I get asked this all the time, so I am reposting my famous thread of all the top strategic thinkers - from Kissinger to Chomsky - who warned for years that war was coming if we pursued NATO expansion, yet had their advice ignored (which begs the question: why?).
The first one is George Kennan, arguably America's greatest ever foreign policy strategist, the architect of the U.S. cold war strategy. As soon as 1998 he warned that NATO expansion was a "tragic mistake" that ought to ultimately provoke a "bad reaction from Russia".
Then there's Kissinger, in 2014 ⬇️ He warned that "to Russia, Ukraine can never be just a foreign country" and that it therefore needs a policy that is aimed at "reconciliation". He was also adamant that "Ukraine should not join NATO".
This is John Mearsheimer - probably the leading geopolitical scholar in the US today - in 2015: "The West is leading Ukraine down the primrose path and the end result is that Ukraine is going to get wrecked [...] What we're doing is in fact encouraging that outcome."
This is Jack F. Matlock Jr., US Ambassador to the Soviet Union from 1987-1991, warning in 1997 that NATO expansion was "the most profound strategic blunder, [encouraging] a chain of events that could produce the most serious security threat [...] since the Soviet Union collapsed"
This is Clinton's defense secretary William Perry explaining in his memoir that to him NATO enlargement is the cause of "the rupture in relations with Russia" and that in 1996 he was so opposed to it that "in the strength of my conviction, I considered resigning".
This is Noam Chomsky in 2015, saying that "the idea that Ukraine might join a Western military alliance would be quite unacceptable to any Russian leader" and that Ukraine's desire to join NATO "is not protecting Ukraine, it is threatening Ukraine with major war."
Stephen Cohen, a famed scholar of Russian studies, warned in 2014 that "if we move NATO forces toward Russia's borders [...] it's obviously gonna militarize the situation [and] Russia will not back off, this is existential"
Whole video worth watching:
This is famous Russian-American journalist Vladimir Pozner, in 2018, who says that NATO expansion in Ukraine is unacceptable to the Russian, that there has to be a compromise where "Ukraine, guaranteed, will not become a member of NATO."
This is famous economist Jeffrey Sachs writing right before war broke out a column in the FT warning that "NATO enlargement is utterly misguided and risky. True friends of Ukraine, and of global peace, should be calling for a US and NATO compromise with Russia."
This is CIA director Bill Burns in 2008: "Ukrainian entry into NATO is the brightest of all redlines for [Russia]" and "I have yet to find anyone who views Ukraine in NATO as anything other than a direct challenge to Russian interests"
This is Malcolm Fraser, 22nd prime minister of Australia, warning in 2014 that "the move east [by NATO is] provocative, unwise and a very clear signal to Russia". He adds that this leads to a "difficult and extraordinarily dangerous problem" theguardian.com/commentisfree/…
This is Paul Keating, 24th prime minister of Australia, writing in 1997 that expanding NATO is "an error which may rank in the end with the strategic miscalculations which prevented Germany from taking its full place in the international system [in early 20th]"
This is former US defense secretary Bob Gates in his 2015 memoirs: "Moving so quickly [to expand NATO] was a mistake. [...] Trying to bring Georgia and Ukraine into NATO was truly overreaching [and] an especially monumental provocation"
This is Sir Roderic Lyne, former British ambassador to Russia, warning one year before the war that " [pushing] Ukraine into NATO [...] is stupid on every level."
He adds "if you want to start a war with Russia, that's the best way of doing it."
This is Pat Buchanan - assistant and special consultant to U.S. presidents Nixon, Ford, and Reagan - writing in his 1999 book A Republic, Not an Empire: "By moving NATO onto Russia's front porch, we have scheduled a twenty-first-century confrontation."
This 2008 Wikileaks cable by Bill Burns - now CIA Director - entitled "NYET MEANS NYET: RUSSIA'S NATO ENLARGEMENT REDLINES" warns that "Russia [viewed] continued eastward expansion of NATO, particularly to Ukraine... as a potential military threat". wikileaks.org/plusd/cables/0…
This is British journalist @Itwitius, former Sky News foreign affairs editor, in his 2015 book Prisoners of Geography: for Russia "a pro-Western Ukraine with ambitions to join [EU or NATO] could not stand" and "could spark a war".
