Arnaud Bertrand Profile picture
Aug 24, 2024 17 tweets 5 min read Read on X
Quite an incredible move in French politics today that might reveal that we're in fact witnessing nothing less than a coup by Macron.

Let me explain 🧵
You'll remember that on the 7th of July France held elections that Macron lost badly, and which the left's "New Popular Front" won. Image
We're now 48 days afterwards and Macron and his government are still running the country, they've basically ignored the election results which is unprecedented in the history of the French 5th republic. Image
Normally, as is the rule set by precedents, Macron should have nominated a Prime Minister from the New Popular Front, the winners of the elections 🤷‍♂️
At first Macron argued that it wasn't convenient to change government right before the Olympics games and argued for an "Olympics truce".

Which is a bit bizarre because he's the one who decided to hold the elections right before the Olympics 🤦‍♂️
Anyhow we're now almost 2 weeks after the end of the Olympics and the situation is still the same so everyone is started to ask "wtf?"
Especially given that the New Popular Front has a Prime Minister ready: Lucie Castets, a senior public servant. Image
Now the excuse by Macron's camp is that they refuse a government with anyone from LFI ("France's unbowed", Mélenchon's party), the main party on the left and therefore the main party in the New Popular Front coalition (Lucie Castets is not from LFI but some ministers could be). Image
Macron has been demonizing LFI in a very similar fashion to the way Jeremy Corbyn was demonized in the UK, with accusations of antisemitism for their support of Gaza.

Except that unlike Corbyn, LFI doesn't bow - they're "France unbowed" after all - and fight back the accusations
Which brings me to what happened this morning, an incredible gamble by Mélenchon who asked an open question to Macron: "Say we committed to no LFI members in the government, would you nominate Lucie Castets Prime Minister?" Image
This forces Macron's hand: if he says "no", as Mélenchon himself wrote, it'd show that Macron's refusal to have LFI in the government is "just a pretext to deny the election results".

In effect if he says no, he openly admits that he just doesn't accept the election results.
Olivier Faure, who leads the Socialist party (the other big political force in the New Popular Front) backs up Mélenchon and says the "pretext of the presence of LFI ministers" isn't valid anymore. Image
In a way a New Popular Front government without LFI would in itself a denial of democracy because most voters voted for them *because* LFI was part of the coalition.

But this is also an act of political courage by Mélenchon and a way to put Macron in front of his contradictions.
We've already had some of Macron's lieutenants reply such as Benjamin Haddad (former spokesperson for Macron's party in the French parliament) who literally says that a New Popular Front gvt is unacceptable either way because it'd be bad for France.

They get to decide this? 🤔 Image
Let's see what Macron ultimately does but we're truly witnessing something extraordinary that demonstrates how undemocratic France has become: the people voted and the result of their vote is so far simply rejected because those holding power don't like it...
I got this community note 👇 in the thread, which is NOT true. In the elections of 2022 - the prior ones - Macron's party arrived first without winning a majority yet Macron didn't hesitate to nominate a Prime Minister from his own party 🤷‍♂️
Image
Image
Another extraordinary comment on this matter by François Bayrou, a former Macron minister and a famous centrist politician in France:

He literally says that the answer to Mélenchon's question is "of course no" (i.e. a New Popular Front government won't be accepted no matter what) because the program of the NFP is "very dangerous" for France.

There you have it, he said the quiet part out loud: folks who lost the elections refuse to leave power in favor of those who won it because they disagree with the policies the winners would enact, and they believe they're the ultimate judge for how the country should be governed.

Absolutely unreal.

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More from @RnaudBertrand

Jan 19
Wow, this is huge. I just tried it myself with a foreign phone number (you can apparently choose any country, see screenshot) and it's true: you can now join Douyin - the Chinese version of TikTok - as an international user.

Which means the Great Firewall is coming down in the most unexpected way: with the world joining the China side of the wall.

Really feels like a Berlin wall moment, except in the opposite direction.Image
Image
For people wondering where the hell I found the app, given it's not on Western app stores: apkpure.com/douyin/com.ss.…
Zero "TikTok refugee" on here so far that I've seen, pure Chinese content
Read 5 tweets
Dec 27, 2024
This 👇 is arguably an even bigger Sputnik moment for China than the 6th generation fighter jet: a Chinese AI Model called DeepSeek v3 rivals - and often surpasses - the latest ChatGPT and Claude models in pretty much all respects for a tiny fraction of the training cost (only $5.5m), and it's open sourced (meaning anyone can use, modify, and improve it).

