In Focus
China’s AI Rise: Open-Source Diplomacy and Engineering Culture
China’s rapid progress in AI challenges US leadership and the narrative of its “financial exceptionalism” that underpins the asset bubble. It demonstrates what can be…
Behind the US Defeat Against Iran: A Crisis of the Industrial System
The outcome of the US-Israeli war against Iran reveals a profound shift in power dynamics, centered on industrial capacity and a new paradigm for innovation.…
AI Financial Mechanics under Real-World Constraints
This piece is based on my research, The Global AI Race amid Asset Bubble Dynamics, which I will present on Friday, 15 May 2026, at…
The Art of the Non-Deal: Mishandling Negotiations Without Re-escalation
Deescalation in the Iran war happened as the US administration sensed that continuation carried too much economic cost, as a result of the energy crisis.…
Partial Normalization in Energy Markets After Iran War Deescalation
Energy markets are unlikely to fully return to prewar standards once a deescalation process starts. The conflict has introduced lasting costs. In particular, Iran’s role…
The West’s Gorbachev
The Iran war points to a strategic vacuum extending well beyond military affairs. It reflects a broader failure to align actions with long-term objectives—a pattern…
In the Media
Conflicts: Are Economic Sanctions Effective?
I took part in Radio France Internationale’s Today’s Debate, hosted by Romain Auzouy. Below is a transcription of my contribution to the discussion. RFI: Rémi…
Economic War against Iran: Rhetoric and Deadlock
Rémi Bourgeot is with us live to discuss the US sanctions against Iran. Hello, and thank you for joining France 24. You are an associate…
Behind the US Defeat in Iran: A New Industrial Paradigm
Opinion piece published by Les Echos – 22 July 2026 The conflict with Iran has exposed a shift in global power dynamics—one less tied to…
AI Financial Exuberance as a Shield Against Reality
Op-Ed for Les Echos – Friday, June 5, 2026 The strength of the rebound driven by AI and semiconductor stocks, since the onset of de-escalation…
France Might Become Europe’s Data Center Hub, but Where Does It Stand in the AI Race?
Interview with Atlantico on France’s AI Infrastructure investments, following the 2026 Choose France Summit announcements (Excerpts). Are the Choose France announcements a sign that France…
Reopening the Strait of Hormuz: Toward a Frozen Conflict amid US Political Paralysis
Toward a frozen conflict, with the prospect of a nuclear deal later. There is a shared will to reopen the Strait of Hormuz, but political…