum. While Anthropic was being frozen out of Washington, D.C., OpenAI quietly negotiated and signed a deal of its own with the Pentagon, granting the Defense Department access to its models for deployment in classified environments. OpenAI then published a blog post with a pointed aside: “We don’t know why Anthropic could not reach this deal, and we hope that they and more labs will consider it.” The company that had stood shoulder to shoulder with Anthropic in principle had, in practice, used Anthropic’s exclusion to capture the contract.
The backlash was swift — and came from inside the house. Caitlin Kalinowski, who had led OpenAI’s hardware and robotics teams since late 2024, publicly announced her resignation. Her statement, posted on X and LinkedIn, was brief and precise: “AI has an important role in national security. But surveillance of Americans without judicial oversight and lethal autonomy without human authorization are lines that deserved more deliberation than they got. This was about principle, not people.”
The formulation was careful, almost scrupulously fair to her former colleagues. But the substance was damning. A senior technical executive, one who had spent her career building the physical systems through which AI meets the real world, had concluded that OpenAI had crossed lines it had publicly promised not to cross — and had done so without the internal deliberation those lines deserved. Some users canceled their ChatGPT subscriptions in protest. Claude, Anthropic’s AI assistant, became the number-one free app in the Apple App Store, displacing ChatGPT. The market, in its way, had registered a verdict.
What the episode exposed is the hierarchy of pressures operating on every AI company at this moment. Altman’s public statements and OpenAI’s private negotiations inhabited different moral universes, and the gap between them is a measure of how quickly principle buckles under the combined weight of government contracts, competitive anxiety, and the intoxicating proximity to power. Hegseth and Trump have sent the clearest possible signal: Companies that draw lines will be punished; companies that erase them will be rewarded. The outcome of this first moral battle of the AI era will do much to determine the shape of every battle that follows.
But erasure, in this case, is not incidental — it is the business model. The questions that seem separate — who controls the weapons, who watches the citizens, who owns the culture, whose labor trains the machine — are in fact a single question, asked of us all at once: whether humanity will remain the author of its own story, or be quietly written out of it.
The Technocracy’s Bargain
Artificial intelligence functions in this landscape not only as a tool, but also as an ideology. The systems that now summarize our news, grade our tests, and generate our images are built entirely from accumulated human expression, yet are heralded as replacements for the slow, wayward work of thought. By design they remix rather than originate; they automate style while evacuating risk. The consequence is a flood of synthetic prose and imagery that feels like culture but carries none of the scars of experience. Anyone with a prompt can simulate the surface of artistry, further collapsing the distinction between the crafted and the merely produced.
We need to insist on the human self as something more than a flicker of circuitry or an echo of stimulus — to hold that our consciousness is not reducible to mechanism, that our art, our music, our capacity for beauty and sorrow carry a dignity no machine can counterfeit. We need to imagine a future in which humanity still governs its own creation — not as the object of its inventions, but as their author and their measure. A world that offers consumption in place of purpose courts a different and more corrosive kind of unrest.
The outlines of that unrest were already legible by the middle of the decade. In labor reports and think-tank bulletins one could trace the quiet unmaking of the white-collar world. Young graduates, credentialed and deeply indebted, were discovering that the jobs they had trained for no longer existed in familiar form; whole categories of administrative and creative work were being absorbed by AI or retooled around its efficiencies. Commentators spoke of an “AI job apocalypse” not as metaphor but as demographic fact — an educated stratum slipping downward, its ambitions collapsing into precarity. History offers a warning: When a surplus of the educated meets a scarcity of opportunity, turbulence and unrest follows. The clerks and interns of the knowledge economy can become the dissidents of a new era.
But many of the technocrats already sense what is coming and prefer to prepare their escape. They buy compounds in New Zealand, secure airstrips in remote valleys, fortify estates on distant islands stocked and wired for siege. The gesture betrays everything: They, too, expect the storm. They simply mean to watch it from a safe distance — beyond the reach of the graduates, the strivers, the displaced millions who will inhabit the world their machines made. In that distance — the gap between those who build exits and those who have nowhere to go — the interregnum takes on its most recognizable shape: a society waiting, with gathering impatience and anger, for a new settlement that has yet to arrive.
Sean O’Brien, president of the Teamsters, said something recently about AI and labor that hangs in the air like a change in pressure: For once, those who have never known economic danger are about to feel what it means to be exposed — to live without insulation from the market’s weather. According to The New York Times, “The unemployment rate for college graduates ages 22 to 27 soared to 5.6 percent at the end of last year.”
For 30 years, the country has drifted ever further from the world of things. The old economy of matter — of tools, factories, and physical production — was gradually exchanged for an economy of signs. We learned to believe that the future belonged to those who trafficked in abstractions: the managers of systems, the manipulators of symbols, the custodians of information. That belief became the moral core of the professional class. To think was noble; to make was obsolete.
For decades, the professional class watched the industrial world hollow out and mistook the spectacle for confirmation of its own permanence. It confused exemption with destiny. Now, the correction is arriving — not from the shop floor, but from the circuits.
This is one meaning of the interregnum: a pause in which the old class myths no longer align with material reality, and no new story has yet cohered. In the space between, people who once felt like authors of the future are discovering that they were also characters, written into a script whose logic they did not fully control.
Yet another path exists, if we can summon the imagination to take it. Rather than waging a doomed Luddite resistance, we might seek a grand bargain with the architects of the new order — entering into direct negotiation with Big Tech over the political terms of the transition. The question is not whether AI can be stopped; it cannot. The question is whether its spoils can be shared.
How much of the immense stream of revenue flowing through the platforms and hyperscalers could be redirected toward a sovereign fund, a common dividend for those whose labor has been displaced? Anthropic’s Amodei has suggested a tax of three percent of AI revenues to seed the sovereign fund. It is a moment that calls less for purity than for negotiation — an uneasy but deliberate partnership between humanists and technologists, aimed at keeping a frustrated graduate class from becoming the raw material of a larger revolutionary breakdown.
Marshall McLuhan believed that new media were creating “an overwhelming, destructive maelstrom” into which we were being drawn against our will. But he also believed in a way out. “The absolute indispensability of the artist,” McLuhan wrote, “is that he alone in the encounter with the maelstrom can get the pattern recognition. He alone has the awareness to tell us what the world is made of. The artist is able [to give] … a navigational chart to get out of the maelstrom created by our own ingenuity.”
Our great inquiry now must be: How do we quit the politics of national despair — a maelstrom that our own ingenuity has created? It will be hard, because a vast media industry depends on your engagement with its outrage. Three companies — X, Meta, Google — monopolize the advertising revenue that flows from that outrage. Seventy-eight percent of Americans say these social media companies hold too much power. To break the spell, we need to understand the roots of the phony culture war they have cultivated — and remember that America has had a real promise. Only when we recover that memory can we begin to imagine what the new promise of American life might look like.