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  • [bright chiming]

  • [reflexive music]

  • This is the problem of despotism.

  • This is why despotism is, or even just authoritarianism

  • is all powerful and brittle at the same time.

  • It's because it creates the circumstances

  • of its own undermining,

  • the information gets worse,

  • the sick of fans get greater in number,

  • the corrective mechanisms become fewer

  • and the mistakes become much wider

  • and much more consequential. 13

  • We've been hearing from voices, 14

  • both from the past and the present, 15

  • telling us that the reason for what has happened 16

  • is, as George Kennan said,

  • the great blunder of eastward expansion of NATO,

  • a modern, realistic story like John Mearsheimer tells us

  • that a great deal of the blame

  • for what we're witnessing now

  • must go to the United States,

  • that he calls it the great strategic blunder

  • of the postwar era.

  • I thought we'd begin by your analysis of that argument.

  • What we have today in Russia is not some kind of surprise,

  • it's not some kind of deviation

  • from a historical pattern.

  • Way before NATO existed in the 19th century,

  • Russia looked like this.

  • It had an autocrat, it had repression, it had militarism,

  • it had suspicion of foreigners in the west.

  • This is a Russia we know

  • and it's not a Russia that arrived yesterday

  • or arrived in the 1990s.

  • It's not a response to actions of the west.

  • There are internal processes in Russia

  • that account for where we are today.

  • George Kennan was unbelievably important scholar,

  • practitioner person in our country and culture.

  • The greatest Russia expert who ever lived.

  • But I just don't think blaming the west

  • is the right analysis for where we are today.

  • When you talk about the internal dynamics of Russia,

  • historically, it reminds me of a piece that you wrote

  • and it was published in Foreign Affairs six years ago,

  • and it began like this,

  • "For half a millennium, Russian foreign policy

  • has been characterized by soaring ambitions

  • that have exceeded the country's capabilities,

  • beginning with the reign of Yvonne the terrible

  • in the 16th century,

  • Russia managed to expand

  • at an average rate of 50 square miles per day

  • for hundreds of years,

  • eventually covering one sixth of the Earth's land mass.

  • And then say these high water marks aside,

  • Russia has almost always been

  • a relatively weak, great power."

  • So if you could expand on that

  • and talk about how the internal dynamics of Russia

  • have gone on to describe it,

  • both historically and in the present day on Putin,

  • that would be, I think, very helpful.

  • One of the arguments I made in my Stalin book

  • was that being the dictator,

  • being in charge of Russian power in the world

  • in those circumstances in that time period,

  • made Stalin who he was and not the other way around.

  • And so with Russia what you've got

  • is a remarkable civilization.

  • You know it, you know it in the arts,

  • in music, in literature, in dance, in film,

  • in every sphere in science,

  • it's just a deep, profound, remarkable place,

  • a whole civilization, more than just a country.

  • At the same time it feels

  • that it has a special place in the world,

  • it's a country with a special mission in the world.

  • It's Eastern, Orthodox, not Western,

  • and it wants to stand out as a great power.

  • Its problem has always been not that sense of self,

  • not that sense of identity,

  • but the fact that its capabilities

  • never match those aspirations.

  • And so it's in a struggle to live up

  • to this aspiration that it has for itself, which it can't

  • because the west has always been more powerful.

  • Russia is a great power, but not the great power,

  • except for those few moments in history

  • that you just enumerated.

  • And so in trying to match the west,

  • or at least manage the differential

  • between Russia and the west, they resort to coercion,

  • they use a very heavy state-centric approach

  • to try to beat the country forward and upwards

  • in order militarily and economically,

  • as I said to either match the west or compete with the west.

  • So Putin is what he is,

  • and no one has to tell you who Putin is,

  • you've been on this for a very long time.

  • At the same time, he's ruling in Russia,

  • and he's got these circumstances, almost a syndrome,

  • where geopolitics is trying to make up

  • for a power differential that it can't make up for.

  • Well, let's describe Putin and Putinism.

  • What kind of regime is it?

  • It's not exactly the same as Stalinism,

  • it's not certainly not the same as Xi Jinping

  • or the regime in Iran.

  • What are its special characteristics

  • and why would those special characteristics

  • lead it to want to invade?

  • Or why would Putin want to invade Ukraine?

  • Which seems at least from this distance singularly stupid.

  • So of course this isn't the same regime of Stalin,

  • it's not the same regime as the czars either.

  • Of course there's been tremendous change,

  • urbanization, higher are levels of education,

  • the world outside has been transformed.

  • So that's the shock, actually,

  • the shock is that so much has changed,

  • and yet we're seeing this pattern

  • that they can't really escape from,

  • where you have an autocrat

  • or even now a despot, who's in power,

  • making decisions completely by himself.

  • Does he get input from others?

  • Perhaps we don't know what the inside looks like.

  • Does he pay attention?

  • We don't know.

