# The West LOST: China’s AI & Robot Revolution is Already Unstoppable | Arnaud Bertrand

Page: https://stenobird.com/podcast/neutrality-studies-7179578/the-west-lost-china-s-ai-robot-revolution-is-already-unstoppable-arnaud-bertrand
Text version: https://stenobird.com/podcast/neutrality-studies-7179578/the-west-lost-china-s-ai-robot-revolution-is-already-unstoppable-arnaud-bertrand.md
Podcast: [Neutrality Studies](https://stenobird.com/podcast/neutrality-studies-7179578)
Published: 2026-05-10T01:48:40+00:00
Episode link: https://podcasters.spotify.com/pod/show/neutrality-studies/episodes/The-West-LOST-Chinas-AI--Robot-Revolution-is-Already-Unstoppable--Arnaud-Bertrand-e3j51ev
Audio file: https://anchor.fm/s/fe578920/podcast/play/119751583/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-10%2F63ffbf3a-9c78-b968-285a-90c7ea826c9b.m4a
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JSON: https://stenobird.com/v1/public/podcasts/neutrality-studies-7179578/episodes/the-west-lost-china-s-ai-robot-revolution-is-already-unstoppable-arnaud-bertrand
Duration seconds: 3434

## Resource

Pascal welcomes back Arnaud Bertrand for a wide talk on China’s open source AI push, US tech controls, Europe’s growing dependence, drones and humanoid robots, Southeast Asia’s balancing act, new payment rails in Asia, China’s response to US sanctions, and the wider shift in global power around Iran, finance, industry, and the fading force of Western control. Links: Arnaud Bertrand on X https://x.com/RnaudBertrand Arnaud Bertrand on Substack https://arnaudbertrand.substack.com/ Neutrality Studies substack: https://pascallottaz.substack.com (Opt in for Academic Section from your profile settings: https://pascallottaz.substack.com/s/academic) Merch: https://neutralitystudies-shop.fourthwall.com Donation: https://neutralitystudies.com/donate Timestamps: 00:00:00 Introduction and China’s AI model 00:07:32 US control strategy and open source 00:15:51 Friendshoring Europe and the AI race 00:27:01 On-device AI and humanoid robots 00:32:17 Southeast Asia between two systems 00:35:56 Asian payments and SWIFT 00:42:40 China challenges US sanctions 00:52:24 Iran war and Europe’s decline

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