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Wednesday, August 26, 2026

 ARGENTINA

Defeating Milei: Left strategy in times of reaction


Foto: Triada Colectivo. @colectivo.triada

First published in Spanish at Revista Jacobin. Translated and annotated by David Fagan for International Viewpoint.

Globally, the left faces a strategic debate on how to respond to the current reactionary surge. The answer depends on how we characterise the period, what we understand by the extreme right, and what kind of political unity we deem necessary to confront it. In Argentina, the discussion is gaining prominence given the gradual decline of Milei’s government. Before examining the Argentine case, however, it is worthwhile considering the global scale of the phenomenon.

The far right is advancing worldwide at an uneven but decisive pace. It is not invincible, as evidenced by Viktor Orbán’s recent electoral defeat in Hungary, but neither is it merely a temporary phenomenon. In the last European Parliament elections, if its various political factions are combined, the far right became the second largest force in Parliament, just one seat behind the traditional right, represented by the European People’s Party. In France, Le Pen’s party has a real chance of reaching the Élysée Palace for the first time. In Italy, Meloni has governed since 2022 with sustained approval ratings, while in Germany, the AfD broke through the post-war cordon sanitaire to become the second largest party in the country. In the United Kingdom, Reform UK is leading the polls for the first time ever. [This is no longer the case in August 2026.- Ed]

Trump leads the world’s leading power with an explicit agenda of authoritarian state restructuring and openly supports his far-right allies around the globe. In Latin America, although Bolsonaro was ousted from power three years ago and Lula has since improved key social indicators, with economic and employment growth and a recovery in popular incomes, Flavio Bolsonaro has even surpassed Lula in some runoff polls. In Ecuador, Daniel Noboa is consolidating an authoritarian regime that combines the systematic persecution of activists and opponents with a disturbing institutional entanglement with drug trafficking. In Chile, José Antonio Kast has been in power since March of this year. The examples could be multiplied: Erdoğan’s Turkey, Modi’s India, Bukele’s El Salvador, or Netanyahu’s Israel. The global force of this phenomenon is impressive.

Although the far right still resists definitive characterisations because it is a heterogeneous and developing phenomenon, the events of recent years force us to abandon a thesis that was until recently dominant: the one that saw in these movements merely a strident and only discursively more aggressive variant of the traditional right. While a "bourgeois normalisation" towards conventional conservatism cannot be ruled out in certain cases, the prevailing trend points in the opposite direction: a real authoritarian threat, ready to erode democratic freedoms, social rights won in the 20th century, and even the physical integrity of the political opposition.

The examples are piling up. In the United States, Trump transformed ICE into a federal political police force of arbitrary arrests and deportations. Trumpism is experimenting with projecting it as a general instrument of authoritarian control beyond immigration: a tentative move that became evident with Steve Bannon’s recent suggestion to use it to "guard" the November elections under the pretext of alleged fraud in the making. Netanyahu is waging a war of extermination in Gaza and prosecuting his opponents. Milei is leading the largest offensive against the working class since the last military dictatorship and intensifying the repression of social protest. Bolsonaro instigated an attempted coup on January 8, 2023. Bukele governs El Salvador under a permanent state of emergency, with tens of thousands detained without due process, and has turned this prison model into an object of admiration for much of the Latin American right. Orbán, for more than a decade, built an authoritarian regime, the self-styled "illiberal democracy," which the rest of the international far-right bloc has also turned into an aspirational model.

But the authoritarian advance does not yet equate to lasting consolidation. In recent months, several events have occurred that seem to indicate a slowdown in this advance: Orbán’s electoral defeat, Trump’s declining popularity and his quagmire in Iran, Milei’s deteriorating image, and Meloni’s defeat in the last constitutional referendum. Examples could also be cited in the opposite direction: Flavio Bolsonaro leading in the polls, Reform UK breaking Britain’s historic two-party system and its successes in the last municipal elections, and Fujimorism’s strong performance in the Peruvian runoff. All of this demonstrates that we are facing an open situation and that the far right has not yet stabilised its project. It is an ongoing political battle, with advances and setbacks, that will likely continue for some time.

The global trend is still unstable, but it transcends any passing situation. We are going through a reactionary period, following Valerio Arcary’s analysis: a prolonged cycle in which the balance of power becomes unfavorable due to the accumulation of defeats, the left is left on the defensive, and the extreme right maintains a strong social base. The electoral growth of the right wing is merely a symptom. What is at stake is a deeper disruption of the political and social balance, which reduces the capacity of the popular classes to defend themselves and increases the risk of far-reaching defeats. Stopping the far right is, therefore, the central political task of our time.

The Argentine case: Milei as the crystallisation of a defeat

In contrast to the global trend, much of the analysis by the Argentine left assumes that the local political situation continues to be defined by the pendulum swing of an unresolved and unstable balance of power, usually described as polarisation or hegemonic stalemate. In that interpretation, the partisan forces that represented the two poles of the pendulum would go through a parallel crisis: just as Milei swept away the traditional right, Peronism would suffer in the other camp a crisis of representation that the left would be capitalising on. It would be, as Tony Cliff would say, the 1930s in slow motion: a context of polarisation in which neo-fascism and the radical left would grow at the same time, and in which the task would be to prepare for a new offensive after the brief interval of Milei’s government.

The diagnosis is wrong, and misguided — even delusional — political consequences follow from it. Social power relations have deteriorated significantly in recent years. In a country where, for a long period, the possibility of adjustment policies and pro-business structural reforms was blocked — a reality that both Kirchnerism and Macriism grappled with, each with their own strategy — Milei managed to impose "the most significant fiscal adjustment in a peacetime economy" (IMF). And he did so not only without an immediate social explosion, but by consolidating his power. Something shifted at the very heart of society.

Currently, as recorded by all opinion polls Milei’s image is suffering a significant decline. However, this does not justify concluding that we are in a situation of “equilibrium”, as if it were a mechanism that had simply been delayed a little longer than expected. After two years in office, in a context of plummeting revenues and paralysed consumption, the fact that the government maintains an approval rating of between 30% and 40%, having started with support close to 50%, speaks more of resilience than weakness. It is worrying to imagine the political power it could wield if it had an expansive economy like the one that underpinned Menem’s first term between 1991 and 1994. It’s not surprising that it’s eroding. What is remarkable is that it remains standing amidst an austerity experiment unprecedented in the democratic era.

Milei’s political survival says something important about the evolution of social and political power relations. The Argentine situation can no longer be considered static, marked by the eternal and almost metaphysical impossibility of resolving the historical "Argentine stalemate." We are not simply passing through one of the poles of a pendulum that always oscillates between the same points: the pendulum movement itself has been eroding the capacities of social resistance. It is curious that the Gramscian concept of "catastrophic stalemate" is usually invoked and the main conclusion of his analysis is ignored: the catastrophic stalemate does not describe a state of permanent paralysis, but an unstable and self-eroding dynamic that tends to be resolved through bonapartist leadership.

This shift in the balance of power can take different paths. The most obvious one was open repression: military dictatorships, fascism, or state violence aimed at crushing unions and workers’ organisations, atomising the workforce, and breaking their collective trust. Another way, complementary or alternative to direct coercion, is the exemplary defeat of a strategic labour sector: the classic cases of the British miners against Thatcher or the air traffic controllers during the Reagan era show how the breakdown of a historically strong union can discipline the rest of the working class. Terminal economic crises, especially hyperinflation, can also play this role by instilling widespread and paralysing fear. Finally, there is a less analysed mechanism, derived from Gramsci’s analysis of the "catastrophic stalemate": a gradual alteration of power relations caused by a prolonged political deadlock, in which each force manages to veto its adversary’s project but cannot impose its own. This dynamic erodes the social base of the contenders themselves and instills in the population a widespread sense of demoralisation and hopelessness. The recent Argentine case can be seen as an example of this logic.

