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Is the US-Europe alliance permanently damaged?
Carl Bildt, former prime minister of Sweden and co-chair of the European Council on Foreign Relations, shares his perspective on European politics from Stockholm, Sweden.
Is the transatlantic relationship permanently damaged by what we have seen during the last 10 days or so?
Well, there is no question that the last 10 days or so have been the worst by far for the transatlantic relationship in, well, modern recorded history. You can go through all of the details if you want. It started with the shameful vote in the UN General Assembly on the same day that was three years after the war of aggression that Russia started, where the United States turned around, lined up with Russia, and with primarily a bunch of countries that you would not normally like to be seen in the company of, in order to try to defeat the Europeans, and defeat the Ukrainians, and defeat the Japanese, and defeat the Australians, defeat all of the friends who have criticized the Russians.
It was truly shameful. It was defeated, needless to say, but it left deep marks there. And then it was downhill from there, with that particular week ending with the ambush in the Oval Office, with all of the details associated with that, with sort of a childish dispute about dress codes, and respect for whatever, and total disregard for the important issues that are at stake at the moment. And to that was added, the vice president seriously insulting the allies, primarily the British and the French, and then cutting of aid to Ukraine, including intelligence cooperation, which is unheard of, unheard of when it comes to these particular issues.
So, is damage permanent? Well, one would hope that... well, hope springs eternal, that there would be a way back. But this will be remembered for a long time to come. And the reaction in Europe, well, you have to keep a straight face if you are a political leader. And they do, they hope for the best, but they're increasingly preparing for the worst. What we might be heading into is Mr. Trump, President Trump lining up with President Putin in a deal that is essentially on Russia's term over Ukraine, then trying to force Ukraine into that particular deal, a repetition of Munich 1938.
Will that work? I think it's unlikely to work because the Ukrainians are determined to stand up for their country. And they have the support of the Europeans. Czechoslovakia in 1938 didn't have much support. So, whether it will work or not is debatable, but that is the direction in which things are heading at the moment. Can this be stopped or can the trajectory of things be changed? Let's hope. There's a flurry of meetings in Europe. There will be a lot of contacts across the Atlantic. There is a strong support for Ukraine in Europe, but then deep apprehensions of where we are heading. Further four years with President Trump. After that, (possibly) four to eight years with JD Vance. Well, well, there's a lot of thinking that needs to be done on this side of the Atlantic.
Can Europe broker a Ukraine ceasefire?
Ian Bremmer's Quick Take: A Quick Take to kick off your week. The big news, everything around Russia, Ukraine, the United States, and Europe. The Europeans now with the ball in their court, a big summit, a coalition of the willing in London this week. And Zelensky very warmly embraced, quite literally, by UK Prime Minister Keir Starmer and by everyone in attendance. It was very different visuals, very different takeaways than the meeting between Zelensky, Trump, and Vance in the Oval Office, which couldn't have gone much worse if everyone tried.
Where we are right now, certainly this coalition of the willing had everyone that mattered in Europe. I mean, not the countries, not the leaders that have been skeptical, that have been more aligned with the Russians, or more, say, in a minimal position, like the Hungarians, like the Slovaks, but everybody else was there. So, you've got the Brits, you've got the French, you've got the Italians, and the Germans. You also have EU leadership, Ursula von der Leyen, Kaja Kallas, and also you have all of the frontline leaders that have the most at stake from a national security perspective: the Nordics, the Balts, the Poles. You even have Canada, Prime Minister Justin Trudeau, who doesn't spend very much on defense, but nonetheless going there to show he's aligned with the Ukrainians, whether or not the Americans, who the Canadians rely on completely economically, are not.
Does it matter? Does it matter? If you're asking does it matter in the sense that can the Europeans go it alone without the Americans? I'm still skeptical, though they're putting a lot more on the table now than they were a week ago, and they should have been doing that years ago. And that's going to remain a very big question, and I'm probably going to remain pretty skeptical. But very interesting that the Europeans do now have a level of ownership. Remember that Trump, both when he was running for president and once he became president, said that the United States was going to end this war, that he, Trump, would be responsible for the ceasefire, that he's going to do it himself with the Ukrainians, with the Russians, he could do it in 24 hours. That's obviously an exaggeration, but nonetheless, even as he realized it was going to take longer, he was the dominant actor. That's now changed. Keir Starmer has now told Trump that the Europeans, this coalition of the willing, is coming up with a ceasefire plan, and they are going to present it to the United States, and Trump is expecting it.
So for now, the Europeans don't just have a seat at the table, but they actually are in the driver's seat, in terms of the ceasefire on the back of the Ukrainian-US relationship having functionally blown up, and the Americans saying they're not going to do anything particularly more for the Ukrainians. They're not even prepared to sign the critical minerals deal that Zelensky now says he is prepared to sign. But if the Europeans are the ones that are going to be coughing up the money and providing the troops, then certainly they're the ones that are responsible for the terms of the ceasefire.
