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Larry Diamond
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As we gather here to celebrate freedom and to recommit ourselves to the democratic cause, we face a powerful authoritarian tide. The remarkable third wave of global democratization ran out of steam two decades ago. Since then, many countries have fallen under the spell of illiberal and even authoritarian populism. Anti-establishment parties have swept into power promising to elevate “the people” over corrupt ruling elites and decrepit institutions, only to betray them more deeply through corruption and abuse of power. These include not just emerging-market democracies like Venezuela and Turkey but wealthier democracies in Europe and the United States, whose stability as liberal democracies we took for granted. 

In this global trend away from freedom, authoritarian populists have implemented a common playbook to polarize politics, punish independent media and civil society, undermine judicial independence, purge neutral watchdog institutions, politicize the civil service and security apparatus, and weaponize the state to persecute critics and opponents.

Once this authoritarian project settles into power, truth decays, the rule of law crumbles, fear sets in, and submission becomes the norm. Moreover, authoritarian populists draw from one another — and from powerful autocracies like Russia and China — the narrative arguments, political techniques, resource flows, and technological tools to accelerate their bids for hegemony.
 


The longer these authoritarian parties are in power, the more they eviscerate democratic institutions. But they are not invincible or irreversible.
Larry Diamond
Mosbacher Senior Fellow in Global Democracy, FSI


The longer these authoritarian parties are in power, the more they eviscerate democratic institutions. But they are not invincible or irreversible. Incipient authoritarianism has been turned back in countries as diverse as Brazil, Poland, Sri Lanka, and Senegal. The slide away from liberal democracy has been reversed recently in Botswana and Mauritius. An executive coup against democracy was defeated in South Korea. Young people in Bangladesh overthrew a dictator last year in a remarkable upsurge of protest. And the longstanding autocracies in Venezuela and Turkey are looking increasingly desperate and unpopular. These examples bear lessons we must learn and promote if we are to ignite — as we surely can — a new era of democratic progress.

First, we must study what it takes to defeat autocrats at the ballot box. Typically, electoral battles are not a straight contrast between democracy and autocracy. Voters weigh their circumstances of life as well. Fortunately, autocrats have other failings besides their corruption, lawlessness, and abuse of power: sooner or later, they fail to deliver on their material promises. Successful democratic campaigns target the populists’ hypocrisy and address not just people’s political rights but their economic and social needs. 

To defeat autocrats, democratic forces must offer specific, credible plans to meet the core policy challenges of economic growth and distribution, fairness and inclusion, education, health care, infrastructure, public safety, and national security. 

But people everywhere also need a vision of what constitutes a good and just form of government. Here, democracies have dropped the ball in making the case FOR democracy as the best form of government. Decades ago, as they fought dictatorships and then came to power, democracies taught their young people the values, ideas, and history of democracy. But as new democracies stabilized, the existence of a democratic culture came to be assumed, and countries forgot the terrible price they paid under dictatorship — the fear, falsehoods, powerlessness, and repression, the lack of accountability, voice, justice, and human dignity. We can make the practical case for democracy — it performs better over time. But we cannot pin the argument on performance, which may fail at specific points in time.
 


Ultimately, the case for democracy is that being able to speak truth to power, to hold it accountable, and to change those who exercise it is a core element of human dignity and a basic human right.
Larry Diamond
Mosbacher Senior Fellow in Global Democracy, FSI


Ultimately, the case for democracy is that being able to speak truth to power, to hold it accountable, and to change those who exercise it is a core element of human dignity and a basic human right. The freedoms to speak, publish, pray, organize, and assemble are inalienable human rights. As are the rights to a fair and impartial trial and to have all citizens be treated equally under the law. It is only democracy — never autocracy — that protects these rights and treats citizens with dignity by investing sovereignty in them, not some self-appointed minority. Liberty and democracy are intertwined.

We must make these points relentlessly, creatively, and convincingly, not just in the schools, at successively higher levels of instruction and deliberation, but through the social media platforms where people live their information lives. Russia, China, Iran, and other autocracies wage extensive propaganda campaigns to trash liberal values and institutions. They portray democracy as lacking in dynamism, capacity, and masculine strength. These arguments are false, offensive, and degrading to the human spirit. But they will not fail of their own accord. They need to be defeated by better, more inspiring arguments and narratives about why people need freedom to thrive, and why societies need democracy to have freedom.

Today, there are four arenas of struggle for the future of freedom, and democrats must prevail in all of them. The core battle is now in the countries that have been sliding back from democracy to autocracy. 


In almost every instance where authoritarian projects have been defeated, it has been through elections. Illiberal populists crave the legitimacy that comes from victory in multiparty elections. But corruption and misrule erode their electoral support. So, they need elections that are competitive enough to validate their claim to rule but rigged enough to minimize the risk of defeat. The pathway to restoring democracy is to seize the electoral opportunity, flood the zone with election workers and observers, and wage an effective campaign so that people who have grown weary of authoritarian abuse can defeat it at the ballot box.

To win, democrats must forge a unified coalition across factional and ideological divides. They must offer concrete policy ideas to improve people’s lives. They need a narrative about what has happened to justice and democracy, and why restoring these will help to make the country great again. A campaign is not a legal brief. It must inspire and excite. It requires strong, compelling leadership. It must engage diverse sections of society, including people who once supported the authoritarian populists but are now disillusioned. Democrats must also express patriotism and show that illiberal populists wave a false flag. Democrats are the truer patriots because they recognize democracy and liberty as pillars of national greatness.