As Adrián Piva’s recent work shows, in recent years we have witnessed the silent maturation of a social defeat that explains relative passivity in the face of a colossal fiscal adjustment and a generalised decline in income, unthinkable at another time. This process has an objective basis: the economic stagnation that began around 2011-2012, which cumulatively eroded the capacity for collective action. The intuitive association between crisis and revolt is often misleading: when deterioration stabilises, what proliferates is unemployment, having to take on multiple jobs, and the fragmentation of the workforce, and therefore the weakening of the social power of the working class.

In recent Argentine history, this was compounded by persistent inflation, which reached triple-digit annual figures. As Perry Anderson observed in his analysis of stabilisation plans in Latin America during the 1980s, hyperinflation can operate as a “functional equivalent” of a dictatorship: it terrorises the population, imposes discipline without the need for direct coercion, and prepares the ground for demands for order. Although Argentina did not recently experience hyperinflation, it did go through a prolonged period of high inflation that was enough to cause profound wear and tear and generate a general demand for order. The picture was completed by the political failure of the last Peronist government, which demoralised the progressive movement and fostered an anti-statist atmosphere that was crucial for Milei’s rise. The combination of these factors weakened the combative force of society and allowed the new government to implement measures that, under "normal" circumstances, would have provoked enormous resistance.

This silent erosion was mirrored by the consolidation of a right-wing social and political bloc which, after a gradual radicalisation, ultimately crystallised in the figure of Milei. This bloc reacts politically to the cycle that began in 2001 and, more specifically, to the way in which Kirchnerism managed it. The power dynamics established after the 2001 crisis were contained and institutionalised during the first Kirchner administration. In other words, they were stabilised and, in a sense, preserved through the partial channelling of popular demands within a context of exceptional external prosperity. That strategy had some initial successes, during which Kirchnerism managed to rally a significant portion of the business community behind it. When the right-wing offensive erupted in 2008, Kirchnerism shifted towards a strategy of political accumulation based on polarisation and the consolidation of a hard core of support: it generated a climate of politicisation and ideologisation, though not of mobilisation or self-organisation, a feature that distinguished it from the Venezuelan or Bolivian experiences during those same years. This politicisation was expressed in the incorporation of a new generation into militancy with an anti-oligarchic discourse, in the capture of a large part of the intellectual left, and in the cultural prolongation of the period inaugurated in 2001.

But that strategy did not disorganise the right-wing social base that was being built in parallel; on the contrary, in a way it consolidated it through the same logic of permanent polarisation: fortifying a core of support on the basis of constant confrontation with an enemy also serves to cohere and activate that adversary. And the economic cycle that had made the whole scheme possible, sustained by Asian demand for commodities, the high exchange rate inherited from the 2002 devaluation and previously eroded wages, began to run out between 2011 and 2012.

Pointing out the limitations of Kirchnerism should not reduce the new right to a mere epiphenomenon of progressive frustrations. The Argentine right had its own agency and a social and institutional terrain on which to develop: anti-Peronist middle classes, the agrarian bourgeoisie, large media groups, sectors of the judiciary, concentrated business interests, international support, and a long-standing anti-popular culture. The Milei phenomenon can only be understood as the condensation of a multicausal process, in which the limits of progressivism weighed as an important factor among several. This is confirmed by the fact that in the world the extreme right appears as a replacement for all types of political signs: right-wing, centrist or social democratic governments.

The construction of the right-wing bloc, for its part, had its own history. The Kirchnerist strategy began to generate tensions with the dominant classes as early as 2005, when sectors that wanted to mitigate the incorporation of popular demands, especially wage increases, left the government, which was reflected in the departure of Economy Minister Roberto Lavagna. But the real turning point came in 2008, with the "rural conflict." Faced with this confrontation, most of the urban middle class broke with the ruling party and reverted to their traditional anti-Peronism. This is how an anti-Kirchnerist identity was constructed, combining a rejection of populist style with a desire for social distinction from the popular sectors receiving state assistance. Added to this was the defense of concrete material interests: from the rejection of export taxes on commodities, which united the agrarian bourgeoisie with the rural middle classes, to the protection of dollar savings, affected by the currency controls imposed from 2011 onward. This identity solidified before finding a suitable political instrument: since 2008, there had existed an electoral segment, initially a minority but increasingly cohesive, willing to support any candidate with a realistic chance of defeating Peronism. Macri capitalised on it in 2015; Milei, in 2023.

Building on this accumulated ground, Macri provided the final ideological piece that unlocked the radicalisation of the right. As Javier Balsa shows in ¿Por qué ganó Milei?, after the failure of his government he offered his own base a coherent explanation: "we pursued gradualism instead of shock therapy; we didn’t dare repress those who mobilised to defend their corporate privileges." Offering an explanation for the failure serves to appease one’s own social base and provides a future strategy, which naturally follows from the diagnosis: neoliberal shock therapy and whatever repression is necessary. This interpretation paved the way for whoever would most consistently embody what Macri failed to achieve.

Milei represents the culmination of fifteen years of right-wing construction in the face of an exhausted progressive camp. His rise depends not only on his own strength but also on the strategic weakness of his adversary: the social bloc that sustained the partially favourable balance of power after 2001. The right wing’s social base emerged more radicalised from Macri’s failure. Kirchnerism’s base entered a stage of demoralisation and confusion. For all these reasons, the extreme right must be understood as an organic phenomenon and not as a circumstantial accident.

This characterisation does not imply, of course, that the political context and the relations of power that made Milei’s rise possible are irreversible. But the most likely thing is not a sudden turn of the situation. If there is recomposition, it will have a slower and more cumulative pace, similar to the cycle that opened in 1995 and ended in 2001.

Milei is the byproduct of a still partial social defeat; his programme seeks to transform it into a far-reaching defeat, capable of drastically modifying the relationship between the State and capitalist accumulation and sweeping away the vestiges of "collectivism", labour regulations and social rights accumulated in a century of workers’ conquests. On the other hand, if the extreme right is interpreted as an accidental phenomenon, detached from social power relations, the conclusion will be that its government is unviable and that it will lead to a sudden reactivation of conflict. Under that premise, the left wouldn’t have much to innovate: it could simply stick to business as usual and even wait for a drastic shift that would redirect social discontent from the far right to the radical left. The reality is quite different: a social defeat has significantly altered the balance of power. Today, there is no combative society capable of swiftly retaliating. That changes everything.

Social defeat and its limits

This is not to argue that the social defeat has produced a homogeneous shift to the right across the entire population or an irreversible loss of the capacity to resist. I call "social defeat" a negative practical alteration of the balance of power: the loss of capacity of the popular classes to block regressive offensives that, at another time, would have encountered much more intense resistance. Social and political defeats have diverse scopes: they can be circumstantial, allowing for a rapid recovery, or historical, requiring the effort of an entire generation to reverse, with countless nuances in between. Furthermore, the true depth of a defeat is never immediately apparent; its real impact is gradually revealed through its effects.

The empirical work on which Balsa relies, conducted in 2023, allows us to clarify this. His surveys showed a society divided, broadly speaking, into three thirds. One third with coherent economically progressive positions: defense of the role of the State, labour rights, and redistribution. Another third with a hard neoliberal core. And an intermediate, more diffuse third: centrist, moderate, apolitical, or simply frustrated sectors, without a firm ideological framework in any sense. As the electorate ultimately fractured into two large blocs, what typically determined the primacy of one or the other was which of the two strong minorities managed to attract the majority of the middle sector. There was, therefore, no mass conversion of society to neoliberalism or the right: the bloc of redistributive positions and the neoliberal bloc started from a position of approximate numerical parity. The decisive factor occurred on another level.

The central phenomenon is the radicalisation of the right. The study records the near disappearance of "classical liberals," who combined free markets with cultural progressivism, in favor of an "authoritarian liberalism" where economic ideology coexists closely with social conservatism, xenophobia, and antifeminism. A radicalised and cohesive right wing, in a context marked by the failure of the last Kirchnerist government, was able to engage and sway the middle third of the electorate. This diffuse sector fragmented between abstention and, in a decisive portion, votes for Milei, who was captivated by a viscerally anti-popular and anti-Kirchnerist discourse. It was this shift of the middle sector, driven by the right-wing pole, that ultimately tipped the scales.

