Arnaud Bertrand

Musk built a monopoly on space. Can China break it?

There is an argument being made that what Tesla did to boost the Chinese EV industry, SpaceX will do to boost China’s commercial space industry.

Jul 3 • Arnaud Bertrand

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June 2026

The Book the West Refuses to Read

I checked: there is not a single thoughtful independent review - not even on Amazon, or Goodreads - of the latest volume of Xi Jinping’s book “The…

Jun 25 • Arnaud Bertrand

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Is Ray Dalio correct that China is reviving the tribute system?

I often like Ray Dalio’s takes on China but he gets quite a lot demonstrably wrong in his FT article on the “tribute system.”

Jun 22 • Arnaud Bertrand

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The sovereignty fraud: Taipei is now cheering its own carve-up - as long as it annoys Beijing

If you understand this story, you’ve understood much there is to understand about geopolitics around Taiwan.

Jun 6 • Arnaud Bertrand

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The Pax Silica Con

The US's "Pax Silica" sells itself as a wall against China, when it's really a cage to keep America's "partners" in - dependent on American tech, and…

Jun 4 • Arnaud Bertrand

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May 2026

China's spy agency thinks the worst is over

This is an extraordinary document which contains perhaps the most authoritative description of where China thinks its relationship with the U.S.

May 21 • Arnaud Bertrand

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The neocons' come-to-Jesus moment

What’s going on?

May 12 • Arnaud Bertrand

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America's Chief Warmonger Says the U.S. is "Checkmated" by Iran

There’s no overstating how extraordinary this Atlantic article is, given the author and the outlet.

May 11 • Arnaud Bertrand

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The Tyranny of "We"

Why "We Are All One Humanity" Is the Most Dangerous Idea on Earth

May 10 • Arnaud Bertrand

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April 2026

There is no AI race

The Chinese have this great principle: “Seek truth from facts” (实事求是).

Apr 24 • Arnaud Bertrand

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Don't bluff someone who can't fold

The war on Iran isn’t over yet, but it looks like we might in fact be staring at the one of the single biggest losses in the U.S.

Apr 9 • Arnaud Bertrand

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March 2026

The first multipolar war

By now, it’s painfully obvious that the Iran war is of a qualitatively different nature than most other U.S.

Mar 24 • Arnaud Bertrand

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