Arnaud Bertrand Profile picture
Dec 15 6 tweets 4 min read Twitter logo Read on Twitter
This might be the best explanation I heard for "why Oct 7" and, surprisingly, it comes from Ami Ayalon, former head of the Shin Bet, Israel's secret service, and commander-in-chief of the Navy.

Here what he says (this is the first video, there are a couple more below which you'll really want to watch):

He says the "most important cause [of Oct 7]" was "the political paradigm", whereby Israel's policy was "divide and rule", meaning Israel "had to make sure Palestinians would not have a unified leadership" and could therefore always say "nobody to talk with, nothing to talk about". Concretely "in order to do it [Israel] had to make sure Hamas would go on controlling Gaza and the Palestinian authority the West bank", and incite them to "fight each other". This is why Israel "enhanced and assisted Hamas, transferred money, etc."

As a result of all this Hamas "got the Palestinians' support" because "they became the only administration who fought against the Israeli occupation and for the purpose of Palestinian freedom" while Fatah and the Palestinian authority became perceived as "Israeli collaborators". In his assessment "between 70 to 80% of the Palestinians are supporting Hamas, only because Hamas is perceived as the one who fight for [their] freedom."

He says Israel completely misunderstood the situation before Oct 7 because it measures "hardware" whilst Hamas measures "software", meaning that after every fight between Israel and the Palestinians, success for Israel is measured in "losses in human life, in military installations, in military infrastructure" whereas what Hamas measures is "the support of the people." As an illustration he says that in May 2021 - when there was fighting during 2 weeks and around 300 Palestinians were killed (to 17 on the Israeli side) - Israel thought that Hamas "suffered a huge loss and a huge military defeat" but from Hamas's standpoint it was "a huge victory" because this led to Hamas, for the first time, getting "more than 50% of the support from the Palestinian people."
He says another key cause was "the new Middle-East [plan] presented by Biden" because "Palestinians were not mentioned".

To him this was a major mistake because "the Palestinians see themselves as a people, a nation" and this made them "feel alone and abandoned". As a result the Palestinians "chose the Samson option" because "they felt that they had nothing to lose and this was the only way for them to show to the world 'you will not be able to create stability in this region if you will bypass Palestinians.'" He concludes: "the tragedy is that they succeeded".
This part is absolutely extraordinary: he compares Israel's current strategy to that of "ISIS and Al Qaeda".

He says many people in the current Israeli leadership set as a "political goal" to "create a human disaster in Gaza because from the chaos we shall start again." He says "this is exactly the theory of the most radical, fundamental Muslim organizations; this is exactly the theology and the strategy of ISIS and of Al Qaeda."

Remember the Netanyahu government's talking point that "Hamas is ISIS"? Here we have the former head of the Shin Bet actually saying that the current Israeli government is ISIS. Quite something!
Lastly, what's the solution here according to him?

He believes there is no other option than the two-state solution, because "this is the only way for us to be safer without losing our identity".

He says the current events actually make it more likely because Oct 7 made it become "a global issue" and "the only thing that all the global players agree is on the concept of two states: America, Europe, Russia, China, the Arab peace initiators, all of them understand."

He says before Oct 7 "it didn't matter because Palestinians didn't exist [figuratively]" but now because "it create instability everywhere in the Middle-East and influences the confrontation between America and China", solving things has become an imperative.

He actually begs great powers to impose a two-state solution: "I really hope that someone will put it on the table."
So to summarize he places the blame for Oct 7 squarely on Israel and the US because, in a nutshell, 1) the "Israeli occupation" continues and Israel propped up Hamas as the only political player "who fight for [Palestinian] freedom" and 2) Biden's new Middle-East plan completely ignored the Palestinians which effectively provided the match to light the powder keg as it gave Palestinians a sense of urgency and a feeling they "had nothing to lose".

He's also extremely critical - that's an understatement - of the current Israeli strategy because he compares it to that of ISIS and al Qaeda. To him the only solution if the two-state solution and therefore an end of the Israeli occupation.
By the way, this is the source video (which is worth watching in full):

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More from @RnaudBertrand

Nov 30
My favorite Kissinger video was when he introduced his wife to Mao, who got his mind absolutely blown by the height difference 😅
Kissinger was immensely impressed with Mao, as he later wrote: "There were no trappings that could account for the sense of power Mao conveyed. Mao emanated vibrations of strength and power and will. In his presence even Chou [Zhou Enlai] seemed a secondary figure." Image
This transcript of a discussion between them is also quite fascinating:

For instance at some point they discuss India and Mao explains why "India did not win independence", judging that "the influence of Ghandi’s doctrine on the Indian people was to induce them into non-resistance".digitalarchive.wilsoncenter.org/document/memor…
Read 4 tweets
Nov 16
There you go, China obviously displeased.

And I suspect simply dumbfounded: "why would you ask us over to improve the relationship and publicly insult us?" It makes no sense.

It's also terrible for the US's image in the world, highlights they just can't do diplomacy anymore.
Read 4 tweets
Nov 13
Macron's list of continuous flip flops on Gaza is due another update after his more recent declarations so here it goes (proving how utterly confusing France's foreign policy has become):

- 12th of October: France bans all pro-Palestinian protests (the French, as they do, don't care and protest anyhow)

- 24th of October: Macron goes to Israel and even propose France joins the fight against Hamas (!)

- 28th of October (4 days later!): France was one of the very rare Western nations that voted the UN resolution for a "humanitarian truce".