We don’t know exactly how these currents evolved after two years of Milei’s government. The hardline government supporters showed remarkable resolve in the face of fiscal austerity and falling revenues, but the current government crisis seems to be gradually strengthening the opposition and creating cracks in its official support base. Even the business community is beginning to consider an alternative figure capable of sustaining the economic programme should Milei’s declining popularity jeopardise his electoral viability. However, as a counter-trend, the long years of inflation seem to have solidified a common sense, particularly within that strategic middle sector: the demand for a "balanced" macroeconomy and a fiscal surplus, in opposition to the "populist" tendency to expand spending "irresponsibly." It is no coincidence that almost the entire political spectrum has embraced the demand for fiscal discipline, which, to some extent, originates from the grassroots.

In any case, empirical studies on 2023 remain relevant: there is a social base with redistributive positions, equivalent in size to the neoliberal core, willing to oppose the current adjustment programme. Although this progressive sector is not immune to the subjective effect of the inflationary crisis, which disciplines its expectations, it maintains a fundamental challenge to the regressive nature of the model’s distribution. Today, however, that base functions more as an ideological bloc than as an active political force: it is on the defensive, trying to avoid the worst. It is the exact opposite of its adversary’s radicalistion.

Empirical data on social conflict under Milei confirms this diagnosis. According to the Ministry of Labour, in 2025 there were 465 labour disputes involving strikes in Argentina, the lowest figure in two decades; in the private sector there were only 157, the lowest number in the statistical series. According to a survey by the consulting firm Diagnóstico Político, picket lines fell from 8,239 in 2023 to 3,893 in 2025: a decrease of nearly 53% and the lowest since 2011. The conflict that does exist is predominantly defensive: according to the Centre for Argentine Political Economy (CEPA), 63.6% of the cases surveyed between January 2024 and February 2026 correspond to layoffs.

There were, of course, major days of mobilisation against the government: the marches of March 24, the Antifascist and Antiracist Pride March after Milei’s statements in Davos, the CGT general strikes and the university demonstrations against the budget cuts. These large mobilisations show that the capacity for resistance is not broken, and that a foundation of organisation and politicisation persists which, although diminished, constitutes a point of support. But, for the moment, they are not enough to alter the underlying situation: low levels of labour conflict, a historical contraction of the piquetero movement, and an absence of sustained processes of self-organisation in workplaces.

The asymmetry in the magnitude of the adjustment is striking. According to CIFRA-CTA, the economic and social research centre linked to the Argentine Workers’ Central Union, real registered wages fell by about 9% under Milei’s administration, or 13% if a CPI calculated using a more up-to-date basket of goods and services than the official CPI is used. Measured by the official CPI, the wage loss was markedly uneven across sectors: in February 2026, public sector wages were 18.3% lower than in November 2023, and in the national public administration, the loss reached 37.2%. This is compounded by a decline in job quality, reflected in an expansion of informal employment.

This weakness is also evident in the ideological sphere. Recent university election results are an indicator of this: the left is losing its ability to influence younger generations. In the student elections at the University of Buenos Aires (UBA), a historically important barometer of politically engaged youth, the left registered its worst performance since the late 1990s. This does not imply that youth have become massively centrist or right-wing, but rather that the discourse of the left, which maintains its hard core, has ceased to operate as an attractive alternative on a broader scale.

The low level of conflict is shaping the hypotheses about how Milei’s government might end. A defeat driven from below, by a resurgence of popular mobilisation, would undoubtedly be the best scenario: it would remove Milei from power and allow for a rapid rebuilding of the popular movement’s social strength. A sudden shift or social explosion cannot be definitively ruled out; no one has a seismograph for class struggle. But the trends point more toward a gradual process of recomposition, not an explosion. Therefore, the fight to defeat Milei will predictably shift to the electoral arena.

This diagnosis has an important political consequence for the entire coming cycle. A potential electoral defeat for Milei in 2027 would open a new political juncture, but it would not, in itself, close the reactionary period. The conditions that produced it would continue to operate: the social right wing built since 2008, the ebb of social conflict, and the atmosphere of pragmatism inherited from both progressive failures and right-wing radicalism. The Brazilian case serves as an eloquent mirror: although Lula defeated Bolsonaro in 2022 and managed to improve key social indicators, Bolsonarism retains an electoral base close to 35% and continues to compete in very competitive conditions in the upcoming elections.

The fact that an electoral defeat doesn’t end the political cycle doesn’t mean it’s all the same whether or not it’s inflicted. In such a situation, buying time is crucial. Defeating Milei electorally isn’t enough to rebuild the strength of the popular movement, but it does prevent the far right from achieving a strategic victory: it stops them from seizing their current window of opportunity to permanently and drastically alter the balance of power between the social classes.

Why aren’t we in the 1930s?

The prevailing Marxist left-wing interpretation of the far right invokes the 1930s as a frame of reference: crisis of the liberal order, rising fascism, acute polarisation, and still-open revolutionary possibilities. This analogy is misleading and leads to misguided political orientations. There are at least three reasons to reject it.

First: revolution is off the political horizon. This may seem obvious, or heresy, depending on the context. In 1932, the Communist International was still operating with the expectation of an imminent insurrection, and it wasn’t entirely wrong. Germany was the central stage. The accumulated revolutionary defeats (1918, 1921, and 1923) had failed to demobilise the working class or the revolutionary left, as evidenced by the resurgence of the Communist Party during those years.

Today we do not live in an era where a revolutionary rupture is part of the immediate picture. The socialist perspective can only be rebuilt starting from this reality. When the working class cannot go on the offensive, the main task is to rebuild the social and political foundations for a future counter-offensive. This alters the relationship with classical Marxist analyses of the 1930s. For Trotsky, for instance, anti-fascism had a dual dimension: it was simultaneously a unified defensive struggle of the entire working class and a direct anti-capitalist struggle, aimed at turning resistance to fascism into a lever for proletarian revolution. Today, that second dimension is absent: no serious analysis can maintain that in Argentina, Brazil, France, Italy, or any developed country, the conquest of power through insurrection is on the horizon in the short term. The task is defensive, and this point redefines the entire strategic reasoning.

Second: mass workers’ parties no longer exist, at least not in the sense of the large reformist parties of the early 20th century. The so-called "united workers’ front" presupposed large organisations with a real and massive presence within the working class, one reformist and the other revolutionary. Today, that landscape has disappeared, and this forces us to rethink what class unity means when the parties that historically represented it have changed in nature. We will return to this point.

Third: there is no social polarisation, there is a radicalisation of the right. In the 1930s, there were active mass movements on both sides of the political spectrum. Today, only one pole is radicalised and emboldened; the other remains defensive and mired in pragmatism. Society is fractured into two opposing camps, but this fracture has not produced a symmetrical radicalisation. The right has become radicalised. This asymmetry implies, as Henrique Canary explains, that the myth of a shared "anti-system field" is a fantasy: there is no politically neutral social radicalism that the left can contest with the extreme right simply by raising the "anti-system" tone of its discourse. What the far right calls "the system" are, in reality, the social rights and public freedoms won in the previous period: union rights, redistributive policies, and "woke" culture. Constructing a left-wing version of this radicalism does not bring the left closer to the masses; it disconnects it from the actual levels of popular consciousness and militancy.

The strategic legacy of 20th-century Marxism remains important, but mechanically applying it to the present leads to a false analogy with the 1930s. The lesson worth preserving is the need for a unified and patient policy, supported by social mobilisation. In the 1930s, the united front was a tactic for uniting an organised working class with a strong presence and offensive capacity. Today, a mass policy against the far right starts from a much more adverse position: a more fragmented working class, with less confidence in its own strength and lower levels of awareness and militancy.

Anti-fascist popular front?