Now, that's interesting. And we're hearing certainly that there's going to be a lot more engagement, that potentially Starmer, Macron, and Zelensky will all three come together to the White House to meet Trump maybe later this week, maybe next week. Certainly Zelensky should not be attending meetings like that by himself anymore, I think he understands that, the Europeans understand that as well.
What they should do now, the Europeans, is present a UN Security Council resolution with the plan once Trump has seen it and is prepared to move forward. A simple thing, deciding nothing, just saying that the Security Council supports the path to peace as outlined from the UK summit. This will force Russian amendments, which the UK and France will veto, and then Russia will be forced to veto the resolution. And that's useful in a couple of different ways. First of all, it costs the French and the UK nothing, and they win a fair amount. The news will be all about how their Russian veto was used for the first time since 1989, and it places the Americans on the same side as the Europeans on the ceasefire issue, which is what the Europeans, the Ukrainians desperately need, and frankly, the Democrats and the Republicans in Congress as well.
The UK and France can then show Trump that they indeed don't need to be invited to the table, because they're at the table, they have the ceasefire plan and they're the ones that are driving it. Now, having a ceasefire plan is different from being able to implement the ceasefire and support the Ukrainians, and that is where there's still an awful lot that still needs to be accomplished.
Specifically the one piece of good news, surprising news, is that the Germans are now talking about 800 billion Euro package, outside of their debt break, that would support defense spending and infrastructure spending. They weren't talking about anything remotely like this even a few days ago. It would have to be done well before the end of the month because when the new chancellor comes in, then you are going to have the far left and the far right with the ability to block any constitutional majority. They don't have that capacity now, which means the debt break can be overridden by a vote in the Bundestag. That's really important, and would lead to German leadership in helping to finance this war.
You also have the 300 billion Euros that are frozen, the Russian sovereign assets that are mostly in the hands of the Europeans, the Belgians, as it turns out, and some others as opposed to the Americans, the Japanese. So, that could also be used to support Ukraine to buy more weapons, also to build up Ukraine's military industrial complex. In other words, while this situation is difficult and urgent, I would not yet say that it has fallen apart for the Ukrainians or the Europeans. They are still, as it were, in the game.
Now, the big question overlooking all of this is the United States and Russia, because they still want to do a deal, and that deal is not mostly about Ukraine, that deal mostly is about rapprochement between the United States and Russia over the heads of their NATO allies. This is what Trump is interested in, this is what Putin is interested. And frankly, it's a little easier to do that deal if you don't have a ceasefire, because the Russians don't really want one, than it is to do that deal if a ceasefire is a part of it. That's what has to be watched very carefully because of course, Trump and Putin are talking about where they're going to meet in person, Saudi Arabia maybe in May, Trump would even be willing to go to Moscow. This could include things like the United States taking unilateral sanctions off of Russia while the Europeans would still have them on. Could lead to a lot of business, a much bigger critical minerals deal than the one that was going to be signed between the Americans and the Ukrainians, and now, at least, is off the table.
Also note that the US Defense Department has at least temporarily suspended offensive cyberattacks against the Russians, which is quite something, again, in the context of nothing having been agreed to between the Americans and the Russians, but clearly Trump much more willing to be on Putin's good side right now than he is with Zelensky. So ultimately, that is a very big challenge for the Europeans, but they will be in far better shape if they're able to move on the ceasefire in the near-term, which looks likely, and on support for Ukraine in the medium-term, which looks like more of a challenge.
So, that's it for now. I'll talk to you all real soon.
Britain's Prime Minister Keir Starmer delivers a speech during a visit to the Manufacturing Futures Lab at UCL in London, on Jan. 13, 2025, as he prepares to launch a plan to harness AI to spur growth and efficiency in the country.
British PM wants sovereign AI
On Monday, the British government announced the AI Opportunities Action Plan, Prime Minister Keir Starmer’s economic and technological development plan for artificial intelligence. Starmer’s goals include building a homegrown challenger to OpenAI, building data centers nationwide, and exploring renewable energy sources — including nuclear energy — to power the data centers.
Last year, Starmer canceled $1.7 billion of spending commitments meant for computing infrastructure as part of a broader set of budget cuts — nixing the promises made under the prior administration of Rishi Sunak. Starmer is now trying to leave his own mark with a play for “sovereign AI” in the country. “Today’s plan mainlines AI into the veins of this enterprising nation – revolutionizing our public services and putting more money in people’s back pockets,” the government wrote in a press release.
As part of the initiative, three companies — Vantage Data Centres, Nscale, and Kyndryl — committed $17 billion to build data centers, a plan the government says will create 13,250 jobs across the UK and increase compute capacity twentyfold by 2030. The ultimate goal: Starmer’s government wants to make the UK “irresistible” to AI firms.
