Arnaud Bertrand focused heavily on China’s growing technological, economic and geopolitical weight, arguing that Western narratives often misrepresent China and that Western policy is weakening Europe and obstructing cooperation.14203036 He also criticised US influence, European dependence, Macron, and arrangements such as the Greenland deal, while advocating sovereignty, strategic autonomy and restraint in international affairs.4212443 AI was a major thread: he highlighted China’s data-centre, AI-video and model capabilities and argued that proposed Western AI-safety coordination could function as an anti-China cartel.305155
On the record
last 30 days · 41 positionsLatest positions
- 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 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 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 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
- ABArnaud BertrandSharply worsening on Europe Bertrand says Europe deluded itself far worse than India and now faces being eaten or fighting a tiger with little claws. “or, to a far worse extent, the countries of Europe - that deluded themselves into believing the cuddles were genuine now face an impossible choice” Open the post Quite the momentous article by Navtej Sarna, Ind… · 28 Sept
- ABArnaud BertrandWorsening on Washington Bertrand says India has no real friends in Washington, as votes to punish India cut across party lines. “when push comes to shove, India has no real friends in Washington” Open the post Quite the momentous article by Navtej Sarna, Ind… · 28 Sept
Their output
149 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- China 56 items · disputed
- US 35 items
- Donald J. Trump 15 items
- AI 14 items
- Xi Jinping 13 items
- Iran 8 items
- France 6 items
- Europe 6 items
See what your own voices say about Arnaud Bertrand, every morning.
Start a desk