What value, then, do the debates that Marxism developed in the face of the rise of fascism in the last century have, particularly those concerning the united workers’ front and the popular front? It is worthwhile revisiting the Marxist debate of the 1920s and 30s. The united front was first discussed in 1922 in the Communist International and later taken up again in the struggle against fascism. Lenin was categorical about its importance: anyone who didn’t understand the united front was lost to the communist movement. Perry Anderson defined it as "Lenin’s last great piece of advice to the Western workers’ movement before his death." For Gramsci, the united front policy seemed to involve more than just defensive unity with the reformists. Therein lay, in embryo, a new conception of revolutionary politics under Western conditions: the shift from manoeuvre warfare to positional warfare, and from the theory of the offensive to the theory of hegemony.

The united front was an effort to unify and bring together the activities of all workers, not just those who followed the revolutionary party. Its logic is relatively simple. The masses need to unite their forces to defend themselves. The revolutionaries, in turn, are better positioned to contest the leadership of the movement if they appear as its most unified wing, not as a divisive force. Since the masses learn primarily from their own experience, the distinction with reformism arises from the course of the struggle itself, when those leaderships demonstrate their inability to carry it through to the end. From there, more complex scenarios can emerge, such as a united front government: a unified government of working-class organisations, both reformist and revolutionary, conceived as a transitional moment in the struggle for power.

The problem is that, a century after that debate, the reality of the working class and the left could not be more different. As we pointed out, the united front of the 1920s presupposed the existence of two real partners with a massive presence among the working class: a reformist social democratic party and a revolutionary communist party. That world no longer exists. Traditional European social democracy, such as the French Socialist Party or the Spanish Socialist Workers’ Party, ceased to be genuine workers’ parties decades ago; today they tend increasingly to become organic representatives of their bourgeoisies, although they still retain a link with the working class that differentiates them from conventional bourgeois parties. The new left-wing forces, such as Die Linke, Podemos, and La France Insoumise, are significant actors, but their strength is primarily expressed in the electoral arena and does not translate into an organic mass base. Neopopulist experiences in Latin America, such as Kirchnerism and Morena, cannot be characterised as independent reformist forces either. While they possess deeper social roots than European social democracy, they are formations that simultaneously forge ties with factions of the ruling classes and with popular sectors.

If the united front presupposed the unity of workers’ forces that, together, constituted a social and electoral majority, today it is unclear who could occupy that position. Should unity be forged between small revolutionary groups of marginal influence and electoral machines deeply integrated into the economic and political networks of the ruling classes? What does it mean to speak of a united front when there are no longer two major workers’ parties vying for leadership of an organised working class, but rather fragmented left-wing parties, unstable electoral machines, and much weaker popular movements? A united political approach remains necessary, especially where left-wing and working-class organisations exist. But the landscape in which we operate is no longer the same.

This historical discontinuity with respect to the party landscape of the 20th century leads to one conclusion: currently, the exclusive unity of left-wing forces based on the working class, although it persists as the organising principle of socialist politics, is probably insufficient to stop the extreme right. This scenario shifts the debate to more thorny ground: the possibility of ad hoc agreements with dissident sectors of the bourgeoisie or with deeply institutionalised social democracies. Faced with this dilemma, the debate on popular fronts promoted by the Communist International (Comintern) following its Seventh Congress in 1935 inevitably arises.

The Popular Front was the Comintern’s policy that succeeded the ultra-leftist tactic of "class against class," a line that identified social democracy with fascism and rejected any joint action with reformist sectors. Under this new orientation, the Comintern shifted towards a strategy of alliances not only with workers’ parties, but also with "democratic" bourgeois parties in the struggle against fascism.

This policy was challenged by Leon Trotsky. The Russian revolutionary accurately identified the central risks: that the coalition with the liberal bourgeoisie would act as a brake on worker mobilisation, and that the Communist Parties, caught in the need not to "frighten" their allies, would end up operating as the last barrier against a possible revolutionary rupture.

In times of acute polarisation or revolutionary upsurge, the Popular Front often functioned as a mechanism of containment. Trotsky’s critique targeted this core issue: the alliance with the liberal bourgeoisie tended to discipline the working class, subordinating its own objectives to the maintenance of the coalition. France and Spain offered dramatic examples of this limitation.

But historical experience proved more ambiguous than the simplified version of the Trotskyist canon. The electoral victories of the Popular Front also bolstered the confidence of the working classes and acted as catalysts for mobilisation. Blum’s triumph led to the strikes of June 1936; in Spain, the Popular Front’s victory preceded an extraordinary mobilisation of workers and peasants, which reached its peak in the resistance to the Francoist coup. The fact that Stalinism later sought to contain and discipline that process does not negate the fact that, in its initial phase, unified anti-fascism helped to activate latent popular energies.

Perry Anderson pointed out that Trotsky made sectarian errors in his writings on France and Spain, by underestimating the need for alliances with non-working-class sectors in defense of democratic freedoms, a flexibility that he had shown in the face of the rise of Nazism or in his practical experience with Kornilov’s attempted coup in August 1917. But despite these errors, Trotsky’s analysis of the French case captured the ambivalence of the Popular Front, and was more nuanced and interesting than is usually recognised. Already in 1934 he wrote that, if the French socialists managed to win the confidence of the majority, the revolutionaries would be "always prepared to defend an SFIO government against the bourgeoisie." Once Blum’s government was formed, the tactic he proposed was not outright opposition, but a combination of pressure from below and partial demands on the leadership. In a letter of June 21, 1936, addressed to his French followers, Trotsky warned that repeating the slogan of a general strike "without defining or specifying it would be a mistake," and predicted that the next wave of strikes would most likely be directed not against Blum, but against his enemies: the "two hundred families," the Radicals, the Senate, and the General Staff. For Trotsky, this distinction was crucial: “We don’t lump Léon Blum in with the Wendel and La Roque factions. We accuse Blum of not understanding the formidable resistance of the Wendel and La Roque factions.” From this stemmed the obligation to present themselves to the working class “not as an obstacle, but as people who want things to move forward.”

This point allows us to draw a strategic conclusion that is probably counterintuitive to the common sense of the Marxist left: in many cases, the masses do not become radicalised despite trusting reformist leaderships, but rather through that trust. Popular mobilisation usually begins when broad sectors perceive that there is a political force capable of translating their demands into concrete results. In the initial stages of an upsurge, this force is usually moderate, national-popular, or reformist. Without this initial moment of confidence, a second moment of pressure, unrest, or radicalisation is unlikely. To posit unrest as the starting point, rather than understanding it as a possible outcome of a process, is to confuse the outcome with its conditions.

As the strikes of June 1936 demonstrated, the Popular Front’s victory acted as a catalyst for direct action. The same logic can be observed in other processes. In Chile under Popular Unity, confidence in the "electoral road to socialism" unleashed a mobilisation that even outflanked Allende himself on the left, with factory occupations and industrial belts. Argentina in 1973 offers another example: Cámpora’s inauguration in May and Perón’s in October fuelled a radicalisation of the popular movement that Peronism did not control, accompanied by a significant increase in labor unrest. Many more examples could be found.

Without equating historically distinct processes, they all show a logic that is important to retain: trust in a popular or reformist political leadership can unleash social energies that that same leadership does not fully control. Electoral victory, when experienced by the working class as their own, alters the collective mood, raises social expectations, and makes the idea that struggle is worthwhile more plausible. This dynamic does not guarantee a progressive solution; it can also be contained or defeated. But it refutes the notion that all reformist mediation only produces passivity.

So, what form should the unity of popular forces and their relationship with liberal or centrist parties take in the fight against the far right?

Two things must be distinguished. On the one hand, the Popular Front as a strategic subordination of the workers’ movement to the bourgeoisie, under the implicit slogan of demobilising so as not to "frighten" the allies. On the other hand, the unitary, specific, and temporary action, structured around a limited and precise objective: to block the path of reaction and defend threatened democratic freedoms. This latter approach allows the left to maintain its political independence, under the premise that the central task the following day remains the autonomous recomposition of the working class. Marxist tradition has not rejected this second type of intervention. For example, the united action against dictatorships in Latin America included the participation of bourgeois elements, even initially in processes that culminated in revolutions, as in Nicaragua and Cuba.