People attend an anti-immigration protest, in London, Britain, October 26, 2024.
UK prime minister promises border crackdown
The UK Labour Party, as the expression goes, hits different now. At least when it comes to immigration.
UK Prime Minister Keir Starmer, the party’s leader, lambasted what he called the UK’s post-Brexit “open borders” policies and promised a comprehensive crackdown on immigration.
This capped a sea change in the party’s views under Starmer, who took over from his (much) further left and more pro-immigration predecessor Jeremy Corbyn in 2020, and led the party back to power for the first time in 14 years in July.
The context: Since the UK “Brexited” from the EU, immigration numbers have soared under successive Conservative governments. Last year, net migration hit a record high of 906,000 people. Immigration debates have roiled the country with particular fury in recent months. August saw violent clashes between xenophobic mobs and immigrant gangs, stoked in part by online misinformation. The government's response, which included the arrests of several people for stoking anti-immigrant violence online, drew harsh criticism from anti-immigration groups and free speech activists.
The bigger story: Across the continent, just as across the pond, backlashes against mass immigration are a defining feature of politics. No longer solely a right-wing issue, parties from all points on the political spectrum must find a politically tenable position on the issue.From Sunak to Starmer: What’s next for AI in the UK?
The guard has changed in Britain. For the first time in 14 years, the Labour Party is back in power, led by Prime Minister Keir Starmer, who took office on July 5.
Starmer was set to introduce a long-awaited artificial intelligence bill last Wednesday as part of the King’s Speech, in which Charles III read out the new government’s agenda. But the AI bill was pulled at last minute from the address for undisclosed reasons.
We’ll take a look at Labour’s agenda for potential AI legislation — what they’re planning, when it could come, and how their focus will differ from their Tory predecessors. But first, let’s examine Rishi Sunak’s legacy and whether he accomplished his goal of being a global leader on AI.
What did Sunak accomplish?
Sunak’s crowning moment was the AI Safety Summit in Bletchley Park on Nov. 1-2, 2023. The summit, held at the famed World War II codebreaking facility, was a global gathering on artificial intelligence safety aimed at international cooperation to deter AI’s worst-case scenarios from occurring. The Bletchley Declaration, the resulting document, was signed by the UK, the United States, and the European Union, but also, notably, China, along with two dozen other signatories. (And Sunak got to pal around with tech CEOs such as OpenAI’s Sam Altman, xAI’s Elon Musk, and DeepMind cofounder Mustafa Suleyman — who has since joined Microsoft.)
Bletchley was an important international agreement, but it also signaled that the UK’s leadership — under Sunak, at least — would be light-touch. He didn’t call for AI legislation, preferring to deploy Bletchley as a voluntary global corporate and government agreement.
Nick Reiners, a senior geotechnology analyst at Eurasia Group, said the hyperfocus on “existential risk” of AI is somewhat of a niche Silicon Valley obsession, a crowd that Sunak was interested in appeasing. “He saw AI as a way to build a legacy in a short time and this issue was something that animated him personally.”
What’s on deck for Labour?
Scott Bade, also a senior geotechnology analyst at Eurasia Group, doubts Starmer will follow Sunak’s lead on AI, but said he won’t throw away the standing that Sunak won for the country either. “Starmer does not have a signature global issue yet, and is unlikely to see AI as that issue,” Bade said. “But I'd be surprised if the UK didn’t keep showing up at the table to build on what Sunak did since this is the niche Britain now has in AI global governance. It will just be dialed down a peg or two.”
Compared with Sunak’s existentialist concerns, Starmer should be more focused on the short-term harms of artificial intelligence, Reiners said, citing workers’ rights and bias as examples. And with that comes the promise of actual legislation.
The bill that Labour was set to introduce would have reined in the most powerful large language models — but actual regulation seems to have been pushed off. In his speech, King Charles read off bills about cybersecurity as well as digital information, which seem to have won out over the AI bill, at least for now. “My suspicion is that they opted not to present this [AI regulation] now as they didn’t want to upset their growth narrative,” one tech leader told the Financial Times. Reiners said that departmental limits on parliamentary bills per session could be a constraint as well, and that AI was a lower priority.
When an AI bill is introduced, expect it to still be light-touch relative to the more expansive European AI Act. “I would say the UK is still generally respected as taking a thoughtful innovation-friendly approach to regulation in general,” Reiners noted.
The UK is home to successful AI startups such as Stability AI, maker of the image model Stable Diffusion, Google’s DeepMind lab, and the digital avatar company Synthesia, which we profiled in last week’s edition. And big AI-focused US tech companies, such as Microsoft and Salesforce have recently invested in the country. With the country’s economy on the ropes, Starmer’s challenge is to introduce legislative reforms that won’t totally scare off Big Tech.