These lessons can help to restore democracy where it has been lost and to secure it in a second arena, when it is under challenge from authoritarian populist parties. But there are two other arenas of struggle in which we must prevail. Globally, democrats cannot let the world’s powerful authoritarian states capture and hollow out the global institutions to defend freedom — the UN Human Rights Council, the international and regional instruments of electoral observation and assistance, and the rules that govern the flows of data and information. Neither can we shrink from the global battle to support democratic values and free flows of information, and to lend technical and financial support to peoples, parties, media, and movements around the world struggling for freedom. 

In the face of isolationist efforts to defund and withdraw from this cause, we must convince democratic publics that we can only secure our own freedom by supporting that of others. A more democratic world will be a safer, fairer, less corrupt, more peaceful, and prosperous world.
 


There is no more urgent priority than to give the Ukrainian people the weapons, resources, and economic sanctions to defeat Russian aggression. Similarly, we must ensure that Taiwan’s democracy does not suffer the same aggression from the People’s Republic of China.
Larry Diamond
Mosbacher Senior Fellow in Global Democracy, FSI


All of that has been under existential challenge in Ukraine since Russia’s brutal invasion in February of 2022. Resisting aggression is the fourth arena of struggle. There is no more urgent priority than to give the Ukrainian people the weapons, resources, and economic sanctions to defeat Russian aggression. Similarly, we must ensure that Taiwan’s democracy does not suffer the same aggression from the People’s Republic of China. Taiwan must have the weapons, trade, and international dignity it needs to survive. We must preserve the status quo across the strait by making clear that the US and other democracies stand behind the resolve of a free people to chart their own destiny in Taiwan — as we do in Ukraine.

We meet here today just a short distance from the grotesque wall that stood for decades as the dividing line between freedom and tyranny. 36 years ago — almost to this day — the wall was torn down. Few imagined it would happen when it did. But it did because of democratic conviction and resolve. Now, we are in a new cold war with global authoritarianism. The history of Berlin should constantly remind us that freedom is fragile, but it can also be resilient. We must never lose faith in the rightness of our cause and the obligation we bear once again to defend freedom in an hour of peril.

Professor Diamond delivered this speech at the Berlin Freedom Conference on November 10, 2025.

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Larry Diamond delivered remarks to the Berlin Freedom Conference on November 10, 2025.
Larry Diamond delivered remarks to the Berlin Freedom Conference on November 10, 2025.
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Professor Larry Diamond's remarks to the Berlin Freedom Conference, November 10, 2025.

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The starkly different paths of economic development followed by China and the West leading to the Industrial Revolution is often being attributed to environmental factors. This column argues that institutions and culture played a key role in setting Europe and China on divergent paths well before the onset of the Industrial Revolution, but the role they played was mediated by a critical difference between the two civilizations: the nature of their prevalent social organizations. A key factor behind China’s remarkable economic resurgence has been its capacity to adapt traditional institutions and cultural practices to the needs of a modern economy.

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Avner Greif
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Khushmita Dhabhai
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The "Meet Our Researchers" series showcases the incredible scholars at Stanford’s Center on Democracy, Development and the Rule of Law (CDDRL). Through engaging interviews conducted by our undergraduate research assistants, we explore the journeys, passions, and insights of CDDRL’s faculty and researchers.

On a busy Thursday afternoon at Stanford’s Center on Democracy, Development and the Rule of Law (CDDRL), I sat down with Professor Michael McFaul, Director of the Freeman Spogli Institute for International Studies (FSI) and Ken Olivier and Angela Nomellini Professor of International Studies in the Department of Political Science, for a wide-ranging conversation on great power competition, U.S.–China relations, Cold War legacies, and the role of ideology in shaping global politics.

A former U.S. Ambassador to Russia and one of the most prominent voices on American foreign policy, Professor McFaul’s new book Autocrats vs. Democrats: China, Russia, America, and the New Global Disorder examines the stakes of the current geopolitical moment. Over the course of nearly an hour, we spoke about the elasticity of the term “great power competition,” the dangers of isolationism, the importance of middle powers, and the enduring influence of ideas in world politics. He also shared advice for young people interested in foreign policy, as well as the two books that shaped his early intellectual journey.

The term “great power competition” has become such a potent buzzword in Washington. Everyone uses it all the time, and it feels like it can mean many different things depending on who’s talking. How do you define great power competition? And do you think there’s a way for Washington to stop treating it as a catch-all phrase and instead turn it into a strategy with clear ends, means, and metrics?


The original motivation for writing my book came in 2017 when the Trump administration came into power. They wrote a National Security Strategy that very explicitly stated that we were in a new era of great power competition. And that document, in my view, became one of the most famous national security strategies of recent decades because it was so clear about that shift. The Pentagon even came up with an acronym — GPC (great power competition) — and when they create an acronym, it usually means it’s here to stay.

Around that time, there was also a big debate about whether we had entered a new Cold War. It began first with Russia — books were being written about a “new Cold War” as early as 2009 — and then the conversation shifted to China. So my first motivation for writing the book was to ask: Is this actually true? Is the Cold War analogy useful or not? My answer is complicated. Some things are similar, some things are different. Some of what’s similar is dangerous; some isn’t. Some of what’s different makes things less dangerous, and some of what’s different is scarier than the Cold War. If we don’t get the diagnosis right, then we won’t have smart policies to sustain American national interests.