The Lula-Alckmin coalition in Brazil in 2022 was not a beautiful expression of revolutionary Marxism; nor was the Nouveau Front Populaire, which in 2024 temporarily blocked Le Pen’s rise to power in France. In both cases, these were defensive measures, born out of adverse power dynamics, that served an immediate purpose: to dislodge or contain the far right. But in neither case did the leadership of the alliance fall into the hands of the liberal bourgeois wing. In Brazil, it was Lula who spearheaded the process, not the Centrão1 parties; in France, hegemony fell to the force led by Mélenchon, not the Socialist Party. This internal equilibrium opened up two arenas of struggle: against reaction, through fronts with genuine electoral competitiveness, and within the "anti-fascist camp" itself, to prevent the fight against the far right from resulting in social-liberal governments that would ultimately demobilise and demoralise the popular classes. A broad alliance led by the centre tends to turn the fight against the extreme right into a defense of the existing order; a broad alliance with the hegemony of a reformist or populist leadership can, on the other hand, open up a more favourable terrain of dispute, especially when it is based on mobilisation and a programme of social recomposition.

The current challenge is to translate the lesson of unity to a social and political landscape profoundly different from that of the antifascist scenarios of the 20th century. In a reactionary period, unity against the extreme right is indispensable, but its content, its leadership, and its relationship to popular mobilisation are matters of contention. A socialist policy that merely defines or denounces falls short of the task. The left must intervene in the "anti-fascist bloc" as its most consistent wing: pushing for unity against reaction without dissolving class independence and linking every democratic battle to the material and organisational recomposition of the popular classes.

To radicalise? Or move to the middle?

Within the left and the opposition to Milei, two opposing responses are circulating in the face of the extreme right.

The first, predominant in Peronism and progressivism, argues that it is necessary to moderate oneself in order to align with the new ideological climate of society and capture the centrist vote that usually oscillates between one bloc and the other. As is often the case, this approach is not solely driven by ideology. It also reflects a broad consensus among the political elite regarding the need to curb fiscal expansion, which during the previous cycle had served as a means of containing popular demands.

The argument points to a real problem: the middle ground exists, it fluctuates, and without it, elections cannot be won. How else can one compete with the apolitical, centrist, or frustrated sectors that until recently leaned towards Milei or took refuge in abstention? The problem is that the shift to the centre — or directly to the right — paves the way for future defeats. The experience of the last Peronist government is the most recent example: a broad coalition that promised to restore incomes ended up managing austerity measures with progressive rhetoric and ceded the monopoly on discontent to the far right.

At the opposite extreme, it is argued that the rise of the far right is inseparable from the frustration produced by progressive moderation. The response, then, would be to radicalise the programme: to provide a clearer response to popular needs and strengthen the popular movement in the fight against the far right. The intuition is correct. But everything depends on what is meant here by "radicalise."

It is advisable to proceed with caution. At least in the immediate future, the social and political conditions do not exist for measures that break with the bourgeoisie or for abrupt intervention in large property ownership. As we have seen, there is no neutral "anti-system" radicalism that the left can contest by simply raising the tone of its discourse. Attempting to compete on that level leads to isolation.

The most successful recent experiences of the left globally, such as Zohran Mamdani’s in New York, La France Insoumise, or Adelante Andalucía, are often cited as examples of left-wing radicalisation. But, strictly speaking, they do something else: they break with the socio-liberal model of conventional social democracy without putting forward an ambitious socialist programme. Mamdani’s central slogan was around the cost of housing and living in New York, not Red Vienna. The other cases point in the same direction. In this context, unity against the far right needs to be based on a "minimum programme," in the classic sense of the social-democratic distinction between a minimum and a maximum programme: a set of measures that, under current conditions, will improve the daily lives of the working class, restore collective confidence, and block the authoritarian onslaught.

It would be excessive to call this a radicalisation in the strict sense, at least in the sense that a socialist assigns to the expression. But it does force a re-evaluation of the programme that the various sectors of the political class, including to a large extent Kirchnerism, are willing to adopt. The last Peronist government frustrated its social base not so much because it failed to deliver on even modest promises to restore wages and incomes for the working class after Macri’s austerity measures, but because it faced pressure from below for profound structural reforms. This frustration stems not only from the will or mistakes of its leaders, but also from structural constraints to which I will return later.

The alternatives to Milei

Without ruling out a re-election of Milei — a hypothesis that the consistency of the right’s social base makes plausible, especially if the economic situation improves — we must ask ourselves what realistic scenarios could open up after 2027? Broadly speaking, four are emerging.

The first scenario is continuity within the space itself: a change of candidacy that preserves the programme and methods, with a figure like Patricia Bullrich capable of unifying La Libertad Avanza (Liberty Advances or LLA, Milei’s electoral alliance) and the Propuesta Republicana (Republican Proposal or PRO, of former President Mauricio Macri) and capitalising on Milei’s wear and tear. It would be a continuity of the far-right project, not a turn towards the conventional right. Another possibility is a change to the traditional centre-right, with Macri or what remains of PRO, offering a more orderly management of the same economic course, although probably with less authoritarian intensity. A third option is the Peronist right: Massa or a similar conservative leader, capable of capitalising on the decline from a market-friendly Peronist perspective. Finally, there is the possibility of a revival of Kirchnerism or progressivism, with Axel Kicillof being the most likely candidate at the moment.

The first three hypotheses are, essentially, variations on the continuation of the economic programme, whether or not they mitigate authoritarian methods. Therefore, it is worthwhile to focus on the fourth, which is the one that some sectors of the left envision as the desirable future.

What could be expected from a new Kirchnerist government? Not much. It would not be a government of rupture or drastic confrontation with the ruling classes; Kirchnerism never expressed ambitions of that kind. But that doesn’t mean such a government would be indifferent to the interests of the people. The fundamental question is whether the conditions exist to recreate a redistributive experience like the one that characterised the first Kirchner administration. That experience took place in a very particular political, economic and international configuration: the boom driven by Asian demand, combined with a balance of power partially favourable to the popular classes after 2001 and a salary greatly depreciated by the crisis and the abrupt devaluation carried out by the Duhalde government.

The current situation is more ambiguous. Argentina has accumulated a significant lag in competitiveness and productivity, which fuels business pressure for reforms that will ease restrictions and implement fiscal adjustments. Internationally, there are signs of a new cycle of increased export revenues, this time driven by demand for new export products: unconventional oil and gas, lithium, copper, and other critical minerals, although the results are not yet immediate. However the relationship of forces is much more degraded. The exceptional context in which the business sector tolerated a government with features of autonomy, on the condition of restoring social order, as happened with the first Kirchner administration, no longer exists. Any alternative government would likely face constant hostility from "the markets." Finally, the wage freeze imposed by Milei, which has persisted since the Macri and Fernández administrations, coupled with the ongoing structural reforms, could facilitate investment, provided that businesses perceive a favourable business climate. In short, there is some room for economic recovery and a partially redistributive policy without drastic changes to the economic structure or large landholdings — something no sector of Peronism is proposing. However, this room is narrower than the one enjoyed by the first Kirchner administration.

In any case, that narrow margin alone does not define the political orientation of an alternative government. Lula won in 2022 with a programme of modest income recovery for the working class. During the first stage of his administration, adapting to the expectations of the ruling classes and postponing some progressive measures eroded his base and gave Bolsonaro’s movement a boost. The picture began to change when the government resumed a clearer social agenda: expansion of the income tax exemption for low-income workers, greater tax burden on high-income sectors, public investment through the New PAC,2 and credit measures for precarious sectors. This approach allowed him to regain the political initiative and partially restore his popularity. Currently, the consolidation of his government is progressing in tandem with the campaign for a reduction in the working week, the approval of which would represent a far-reaching victory.

