In this episode of Intel at the Edge, host Chip Usher sits down with Don Leka, Founder and CEO of Jumptuit, to explore a different kind of artificial intelligence — one built not on text, but on real-time data from the physical world. Don shares his journey from building the Glide OS cloud platform in 2004, to founding Jumptuit, a company using a large dynamic reasoning model to track physical-world signals — from shipping movements and port activity to refinery output and geopolitical indicators — in near real time.
In this episode of Intel at the Edge, host Chip Usher sits down with Don Leka, Founder and CEO of Jumptuit, to explore a different kind of artificial intelligence — one built not on text, but on real-time data from the physical world.
Don shares his journey from building the Glide OS cloud platform in 2004, to founding Jumptuit, a company using a large dynamic reasoning model to track physical-world signals — from shipping movements and port activity to refinery output and geopolitical indicators — in near real time.
The conversation covers:
- Why Jumptuit's approach differs fundamentally from large language models
- How cross-sector data intersections can reveal probable events before they happen
- Using comparative, causal, and analogical reasoning to forecast geopolitical and economic shifts
- Case studies: Russia's GDP resilience despite sanctions, shifting oil demand, and instability in Niger and Albania
- What the intelligence community could gain from live, empirical, physical-world data
- A must-listen for anyone interested in AI, geopolitical forecasting, and the future of intelligence analysis beyond large language models.
0:00 Intro: AI Beyond LLMs & Meet Don Leka
1:16 Don Leka's Background & Building Glide OS (2004)
3:17 How Jumptuit's Approach Differs from ChatGPT & LLMs
5:10 What Data Jumptuit Collects (Persian Gulf Example)
9:50 Open Source Data & Cross-Sector Event Thresholds
10:48 Case Study: Operation Epic Fury & Iran War Assumptions
13:42 Large Dynamic Reasoning Model as Predictive Analytics Tool
16:16 Lessons from the Arab Spring & Traditional Intelligence Gaps
17:39 Why Historical Data Alone Misleads Forecasting
18:42 Case Study: Russia's GDP Resilience Despite Sanctions
21:10 Persian Gulf Tensions, Oil Prices & China's Reduced Demand
22:23 Ripple Effects: Japan, Albania & Global Instability
23:55 Is It the Data or the Algorithm? The "Secret Sauce"
24:40 Why LLMs Struggle with Outdated, Narrative-Based Data
26:25 Can Jumptuit's Model Be Distilled or Copied?
28:42 Beyond Geopolitics: Climate, Health & Individualized Intelligence
31:12 What the National Security Community Should Be Doing
32:40 How Jumptuit Complements (Not Competes With) LLMs
33:53 Key Customers: Finance, Energy, Defense & More