Arnaud Bertrand Profile picture
Sep 10, 2023 29 tweets 14 min read Read on X
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". Image
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". Image
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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" Image
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". Image
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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." Image
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" Image
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]" Image
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" Image
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." Image
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." Image
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…Image
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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". Image
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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.

It's a "policy error of historic proportions" they write.
armscontrol.org/act/1997-06/ar…Image
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" Image
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". Image
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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". Image
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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". Image
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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".

He said Russia should "in no way dare betray the multi-million Russian population in Ukraine".(nytimes.com/2006/05/03/new… and noblit.ru/node/1041 ) Image
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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".Image
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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...

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More from @RnaudBertrand

May 10
Every year, this has to be the one report I look forward to the most: the Democracy Perception Index, compiled by the Alliance of Democracies Foundation (in partnership with Nita Data).

In fact, my yearly thread on the report is apparently such a tradition that, this year, its lead researcher personally sent me the report with this message: "every year, I look forward to your thread about it!". That's how you start wondering whether you tweet too much 😅

Why do I like this report so much? A few reasons:

1) The Alliance of Democracies Foundation, the organization behind the report, cannot even remotely be suspected of being some sort of anti-West outlet: it was started by an ex-NATO Secretary General (Anders Fogh Rasmussen) and its stated purpose is "to unite world democracies"

2) It's surprisingly honest and the methodology is actually democratic. Unlike other reports on democracy the scoring isn't done by the report's authors (like the report by Freedom House or The Economist's "Democracy Index"). It simply asks people what they think and, when it comes to democracy, that's kind of the point 🤷‍♂️

3) I love the expression "perception is reality" because, like it or not, what people believe about their system is what determines its legitimacy. A democracy that nobody actually experiences as one can't credibly claim to be one. And conversely, a so-called "autocracy" that its people overwhelmingly believe is actually a democracy might... actually be a democracy.

Anyhow, this year's edition did not disappoint. The data is absolutely fascinating and frankly, a little terrifying. So here you go: my thread on the 2026 Democracy Perception Index 🧵Image
Let's start with what's always the highlight of the report: the actual ranking of countries based on democracy perception by their own people.

Which, this year, as a French man, is utterly depressing: France is now, according to the French people themselves, one of the least democratic countries in the world, alongside countries like Kazakhstan, Yemen or Zimbabwe. It's insane but sadly unsurprising given the fact that Macron made a complete mockery of the results of the previous elections, and altogether only has utter contempt for his people.

Also fascinating, like every single year, is the fact that China is - according to the Chinese people themselves - one of the most democratic countries in the world. According to the ranking, the world's most democratic countries are: Scandinavian countries, Switzerland, Ghana, Sri Lanka, India and... China!

Every year I get the same argument back so let me preempt it: no it's not because the Chinese people would be "afraid" to express their opinion.

If that were the case you'd see the same dynamic in other presumed "authoritarian" countries. But Russia scores -21, Belarus -9, Kazakhstan -31. If "fear of the regime" explained China's +14, why aren't Russians and Belarusians equally "afraid"?

Professor Jason Hickel - an economic anthropologist - also wrote a fascinating article on exactly this topic titled "Support for government in China: is the data accurate?" (open.substack.com/pub/jasonhicke…) in which he systematically dismantles the "fear bias" argument by examining studies that used anonymized and implicit methodologies. The verdict: across every methodology tested, Chinese people mean what they say.

So, for better or worse, as far as people's perceptions are concerned, we now live in a world where China is one of the most democratic countries in the world and France one of the least.

How does the US fare? Not great, far below China (although better than France): its ranking is "neutral" meaning there's roughly an equal amount of U.S. citizens who think they're a democracy as those who don't.

For the self-proclaimed "leader of the free world," that's not exactly a ringing endorsement...Image
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Another finding of the report that I found fascinating this year: there's now a higher perception of freedom of speech in China than in the immense majority of Western countries, including in the United States.

Meaning that when you ask the Chinese people, a higher proportion of them feel they "can criticize the government without consequences" than in the US.

I'm personally not surprised about this at all. I posted many times about the different initiatives taken by the Chinese government to encourage feedback and criticism, including the 12345 hotline, a 24/7 phone number you can call anywhere in China if you have any complaint that's related to the government (and which I myself called a few times).

And anyone familiar with China will tell you (and this is one way the Chinese are actually spiritually quite similar to the French), Chinese people LOVE to complain, and are definitely not shy about it. Speak about government policies to anyone in China and get ready for an hours-long dizzying discussion about the myriads of ways in which China does NOT work.

The notion that Chinese people can't complain is something only someone who's never shared a dinner table with a Chinese family could possibly believe...

AND, most importantly, as this report's results indicate, the Chinese government - unlike many Western governments - actively listens to and acts upon people's feedback (a striking example I stumbled upon just today: x.com/i/status/20531…). Which - last I checked - is supposed to be what democracy is all about: having your policies guided by the will of the people.