The fact that it's so cheap to train is particularly important as it completely changes the game of who can participate in advanced AI development. Up until now, the assumption was that you needed hundreds of millions or even billions of dollars to train such a model, yet DeepSeek did it with just $5.5m, a sum of money accessible to just about any startup anywhere. Concretely, this means that DeepSeek has just proven that serious AI development is not limited to tech giants.

And their model is not only cheap to train, it's also extremely efficient to run. They use an architecture called Mixture-of-Experts (MoE) where, while their full model has 671 billion parameters (which is huge), it only uses 37 billion at a time. To compare, Meta has 405 billion parameters in their latest Llama3.1 model and uses all 405 billion at a time. DeepSeek V3 is more than 10 times more efficient, yet performs better than Llama3.1 at almost all benchmarks (English, Math, Coding, etc.).

DeepSeek V3's performance at key benchmarks is impressive across the board:
- Crushes advanced math problems (90.2% on MATH-500, vs 78.3% for Claude-3.5-Sonnet and 74.6% for GPT-4o)
- Excels at coding (82.6% on HumanEval, vs 81.7% for Claude-3.5-Sonnet and 80.5% for GPT-4o)
- Can process huge amounts of text at once (128K tokens, roughly equivalent to 100,000 words in English)
- Processes text at 60 tokens per second, about twice faster than GPT-4o

And the craziest part is that it's open-source, meaning that:
- Anyone can download and study the code
- Developers can modify and improve it
- Companies can integrate it into their products without paying API fees
- The entire AI community can learn from it

Lastly, this obviously comes during an interesting context in China-US relations where the US is doing its utmost to prevent China from progressing technologically, especially in AI. As such, this is an absolutely beautiful response by China: "despite all your restrictions, we just built a world-class AI model for 1% of your cost, made it more efficient than anything you have, and open-sourced it for the whole world to use."

It's also a triumph of brains over money and raw power: with its restrictions the US placed China in a situation where it had to use resources more intelligently. As the saying goes "necessity is the mother of inventions"... And here we now are: China may have just changed the rules of the game forever, democratizing the very technology the US tried to restrict and proving, once more, that human ingenuity always finds a way.
Interesting background on the company behind the model 👇
Read 4 tweets
Dec 17, 2024
This 👇 potentially changes everything, it looks like Trump envisions a U.S.-China G2.

He says that "China and the United States can together solve all the problems in the world".
x.com/kyleichan/stat…

From the point of view of a citizen of the Earth, I'm all for an improved relationship between the U.S. and China. And so far, despite some of his hawkish appointments, all of the statements by Trump himself point to that. Actions must follow of course, which is anything but a given: U.S. rhetoric often bears little correlation to their actions...

From the point of view of a European though, a US-China G2 would be a strategic disaster of the highest order. In fact it's long been something that many European strategic thinkers have warned about: if a US-China G2 materializes without Europe at the table, it will be on the menu.

A U.S.-China G2 would effectively mark an end to the undeclared world war we've been witnessing these past few years and declare the U.S. and China to be the 2 winners, setting the new rules of the game together the way the winners of WW2 did. Europe had a De Gaulle and a Churchill back then to defend its interests, there's virtually no-one today...

Which is why I've long said it was so strategically dumb for Europe to blindly follow the U.S. in its hostile strategy against China as one day (which looks like it may be coming soon) the U.S. would be bound to flip its position, leaving Europe exposed and with a damaged relationship with China. The smarter approach would have been to maintain an equally balanced relationships with both powers while building up European strategic autonomy. Instead of following Washington's lead on chip restrictions, decoupling initiatives, and confrontational rhetoric, Europe could have carved out its own path...