You’ve written and spoken about how the Cold War analogy can be misleading. What are the main lessons from that period that we should remember, both the mistakes and the successes?


Because we “won” the Cold War, a lot of the mistakes made during it are forgotten. I use the analogy of when I used to coach third-grade basketball. If we won the game, nobody remembered the mistakes made in the first quarter. But if we lost, they remembered every single one. Because the U.S. “won,” people forget the mistakes.

There were major errors: McCarthyism, the Vietnam War, and allying with autocratic regimes like apartheid South Africa when we didn’t have to. So, in the book, I dedicate one chapter to the mistakes we should avoid, one to the successes we should replicate, and one to the new issues the Cold War analogy doesn’t answer at all. It’s not about glorifying the past; it’s about learning from it in a clear-eyed way.

President Trump and former President Biden have had very different approaches to great power competition. President Biden’s vision is closer to a liberal international order, whereas President Trump talks about a concert of great powers — almost a 19th-century idea. How do you evaluate that model? Do you think it can work today?


The short answer is no. I don’t believe in the concert model or in spheres of influence. That’s the 19th century, and this is the 21st. Trump’s team itself was internally confused on China. Trump personally thinks in terms of great powers carving up the world into spheres, but the national security strategy he signed was written by his advisors, not necessarily by him.

In thinking about Trump, I find it useful to remember that U.S. foreign policy debates don’t fall neatly between Democrats and Republicans. They run along three axes: isolationism versus internationalism, unilateralism versus multilateralism, and realism versus liberalism. Trump is radical on all three fronts — he’s an isolationist, he prefers unilateralism, and he doesn’t care about regime type. I think that combination is dangerous for America’s long-term interests.
 


I find it useful to remember that U.S. foreign policy debates don’t fall neatly between Democrats and Republicans. They run along three axes: isolationism versus internationalism, unilateralism versus multilateralism, and realism versus liberalism.
Michael McFaul


What role do middle or “auxiliary” powers — like India, Brazil, or Turkey — play in this evolving landscape of great power competition?


This is one of the biggest differences between today and the Cold War. Back then, the system was much more binary. Today, the world is more fragmented. I think of it as a race: the U.S. is ahead, China is closing the gap, and everyone else is running behind. But they’re running. They have agency. They’re not just sitting on the sidelines.

Countries like India, South Africa, Turkey, and Brazil are swing states. They’re not going to line up neatly with Washington or Beijing. BRICS is a perfect example — democracies and autocracies working in the same grouping. The U.S. has to get used to living with that uncertainty. We need to engage, not withdraw.

And at the same time, while the U.S. seems to be retreating from some of its instruments of influence, China appears to be expanding. What worries you about this divergence?


It’s striking. We’re cutting back on USAID, pulling out of multilateral institutions, shutting down things like Voice of America, Radio Free Asia, Radio Free Europe, and cutting back on diplomats. Meanwhile, the Chinese are expanding their presence, their multilateral influence, their media footprint, and their diplomacy.

If the autocrats are organized, the democrats have to be organized too. We can’t just step back and assume things will turn out fine. That’s not how competition works.
 


If the autocrats are organized, the democrats have to be organized too. We can’t just step back and assume things will turn out fine. That’s not how competition works.
Michael McFaul


During the Cold War, despite intense rivalry, the U.S. and USSR cooperated on nuclear nonproliferation and arms control. How do you see cooperation taking shape in today’s U.S.–China rivalry?


That’s a really important point. Cooperation in the Cold War wasn’t just about deterring the Soviets — it was also about working with them when we had overlapping interests. The Nuclear Nonproliferation Treaty of 1968 was a monumental achievement. It was signed at the height of the Vietnam War, while we were literally fighting proxy conflicts, and yet we found common ground on nuclear weapons.

I think something similar can and should happen now. Even if we’re competing with China, and even with Russia, there are areas where cooperation is in everyone’s interest: nuclear arms control, nonproliferation of dangerous technologies like AI and bioweapons, and climate change. These are existential issues. We cooperated with our adversaries in the past; we should be able to do it again.

One of the big debates in international relations is about the role of ideology. How much does ideology matter in this current geopolitical context?


It matters a lot. My book isn’t called Great Powers — it’s called Autocrats vs. Democrats for a reason. I believe ideas and regime type shape international politics.

Putinism and Xi Jinping Thought are exported differently. Putinism — illiberal nationalism — has ideological allies in Europe and here in the U.S. Xi’s model is more economically attractive to parts of the Global South. Power matters, of course, but it’s not the only thing.

You can see this clearly if you compare Obama and Trump. There was no big structural power shift between 2016 and 2017, but their worldviews were radically different. That’s evidence that ideas and individuals matter a great deal in shaping foreign policy.
 


My book isn’t called "Great Powers" — it’s called "Autocrats vs. Democrats" for a reason. I believe ideas and regime type shape international politics.
Michael McFaul


You’ve warned about the dangers of U.S. retrenchment. Are there historical moments that you see as parallels to today?


I worry about a repeat of the 1930s. When Italy invaded Ethiopia, Americans said, “Where’s Ethiopia?” When Japan invaded China, they said, “Why do we care?” Then came 1939. Stalin and Hitler invaded Poland, and we still said, “That’s not our problem.” Eventually, it became our problem.