Starmer's plan to boost UK economy will take some time
Carl Bildt, former prime minister of Sweden and co-chair of the European Council on Foreign Relations, shares his perspective on European politics from the Adriatic Sea.
How is Europe’s policy on Ukraine going to change if Trump arrives in the White House?
Well first, it is not going to change its fundamentals. You should know that the very first thing done by the newly elected European Parliament was to take a very strong and very broadly supportive resolution with very strong support for Ukraine. So what's going to happen is that, yes, Europe will continue that particular line, that it might be necessary. I think it will be necessary to further increase the financial support, the support that Europeans is already substantially higher than the Americans. But if the Americans diminish, reduce, stop, whatever Trump is going to do, then Europe clearly would have to step up even more.
How does Prime Minister Starmer's “renewal plan” make it possible to sort of make Britain great again?
Well, it's early days. It's clearly going to be economic policy that is somewhat more sort of interventionist in different ways. I think the important thing is that he wants to have a new start relationship with Europe. I think that's going to take some time, but I think it's going to have some effect. But, I don't think we will see any dramatic steps in the next few months anyhow. So it's early days.
NATO Summit: Biden's uncertain future worries US allies
Ian Bremmer shares his insights on global politics this week on World In :60.
What are you watching for at the NATO summit?
Well, first and foremost, it's how all of these allies are responding to a very real political crisis in the United States. US, of course, the country they rely on for leading NATO, by far the biggest military power in the world, their principal ally. And they now know that the likelihood that Biden is going to be able to win, is a lot lower than it was the last time they saw him. And they've been seeing him. They saw him at the G7. They saw him in Normandy. They saw him, you know, at the United Nations and some in bunch of bilats and and everyone I've spoken to, says that they're not all confident that he can win. They certainly don't think he can serve out four more years. And they're deeply worried, especially because what a Trump administration might mean for them, with the exception of Viktor Orbán, almost all the NATO allies are very worried. They know that NATO, the EU, the war in Ukraine, all of that much more uncertain if Trump were to come back as president. So that's what I'm watching for and see how that plays out.
How will the UK's new PM, Keir Starmer, lead Britain?
Economically, not all that different. He's focused unusually for labor, focused on a pro-growth policy. He's promised that he isn't going to raise the major taxes like income tax and VAT. And so, he will probably find some more money in things like inheritance tax, he’s going to try to get more private sector investment into the economy. Certainly, wants to have a consistent policy on Ukraine, consistent policy on the United States as the previous conservative governments. Big change will be tried to reestablish stronger relations with the European Union and particularly Ursula von der Leyen, expected to get the nod for another five years running the EU. Keir Starmer spent a lot of personal time working on that over the past months.
As a Russian missile struck a children's hospital in Kyiv is there still no end in sight for the war in Ukraine?
No, no, there's no end in sight. in fact, while that was happening, Narendra Modi, the Indian PM was being quite friendly in Moscow on his visit with Putin. This is a partner of the United States. Putin feels like right now, especially if Trump is elected that his bet on this invasion in Ukraine will work out well for him. And that is not what NATO allies want Putin to be thinking right now. There's been success in getting them a lot of support, the Ukrainians, over the course of the last six months, and certainly they're going to have more money over the next year. But longer term, there's a huge question about how that plays out. And Putin is showing impunity right at the beginning of the NATO summit by sending all those missiles at civilian targets, including sick kids in Ukraine. Not a surprise. but still pretty sickening.
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UK's new PM Starmer aims for closer EU ties
Carl Bildt, former prime minister of Sweden and co-chair of the European Council on Foreign Relations, shares his perspective on European politics from the Adriatic Sea.
How will the new UK Prime Minister Keir Starmer reset relations at home and abroad?
Well, I think overall there's going to be a lot of continuity in terms of foreign and security policies. They've already sent the defense secretary to Kyiv to say that if anything, it's going to be even stronger support. But in terms of Europe, it’s going to be a new nuance and new attempts. The new foreign secretary, David Lammy, has already been to Germany, he's been to Poland, he’s been to Sweden, and he's talked about a European pact, foreign and security issues, cooperating more closely. And he's been invited to a meeting with all of the foreign ministers. So that's where we are likely to see, some change in the months and perhaps years ahead.
How did Macron survive the snap election in France?
Yep, that remains to be seen. There was, of course, a surprise result in the sense that the extreme right came in third after first the left, which has some extreme element, and then President Macron's coalition. But it's a hung parliament. There's no clear answer who's going to govern. So, we'll have to wait and see what's going to be the governance of France. I think the emphasis has shifted from isolating the far right to isolating the far left and see some sort of stable government can be made out of that. Very much an open question.