  • Do they bring him information he doesn't want to hear?

  • That seems unlikely.

  • Does he think he knows better than a everybody else?

  • That seems highly likely.

  • Does he believe his own propaganda

  • or his own conspiratorial view of the world?

  • That also seems likely.

  • These are surmises.

  • So he believed, it seems,

  • that Ukraine was not a real country.

  • He believed that the Ukrainian people

  • were not a real people,

  • that they were one people with the Russians.

  • He believed that the Ukrainian government was a pushover.

  • He believed what he was likely told

  • or wanted to believe about his own military,

  • that it had been modernized

  • to the point where it could organize

  • not a military invasion, but a lightning coup.

  • to take Kiev in 1, 2, 4, 5 days,

  • and either install a puppet government or force,

  • because he captured the current government and president

  • to sign some paperwork.

  • The courage of the Ukrainian people

  • and the bravery and smarts of the Ukrainian government

  • and its president Zelensky,

  • galvanized the west to remember who it was.

  • What is the west? How to define what the west is?

  • The west is a series of institutions and values.

  • The west is not a geographical place.

  • Russia is European, but not Western.

  • Japan is Western, but not European.

  • Western means rule of law, democracy, private property,

  • open markets, respect for the individual, diversity,

  • pluralism of opinion,

  • and all the other freedoms that we enjoy,

  • which we sometimes take for granted,

  • we sometimes forget where they came from,

  • but that's what the west is.

  • And that west, which we expanded in the nineties,

  • and in my view properly, through the expansion of the EU

  • and the expansion of NATO,

  • that west is revived now,

  • and that west has stood up to Vladimir Putin

  • in a way that neither he, nor Xi Jinping expected.

  • And so if you assume that the west was just gonna fold,

  • because it was in decline and it ran from Afghanistan,

  • if you assume that the Ukrainian people

  • were not for real, were not a nation,

  • if you assume that Zelensky was just a TV actor, a comedian,

  • you know, a Russian speaking Jew from Eastern Ukraine.

  • If you assumed all of that, maybe you could take Kiev

  • in two days or four days or five days,

  • but those assumptions were wrong.

  • Let's discuss the nature of the regime,

  • 'cause it seems to me that the Putin regime

  • changed somewhat, that Putin came in

  • and there were these figures called the oligarchs

  • from Yeltsin era, there were 7, 8, 9 of them.

  • And they were read the riot act, stay outta politics.

  • You can keep your riches, but stay outta politics.

  • And those who kept their nose in politics

  • like Mikhail Khodorkovsky were sent to prison

  • and others left the country,

  • with as much of their fortune as possible.

  • But we still talk about oligarchs.

  • What actually is the nature of the regime

  • and the people who are loyal to it,

  • and the people who are important in it?

  • So you have a military police dictatorship in charge,

  • with a finance ministry macroeconomic team

  • running your fiscal military state.

  • And so those people are jocking who gets the upper hand,

  • because for the macroeconomic stability,

  • for the economic growth,

  • you sort of need decent relations with the west.

  • But for the military security part of the regime

  • which is the dominant part,

  • the west is your enemy, the west is trying to undermine you,

  • it's trying to overthrow your regime

  • in some type of so-called color revolution.

  • And so what happens, the balance of those groups

  • shifted more in favor of the military security,

  • let's call it the thuggish part of the regime,

  • and of course that's where Putin himself comes from.

  • The oligarchs were never really in power under Putin.

  • What he did was he clipped their wings,

  • they worked for him, and if they didn't work for him,

  • they could lose their money.

  • And so he rearranged the deck chairs, he gave the money,

  • he allowed expropriation by his own oligarchs,

  • by people who grew up with him,

  • played judo with him,

  • summered with him.

  • And those people who were in the KGB in St. Petersburg,

  • known as Leningrad back in the day,

  • or were in post Soviet St. Petersburg.

  • Those people began to become oligarchs

  • to expropriate the property

  • to live the high life.

  • And some of the early Yeltsin era people

  • were either expropriated, fled or were forced out.

  • And so he built the regime in which private property

  • once again was dependent on the ruler.

  • And everybody knew this,

  • and if they didn't know,

  • they learned the lesson the hard way.

  • And sadly, sadly, what that did was

  • it encouraged people all up and down the regime

  • to the lowest levels

  • to start stealing other people's businesses and property.

  • It became a kind of free for all.

  • If it was good enough for Putin and his cronies,

  • it's good enough for me.

  • But such people, in such a regime,

  • it seems to me would care above all about wealth,

  • about the high life, about power.

  • Why would they care about Ukraine?

  • It's not clear that they do.

  • We're talking about one person here.

  • We're talking at most about six people,

  • but certainly one person as the decision maker.

  • So this is the thing about authoritarian regimes.

  • They're terrible at everything.

  • They can't feed their people.

  • They can't provide security for their people.