If we disengage now, we may find ourselves facing similar consequences. That’s part of why I wrote this book — to push back against the idea that retrenchment is safe. It’s not.

To close, what advice would you give to students who want to build careers like yours? And, could you recommend a book or two for young people entering this field?


Be more intentional than I was. Focus on what you want to do, not just what you want to be. Develop your ideas first, then go into government or academia to act on them. Don’t go into public service just for a title. I saw too many people in government who were there just to “be” something, without a clear agenda. The “to do” should come first; the “to be” comes later.

As for books, my own book, Autocrats vs. Democrats: China, Russia, America, and the New Global Disorder, is coming out soon — you can pre-order it. But the two books that shaped me the most when I was young are Crane Brinton’s The Anatomy of Revolution and Guillermo O’Donnell and Philippe Schmitter’s Transitions from Authoritarian Rule.

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Exploring great power competition, Cold War lessons, and the future of U.S. foreign policy with FSI Director and former U.S. Ambassador Michael McFaul.

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Nora Sulots
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The Center on Democracy, Development and the Rule of Law is thrilled to congratulate Hoover Fellows and CDDRL affiliated scholars Erin Baggott Carter and Brett L. Carter on receiving the William H. Riker Book Award presented by the American Political Science Association’s Political Economy section. The award honors the best book on political economy published in the past three years and recognizes the Carters’ recent work, Propaganda in Autocracies: Institutions, Information, and the Politics of Belief (Cambridge University Press, 2023).

Propaganda in Autocracies offers a groundbreaking account of how and why authoritarian regimes deploy propaganda. It draws on the first global dataset of authoritarian propaganda, analyzing nearly eight million newspaper articles across 59 countries. The book reveals how autocrats strategically craft narratives to secure their rule, and why propaganda varies so dramatically across contexts — from Russian invocations of Donald Trump to the sweeping state narratives of contemporary China.

Reflecting on the honor, Brett Carter emphasized the project’s roots at Stanford: “It goes without saying that we deeply value the wonderful CDDRL community where this project began so many years ago. This is very much a CDDRL book. We began it when I was a postdoctoral fellow and worked through the book’s key ideas over the course of several seminar presentations.”

This is very much a CDDRL book. We began it when I was a postdoctoral fellow and worked through the book’s key ideas over the course of several seminar presentations.
Brett L. Carter

CDDRL Mosbacher Director Kathryn Stoner noted that: “This award is a powerful testament to the incredible quality of Erin and Brett’s pathbreaking research. Their work significantly advances our understanding of how modern authoritarian regimes function in the 21st century, and I am so pleased that our CDDRL community helped to support some of their scholarship. But this honor is all theirs!”

The William H. Riker Book Award adds to the growing recognition of the Carters’ research: Propaganda in Autocracies has also received the Hazel Gaudet-Erskine Best Book Award from the International Journal of Press/Politics, along with honorable mentions for both the APSA Luebbert Award for Best Book in Comparative Politics and the APSA Democracy and Autocracy Best Book Award.

With this honor, Erin Baggott Carter and Brett Carter join the distinguished ranks of scholars whose work carries forward William Riker’s legacy of combining theory and empirics to deepen our understanding of political life.

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The award recognizes their book, “Propaganda in Autocracies” (Cambridge University Press, 2023), as the best book in political economy published in the past three years.

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This event is expected to be at full capacity. Seating is available on a first-come basis.

Join us for a book talk and signing with Professor Michael McFaul, director of the Freeman Spogli Institute for International Studies, New York Times bestselling author, and former U.S. ambassador to Russia. 

Autocrats vs. Democrats: China, Russia, America, and the New Global Disorder is a clear-eyed look at how the rise of autocratic China and Russia are compelling some to think that we have entered a new Cold War—and why we must reject that thinking in order to prevail. 

Cover of Autocrats vs Democrats Book

Amid the constant party divisions in Washington, DC, one issue generates stunning consensus—China—with Republicans and Democrats alike battling over which party can take the most hawkish stance toward the ascendant superpower. Indeed, far from trying to avoid a new Cold War with China, many have embraced it, finding comfort in the familiar construct, almost willing it into existence. And yet, even as politicians and intellectuals race to embrace this Cold War 2.0, many of the perils we face today are distinctly different from those of the Cold War with the Soviets. The alliance between the autocracies of China and Russia, the nature of the ideological struggle, China’s economic might, the rise of the far right in the United States and in Europe, and the growing isolationism and polarization in American society—taken together these represent new challenges for the democratic world. Some elements of the Cold War have reappeared today, but many features of the current great power competition have no analogy from the past century.

For decades Michael McFaul, former ambassador to Russia and international affairs analyst for NBC News, has been one of the preeminent thinkers about American foreign policy. Now, in this provocative work, he challenges the encroaching orthodoxy on Russia and China, arguing persuasively that the way forward is not to force our current conflict into a decades-old paradigm but to learn from our Cold War past so that democracy can again emerge victorious. Examining America’s layered, modern history with both Russia and China, he demonstrates that, instead of simplistically framing our competition with China and Russia as a second Cold War, we must understand the unique military, economic, and ideological challenges that come from China and Russia today, and the develop innovative policies that follow from that analysis, not just a return to the Cold War playbook.

