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Emmanuel Todd: Nato will disintegrate if Ukraine loses

Emmanuel Todd has long predicted the demise of the Western order. Credit: Getty

Emmanuel Todd has long predicted the demise of the Western order. Credit: Getty

October 9 2024 - 7:00am

Nato will ‘disintegrate’ if Ukraine loses its war with Russia, according to the French historian and public intellectual Emmanuel Todd. Speaking to Italian newspaper Corriere di Bologna this week, Todd claimed that ‘if Russia is defeated in Ukraine, European submission to the Americans will last for a century’, but that if the US-backed Ukrainian effort fails, ‘Nato will disintegrate and Europe will be left free.’

The comments were made during a tour to promote the Italian edition of Todd’s book The Defeat of the West, in which the author attributes Western decline to the increased secularization of Anglosphere society and argues that European powers are becoming increasingly dependent on the United States. As he sees it, the Ukraine war has only highlighted this wider malaise. In the interview with Corriere di Bologna, he claimed that ‘the Ukrainian army is in retreat, and it is a fact that it has difficulty recruiting soldiers’, adding that ‘Western economic sanctions have done more damage to the European economy than to the Russian one.’

Having stated at the beginning of last year that a third world war has already begun, Todd told the Italian newspaper that the outcome of the Ukraine war ‘will decide the fate of Europe’. He argued that Vladimir Putin ‘will have neither the means nor the desire to expand once the borders of pre-communist Russia are reconstituted’, and that the West ‘fantasizes about the desire for Russian expansion in Europe’, when really this ‘is simply ridiculous for a serious historian’. He added: ‘The psychological shock that awaits Europeans will be to understand that Nato does not exist to protect us but to control us.’

Todd also claimed in the interview that America’s high command encouraged the escalation of the Ukraine war, with a view to the further ‘separation of Russia from Germany’. According to the French historian, ‘forcing the Russians to enter the war to prevent the de facto integration of Ukraine into Nato was, initially, a great diplomatic success for Washington.’ But he believes that Germany and Russia will eventually repair their relations and ‘American control over Europe will be pulverized.’

More than two decades ago, Todd wrote After the Empire: The Breakdown of the American Order, in which he argued that US economic, diplomatic and military hegemony was already on the downturn. In The Defeat of the West, published in French at the beginning of this year, the historian has suggested that ‘as its power diminishes worldwide, the American system ultimately ends up burdening its protectorates more and more, as they remain the last bases of its power.’ Referring to the Ukraine war, he said in the new interview that ‘we Westerners provoked this war and lost it, and with this defeat we also lost our grip on the world.’

Asked by Corriere di Bologna whether he’d rather live in Russia than Western Europe, Todd responded: ‘The liberal oligarchy is not a practical problem for me […] Basically I am just a dissident member of the intellectual oligarchy.’ While he said he would remain in France ‘as long as the regime is not fascist or racist’, he claimed he would not move to the US as the country is ‘descending into something worse than the liberal oligarchy’. That something worse, Todd argued, is ‘nihilism’.


Rob Lownie is UnHerd’s Deputy Editor, Newsroom.

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China is threatening America in the AI race

Reports sugget Zhipu AI  has released a new model that can rival leading US systems. Credit: Getty

Reports sugget Zhipu AI has released a new model that can rival leading US systems. Credit: Getty

July 1 2026 - 10:18am

China is trying to catch up with America on artificial intelligence. The Wall Street Journal has reported that Zhipu AI — one of China’s six “AI tiger” LLMs — has released a new model that can rival leading US systems, including Anthropic’s Mythos, in cybersecurity tasks such as pinpointing security bugs. While this marks a milestone in China’s drive to catch up with Western AI capabilities, strong performance on a single benchmark does not mean it has taken the lead. Chinese models still lag behind their Western counterparts in broader capabilities, such as autonomous operation. Skepticism is therefore warranted before resorting to hysterical conclusions, but complacency about the geopolitical implications of China’s AI advances would be an even greater mistake.

On the infrastructure side, Chinese AI is still constrained by access to advanced chips, with American labs way ahead in computing capacity as well as investment. Analysis from earlier this year suggests that Chinese models are likely to be at least a few months behind those in the US. But they are still continuing to make progress, or that the geopolitical importance of AI will be decided only by whose LLM has ventured deeper into the technological frontier. The practical applications of AI, countries’ to capture foreign markets, and the application of AI into the real economy will matter just as much.

Here, China may hold an advantage. As with its dominance across many critical supply chains, Beijing may not need to produce the most advanced AI systems — only those that are affordable and widely deployable. In doing so, it could consolidate global influence by supplying functional, low-cost AI at scale.

Beijing seems to be pursuing exactly that path, developing an AI “open-source” strategy that offers affordable, widely available AI models for companies and individuals to use and modify as they wish. The production of the DeepSeek AI model, which matched the performance of Silicon Valley tools such as ChatGPT at a fraction of the cost for users, created goodwill among Chinese models with developers.

The four most popular models on OpenRouter, an AI hardware platform for developers, are now all Chinese. The goal for China is not only to win the frontier-model race, but to make its systems the default layer of AI adoption across industries and global markets. For most economies, the choice is increasingly between an affordable tool they can deploy now and a more robust one that may be out of reach.

And while the countries adopting Chinese models may be exposed to political pressure and cyber threats from Beijing, safer and more capable alternatives matter little if they are unaffordable. American AI companies are already under pressure to monetize products whose operating costs are rising. If Chinese open-source models become the cheap default for startups, universities, governments and businesses across the developing world, then America’s AI lead will be eroded from below.

Perhaps more concerning for America in the long run is how AI can give Chinese manufacturing even more strength, through the ongoing integration of AI as a general-purpose technology. China’s new Five-Year Plan mentioned AI more than 50 times and includes an “AI+” action plan aimed at spreading AI across the economy.

Beijing has been pioneering automation of its critical infrastructure for years, with promising recent results in increasing warplane production capacity. In that regard, China’s open-model strategy and manufacturing dominance will reinforce each other. Cheap, adaptable models accelerate deployment across the real economy while those deployments generate real-world data and use cases that can feed back into further model improvement.

The United States should not dismiss the importance of its lead in the AI race. That lead worries Beijing, not least because a more automated Chinese economy would also become more vulnerable to AI-generated cyber threats. But nor should Washington assume that China cannot catch up with American capabilities over time.

This AI competition represents part of a broader struggle over tech supply chains and geopolitical influence. Decisions over whether to adopt US or Chinese models could produce a more fragmented global reality, with different regions relying on different cloud providers, chips and security structures. The result will likely be a global economy which is divided into competing spheres, rather than one which produces a single winner.


Miquel Vila is a political and geopolitical risk consultant focusing on industrial strategy, critical infrastructure and global supply chains.

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