In 1997, 50 prominent foreign policy experts (former senators, military officers, diplomats, etc.) sent an open letter to Clinton outlining their opposition to NATO expansion.
This is George Beebe who used to be the CIA's top Russia analyst who in December 2021 linked Russia's actions in Ukraine directly to NATO expansion, explaining that Russia "feels threatened" and "inaction on [the Kremlin’s] part is risky"
This is Ted Galen Carpenter, Cato Institute's senior fellow for defense and foreign policy studies, who wrote in a 1994 book that NATO expansion “would constitute a needless provocation of Russia.”
Today he adds "we are now paying the price for the US’s arrogance".
This is Frank Blackaby, former director of SIPRI, writing in 1996 that "any Russian Government will react, militarily as well as politically to [NATO’s expansion]" and that it makes "Europe drift [...] towards Cold War II".
This is legendary journalist @johnpilger who wrote this article in 2014.
He describes Ukraine as having become a "CIA theme park", a situation that he foresaw would lead to "a Nato-run guerrilla war" theguardian.com/commentisfree/…
This is Shiping Tang, one of China's foremost International Relations scholars, writing in 2009 that the "EU must put a stop to [the] U.S./NATO way of approaching European affairs", especially with regards to Ukraine, otherwise it'll "permanently divid[e] Europe".
This is Ukrainian presidential advisor Oleksiy Arestovych in 2015.
He says that if Ukraine continues down the path of joining NATO "it will prompt Russia to launch a large scale military operation [...] before we join NATO", "with a probability of 99.9%", likely "in 2021-2022".
Even legendary Soviet dissident Solzhenitsyn saw NATO expansion as "an effort to encircle Russia and destroy its sovereignty".
And of course just 3 days ago we now have NATO Secretary General Jens Stoltenberg pretty much admitting that war started because of NATO expansion since he revealed Putin proposed not to invade Ukraine if NATO promised no more enlargement, which "of course we didn't sign"... He also said text blank that Russia "went to war to prevent NATO, more NATO, close to his borders".
There you go. This might be the war in history that's been the most foreseen by the most experts - from so many countries - for the longest time.
Incredibly, they were almost universally advocating a clear and feasible way to prevent the war: a commitment to no more NATO enlargement and a neutral Ukraine, like Finland (or Austria) was.
Yet we didn't do that. It really, really makes you wonder...
This also probably belongs here, the then Secretary General of NATO showing an understanding in 1990 that a move eastward was threatening to Russia, and saying that therefore NATO "was ready" not to do it...
This is a genuinely incredible story: China found in U.S. archives an energy source that could power its entire future for 20,000 years - and they just made it work.
I'm not exaggerating. In the 1960s the U.S. - specifically Oak Ridge National Laboratory in Tennessee - invented a revolutionary type of nuclear reactor that could run on thorium instead of uranium (much more abundant and cheaper), with no meltdown risk, generating 50x less waste, and requiring no water. Then, due to messy politics, they killed the program in 1969 and fired the visionary behind it.
Afterwards the declassified blueprints for the project sat forgotten in archives for decades. That is until Chinese scientists found them and decided in 2011 to run an experimental project in the Gansu desert to see if they could make it work.
A few days ago, after 14 years of work, they finally did.
I spent many days researching this and wrote the full story - how the technology works, the bureaucratic politics that killed it in America, and why this could genuinely be game-changing.
300 million tourists a year, free to roam everywhere unimpeded in Xinjiang, and still not a single photo evidence of this so-called "Uyghur genocide" 🤔
On the contrary you do get an overwhelming amount of photo evidence of Uyghurs just living normal lives.
Compare and contrast this with Gaza: zero tourist (or journalist, or anyone) allowed in and you still get overwhelming photo evidence.
Because, guess what, in the age of social when people are actually being mistreated and mass murdered, you can't hide it.
You can't hide it in a place that's completely blockaded, you can hide it even less in a place that's fully open to anyone (many foreigners, like almost all European countries, don't even need a visa nowadays to enter China and Xinjiang).
The BBC - which previously pushed the Xinjiang narrative hard - is trying hard to square this circle by claiming "there's a side of Xinjiang" that these 300 million tourists "don't see."
And what is that "side they don't see" according to the article? That even though the Uyghurs are there and Uyghur culture is everywhere, that's apparently not "the real Uyghur culture" because, as they claim, old towns were rebuilt for tourism and tourists see made-for-tourism ethnic performances.