What's the freaking point of being allowed to complain or expose whatever government failure if nothing changes? 🤷‍♂️ That's not democracy, it's just theater.Image
Read 5 tweets
Apr 24
Wow, this is huge, after months of speculation and the U.S. running a massive pre-emptive discreditation campaign (x.com/RnaudBertrand/…), DeepSeek-V4 is finally out!

I haven't studied it in depth but here are the most striking aspects as far as I can tell:

- Fully open sourced with open weights (available for download on huggingface: huggingface.co/deepseek-ai)

- Zero CUDA dependency anywhere in its stack, which is probably the biggest deal of all. For those who don't know, CUDA is Nvidia's software layer - the foundation nearly every frontier AI model in the world is built on. Except, as of today, DeepSeek V4, which can run entirely on Huawei Ascend chips via Huawei's CANN framework (finance.yahoo.com/sectors/techno…). Very concretely it means that China now not only has its own frontier AI models, but its own domestic AI stack, top to bottom.

- The prices are insanely low. V4-Pro is roughly 3x cheaper than GPT-5.5 on input and 8.6x cheaper on output. And V4-Flash is an order of magnitude cheaper still, at $0.14/$0.28 per million tokens vs OpenAI's $5/$30 - so 30-100x cheaper than GPT-5.5 (!). And remember, these are the prices DeepSeek charges on its own API - anyone can download the weights and run them for "free" on their own server.

- It is at or near the frontier on most benchmarks that matter. V4-Pro-Max matches or beats GPT-5.4 and Claude Opus 4.6 on competitive programming (Codeforces rating 3206), coding (LiveCodeBench 93.5), and math (HMMT 95.2, IMO AnswerBench 89.8). It trails the very newest GPT-5.5 and Opus 4.7 on a handful of the hardest agentic and knowledge benchmarks, but it's in the same league.

In effect the value proposition is: "Same league as frontier US AI, at a fraction of the price, open-source and freely modifiable, and hardware-agnostic - you can run it on whatever infrastructure you choose."

Which is insanely good. I now understand the need for a preemptive discreditation campaign: they had every reason to be worried. For the vast majority of use cases, you'd have to be a literal idiot to keep paying OpenAI or Anthropic's prices when this exists.
This 👇 is indeed interesting. It means:
a) V4-Pro is genuinely being served on Huawei chips (since limited by Huawei 950 supernode availability)
b) they expect far bigger compute scale in H2 2026, and that API prices will drop significantly further
Read 8 tweets
Apr 11
Wow, that's extremely rare for a U.S. treaty ally.

South Korea's president, addressing Israel: "It’s disappointing that you don’t even once reflect on the criticisms from people around the world who are suffering and struggling due to your relentless anti-human rights and anti-international law actions."

He said this after posting this yesterday (x.com/Jaemyung_Lee/s…), a video of IDF soldiers throwing a young Palestinian off a rooftop and commenting that "there is no difference between this and the Japanese wartime sexual slavery issue we raise, the massacre of Jews, or wartime killings."

Israel's Foreign Ministry responded that his post was "unacceptable" but President Lee obviously - and courageously - chose to double down 👇

Also probably says a lot about where U.S.-South Korea relations are at right now.
He's backed by other senior South Korean political figures, like Choo Mi-ae (the first female leader of South Korea's Democratic Party) 👇
Or Park Hong-geun, Minister of Planning and Budget, who calls on Israel to "break free from the chain of victimhood becoming perpetration" 👇
Read 4 tweets
Apr 6
So, if I got that right, here's the narrative:

- A US F-15E fighter jet got shot down over Iran, despite Trump saying 2 days beforehand in his nationwide address that Iran has "no anti-aircraft equipment. Their radar is 100% annihilated." (apnews.com/article/donald…)

- The plane's weapons systems officer - a "highly respected Colonel," according to Trump - ejected from the plane and got "seriously wounded" (still according to Trump: truthsocial.com/@realDonaldTru…)

- He still managed to "hike up a 7,000-foot [2.1km] mountain ridgeline and hide in a crevice" in the Zagros Mountains, despite his wounds (time.com/article/2026/0…)

- U.S. MQ-9 Reaper drones started killing all "Iranian military-aged males believed to be a threat who got within three kilometers of [the American's location]" (x.com/ByChrisGordon/…)

- To retrieve him the U.S. managed to seize an "abandoned airport," 200 miles deep inside Iran, near Isfahan (bbc.com/news/articles/…), which happens to be where Iran's largest atomic scientific center is located (en.wikipedia.org/wiki/Isfahan_N…)

- They landed two MC-130 military transport planes in that airport (theaviationist.com/2026/04/05/u-s…) in an operation involving "hundreds of special forces troops and military personnel" (time.com/article/2026/0…)