The question now is whether Europe can still recover its strategic position. And unfortunately the challenge appears nearly insurmountable: years of strategic complacency have left Europe vulnerable at precisely the moment when strength and independence are most crucial, with a complete absence of leaders of the caliber needed to navigate such tricky waters...
Love how this is already being mischaracterized by "China watchers" as Trump playing into Beijing's hands: the "G2 that Xi Jinping has hoped for".
x.com/BonnieGlaser/s…

When actually the concept of a G2 originates from the very heart of the U.S. establishment, from people like Fred Bergsten, Zbigniew Brzezinski and Kissinger: en.wikipedia.org/wiki/Group_of_…

And China has actually historically been very critical of it, even rejecting the very concept. Here's for instance what Chinese Premier Wen Jiabao told Barack Obama when the idea was floated during his administration (gov.cn/ldhd/2009-11/1…): "The main reasons we don't agree with the concept of a 'G2' are: First, China is a developing country with a large population, and we remain clear-headed about the long road ahead to build a modernized nation; Second, China pursues an independent and autonomous peaceful foreign policy and does not ally with any country or group of countries; Third, China maintains that world affairs should be decided jointly by all countries, not dictated by one or two countries." (original Chinese: 我们不赞成有关"两国集团"提法的主要原因是:第一,中国是一个人口众多的发展中国家,要建成一个现代化国家还有很长的路要走,对此我们始终保持清醒;第二,中国奉行独立自主的和平外交政策,不与任何国家或国家集团结盟;第三,中国主张世界上的事情应该由各国共同决定,不能由一两个国家说了算)

And again now we have the proposal coming from the U.S., not China, and we can quite safely assume it will likely again face quite a lot of opposition from China.
Read 4 tweets
Dec 3, 2024
This is crazy... So let me get this right:
- Yoon lost recent parliamentary elections
- He's invoking national security to justify emergency powers
- He's labeling the opposition as North Korean sympathizers
- He is strongly aligned with US policy (even strengthening ties with Japan, which is deeply unpopular with the population)

This sounds like a bad remake of the classic transitions to right-wing military dictatorship we saw in so many US vassals during the cold war.

Hopefully South Korea will be strong enough to prevent history from repeating itself...
Couldn't be more appallingly undemocratic: martial law can be lifted by a vote in parliament but he's blocking access to it 👇
Yoon's martial law declaration. Really reads like the ravings of the very worst military dictators, truly crazy stuff!
Image
Read 4 tweets
Nov 29, 2024
Goodbye Uniqlo China business (22% of their revenue!) 👋

It's a virtual certainty that Chinese consumers will stop shopping at Uniqlo after this. A *Japanese* company that publicly chooses to align with the West's Uyghur narrative against China (which not a single Chinese believes in, even those most critical of the government): it's the closest you can get to corporate suicide in China.

Puzzling why they'd do that.
The last company that said it'd stop using Xinjiang cotton was H&M. Their sales in China immediately decreased by 41% ()bloomberg.com/news/articles/…
To be clear the choice made by Uniqlo is not about whether to use Xinjiang cotton or not: it's about communicating about it. x.com/GearoidReidy/s…

Maybe they never even used Xinjiang cotton and that's their choice. But given how sensitive an issue this is in China, they'd also chosen for years to not communicate on this issue because it was obvious that if they did it'd instrumentalized by Western media in headlines just like the BBC article...

I don't why they suddenly decided to change position and and start communicating on this, but they did and it did generate headlines. That's the issue...
Read 5 tweets
Nov 15, 2024
Absolutely perfect illustration of what we enable with the way the media and the Western political class framed what happened in Amsterdam.

There was a football match between Israel and France yesterday and this 👇 happened at the beginning of the match: a horde of Israeli supporters openly lynched some French supporters in the stands.

Macron himself was in attendance at the match to show his commitment to "fighting antisemitism" after Amsterdam... He made no public comment that I know of on these French supporters getting lynched in front of his eyes. And the police made no reported arrests.

Had the reverse been the case, had this been some Israeli supporters getting lynched by a horde of French supporters, you can absolutely bet 100% that he (and all the French media) would have made a huge deal out of it.

You cannot overstate the absurdism of it: because we've so gaslighted ourselves around "antisemitism" and so distorted the meaning of it, Western countries would literally rather let our their own citizens get lynched on their own soil - in front of the president's eyes (!) - than face accusations being "antisemitic" in their own definition of the term.
French TV interviewed after the match an Israel supporter (wearing an IDF t-shirt) who participated in the lynching, who commented that "the security [in the stadium] was magnificent. I'll even say even too much... We had a small problem in the block K, directly it was settled, the police came and directly they solved the problem".

No comment...
Another video where French fans explain to the police, with video for proof, that the Israel supporters started the fight and that they arrested the French victims.
Read 5 tweets

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