Except this is literally how tourism development works everywhere in China (and pretty much everywhere in the world, frankly). Heck, this is how development - period - works: no-one wants to see the "real" old town from 1970s China because, guess what, it was completely run down and poor AF.
I partially grew up myself in a street of Paris called "rue Mouffetard" in the extremely touristic 5th arrondissement. The name of the street comes from the old French verb "mouffeter", which means to stink: this street used to be famous for smelling like shit because it was a very poor area of Paris back in the old days. Should it have been left as such so that people get to experience the "real" Paris instead of the heavily gentrified "Emily in Paris" version you get today? Anyone with a brain can see how idiotic that is.
Anyhow that's the new - utterly ridiculous - narrative: "the visible Uyghur culture doesn't count because things got redeveloped and updated."
Well, at least the Western media narrative seems to have been downgraded from crimes against humanity to "we don't like their tourism development model" - progress, I guess...
I suspect David is right here 👇 And if so it'd be the most ironic possible resolution for the Nexperia debacle.
What the White House factsheet (whitehouse.gov/fact-sheets/20…) says about Nexperia is: "China will take appropriate measures to ensure the resumption of trade from Nexperia’s facilities in China, allowing production of critical legacy chips to flow to the rest of the world."
Not a word about the Netherlands or Europe, it says trade will resume FROM CHINA.
So it's entirely possible, even likely, that the deal is that Nexperia China, which effectively split from Nexperia Netherlands after the Dutch seized the company, will become the main contracting party.
Meaning the deal would effectively hand China full operational control of Nexperia's operations while leaving Europe with a hollowed-out shell company.
The theory makes sense: Nexperia China already handled 70% of the actual production for Nexperia overall. The main thing they were getting from Europe were the silicon wafers, which Europe has now stopped sending (reuters.com/world/europe/n…). But those are legacy chips products that Chinese foundries like SMIC and Hua Hong can also produce at scale so the European fabs weren't providing anything irreplaceable.
If this all gets verified, there are so many layers of irony here.
This whole debacle occurred because of the new "BIS 50% rule" introduced by the U.S. in late September that expanded US sanctions to any company that was at least 50% owned by entities on Washington's trade blacklist. Wingtech Technology, the Chinese owner of Nexperia, was added on the blacklist since last December and so Nexperia was going to get sanctioned by the U.S. too. Unless, that is, as the U.S. told the Dutch (ft.com/content/db0198…), they were to seize the company away from its Chinese owners, which is what prompted the Dutch to do exactly that simultaneously to the U.S. introducing the new "BIS 50% rule."
Since then, as part of the deal between Xi and Trump, the U.S. has agreed to suspend this "BIS 50% rule," thereby removing the whole rational the Dutch had to seize the company.
However, probably out of misplaced pride, or rather shame of looking like complete U.S. vassals, the Dutch are ridiculously claiming their seizing the company was unrelated with the "BIS 50% rule" but rather had to do with "mismanagement" by the Chinese CEO of the business who, according to them, was seeking to move Nexperia's manufacturing operations to China and transfer technological knowledge to its Chinese parent company.
Which is laughable: since when does a government seize an entire company because it wants to produce in China, all the more a company that was already producing 70% of its output in China and had Chinese ownership for years? Apparently the Dutch suddenly discovered in September 2025 - coincidentally within 24 hours after the U.S. introduced its "BIS 50% rule" - that a manufacturing footprint established years earlier now posed an urgent national security threat.
If this resolution gets confirmed it's ironies upon ironies:
- Washington created the BIS 50% rule to decouple Chinese firms from Western supply chains. In practice, it may have just decoupled from the Dutch middleman while leaving China with more control
- The Dutch justified their action by claiming it was done to prevent Nexperia moving operations to China and the result of their action seems to have caused this exact outcome
- Trump suspended the BIS 50% rule after having pressured the Dutch to act on it, leaving them holding the bag for a decision made to satisfy American strategic interests that America itself has now walked back
- Europe positioned itself as defending its technological sovereignty and it looks like they'll end up losing both the company and its credibility as a sovereign actor, all the more since the resolution was negotiated between Trump and Xi in South Korea with Europe completely absent from the table
Boom: this just got essentially confirmed by Nexperia China in a statement
This is a fascinating technical analysis that I translate from Chinese, and I give my take at the end (source 👇 x.com/FrankyChen19/s…):
"Here's something that might surprise many: Wingtech's Shanghai fab (Dingtai Jiangxin), which can replace the production capacity of Nexperia's Hamburg facility, came online just before this crisis occurred!