The Brazilian experience offers a glimpse into the limitations and potential that an electoral defeat for Milei at the hands of a partially progressive force stemming from Peronism would create. Such a government, unlike one of the traditional right or the Peronist right, would offer more favourable conditions for grassroots pressure. Its commitments to its social base, the unions, and the popular expectations it inspires would make it more receptive to mobilisation, without the left having to compromise its political independence. The objective would be to advance a programme for the recovery of income and popular rights, along with the defense of democratic freedoms and labour and social organisations against authoritarianism.

Tasks of the left

Milei expresses a partial social defeat as well as attempts to transform it into a lasting reconfiguration of power relations. This diagnosis establishes the starting point: the left cannot passively await the end of the government as if it were just another swing in the Argentine pendulum. The "mobilising utopia" of the current situation is to block the far right and create a more favourable environment for popular reorganisation. Putting this into practice requires building unity against reaction without sacrificing political independence. It also demands a slower process: rebuilding the social, union, national, and cultural strength of the popular movement. The most difficult discussions begin when it comes to giving concrete content to the unified orientation: with what programme, under what leadership, and with what relationship between electoral participation and grassroots mobilisation.

Before moving forward, we must dispel a misconception. In recent months, polls have surfaced placing Myriam Bregman3 among the leaders with the best public image, in some cases even in first place. This is promising. But it doesn’t equate to voting intentions, much less to a mass radicalisation toward the left. A left-wing figure can be valued by sectors far broader than their electoral base without thereby becoming an effective political alternative. In France, Olivier Besancenot enjoyed a near 60% approval rating in the late 2000s, surpassing leading figures in the Socialist Party and the right wing, even though neither the LCR nor the NPA4 ever garnered more than 5% in a presidential election. A segment of society may value a figure’s honesty, combativeness, and charisma without sharing their ideas or believing they can solve their specific problems.

The rise of a left-wing figure does not necessarily contradict the defensive nature of the period. In a context of Peronist crisis, but where a relatively consistent progressive social core persists, it is natural that a significant sector views Bregman favourably without necessarily breaking with the national-popular camp. Balsa’s work confirms this gap between sympathy, political identity, and voting intention: in 2023, four out of ten Bregman voters in the primaries migrated to Massa in the general election, and 58% of them actually felt close to the ruling party. A significant portion of this electorate functions as a porous boundary of the national-popular vote: it expresses discontent by voting for the left in primaries or in non-decisive elections, and returns to Peronism when the threat of a right-wing victory becomes imminent.

The phenomenon is, in any case, a positive symptom: it expresses the appreciation of a voice perceived as coherent within a progressive field tired of the conservative candidates offered by Peronism. The crucial question is what to do with this positive image? And here the ceiling of the Left Front reappears, which is above all a ceiling of understanding the current period. In practice, its main currents tend to treat Milei as a passing phenomenon and shift the focus of the discussion from how to defeat the far right to who leads the opposition: Peronism or the left. This interpretation makes unified efforts impossible, which are precisely the only ones that would allow both blocking Milei’s rise and consolidating the growth of the left. A left wing willing to operate as the combative wing of a broad bloc against reaction, capable of proposing the unified measures the situation demands without relinquishing its independence, could emerge strengthened from this cycle while simultaneously helping to curb the far right. For now, unfortunately, there are no signs that this shift is about to occur.

The government’s decline presents an opportunity for the left, provided it adopts a different approach. There is a core segment of society that has resisted the reactionary forces and values voices perceived as coherent and combative. This opportunity must be cultivated on several fronts. The first is the street: to converge as broadly as possible in every specific defensive conflict, against labour reform, in defense of public universities and healthcare, against layoffs, and against the repression of protest. Unity of action does not require programmatic agreement or the dissolution of identities.

In the electoral arena, the task is to construct transitional tactics that acknowledge the current reality and the threats at play. The left must start from a basic fact: it does not currently have the strength to remove Milei from government on its own. This is obvious. If the priority is to prevent the far right from consolidating its cycle of regressive reforms and its authoritarian hardening, then some kind of specific, critical and limited support for the candidacy that is in a real position to defeat it, foreseeably emerging from Peronism or from a broader progressive bloc, cannot be ruled out. Denying this problem in the name of political independence shifts the left to a merely symbolic position at a time when the possibility of preventing a more far-reaching defeat is at stake.

However, this support, where necessary, should not be confused with integration or political confidence in a future Peronist government: it would be strictly defensive, aimed at ousting the extreme right. As we argued earlier, a potential Peronist government is unlikely to break with the structural constraints of the Argentine economy, and will probably tend toward a moderate stabilisation, negotiated with sectors of the business community and limited by the mandate of fiscal discipline imposed by the inflationary crisis. But it would block the path to the far right and be more responsive to pressure from below. That’s why the left must intervene in two ways: help prevent Milei from taking power and prepare from day one to act with complete independence against that government, demanding measures to rebuild popular support and relying on social mobilisation. That this is perfectly possible is shown by a recent experience. In Brazil, PSOL5 built itself as a left-wing force independent of the PT, combining political autonomy, united action against Bolsonarism, and specific agreements with Lulaism when the situation demanded it. And throughout this process, it strengthened its position and influence.

On a strategic level, the task is slower and more decisive. An electoral victory can open up more favourable ground, but it doesn’t, in itself, change the balance of power. That change requires rebuilding the social strength of the popular movement: organising in workplaces and neighbourhoods, revitalising union activity, reviving social conflict, and challenging cultural hegemony. We must rebuild workers’ and popular institutions — in the union, party, and community spheres—that give social substance to any ambitious transformative project. It is there that the possibility of forging new political forces lies, forces capable of overcoming the limitations of previous progressive experiences from the left. Only on this basis will it be possible to build a fundamental alternative to the neoliberal order in crisis and to far-right reaction, and not merely defensive coalitions.

None of this guarantees anything. The period is adverse and could worsen. But the left faces a dilemma: understand the moment, buy time for regrouping and building a united perspective, or squander the opportunity while watching, from self-isolation, as the right consolidates its victory. In every country where the far right is gaining ground, regardless of national peculiarities, the same problem resurfaces: how to avoid sectarian isolation without eroding political independence, and how to build a unity that accumulates real strength to defeat reaction. How this dilemma is resolved will largely determine the direction this period takes.

Martí­n Mosquera is a member of Democrací­a Socialista, Fourth International in Argentina, and a lecturer at the University of Buenos Aires.

  • 1

    In Brazilian politics, the Centrão refers to a group of political parties that do not have a specific or consistent ideological orientation and aim at ensuring proximity to the executive branch in order to guarantee advantages and allow them to distribute privileges through clientelistic networks.

  • 2

    The Novo Programa de Aceleração do Crescimento (New Growth Acceleration Program or Novo PAC) is a massive federal investment initiative launched by the Brazilian government on August 11, 2023.

  • 3

    Myriam Bregman is a lawyer, acitivst and leader of the Argentine Partido de los Trabajadores Socialistas (Socialist Workers Party or PST). As a leader of the Frente de Izquierda y de Trabajadores – Unidad (Workers Left Front- Unity or FIT-U) she was elected as a National Deputy to the Argentine National Congress. The FIT-U is an electoral coalition of four Trotskyist organisations.

  • 4

    The Ligue communiste révolutionnaire (Revolutionary Communist League or LCR) was the French section of the Fourth International until dissolving in February 2009 to form the Nouveau Parti anticapitaliste (New Anticapitalist Party or NPA).

  • 5

    The PSOL (Partido Socialismo e Liberdade or Socialism and Freedom Party) is a left-wing party founded in 2004 by a number of members who had been expelled from the Partido dos Trabalhadores (Workers’ Party or PT) led by Luiz Inácio Lula da Silva. It is the organisation within which various revolutionary groups work, including the supporters of the Fourth International in Brazil.

Interview

Silicon Valley’s Billionaire Cults Are Coming for Democracy

“We can have billionaires or we can have democracy. We cannot have both,” says Gil Durán.