- 2nd of October (another 4 days later): Benjamin Haddad, the spokesperson for Macron's party, says he isn't for a ceasefire.

- 11th November: Macron now says he's for a ceasefire and tells the BBC that he "urges Israel to stop" because "there is no reason and no legitimacy [for killing civilians"

- 13th of November (today): Macron now declares he "unequivocally supports Israel and its right to self-defense."

Again, Macron's most singular political strategy is the "en même temps", trying to stand on all sides of all issues at the same time. Resulting in this: France ends up being led on a road to nowhere and no-one understand where it stands.
12th of October, France bans all pro-Palestinian protests
24th of October, in Israel "Macron proposes that the coalition against the Islamic State [which France is also a member of of] can also fight against Hamas"
Read 7 tweets
Sep 25
This is so profoundly true and everyone needs to understand that. This is a 2011 video of James Peck, Professor of History at NYU, author of "Ideal Illusions, How the U.S. Government Co-opted Human Rights" and one of the keenest observers of China in the U.S.

He explains that actually, when it comes to "human rights" in China, Western backing of the various individuals and movements is "a serious mistake".

For instance he makes the stunning claim that before the 1989 Tiananmen events he went to "a soirée" at the American embassy and "it was filled with the people who later became very prominent in Tiananmen." He remarks that the way to understand this is to "imagine a comparable contrast in this country where Americans were busily associating with people in a foreign embassy" and then attempting a revolution...

I have zero doubt in my mind that if China or Russia made interference efforts in the US similar to those the US makes in their countries, the US would undoubtedly become an incredibly more dystopian surveillance and security state than it is today, and much more "authoritarian" than China or Russia have ever been.

In way, this is what the PRC has always been telling the world: "no foreign interference". But we've always doubled down in this profound mistake, which in the end helps absolutely no-one.

We always comes back to the all-important golden rule: "Do not do unto others what you wouldn't like done unto you".
He also had a fantastic response to a halfwit question about human rights in China: "you are speaking in a country [the US] that has the largest prison population in the planet, bigger than China's [...] You sometimes say 'we should follow the American model'. What's the American model? Well, find a continent that only has Indians on it that you can get rid of, develop it, become incredibly wealthy, not have foreign powers on your borders and... have the American model!"
Lastly, and I couldn't agree with this more, he explains it is a "profound misunderstanding" to believe China's market reforms "were possible without the revolution" (i.e. the Mao era).

He also explains that the Western version of recent Chinese totally miss the context in 1949 when "the US [was] on Taiwan, blockading all the major cities on China that were the treaty ports and you have a 100 million people in those ports whose trade had once been with the external world and no longer can China develop in that road. It's gonna have to figure out how to develop, because of that hostility, I think significantly, a kind of revolution that turns deeply inward."
Read 4 tweets
Sep 10
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".

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Read 29 tweets
Sep 4
The more I think about it, the more the I realize how huge this news actually is, how big a win it is for China, and how big a loss for the US.

In one simple move, China basically proved that the enormous years-long efforts the US put to destroy both Huawei and the Chinese semiconductor industry have been defeated.

In typical Chinese fashion - words are cheap in China, you prove yourself with deeds - they didn't make any announcements about it. Huawei didn't even communicate on the product launch, the phone just showed up in their store. And that was coincidentally on exactly the same day as the visit of US Commerce Secretary Gina Raimondo, who had vowed to "slow China's innovation rate". Talk about symbolism!

People had to look inside the phone to find out it is equipped with Huawei’s in-house Kirin 9000s processor, which is apparently made by Chinese semiconductor firm SMIC using a 2nd generation 7nm-class fabrication process. Less than one year ago, when the US introduced its sweeping set of sanctions against the Chinese semiconductors industry, "experts" vowed it would kill the industry or at least freeze its technological progress at the 28 nm chips China were at back then. Fast forward to now: China can evidently mass-produce 2nd generation 7nm chips entirely indigenously. The iPhone 14 Pro has 4nm chips so China is now almost on par, maybe just 1 or 2 years behind but catching up at an insane speed.

So what has the US managed to do? They've transformed Huawei into an incredibly more resilient company and have made China build an entirely indigenous semiconductors ecosystem, which wasn't the case at all before the sanctions, and which I am sure will prove to be a formidable competitor to other semiconductor companies out there.

Because other countries have been paying attention here. They now know that it's super dangerous to source semiconductors with Western firms as the US won't hesitate to weaponize the industry for geopolitical ends. So they'll turn to Chinese firms...

What about Huawei's new phone? You can absolutely bet Huawei will end up eating a significant market share from Apple - as was the case before the sanctions. Especially in China where patriotic Chinese will undoubtedly rush to buy the phone, now a symbol of China's technological might.

So it's lose, lose, lose for the US. Much more loss than if they hadn't done any of their aggressive actions against Huawei or China's chip sector.

Which again goes to show just how utterly pointless this new "cold war" is. Had the US decided to remain in engagement mode instead of "extreme competition" mode (as they call it), they'd have been much better off.

In a word: hubris.
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And this 👇 Of course. For many Western chip-related firms China was 40-50% of their revenue. Let me tell you: their future market share in China isn't looking too good for them right now, and that's the understatement of the century...
And of course I couldn't possibly tweet on this topic and not remind people of this classic "China watcher" take from last October when the US chip sanctions were announced.

Works for the Rhodium group, "an independent research provider combining economic data and policy insight to analyze global trends." He certainly nailed that trend 😂
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Read 4 tweets

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