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JD Vance’s Munich speech was full of contradictions

US Vice President JD Vance speaks at the Munich Security Conference on Friday. Credit: Getty

US Vice President JD Vance speaks at the Munich Security Conference on Friday. Credit: Getty

15 February 2025 - 10:00am

It’s easy to see why everyone in politics is talking about JD Vance’s speech at the Munich Security Conference yesterday. It was an astonishing speech, for several reasons, and one likely to be remembered as a watershed moment in post-World War II transatlantic relations.

In sharp contrast with the diplomatic platitudes often heard at these public events, the US Vice President launched a scathing and surprisingly blunt attack on Europe’s authoritarian and anti-democratic drift, accusing continental leaders of engaging in rampant censorship and even cancelling elections, as recently occurred in Romania. In his view, European governments do this in a desperate attempt to hold on to power and suppress the democratic backlash against their flawed policies — first and foremost mass immigration.

Vance directly called out the European Commission for threatening to shut down social media during civil unrest, and said he was shocked to hear a former European commissioner — he was referring to Thierry Breton — applaud Romania’s unprecedented decision to annul the elections following EU pressure over alleged Russian interference, and threaten to do the same in Germany should the AfD triumph.

In his sweeping attack, Vance didn’t exempt the UK either, harshly condemning the criminalisation of silent prayer as the sign of a broader tendency of European governments to encroach upon fundamental freedoms under the guise of social progressivism. He concluded by calling upon European leaders to “believe in democracy” — in other words, to step aside and allow a new generation of populists to take charge.

Vance’s comments have predictably sent shockwaves across Europe, sparking sharp criticism from mainstream leaders and pundits while earning enthusiastic praise from conservatives and populist sympathisers. Those of us who have long warned of Europe’s turn away from democracy will have felt a rush of schadenfreude at seeing these feckless leaders being scolded by their transatlantic master.

However, Vance’s remarks were also riddled with contradictions, not least because the United States has been an active participant — and often a guiding force — behind many of the very policies he condemned. While Vance’s attack on European authoritarianism is compelling, his omission of the US role in these developments is just as notable. The case of Romania illustrates this perfectly. As the entrepreneur and political commentator Arnaud Bertrand pointed out on X, it was the US State Department that first issued a statement expressing concern over Russian involvement, two days before the Romanian constitutional court annulled the election. American involvement also extends to the crucial role played by US-funded NGOs in orchestrating this unprecedented judicial intervention.

In short, the EU didn’t act independently: it followed the US’s lead. It’s therefore a bit rich for Vance to lecture the Europeans about democratic backsliding without acknowledging America’s instrumental role in setting the precedent. The same applies to censorship policies. Much of the EU’s approach to online censorship was developed in close coordination with American agencies and tech companies. The current Brussels content moderation framework is not a uniquely European creation — it was heavily influenced by American practices and pressures, particularly in the wake of US concerns over “disinformation”.

Indeed, as former US State Department official Mike Benz has highlighted, Nato — an organisation largely steered by Washington — has been instrumental in developing a the “anti-disinformation” framework that has significantly influenced global internet censorship policies. Vance completely ignores this reality as well, portraying Europe as the sole architect of policies that were, in fact, transatlantically coordinated  — if not led by the US.

More broadly, it is important to recognise that the feebleness of today’s European leadership is not incidental. It is, in part, the result of decades of US efforts to keep Europe in a state of strategic vassalage and subordination. Washington has consistently cultivated European politicians willing to prioritise American interests over those of their own nations and citizens. This broader context is also completely absent from Vance’s speech.

On top of this, for all the talk of the US “disengagement” from Europe, the reality is that the Trump administration is continuing the longstanding tradition of US meddling in European politics — evident in its explicit backing of populist parties such as the AfD. Regardless of whether one supports this agenda or not, the fact remains that it represents yet another form of external influence.

Vance’s remarks may not necessarily signal a break in US-European relations, but rather the beginning of a new phase of American ideological dominance. Instead of fostering European autonomy, this shift would simply mark the transition from the liberal-progressive hegemonic phase to a post-liberal one, with the US still dictating the terms.


Thomas Fazi is an UnHerd columnist and translator. His latest book is The Covid Consensus, co-authored with Toby Green.

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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

1 July 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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