One important clarification upfront: Dingtai Jiangxin isn't owned by Wingtech Technology itself, but by Wingtech's controlling shareholder (the "Wentianxia Group"). This makes it a related party under common control. The reality is that Chinese fabs including SMIC and Hua Hong were already capable of replacing a substantial portion of Hamburg's capacity.
For Wingtech's own facilities to fully replace Hamburg will require a "short-term partial transition + long-term complete substitution" process—relying primarily on domestic wafer manufacturing (especially the Shanghai Dingtai Jiangxin facility). This needs time to optimize technical compatibility, scale up production, and mature automotive certifications. However, the capability to fully replace Hamburg's capacity is already planned out.
Core Replacement Capability
China's domestic wafer manufacturing ecosystem is now in place. Through a combination of proprietary facilities and partnerships, Wingtech has built manufacturing capacity covering mature process nodes and automotive-grade applications that directly matches Hamburg's core products:
1. The Centerpiece: Dingtai Jiangxin Shanghai Fab
This is the key replacement for Hamburg. Built by Wingtech's controlling shareholder, it exclusively serves Wingtech/Nexperia's semiconductor business needs, with technology and capacity planning closely aligned with Hamburg's core products:
1.1 Technology match: Hamburg focuses on 8-inch/12-inch power devices (MOSFETs, IGBTs) using mature 130-180nm processes. Dingtai Jiangxin covers 110-180nm nodes, enabling direct migration of similar products. It produces key components including Trench MOSFETs, Super Junction devices, and IGBTs, with voltage coverage spanning 12V to 1700V across low, medium, and high voltage ranges. Product overlap with Hamburg exceeds 70%.
1.2 Rapid capacity ramp: Phase 1 capacity is planned at 45,000 wafers/month, with 30,000 wafers/month already achieved in H2 2025 and full capacity expected by year-end. After Phases 2 and 3, final capacity will reach 100,000 wafers/month. At full production, this can cover 45% of Hamburg's global capacity (Hamburg's annual capacity equals roughly 1.3 million 8-inch wafers; Dingtai Jiangxin's full capacity of 1.2 million 12-inch wafers per year offers superior equivalent capacity after conversion).
1.3 Automotive certification breakthrough: Dingtai Jiangxin is built to top international automotive standards. Its next-generation MOSFET products have already entered supply chains of leading Chinese EV manufacturers, and Wingtech's automotive-grade SiC MOSFETs and GaN FETs have passed certifications from Tesla, BYD, and other major customers—providing continuity with Hamburg's automotive qualifications.
2. Supply Chain Coordination: Domestic Fab Network
Beyond its own facilities, Wingtech has established long-term partnerships with Chinese foundries including SMIC and Hua Hong. By end of 2025, domestic wafer procurement can increase to 65%, absorbing orders for general-purpose power devices from Hamburg's mature 8-inch processes and alleviating short-term capacity gaps. Meanwhile, Nexperia's Dongguan facility has achieved 90% domestic production capacity, with core technologies transferred to China, providing the process integration foundation for "domestic wafer manufacturing + assembly/testing integration.
3. Technology Reserve: Next-Generation Semiconductors
While Hamburg focuses mainly on silicon-based power devices, Wingtech has proactively deployed GaN, SiC, and other third-generation semiconductor technologies, creating dual support of "mature process replacement + advanced technology upgrade": In 2024, Nexperia China commissioned production lines for high-voltage GaN transistors and SiC diodes. In 2025, the 8-inch SiC MOSFET production line began operations. The performance of its automotive-grade 1200V SiC MOSFETs exceeds comparable market products, enabling "generational replacement" of Hamburg's silicon-based products in high-end applications like EVs and industrial power supplies."
My take: this all goes to show the extent to which the Chinese were fully prepared for the Dutch's move. Wingtech had built a parallel supply chain ready to takeover: Dingtai Jiangxin (the Shanghai fab) came online just before the seizure with capacity to replace the European operations, automotive certifications were secured from major customers (like Tesla and BYD) and SMIC and Hua Hong partnerships positioned to absorb 65% of wafer procurement.