- Both MC-130 planes got "stuck in the sand" and the U.S. destroyed them themselves "to prevent them from falling into Iranian hands" (theaviationist.com/2026/04/05/u-s…)

- They deployed "three new aircraft to extract all the U.S. personnel" on the ground (theaviationist.com/2026/04/05/u-s…)

- There are videos circulating online of "heavy clashes" with presumably Iranian missiles raining down in Kohgiluyeh County, in the Zagros Mountains during that night (x.com/Afshin_Ismaeli…)

- Iran sent pictures of the aftermath at the "abandoned airport" and it's a sight of utter destruction, with US plane and MH-6 helicopter parts scattered all over the ground, still smoking (turkiyetoday.com/region/wreckag…). Iran claims they are the ones who in fact destroyed all the aircraft.

- Meanwhile a second U.S. plane, an A-10 Warthog, also crashed on Friday near the Strait of Hormuz according to two U.S. officials speaking to the NYT (nytimes.com/live/2026/04/0…). In that instance too the lone pilot was apparently "safely rescued."

- In all this, after the multiple planes and helicopters destroyed or shot down, the documented heavy clashes, the "hundreds of special forces troops and military personnel" operating deep inside Iran, not a single US soldier was reported killed "or even wounded" (according to Trump: truthsocial.com/@realDonaldTru…).

- And the 'highly respected Colonel' this was all for? No name. No photo. No interview. Nobody has spoken to him nor knows who he is.

So to sum up: anti-aircraft equipment that supposedly didn't exist shot down an F-15 (and, apparently, an A-10 Warthog the same day). A seriously wounded man climbed a 2.1km mountain. The US seized an airfield 200 miles inside a country it's at war with, next to one of its most strategic nuclear sites, and deployed hundreds of troops all apparently unimpeded. Lost two planes to "sand" and destroyed their own helicopters. Videos show heavy clashes, missiles raining down - but not a single person got "even wounded". And the man at the center of it all? Nobody knows who he is, completely anonymous, zero pictures, but Trump says he is "SAFE and SOUND." And so is the rescued A-10 Warthog pilot, who also remains anonymous.

Trump concludes this all proves the US has "achieved overwhelming Air Dominance and Superiority over the Iranian skies" (truthsocial.com/@realDonaldTru…), despite the whole episode only happening because Iran shot his planes out of the sky.

Basically, the only thing that's "overwhelming" here is the audacity of the storytelling...
Iran's count is that the US lost 12 aircraft in the rescue operation (on top of course of the downed F-15 and A-10 Warthog) 👇

Which, if accurate, would be a disaster of unprecedented proportions.
x.com/upholdreality/…

Heck, even the count semi-officially acknowledged by the US (5-6 aircraft destroyed: 2 MC-130Js, 1-2 Little Birds, F-15E, A-10) is remarkably disastrous for what's being sold as a triumph.
Read 5 tweets
Mar 23
The ultimate proof that Iran has, in fact, escalation dominance here.

Iran already said "there has been no direct or indirect contact" with Trump (). He basically chickened out after Iran's threats on desalination.

Incredibly, Iran took on the US symmetrically and won.iranintl.com/en/liveblog/20…
By the way, the fact that everyone's first instinct, including in the US, is to automatically assume Trump is lying and to wait for Iran's statement to understand what's going on is immensely telling in and of itself.
Trump is now speaking about sharing power with the Ayatollah 😅
Read 6 tweets
Mar 19
I hate to be the bearer of bad news but if infrastructure like this 👇 gets blown up, as of this moment it will take at least a decade to recover from this war - and the truth is that the world's energy picture is probably changed forever.

This single facility 👇produced roughly 20% of global LNG supply (aljazeera.com/news/2026/3/18…) and, as of 2011, had taken $70 billion to build (energyintel.com/0000017b-a7be-…).

What makes this even worse is that Iran's strike on this was retaliation after Israel attacked their South Pars gas field which draws from the same natural gas reservoir, which is the world's largest by far (9,700 km² - about the size of Qatar itself).

Heck, on the list of the 25 largest natural gas fields (en.wikipedia.org/wiki/List_of_n…) this single reservoir holds roughly 40% of their combined recoverable reserves - and is nearly 6 times bigger than the 2nd biggest field in the world. And, unlike many of the others on the list, it's only at 10% depletion (meaning 90% of the gas is still there).

Which means that, probably for many years, a huge share of the gas from the world's largest reservoir simply won't be extractable, as infrastructure on both sides - Qatar's and Iran's - has now been blown up.

From a global energy supply perspective, we're deep into worst-case scenario territory.
Even Trump realizes just how catastrophically bad this is 👇.

He fails to mention it's entirely caused by himself, though. A totally avoidable war he started.
The Israelis' reply: "Trump knew, we're joined at the hip in this" 👇
Read 8 tweets

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