Arnaud Bertrand

Latest positions

• ABArnaud BertrandStrongly against on Dutch state Opposes the Dutch state's confiscation of Nexperia under Cold War-era emergency law, calling it a reason China should not invest in Europe. “the same Dutch state literally confiscated it using, for the first time, an obscure Cold War-era emergency law” Open the post This is one of the tragedies of the EU-China rel… · 14 Oct
• ABArnaud BertrandSharply worsening on Europe Expects Europe's prospects to worsen, saying it is entering a new Dark Age. “Europe is really entering a new Dark Age” Open the post This is really crazy: Europe is really entering … · 8 Oct
• ABArnaud BertrandSharply worsening on UK Bertrand argues the UK's National Security Act regime is more dystopian and repressive than Hong Kong's national security law, with speech now criminalized on unproven assertions. “This all goes way beyond Hong Kong's National Security Law” Open the post This is a good opportunity to remind everyone th… · 30 Sept
• ABArnaud BertrandRisk rising sharply on MI5 Bertrand warns that MI5 can trigger severe criminal exposure by merely asserting a foreign-intelligence link with zero proof provided. “MI5 just has to state with zero proof whatsoever - and they didn't provide any in this case - that an organisation is linked to a foreign intelligence service” Open the post This is a good opportunity to remind everyone th… · 30 Sept
• ABArnaud BertrandRisk rising sharply on parliament Bertrand criticizes Parliament for rubber-stamping designations on the Home Secretary's mere reasonable belief, with no court ever testing the accusation. “The designation itself only requires the Home Secretary to "reasonably believe" the MI5 accusation and Parliament to vote it through, and no court is ever asked to decide whether it's true.” Open the post This is a good opportunity to remind everyone th… · 30 Sept
• ABArnaud BertrandSharply improving on China He predicts an avalanche of Chinese mini-series will hit global social feeds, greatly expanding China's cultural reach. “an absolute avalanche of Chinese mini-series hitting every social feed on the planet” Open the post People are really not paying enough attention to… · 30 Sept
• ABArnaud BertrandStrongly bullish on AI He expects AI tools will soon (and already do) internationalize hundreds of thousands of mini-series. “China would soon have AI tools to easily internationalize” Open the post People are really not paying enough attention to… · 30 Sept
• ABArnaud BertrandStrongly bullish on Seko He warns Seko's capabilities are underappreciated and predicts it will have major impact. “People are really not paying enough attention to this.” Open the post People are really not paying enough attention to… · 30 Sept
• ABArnaud BertrandBullish on computer vision He points to computer vision technology as enabling the re-rendering of episodes with local characters and assets. “it regenerates the whole thing with local characters” Open the post People are really not paying enough attention to… · 30 Sept
• ABArnaud BertrandBullish on SenseTime He says SenseTime's tools already exist and will enable large-scale, localized content production. “Turns out I was already behind: these tools exist already.” Open the post People are really not paying enough attention to… · 30 Sept
• ABArnaud BertrandStrongly bearish on Anthropic PBC Bertrand argues Anthropic is in bad shape, spending $1.60 on compute per dollar of revenue while being the most expensive player, leaving it exposed in a price war. “when you're the most expensive in the market and STILL spend $1.6 in compute for every dollar in revenue, you're in pretty bad shape for a price war” Open the post By the way that's probably why Anthropic is so w… · 28 Sept
• ABArnaud BertrandWorsening on India Bertrand argues India lacks strategic foresight and mistook a friendly tiger for a tame one, leaving it in a bad strategic position. “what this illustrates - in many ways - is India's lack of strategic foresight” Open the post Quite the momentous article by Navtej Sarna, Ind… · 28 Sept