Meaning that when the Dutch seized Nexperia thinking they were protecting a critical European asset, they actually triggered the activation of a pre-positioned Chinese replacement system that makes the European operations obsolete.
In polite terms, he effectively says that the chips export controls on China were one of the most self-destructive decisions ever taken by the US government: x.com/Yuchenj_UW/sta…
He says it caused Nvidia to go "from 95% market share to 0%" in China, and that he "cannot imagine any policymaker thinking that’s a good idea. That whatever policy we implemented caused America to lose one of the largest markets in the world to 0%.”
In a separate interview (linked below) he effectively says that might have lost the US the AI race. Because, as he puts it, "winning" the AI race means that "80% of the world uses the American tech stack" and that, given that China on its own is "50% of AI research" and "30% of the technology market", then them not using the American tech stack means that by definition America is "forfeiting and conceding" the AI race.
In that separate interview he also completely ridicules the narrative - used by the US to justify the export controls - that they were to prevent "dual use" of advanced Western chips for military purposes by China, saying that "no government, surely the Chinese government, is going to be building their defense on Western technology nor does the Pentagon use Chinese chips to build our national security."
So to sum up: in a foolish attempt to slow China's AI development, not only did the US lose its largest market, they may have lost the AI race itself.
The Nobel "Peace" Prize, being its usual mockery of itself. Basically a reward for the most rabid defendents of a western liberal order, "peace" being a distant afterthought. x.com/NobelPrize/sta…
The ideological aspect is crystal clear, see 👇 "Democracy is a precondition for lasting peace"
By which they mean liberal democracy, of course. And it couldn't be more false: the countries that have waged the most wars, by far, over the past few decades were liberal democracies (the US first and foremost).
Ok, I looked into this because sometimes claims that "China invents Y" can be somewhat exaggerated. But this is real, and completely insane.
This technology called "Bone 02" (inspired by the well-known "502 glue" in China) has been developed for the past 9 years by a team of orthopedic surgeons in Zhejiang province. The team leads are Professor Fan Shunwu (范顺武, Director of the Orthopedics Department at Zhejiang University) and Lin Xianfeng (researchgate.net/profile/Xianfe…).
It's inspired by oysters because the researchers noticed their extraordinary ability to firmly attach themselves in harsh underwater environment by secreting a special adhesive known as bio-cement, which creates a strong chemical interaction with surfaces and hardens quickly.
The properties of the glue are almost miraculous (sources: news.cn/20250910/1df93… and news.ifeng.com/c/8mVMq4PBdmJ):
- Nearly instant adhesion in blood-soaked wet physiological environments (it just takes 2-3 minutes)
- Extremely strong adhesive properties (bonding tensile force of over 400 pounds - over 181 kg)
- Complete biodegradability that naturally absorbs after about 6 months as the bone heals (no need for secondary surgery previously required in conventional treatments)
- Vast reduction of infection risks related to the traditional metal plates and screws normally needed for bone surgery
- Minimally invasive and rapid surgery since you just need a small opening large enough to apply the glue (as opposed to a complex surgery attaching metal fixations)
This glue could be especially useful for fractures with small bone fragments which are very difficult to fix with metal plates and screws.
The glue has already undergone a proper "prospective, multicenter, blinded, randomized, parallel-controlled, non-inferiority clinical trial" with over 150 patients (c.m.163.com/news/a/K95S9C0…). They've announced positive results - the glue "achieved seamless bonding of all fracture fragments" - and will soon publish the peer-reviewed paper in an orthopedics journal detailing full trial data.
They've launched a company for the product called 源囊生物 (Yuannang Bio) which just raised 2 weeks ago RMB100 million in Series A financing (bydrug.pharmcube.com/news/detail/ef…).
They could also do:
- "Yes, China's bone glue works, but at what cost?" (a classic)
- "China's bone glue is part of its biological warfare on the West"
- "Congress demands investigation into 'Dual-Use' nature of Chinese oyster technology"
- "Did China just weaponize oysters?"
- "Oysters are a Western mollusk: experts say China's bone glue violates the Convention on the Law of the Sea"
- "Oysters evolved in Europe 60 million years ago -here's how China stole their essence"
Pretty good too 👇😅
Or simply "China's bone glue: a sign of looming war with Taiwan" 😅