At once a clarion call for American foreign policy and a forceful rebuttal of the creeping Washington consensus around China, Autocrats vs. Democrats demonstrates that the key to prevailing in this new era isn’t simply defeating our enemies through might, but using their oppressive regimes against them—to remind the world of the power and potential that our democratic freedoms make possible. 

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Professor Michael McFaul

FSI Director
"Autocrats vs. Democrats: China, Russia, America, and the New Global" is available starting October 28, 2025.
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Senior Fellow, Freeman Spogli Institute for International Studies
Ken Olivier and Angela Nomellini Professor of International Studies, Department of Political Science
Peter and Helen Bing Senior Fellow, Hoover Institution
mcfaul_headshot_2025.jpg PhD

Michael McFaul is the Ken Olivier and Angela Nomellini Professor of International Studies in Political Science, Senior Fellow at the Freeman Spogli Institute for International Studies, and the Peter and Helen Bing Senior Fellow at the Hoover Institution, all at Stanford University. He joined the Stanford faculty in 1995 and served as FSI Director from 2015 to 2025. He is also an international affairs analyst for MSNOW.

McFaul served for five years in the Obama administration, first as Special Assistant to the President and Senior Director for Russian and Eurasian Affairs at the National Security Council at the White House (2009-2012), and then as U.S. Ambassador to the Russian Federation (2012-2014).

McFaul has authored ten books and edited several others, including, most recently, Autocrats vs. Democrats: China, Russia, America, and the New Global Disorder, as well as From Cold War to Hot Peace: An American Ambassador in Putin’s Russia, (a New York Times bestseller) Advancing Democracy Abroad: Why We Should, How We Can; and Russia’s Unfinished Revolution: Political Change from Gorbachev to Putin.

He is a recipient of numerous awards, including an honorary PhD from Montana State University; the Order for Merits to Lithuania from President Gitanas Nausea of Lithuania; Order of Merit of Third Degree from President Volodymyr Zelenskyy of Ukraine, and the Dean’s Award for Distinguished Teaching at Stanford University. In 2015, he was the Distinguished Mingde Faculty Fellow at the Stanford Center at Peking University.

McFaul was born and raised in Montana. He received his B.A. in International Relations and Slavic Languages and his M.A. in Soviet and East European Studies from Stanford University in 1986. As a Rhodes Scholar, he completed his D. Phil. in International Relations at Oxford University in 1991. 

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Chinese Foreign Minister Wang Yi traveled to New Delhi this week, marking the first visit of a high-level Chinese official to the Indian capital since the two countries agreed to disengage along their Himalayan border last October. Deadly border clashes in the Galwan Valley in 2020 had previously sent bilateral relations into a deep freeze.

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Mary Elise Sarotte — Post-Cold War Era as History

Professor Mary Elise Sarotte, award-winning historian and author of Not One Inch: America, Russia, and the Making of Post-Cold War Stalemate, will offer reflections on the difficult task of writing history that is still unfolding. Covering the pivotal years from 1989 to 2022, her work traces how early decisions at the end of the Cold War shaped the trajectory of U.S.–Russia relations and contributed to the impasse that continues to trouble the international order today. In this conversation, Sarotte will explore the historian’s challenge of disentangling myth from evidence, of balancing archival distance with contemporary resonance, and of reckoning with a legacy that remains deeply contested and urgently relevant.

The event will begin with opening remarks from Kathryn Stoner, Mosbacher Director of the Center on Democracy, Development, and the Rule of Law (CDDRL). The event will conclude with an audience Q&A.

This event is co-sponsored by the Center on Democracy, Development and the Rule of Law (CDDRL), and the Center for International Security and Cooperation (CISAC).

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Mary Elise Sarotte

Mary Elise Sarotte

Johns Hopkins School of Advanced International Studies (SAIS), Kravis Professor of Historical Studies
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Mary Elise Sarotte received her AB in History and Science from Harvard and her PhD in History from Yale. She is an expert on the history of international relations, particularly European and US foreign policy, transatlantic relations, and Western relations with Russia. Her book, Not One Inch: America, Russia, and the Making of Post-Cold War Stalemate, was shortlisted for both the Cundill Prize and the Duke of Wellington Medal, received the Council on Foreign Relations Arthur Ross Prize Silver Medal, and won the Pushkin House Prize for Best Non-Fiction Book on Russia. Not One Inch is now appearing in multiple Asian and European languages, including a best-selling and updated version in German, Nicht einen Schritt weiter nach Osten. In 2026, Sarotte will return to Yale for a joint appointment as a tenured professor in both the Jackson School of Global Affairs and the School of Organization and Management.

Kathryn Stoner

Kathryn Stoner

Mosbacher Director of the Center on Democracy, Development, and the Rule of Law
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Kathryn Stoner is the Mosbacher Director of the Center on Democracy, Development and the Rule of Law (CDDRL), and a Senior Fellow at CDDRL and the Center on International Security and Cooperation at FSI. From 2017 to 2021, she served as FSI's Deputy Director. She is Professor of Political Science (by courtesy) at Stanford, and she teaches in the Department of Political Science, in the Program on International Relations, as well as in the Ford Dorsey Master's in International Policy Program. She is also a Senior Fellow (by courtesy) at the Hoover Institution.