  • They can't educate their people,

  • but they only have to be good at one thing to survive,

  • the suppression of alternatives.

  • If they can deny political alternatives,

  • if they can force all opposition into exile or prison,

  • they can survive no matter how incompetent,

  • no matter how corrupt, no matter how terrible they are.

  • And so you have the denial of alternatives,

  • the suppression of any opposition, arrest, exile,

  • and then you have the ability to prosper as an elite,

  • not with economic growth, but just with theft.

  • It comes up right up out of the ground.

  • The problem for authoritarian regimes

  • is not economic growth,

  • the problem is how to pay the patronage for their elites,

  • how to keep the elites loyal,

  • especially the security services,

  • the upper levels of the officer core.

  • And if money just gushes outta the ground

  • in the form of hydrocarbons or diamonds or other minerals,

  • the oppressors can emancipate themselves from the oppressed.

  • The oppressors can say,

  • "We don't need you. We don't need your taxes.

  • We don't need you to vote.

  • We don't rely on you for anything,

  • because we have oil and gas,

  • palladium, and titanium, and fill in the blank."

  • All the minerals that they have, that they extract,

  • which is all just cash flow.

  • So it's not about economic growth,

  • it's about cashflow.

  • So they can have zero economic growth,

  • and still live very high on the hog in the elites.

  • Now the west has decided for obvious reasons,

  • not only not to go to war with Russia,

  • but not to have a no fly zone for all the reasons we know.

  • And the greatest exertion it show is in economic sanctions,

  • which in fact have proved to be more comprehensive

  • and more powerful

  • than maybe people had anticipated some weeks ago.

  • But in the scheme that you are sketching out,

  • it seems to me that at least for a good while

  • the people these are most aimed at

  • will be able to absorb sanctions,

  • or do you think I'm wrong?

  • The sanctions often inflict the greatest pain

  • on the civilian population of Russia.

  • And the regime can sometimes survive the sanctions,

  • because they can just steal more internally.

  • And Putin doesn't have money abroad

  • that we can just sanction expropriate.

  • Putin's money is the entire Russian economy.

  • And so he doesn't need to have a separate bank account,

  • and certainly wouldn't keep it vulnerable

  • in some Western country.

  • The biggest sanctions and the most important sanctions

  • are always technology transfer, right?

  • It's always starving them of the high tech.

  • We've seen Russian precision guided missiles

  • being used in Ukraine,

  • and they couldn't even hit an airfield,

  • which is pretty big,

  • and that's because they don't have the micro electronics.

  • So if you deny them over time,

  • through the commerce department,

  • American made software

  • and American made equipment in products,

  • which affects just about

  • every important technology in the world,

  • and you have a targeted enforceable mechanism

  • for doing that,

  • you can hurt this regime and create a technology desert,

  • and the Chinese cannot come in and substitute,

  • because they need that same technology

  • that we're denying to the Russians.

  • Moreover, the largest and most important consideration

  • is that Russia cannot successfully occupy Ukraine.

  • They do not have the scale of forces,

  • they do not have the number of administrators,

  • and they do not have the cooperation of the population.

  • Steph, Sun Tzu, one of the great

  • Chinese theorist of much, including war,

  • said, "Always build a golden bridge

  • for your enemy to walk across."

  • In other words, create a situation

  • in which your enemy can find a way,

  • in this case, to stop a war.

  • The United States should build a golden bridge,

  • or NATO should build a golden bridge

  • for Russia to walk back this horrific and murderous action.

  • What would that golden bridge be?

  • That would be acceptable to Ukraine

  • and to the west as well as to Russia.

  • One option is he shatters Ukraine.

  • I can't have it,

  • nobody can have it.

  • And he does to Ukraine, like you said,

  • what he did to Grozny and Chechnya or what he did in Syria.

  • And that would be an unbelievable, tragic outcome.

  • That's the pathway we're on now.

  • Even if the Ukrainians succeed in their insurgency,

  • in their resistance, many, many deaths,

  • countless deaths and total destruction.

  • So we do need a way to avoid that kind of outcome.

  • And that would be catalyzing a process

  • to engage him in discussion.

  • The president of Finland, whom he respects and knows well.

  • The Israeli prime minister,

  • whom you know and has been in contact with him.

  • Less probably, the Chinese leadership, Xi Jinping.

  • Engage him in some type of process

  • where he doesn't have maximalist demands,

  • and it stalls for time

  • for things to happen on the ground

  • that rearrange the picture of what he can do.

  • The more there's nothing to lose for Putin,

  • the more he can raise the stakes, unfortunately.

  • He has many tools that he hasn't used that can hurt us.

  • We need a deescalation from the maximalist spiral,

  • and we need a little bit of luck and fortune here,

  • perhaps in Moscow, perhaps in Helsinki

  • or Jerusalem, perhaps in Beijing,

  • but certainly in Kiev.

  • [reflexive music]

[bright chiming]

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