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Thank God for Bluesky

A little love letter to the people who would not compromise with Nazis.

Thank God for Bluesky

Yes it's eager. Yes it's censorious. But it has the very considerable advantage of not being fascist.

McFaul’s November 2025 Newsletter

My most recent projects and publications

Budget 2025: This is how you lose the world

Populism has damaged the economy. And to fix the economy, you have to damage populism.

Budget 2025: This is how you lose the world

Populism has damaged the economy. And to fix the economy, you have to damage populism.

Premium: The Hater's Guide To NVIDIA

This piece has a generous 3000+ word introduction, because I want as many people to understand NVIDIA as possible. The (thousands of) words after the premium break get into arduous detail, but I’ve written this so that, ideally, most people can pick up the details early on and

Another Day, Another Russian-US Attempt to Betray Ukraine and Destroy Europe

The Putin-Trump surrender plan will lay the groundwork for Russia to expand its attacks on other parts of Europe

Trump Is Once Again Acting as Putin’s Agent

And that pivot does not serve American national interests.

RuBee

I have at least a few readers for which the sound of a man's voice saying "government cell phone detected" will elicit a palpable reaction. In Department of Energy facilities across the country, incidences of employees accidentally carrying phones into secure areas are reduced through a sort of automated nagging.

A clown government elected on a seriousness ticket

People voted for Starmer because they wanted grown-up government. He should respect the mandate.

A clown government elected on a seriousness ticket

People voted for grown ups. Starmer should respect the mandate.

The Extraordinary Journey of Ahmad Al-Shara'a

Syria's President had a $10 million bounty on his head from the US government. A few short years later he was being welcomed at the White House.

A Conversation on Social Media and Power

My discussion with Colin Crowell on Twitter, global disinformation, and how autocrats learned to weaponize the platforms built for openness.

How Reform UK's Nathan Gill became a Russian agent

What we can learn from applying the CIA's techniques to Gill's treachery

Premium: The Hater's Guide To The AI Bubble Vol. 2

We’re approaching the most ridiculous part of the AI bubble, with each day bringing us a new, disgraceful and weird headline. As I reported earlier in the week, OpenAI spent $12.4 billion on inference between 2024 and September 2025, and its revenue share with Microsoft heavily suggests

Trump Is Demolishing Four Pillars of American Power

By rejecting the lessons of the previous century, the president has undermined America’s advantage over China and Russia.

A week of chaos, cowardice and negligence

Labour has managed to pack so much failure into a single week that it becomes hard to remember all the details.

A week of chaos, cowardice and negligence

Labour has managed to pack so much failure into a single week that it becomes hard to remember all the details.

Exclusive: Here's How Much OpenAI Spends On Inference and Its Revenue Share With Microsoft

EDIT: I am updating this post to reflect that these numbers are based on accrual accounting, meaning that these amounts are from the quarters I am referencing.

Anyone telling you otherwise is misinformed.