Kathryn Stoner
Kathryn Stoner

William J. Perry Conference Room, 2nd Floor
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Mary Elise Sarotte Johns Hopkins School of Advanced International Studies (SAIS) Presenter Johns Hopkins University
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Motivation & Contribution


China has become a world leader in digital repression, including social media surveillance, internet shutdowns, website-blocking, and arrests of those posting content the Chinese Communist Party (CCP) deems threatening. These technologies have been deployed not only on Chinese citizens but have also been exported around the world, to both democracies and dictatorships. Huawei, the world’s largest — and partly state-owned — telecommunications provider, is at the center of this dynamic, having been exported to over 60 countries on every continent.

Despite the visibility of Huawei technology transfers outside of China, our understanding of how exactly this affects recipient countries is still in its infancy. Some observers see Huawei as a cornerstone of the CCP’s efforts to prop up foreign dictatorships. Others see Huawei as a source of economic growth in some of the world’s most populous and least developed countries, providing cost-effective telecommunications and infrastructure development. What is needed is systematic evidence to move beyond speculation and to better understand whether and how Huawei transfers affect repression.
 


 

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Figure 5: Internet Shutdowns

 



Erin B. Carter and Brett L. Carter help fill this crucial gap in our knowledge. Using data on all Huawei contracts across the world over a nearly twenty-year period, they find that Huawei transfers do, in fact, facilitate digital repression in the autocracies — but not the democracies — that receive them. Attempts at digital repression in democracies are more often checked by independent political institutions and legal frameworks. When these fail, civil society organizations, news media, and popular mobilization can step in. By contrast, autocrats tend to lack these constraints and can thus more readily use Huawei for digital repression. In short, the impact of Huawei transfers varies depending on regime type.

The article compellingly demonstrates the enduring role of political institutions — in this case, those enabling democratic resilience. In addition, it sheds light on one mechanism underlying the so-called global wave of autocratization, namely, Huawei transfers that enable dictators to more efficiently control their citizens. And from a methodological standpoint, the paper provides the “first cross-country, plausibly causal evidence” of the effects of Huawei on repression.

Data & Methods


The authors use data on Huawei contracts from 2000 to 2017, which comes from the AidData project. This includes 153 projects — almost entirely on communications technologies — in 64 countries worth over $1.5 billion. The vast majority of recipient countries are in Sub-Saharan Africa and Central, South, and Southeast Asia. Huawei is responsible for around 70% of all telecommunications in Africa alone. The single largest recipient of Huawei transfers is Indonesia (~$391 million of contracts), followed by Uzbekistan (~$150 million) and Cameroon (~$100 million). Notably, of the top 20 recipient countries, only one (Costa Rica) is considered “Free” by Freedom House, the rest being “Partly Free” or “Not Free.” Huawei transfers flow slightly more to democracies than to autocracies, but this is only if Indonesia is included; otherwise, transfers flow disproportionately to autocracies.
 


 

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Graphs depicting Leading Countries and Transfers Over Time

 



Carter and Carter quantify the effect of Huawei transfers on repression by using the generalized synthetic control (GSC) method. The goal is to compare those countries receiving (the “treatment”) of Huawei transfers with those in the “control group” that do not. However, comparing the treated and controlled countries or “units” is difficult for several reasons. For one, the countries that receive Huawei transfers differ from those that do not, for example, in terms of their political institutions and economic development. In addition, there is a lag of several years between receipt of Huawei and its full implementation, and the effects of Huawei transfers may take several years before they are fully realized. Similarly, transfers are staggered over time; for example, the largest number of contracts was signed as China’s Belt and Road Initiative expanded between 2014 and 2015.

Comparing (such ostensibly different) treated and controlled units can be facilitated by constructing a “synthetic” control out of multiple control units. This will more closely match the treated unit’s characteristics prior to receiving Huawei. GSC extends (or generalizes) the synthetic control method by enabling comparison across multiple time periods (given the staggered rollout mentioned above), and across countries with different backgrounds prior to adopting Huawei technologies. Separate tests are then run for autocracies and democracies to capture how political institutions influence the effects of Huawei transfers.

Findings


In addition to the central finding about regime type, the authors also provide evidence that the countries most likely to contract with Huawei are more populous and poorer. These countries are, from China’s standpoint, attractive markets, and their governments appreciate the subsidies offered by China’s Export-Import Bank. As such, transfers are driven, in part, by demand in recipient countries. In addition, recipient countries are also more likely to have received Chinese aid and, therefore, recognize the One China policy. Meanwhile, autocracies, coup-prone countries, and those rich in natural resources are not more likely to receive Huawei transfers. All of these findings should be qualified by the secrecy surrounding Huawei contracts. Indeed, many such contracts include confidentiality clauses that prohibit recipient countries from divulging information.
 


 

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Correlates of Huawei technology transfers


Correlates of Huawei technology transfers
 



Another set of findings relates to those democracies that do use Huawei to digitally repress, even if transfers do not systematically increase repression in democracies. India is an important case, as it is a world leader in periodically shutting down the internet. Unsurprisingly, democracies whose political institutions and civil society organizations have been weakened by elected leaders with authoritarian ambitions (such as Narendra Modi) seem more likely to impose shutdowns or monitor media. At the same time, weak democracies are unlikely to use Huawei to block websites or arrest their citizens for digital action. As Carter and Carter point out, this highlights the importance of disaggregating the concept of digital repression as well as the set of institutions that enable democratic resilience. Ultimately, “Exporting the Tools of Dictatorship” is exemplary in its use of systematic data to shed light on a complex and contested geopolitical issue.