August 20, 2026

LONG READ



“We can have billionaires or we can have democracy. We cannot have both,” Gil Durán says. In this episode of Movement Memos, Durán and host Kelly Hayes discuss the bizarre fixations and political fantasies of tech billionaires like Peter Thiel, and how those ideas are being translated into real-world governance. Durán and Hayes also discuss Silicon Valley’s Christian cosplay, and how traditional Christian ideas are being used as wrapping paper for the pursuit of AI-first, corporate fiefdoms.


TRANSCRIPT

Note: This a rush transcript and has been lightly edited for clarity. Copy may not be in its final form.

Music: Son Monarcas and Dusty Decks

Kelly Hayes: Welcome to “Movement Memos,” a Truthout podcast about organizing, solidarity, and the work of making change. I’m your host, writer and organizer Kelly Hayes. Today we are talking about how the cults of Silicon Valley have seized vast amounts of institutional and political power, and how tech billionaires like Peter Thiel are seeking to remake the world — while repackaging some of their most radical, anti-democratic ideas in the language of Christianity. We’ll be hearing from Gil Durán, author of the new book, The Nerd Reich: Silicon Valley Fascism and the War on Democracy.

The growing public animus toward data centers and AI presents us with an opportunity right now to unmask these billionaires and explain their bizarre ambitions and political fantasies to our friends and neighbors in plain terms. I believe that kind of narrative work is a moral and strategic imperative. With Gil’s help, we’ll talk about how Silicon Valley capitalists developed their ideas, the threat they pose to our communities, the forces we will need to defeat their projects, and why we must fight back.

If you appreciate this podcast, and you would like to support “Movement Memos,” you can subscribe to Truthout’s newsletter or make a donation at truthout.org. You can also support the show by subscribing to “Movement Memos” on Apple or Spotify, or wherever you get your podcasts, or by leaving a positive review on those platforms. Sharing episodes on social media is also a huge help.

Truthout is an independent news organization, publishing stories that the craven corporate press won’t touch. We are a union shop with the best family and sick leave policies in the industry, and we could not do this work without the support of readers and listeners like you. So thank you for believing in us and for all that you do. And with that, I hope you enjoy the show.

[musical interlude]

Kelly Hayes: Gil Durán, welcome to “Movement Memos.”

Gil Durán: Thank you for having me.

Kelly Hayes: How are you doing today?

Gil Durán: Pretty good. Staying busy. Lots of interest in the book, so I’m doing a lot of talking about these ideas these days.

Kelly Hayes: Well, I can understand why there’s a lot of interest. It’s a really fascinating read. Can you tell our audience a bit about your work?

Gil Durán: Well, I’m a journalist who got the journalism bug at a very young age in the fifth grade and went into journalism after college after working on my college paper and doing a lot of internships. But after a few years in journalism, the industry started collapsing (the newspaper industry), and I ended up spending, unexpectedly, 17 years working in politics as a spokesman and communication strategist for a host of California Democratic elected officials like [Governor] Jerry Brown and [Senator] Dianne Feinstein and Attorney General Kamala Harris at the time. And then, in 2018, I got the chance to return to journalism, and I jumped on it. I’d always felt there was something missing. It was this feeling that I was supposed to be somewhere else, not wearing a suit and being in government and consulting and such.

So I returned to journalism in 2018 and was the editorial page editor of both The Sacramento Bee and then the San Francisco Examiner where I stumbled into the thicket of extremist tech politics in 2022. And this led to the next few years of my life where I burned through tremendous amounts of my own money in order to self-fund my research, and it unexpectedly has resulted in a book.

Kelly Hayes: A lot of the story you tell begins with The Sovereign Individual, a relatively obscure 1997 book that imagined technology weakening governments, destroying jobs, and allowing a wealthy cognitive elite to escape taxes, regulation, and democratic control. Peter Thiel seems to have taken that book extremely seriously. What did he find in it, and how much of the political project you describe can be traced back to that vision?

Gil Durán: I believe Peter Thiel found his entire worldview in The Sovereign Individual. He was already pretty right-wing as a young man and in college, but The Sovereign Individual provided a futuristic framework for how, in the 21st century, democracy in nation states would collapse, and we would witness the rise of these wealthy individuals who would be able to float around the world as sovereigns unto themselves, unbeholden to democracy rules, regulations, or laws. And what Peter Thiel subsequently did was build a cult of Silicon Valley apocalypse capitalism, a group of billionaires who believe technology will make democracy obsolete in the 21st century, and that indeed it is their destiny to hasten and accelerate the process of this democratic collapse and specifically, The Sovereign Individual, which was written by two guys who wrote a lot of kooky conspiracy theory stuff. These were not intellectuals or respectable, credible writers or journalists by the time they did this work.

The Sovereign Individual predicted that two technologies would play a key role in the 21st-century attack on democracy. One was called cybercurrency, a new kind of digital money that would undermine government authority and allow the wealthy to exfiltrate their wealth from democratic nations. We would call that crypto today. And the other was advanced automation, which The Sovereign Individual predicted would kill most employment and jobs, thereby leading to an economic collapse that would hasten the democratic collapse. And this book was so influential on Peter Thiel that he’s named it as part of his inspiration for starting PayPal, which was an effort to get ahead of this predicted digital currency. It didn’t quite result in a digital currency. It became a pretty basic payments app. And by the way, Peter Thiel and Co. no longer own PayPal. They sold it a long time ago, but it did make him a multimillionaire and provide the basis for the fortune that would eventually make him a billionaire and make him one of the most powerful and influential people in the world.

So basically, Peter Thiel, who has said he no longer believes that freedom and democracy are compatible and that government is fundamentally evil, was totally turned out by this very weird and kooky and scary apocalyptic conspiracy theory book, and we are currently living with the ramifications, I believe.

Kelly Hayes: And I want to talk more about Peter Thiel, but first, you describe Silicon Valley as a landscape of overlapping cults and quasi-religious movements, including the constellation of ideas known as the TESCREAL bundle. Why has the tech industry produced these totalizing belief systems and what political work do those beliefs do for the people who hold them?

Gil Durán: Well, it was Dr. Emile Torres and Dr. Timnit Gebru who came up with TESCREAL as an acronym that bundles these strange beliefs: transhumanism, extropianism, singularitarianism, cosmism, rationalism, effective altruism, and longtermism. And at the heart of these very weird ideas, which I won’t explain every single one of them because that could take all day and it’d be better if one of them explained it, is this idea that technology is about to fundamentally transform everything, how the world works, how politics works, how money works, how human beings work, how life works. They believe that they’re going to create this sort of AI God that will allow for eternal life or multiplanetary colonization and for humans to merge with machines and become godlike creatures.

And much of the AI discussion these days from the industry is based on these ideas that AI is not just a tool that will make certain parts of life better or make a better spell checker or recipe generator, but to fundamentally transform what it means to be human and to fundamentally shift the economy by getting rid of jobs and turning us into a society where somehow we have a superabundance that allows us all to live happily though we have no meaning and no work in our lives. This is the narrative coming out of the AI industry or else a technology that could possibly, in addition to killing all jobs, wipe humanity from the face of the earth because it will be so powerful and magical that it’s like this big monster we’re creating. But the only way to stop the monster from being created and killing us is to pour trillions and trillions of dollars into the pockets of a small handful of Silicon Valley billionaires so they can stop it from doing the bad thing and make it do the good thing.

Now, that’s a lot to say there, but it’s not too hard to understand why this religious narrative of AI has spawned some cult religions like transhumanism, like longtermism, like cosmism. The idea is that AI will be the savior and liberator of these people, and all we have to do is burn up the earth and maximize compute and acceleration in order to create our new God. I know this sounds really kooky if you haven’t heard of it, but they’re pretty explicit about this stuff. They talk openly about things like creating the thermodynamic god, which is this mysterious boom loop that will appear if we only burn enough fossil fuels to create the mega super AI, which by the way may not even be possible or realistic in any way. That’s part of the mythology is that this is actual intelligence that will create some superintelligence. But I think it’s important because the question is why do the most successful and wealthy people in our society seek to destroy the country and the society and the system that allowed them to achieve such success?

