Stephen Kotkin
About
Historian (Stalin biographer), podcast guest
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Claims by Stephen Kotkin (20 of 365)
The war in Ukraine is simultaneously a business and social mobility opportunity in Russia: at the elite level, Western companies leaving Russia hand their assets to Russian oligarchs for free, enriching the elite through self-dealing; at the lower end, the state recruits 30,000 soldiers monthly (350,000 annually without mobilization) by offering 7-9 times median wage, with $90,000 equivalent in rubles paid to families of those killed—a compelling incentive in impoverished Russian provinces.
The Soviet machine tool industry was historically immense and colossal, supporting the Soviet military-industrial complex, while Mao's China was initially dependent on Soviet machine tools; now Russia is entirely dependent on China for machine tools, representing a complete reversal.
Putin's need to simulate elections through choiceless elections—where opposition candidates who oppose either the war or the regime itself are barred from running—reveals his structural weakness as a 'new czar,' because a real czar would not face succession crises or feel obligated to stage electoral legitimacy.
Some U.S. Cold War regime-change operations were strategically counterproductive or crossed moral lines (assassinations of foreign leaders, Bay of Pigs, support for repressive regimes), but removing regime-pressure tools entirely is also strategically flawed; the answer is more careful calibration, not abstinence.
The West is complicit in strengthening Putin's grip on power by removing regime change from the table—refusing to foment color revolutions or support covert operations to undermine the regime—because this reduces pressure on the regime and allows it to believe it can 'get away with murder,' while paradoxically the West is still blamed for intervention anyway.
Despite regime strength, every day is existential for authoritarian regimes like Russia's because they are brittle; a single opposition figure, opposition party, mass gathering, viral social media post, or breach of information monopoly can trigger a cascade that destabilizes the regime.
In a war of attrition, only two variables matter: will to fight and capacity to fight; if one side maintains both while eroding the opponent's either will or capacity, it can win; Russia has eroded Ukraine's both dimensions while maintaining its own, and the West cannot realistically destroy Russia's production capacity or blockade Eurasia.
The Biden administration achieved four colossal early victories in Ukraine: Ukraine's defense of its sovereignty, revitalization of the Western alliance and partners, humiliation of Russia's military competence, and Europe's shift away from Russian energy dependence and closer alignment with the U.S. on China policy; however, by refusing to consolidate these victories and instead keeping them at risk for territorial gains in the Donbas and Sea of Azov, the administration let a window for a favorable armistice in fall 2022 close.
The Biden administration failed to clearly communicate U.S. foreign policy to the American people, allowing others (including Russian disinformation) to define the policy narrative, which creates vulnerability to Trump or others redefining the Ukraine policy through less favorable frames.
Russia is called the 'continental cul-de-sac' because its strategy of imperial Eurasian dominance has failed repeatedly: Tsarist Russia dissolved, the Soviet Union collapsed despite post-WWII territorial expansion, and now Russia is farther from Europe than at any time since Peter the Great, with the Baltic Sea becoming an internal Russian lake but neighbors rejecting the Russian sphere.
The most optimistic scenario for Russia is becoming like France: a state that retains pride in its monarchical tradition and statecraft but becomes a rule-of-law democracy with a dynamic open market economy that no longer threatens neighbors; this requires building an impartial professional judiciary, civil service, genuine legislature, competitive party system, and free media over a long period.
China and Russia are achieving the opposite of their intended goal through their opposition to the West: they are strengthening the West, rallying it, and making more people want to join it, because 'all power's relative' and if Russia and China hit a wall, the West's problems matter less by comparison.
Between great powers, there are four policy options: hot war (undesirable due to catastrophic casualties), capitulation/appeasement (self-defeating because it delays hot war under worse conditions), Pygmalion transformation (attempting to change the other side's system, generally fails and produces hostile leaders like Putin or Xi), leaving only cold war/managed competition as viable.
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