*Research-in-Brief prepared by Adam Fefer.

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The Huawei logo is seen on the side of the main building at the company's production campus on April 25, 2019 in Dongguan, near Shenzhen, China.
The Huawei logo is seen on the side of the main building at the company's production campus on April 25, 2019, in Dongguan, near Shenzhen, China.
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CDDRL Research-in-Brief [4-minute read]

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Amid the constant party divisions in Washington, DC, one issue generates stunning consensus—China—with Republicans and Democrats alike battling over which party can take the most hawkish stance toward the ascendant superpower. Indeed, far from trying to avoid a new Cold War with China, many have embraced it, finding comfort in the familiar construct, almost willing it into existence. And yet, even as politicians and intellectuals race to embrace this Cold War 2.0, many of the perils we face today are distinctly different from those of the Cold War with the Soviets. The alliance between the autocracies of China and Russia, the nature of the ideological struggle, China’s economic might, the rise of the far right in the United States and in Europe, and the growing isolationism and polarization in American society—taken together these represent new challenges for the democratic world. Some elements of the Cold War have reappeared today, but many features of the current great power competition have no analogy from the past century.

For decades Michael McFaul, former ambassador to Russia and international affairs analyst for NBC News, has been one of the preeminent thinkers about American foreign policy. Now, in this provocative work, he challenges the encroaching orthodoxy on Russia and China, arguing persuasively that the way forward is not to force our current conflict into a decades-old paradigm but to learn from our Cold War past so that democracy can again emerge victorious. Examining America’s layered, modern history with both Russia and China, he demonstrates that, instead of simplistically framing our competition with China and Russia as a second Cold War, we must understand the unique military, economic, and ideological challenges that come from China and Russia today, and the develop innovative policies that follow from that analysis, not just a return to the Cold War playbook.

At once a clarion call for American foreign policy and a forceful rebuttal of the creeping Washington consensus around China, Autocrats vs. Democrats demonstrates that the key to prevailing in this new era isn’t simply defeating our enemies through might, but using their oppressive regimes against them—to remind the world of the power and potential that our democratic freedoms make possible. 

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Professor Michael McFaul

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"Autocrats vs. Democrats: China, Russia, America, and the New Global" is available starting October 28, 2025.
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From FSI Director, New York Times bestselling author, and former ambassador to Russia Michael McFaul comes a clear-eyed look at how the rise of autocratic China and Russia are compelling some to think that we have entered a new Cold War—and why we must reject that thinking in order to prevail. 

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Michael A. McFaul
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The "Meet Our Researchers" series showcases the incredible scholars at Stanford’s Center on Democracy, Development and the Rule of Law (CDDRL). Through engaging interviews conducted by our undergraduate research assistants, we explore the journeys, passions, and insights of CDDRL’s faculty and researchers.

Michael Bennon is a Research Scholar and program manager of CDDRL’s Global Infrastructure Policy Research Initiative. Having served as a Captain in the US Army and US Army Corps of Engineers, he now teaches Global Project Finance at Stanford University. His research focuses on infrastructure development, specifically on the importance of restructuring incentives, public-private partnerships, legal regulation, and the shifting landscape of foreign investment in infrastructure.

What inspired you to pursue research in your current field, and how did your journey lead you to CDDRL?


I used to work for the federal government as an engineer. We were constantly running into hurdles, unnecessary red tape, and misaligned incentives — I felt there had to be a better way to do infrastructure development. So, I went to graduate school at Stanford, studying under Dr. Raymond Levitt, who focused on the cross-disciplinary intersection of engineering, international relations, finance, and law. We worked to address gaps in the research world regarding infrastructure development from a project finance perspective.

After graduate school, I continued working with Dr. Levitt and began teaching about the financing of large infrastructure projects. I began collaborating with CDDRL when researching China’s Belt and Road Initiative (BRI) and international infrastructure development more broadly. The throughline of my journey, from focusing on engineering to organization management to law, has been to follow the biggest challenges in infrastructure.

How do you visualize the creation of more effective incentive structures to motivate private companies to further global development? How can the public-private partnership work more effectively?


There's a myriad of flaws in the infrastructure development sector with incentives. The basic disconnect is that in a democracy, elected officials rely on bureaucracy and various agencies to develop complex infrastructure projects, which can lead to a convoluted system. When a government infrastructure project goes over budget, the many groups involved often don’t bear the costs — taxpayers do.

However, effective public-private partnerships can help solve these broken incentives. For example, if a project is structured so that the companies building the infrastructure are also responsible for maintaining it, then they are incentivized to create projects that last.

Internationally, in the old pre-BRI paradigm of development, there were two ways for a developing country to fund its infrastructure: either by borrowing money or financing projects through foreign direct investment. For the latter, there’s a form of private-public partnership, as international investors invest directly into the project instead of through the government.
 


Effective public-private partnerships can help solve broken incentives. For example, if a project is structured so that the companies building the infrastructure are also responsible for maintaining it, then they are incentivized to create projects that last.
Michael Bennon


How has infrastructure development been used to gain influence in diplomacy? How has our understanding of that tool changed since BRI, and how successful has it been for China?


