Arnaud Bertrand Profile picture
Mar 17, 2025 1 tweets 5 min read Read on X
This is an absolutely fascinating interview - maybe one of the most thought-provoking I've read so far this year - of @kejimao, one of China's upcoming scholars and a Research Fellow at the International Cooperation Center of China's powerful National Development and Reform Commission (NDRC, the top organization for China's economic planning and policymaking).

A summary of the best takes from the article which you can find in full here: thechinaacademy.org/starting-the-t…

1) On Trump's reforms and actions

Mao Keji says Americans voted for Trump because "America’s problems— social, economic and political—had become so entrenched that they could no longer be fixed by politics as usual."

He argues however that the actions of the new administration remind him of those of Khrushchev in the Soviet Union "who, in his secret speech at the 20th Congress of the Soviet Communist Party, exposed many of Stalin’s dark deeds. Although this consolidated his political position in the post-Stalin era, it permanently damaged the Soviet Party’s domestic authority and international moral standing, with the Sino-Soviet split being the most direct result. [Similarly,] Musk and Trump’s tireless efforts to expose the so-called 'deep state' are certainly beneficial to the new administration, but the damage they are inflicting on America’s institutions and moral authority is irreversible and incalculable."

He also says he has "serious doubts about [Trump's] radical reforms", and he also question whether "they are truly motivated by America’s interests or just the self-interest of these individuals." Although he does recognize that "the fact that an unconventional reformer like Trump could emerge suggests that the American system does indeed possess a strong capacity for self-correction," and that it's a safer bet to "overestimate [the impact of] Trump’s reforms than risk underestimating them."

He makes the parallel between Trump's approach to reform and China’s Cultural Revolution in the sense that "a small group of political outsiders, with the tacit approval of their leader, has gained access to the core of government and power and is exploiting widespread social dissatisfaction to rally large numbers of ordinary people—especially those from the lower rungs of society and young people with little experience of the world—to launch a fierce assault on the existing system. At the moment, it seems that much of what DOGE is doing—exposing shocking 'dirt' on social media—is less about genuinely pushing for reform and more about maintaining the 'revolutionary legitimacy' of this movement, ultimately creating a cycle of self-reinforcing and escalating fervor."

Lastly he says that in his view the Trump administration is, contrary to popular belief, less arrogant than "many establishment think tanks and media outlets in the US" because, contrary to them, he doesn't automatically assume "that their values are superior." Which matters because, as per a quote of the Three-Body Problem Trilogy that he really likes: "Weakness and ignorance are not barriers to survival, but arrogance is."

All in all he says that "predicting what will happen in the four years of Trump’s second term is extremely difficult, but for now, one thing seems certain: the US’s global influence will shrink significantly. This is perhaps the clearest trend to emerge so far from Trump’s second term. If Trump’s policymaking continues at its current pace, then by the end of his four years, the US alliance system, the dollar’s status as a global currency, America’s influence over multilateral institutions, its military presence across the world, and even its ideological and media dominance will all be significantly diminished. This is a deliberate choice by the Trump administration, most likely based on the belief that the costs of maintaining these global arrangements outweigh their benefits to the US."

This doesn't mean however that America will be isolationist as Trump may "revive the 19th-century doctrine of spheres of influence. That means a return to an era akin to that of the warring states period, in which great powers can simply draw circles on a map to determine the fate of smaller nations."

2) On how countries should deal with Trump

He says that "the best strategy for responding to [Trump's] pressure is to demonstrate that you are both able and willing to impose costs [on him]. At the same time, showing weakness or displaying anxiety in front of him will not get you any sympathy. On the contrary, it will only invite further aggression. [...] Surrendering just invites further humiliation; only by resisting to the very end can one turn the situation around."

He argues that "Canada, Denmark, Germany and Ukraine have all proven this point. As obedient allies who have always followed Washington’s lead, they trusted the US too much and never had a strategy for counteracting or resisting it. In the face of Trump’s threats, they were helpless and ultimately suffered humiliating blows."

3) On Trump's impact on China

Fascinatingly he says that Trump "is only a marginal variable for China." This is because "China is a vast country with a large population and a massive industrial base. In many cases, so long as its domestic affairs are well managed, there is no need to fear a volatile international situation."

In fact he argues that Trump's first term was very helpful for China because his "trade and tech war was a wake-up call that made China realize the urgency of developing independent and controllable technological pathways and accelerating its transition towards smart technologies. Without Trump’s policy of extreme pressure, no Chinese government department or domestic enterprise would have been able to drive the transition to domestic alternatives." Thanks to this China is now in a strategic place where "there is no need to fixate on Trump."

4) On India-US and India-China relations

His view (India and Sino-Indian relations is actually his core area of expertise) is that "US-India relations are likely to cool during Trump’s time in office" because Trump doesn't "particularly seek to rely on India to counterbalance China" and therefore "India does not hold particularly high [strategic] value for Trump."

Instead Trump seems to be very transactional in his approach, seeking to "extract tangible financial gains from India through the export of arms, energy and technology."

He believes this may induce a change of strategy for India which had so far "sought to leverage its future great-power status and its strategic potential to counterbalance China in exchange for free strategic resources." If Trump now seeks to "put an explicit price on these strategic resources and force India to accept the full terms, Modi would definitely not just obediently comply."

In turn this may lead India to "restore engagement with China," if only as a "facade of Sino-Indian friendship [to] help India increase its value in the eyes of the US."

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More from @RnaudBertrand

Jun 26
It says an awful lot about France - and not in a good way - that there is "political divide" on using air conditioning when temperatures literally exceed those of the Sahara desert, and when France has one of the greenest energy mixes in the world (thanks to nuclear).

And it says even more that those who oppose AC are often the same as those who oppose nuclear: the view - presumably - is that you should neither adapt to climate change (AC) nor prevent it (nuclear).

Also the same people, incidentally, who oppose pesticides and fertilizers - basically modern farming - and push for all-organic: a prescription that, if universally applied, would literally starve billions of people (and, ironically, would require so much additional farmland it would devastate the world's remaining forests).

It's all part of the same logical fallacy, the notion that if something causes a problem, then that thing is the problem.

Yes progress and technology caused and continue to cause plenty of environmental issues. And there is indeed something seductive in saying "we've gone too far, let's change tracks, let's head towards a simpler, slower life, we used to be like that."

But not only is this just not feasible without causing far greater harm to ourselves, it's also a fundamentally nihilistic and mortiferous ideology. One that rests on a profound discomfort with what's arguably the single most defining feature of humanity: our ability to shape our environment to suit us, to fight our circumstances rather than surrender to them. That's been the case ever since we discovered fire and invented farming.

It is, at the end of the day, the transformation of humanity's genius - our need to create and improve our condition - into a vice. They make it sound like a humanistic project but how could it be since the core premise is fear of humans and contempt for our very nature?

Conclusion: yes, 100 times yes, use AC. You'd need to be a complete moron to let yourself boil under 43C heat in order to "save the planet." If climate change is to be solved, it will be by getting the ideologues out of the way of the people who actually fix things.
This about sums it up 🤣 Image
Read 4 tweets
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
Image
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

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