Infrastructure development has always been a problematic tool for amassing geopolitical influence; it builds friendships when loans are going out, then creates enemies once they’re issued. A recent example is the 1997 Asian financial crisis when Western countries had invested in power plants throughout the continent, only for many countries to default and expropriate. This has happened repeatedly throughout history.

While China’s done quite well at protecting its economic interests in infrastructure projects, it's a mixed bag due to the prevalence of moral hazard, public backlash, and the tarnishing of diplomatic ties. With the state being so heavily involved in BRI, China intervenes when countries want to default or expropriate, protecting its interests and those of state-owned enterprises effectively. However, this can lead to a moral hazard problem because these enterprises feel too protected by China and act without the appropriate caution while building risky projects.

Today, many countries that have received BRI lending have serious relational problems with China, if not at the government level, then among the public. People tend to push back and feel taken advantage of when a foreign country comes in and builds projects, especially with rumor mills churning out narratives about China’s 'debt-trap diplomacy.' These diplomatic challenges were true long before the BRI and persist today.

Why do countries, through BRI or other means, decide to take on infrastructure projects they obviously can’t afford?


Countries often don’t behave rationally — politics, corrupt officials, and conflicting interests all affect policymaking. Also, everyone builds infrastructure projects that may bankrupt them, partly due to an ingrained optimism bias in the infrastructure sector.

We’re in the worst developing country debt crisis in modern history, and countries are having a difficult time navigating a changing infrastructure lending landscape. China is now the largest bilateral lender, and its absence from international organizations like the Paris Club prevents the unified action needed to allow countries to emerge from debt crises. Even the International Monetary Fund (IMF) is struggling to help them, as it is cautious about issuing aid to countries with murky BRI loans to pay back.

Funding for infrastructure development can be used as an incentive for democratization through conditionality on loans. However, many countries are turning away from traditional Western lending institutions in favor of alternative lenders with fewer conditions. How can we balance the importance of conditionality and incentivizing democratization while preventing the decreased reliance on Western institutions?

Conditionality can be positive in promoting democratization, but there have to be limits to it, especially because it becomes less effective when alternative lenders like China exist. Conditionality began as limited to policies that promote democratization, development, and liberalization but has metastasized to the point where lenders are pushing a wide range of policies on borrower countries. Many of these conditions, such as environmental or social protections, are good policies but can be viewed as a manifestation of Western imperialism within these countries. These programs also become futile when countries become simply incentivized to seek Chinese loans instead, which have virtually no conditionality.

Is the turn away from Western lending institutions an inevitable shift, or can policy changes encourage its prodominance again, if that’s something that we want?


Western institutions are better for infrastructure development, as organizations like the World Bank are the best at protecting human rights and preventing environmental disasters. There are also strategic and security reasons for promoting Western institutions — for example, we don’t want Chinese technology companies building telecommunications grids in other countries.

The bigger question is, what would a return to a Western-dominated model of investment look like? Pre-BRI, there was an open, liberal system of direct investment from private companies. BRI represented a pivot to more state-driven investment. Should the US shift to a similar model, or return to private direct investment fueling infrastructure development? The Biden administration’s alternative to BRI for state-driven investment was the Partnership for Global Infrastructure and Investment (PGII). Despite mutual investment in telecommunications and renewable energy, PGII focuses on developing very different sectors than BRI, building social impact projects like healthcare infrastructure.

What is the most exciting or impactful finding from your research, and why do you think it matters for democracy, development, or the rule of law?


I’m focusing on how liberal democracies can get building again, so I researched flaws in domestic infrastructure projects within the US. It revealed how the judicial system was an engine fueling how infrastructure projects are conducted; I realized the extent to which permitting regulation and environmental litigation had been driving my own incentives when I was a bureaucrat. Decisions are often made in response to case law and to ‘litigation-proof’ projects, which can incentivize inefficient and expensive project management. I believe democracies are perfectly capable of building infrastructure projects well, but problems in current building initiatives, from the California High-Speed Rail to our housing crisis, are rooted in the outsized effects of the threat of lawsuits.
 


I believe democracies are perfectly capable of building infrastructure projects well, but problems in current building initiatives, from the California High-Speed Rail to our housing crisis, are rooted in the outsized effects of the threat of lawsuits.
Michael Bennon


How do you see your research influencing policy or contributing to real-world change?


I do research on practical public-private partnership policy in the United States, working with the Build America Center and the Department of Transportation to directly supply the government with research when needed.

There are policy changes that must occur to promote effective infrastructure development. The US will have to reform institutions that predated BRI to adapt to today’s post-BRI world. The three key institutions are the World Bank, the IMF, and the World Trade Organization (WTO). I hope that my ideas can influence their restructuring. For domestic development, I’m continuing my work with the Build America Center on how governments can more efficiently procure infrastructure projects and help public officials adopt best practices.

Lastly, what book would you recommend for students interested in a research career in your field?


The first book, which is extraordinarily boring but crucial to infrastructure development, is The Strategic Management of Large Engineering Projects: Shaping Institutions, Risks, and Governance. Written by Miller, Lessard, Michaud, and Floricel, it includes the perspectives of MIT engineers on infrastructure project case studies to understand why so many have failed. For some great history, the economist Raymond Vernon’s book Sovereignty at Bay develops the idea that relationships sour over international investment and that it’s not an effective diplomatic tool.

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Investigating how infrastructure project financing has changed amidst global geopolitical competition and how democracies can more effectively build in the future with CDDRL research scholar Michael Bennon.

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