And that’s where you get into this idea of technological accelerationism. They feel that they are on the cusp of this magical, mystical, religious breakthrough to defeat death and to create a new kind of god in their own words. Many of them say this explicitly. But the only thing standing in the way of this unfettered expansion and acceleration of AI is democracy, is law, is regulation, is the needs and wants and desires of regular people. And so one of the reasons, maybe the core reason why they need to destroy democracy is in order to enable this unfettered acceleration. They call it effective accelerationism, this acceleration into the future. So there’s a religious basis underlying this desire to destroy our democratic system because otherwise, it doesn’t make much sense. Why would you want to destroy the exploitative capitalist machine with nuclear bombs that has created and enabled your success? No one has less of a reason to complain about our system than the billionaires do. They’re the ones winning.

So it doesn’t make any rational sense for them to adopt this extremist political viewpoint, except that they are animated by a sort of religious idea of what technology will enable them to achieve. A lot of them are also afraid to die, and they think AI is going to save them. So they’re preaching this sort of apocalypse, and that’s why I call this Silicon Valley apocalypse capitalism. They’re not promising to create new widgets and devices that make us happy and more connected like it was in the past 20 years. This is about, “Hey, we’re creating the thing that’s going to kill everybody maybe. So just sit back and hope that we cut you off a piece of our abundance later, and everything will be okay.” And that’s a very strange message and it’s no wonder now that people are rising up against data centers and AI and starting to hate billionaires in larger and larger numbers.

Kelly Hayes: We had Émile Torres on the show back in 2023 to talk about TESCREAL and longtermism, and I love Émile — they’re just so incredibly insightful, and I’m so grateful for their analysis. But I remember some friends feeling like they didn’t quite know what to do with that episode. They thought, sure, these people who are prioritizing the well-being of trillions of theoretical, future digital people over the billions of people alive today sound absolutely bananas, but what are they gonna do with that ideology? You can’t sell that to the masses. So, how dangerous could these people and their cults really be?

But what I was seeing, and what I was trying to convey to people, was that the people building power around these ideas had already consolidated an enormous amount of economic, political, and institutional power. If we look at the decades-long political project that brought some of the objectives of Christian nationalism to fruition in recent years, with TESCREAL, we’re talking about something that’s advanced much more quickly. Because while these tech power players haven’t necessarily been marketing these ideologies to the masses, over the last few decades, they have been marketing products that have sort of containerized and redefined modern life, and they’ve translated that wealth and that industrial and institutional capture into a whole lot of political power.

Now, a few years after Émile and I had that conversation, these tech-right ideologies have a shocking level of influence inside the federal government and over AI and crypto policy. They’re devouring some of the inner workings of government, in a similar manner to how they’ve devoured industries. And they’re also doing something else — they’re sort of repackaging these fringe ideas of theirs in more marketable, palatable ways. Which brings us to Christianity. Let’s talk about Peter Thiel’s fixation on the Antichrist, which is one of the stranger threads in the book, but you argue that it has real political significance. What is Thiel actually saying when he talks about the Antichrist? And how does that kind of apocalyptic thinking shape the way he understands political enemies, technology, and power?

Gil Durán: When Peter Thiel talks about the Antichrist, he’s confessing. He’s confessing his worldview. He believes we are in an existential battle over the future. And on one side is the billionaires and accelerationism, and on the other side is democracy and the majority of people in the world. He often throws communism in there as one of his demonized enemies, but he’s really talking about democracy if you look more deeply into it because they’re the ones aligned behind Trump and this authoritarian leadership. So when Peter Thiel describes the Antichrist, he describes this mysterious force or figure that will rise up suddenly to seize massive amounts of power and seize total control over the world by preaching peace and safety. None of this comes from the Bible, by the way. This is all his weird interpretation of the Bible.

But when he describes Silicon Valley, which he has also said it would be a religion of technicity that seeks to create an artificial world where people can no longer distinguish their real lives from the lives that are artificially being created for them, he said this in an essay back in 2007, he’s describing Silicon Valley, but I don’t know that he knows that he’s doing that, or else he’s doing it on purpose. It’s a double entendre. So the framework of the Antichrist is this idea that we’re in an existential battle, which we are. It’s a war of the billionaires against everyone else. But he uses it to try to scapegoat all of his enemies. It’s Greta Thunberg, it’s AOC [Alexandria Ocasio-Cortez], it’s democracy, it’s AI regulation, it’s anybody who opposes tech acceleration. Anybody Peter Thiel doesn’t like is the Antichrist in Peter Thiel’s Antichrist spiel. And by the way, theologians have completely rejected, mocked, and scorned all of his gobbledygook. This is a DIY theology from a guy who, as far as I can tell, isn’t even really Christian, Christian in name only.

Thiel has himself said that he’s religious but not spiritual, which means he likes the order and hierarchy and rules of religion without the mystery and spirit of religion. Usually, people say the opposite. They say they’re spiritual, but not religious. Thiel likes to reverse things a lot. I call it “Thiellian inversion.” He takes something and does the reverse of it. So it’s strange that he’s talking about the Antichrist because he’s, like, a terrible spokesman for Christianity. But I think the other thing he’s doing that relates to what we just talked about with the TESCREAL bundle is Thiel is trying to put a Christian mask on these TESCREAL ideas. And I think he’s trying to hush the louder voices in the TESCREAL movement and encourage them to adopt a Christian pose because that’s essential to this alliance they’ve made with the Republican right and the evangelical base of Trump’s MAGA fascist movement, which is so important because there’s a tension where the evangelicals in Trump’s base are very suspicious of the tech guys and understand that they’re a bunch of godless weirdo heathens.

And so, there’s been this news recently where, oh, there’s this Christian revival in Silicon Valley and it’s led by none other than Peter Thiel, where they’re having these meetings to talk about how basically, I don’t know, Christ would be a VC [venture capitalist] if he returned to earth. It’s total bullshit, but I think it’s got multi-layers. One is Thiel confessing his worldview that we’re in an existential crisis and everyone he doesn’t like is the Antichrist. The other is that, “hey, guys, let’s act like we’re Christians and speak in Christian terms while essentially pursuing acceleration TESCREAL goals.” And if you look at the TESCREAL bundle of beliefs, what are they promising through AI? They’re promising salvation, the creation of God, eternal life, escape from earth, transcendence into the heavens, the stars, multiplanetary life, paradise, an abundance that comes after we overcome our enemies and achieve the new paradisical realm that will be created by AI.

Their ideas literally map directly onto Christianity in this perverse anti-human way, which some might say is very much like what the Antichrist would do. Now, I don’t believe in the Antichrist. I’m not a Bible-thumping Christian. I was raised in Catholicism, but I don’t obsess over these ideas. I don’t go to church. But the very idea that Peter Thiel’s talking about the Antichrist so much is in itself a signal of the kind of emergency that we’re in. And I believe that it’s an example of this billionaire psychosis that gets created when people have too much money, too much power, and no one around them to tell them to sit down and shut up and stop sounding weird. So it’s a saving grace that he’s sounding an alarm. Peter Thiel is ranting about the Antichrist. We should be very afraid given his proximity to power and the number of people he influences directly.

Kelly Hayes: That quote about him being religious but not spiritual was one of my favorites in the book because it is so sitcom-silly. It sounds like something a character on Parks and Rec would say. But it also feels revealing, because what seems useful to these guys about religion isn’t necessarily faith. It’s authority. It’s hierarchy. It’s having a set of simple ideas that people are supposed to defer to. That way, nothing is interrogated.

I’m thinking about Elon Musk calling himself a “cultural Christian” and making these very utilitarian comments about Christianity — maybe religion is good, maybe it keeps people from being sad. There’s something so instrumental about that. And I think it connects to a much broader hostility toward the Enlightenment and toward critical thought that runs through these politics. Because at the same time that they’re repackaging themselves in this language of faith and tradition, they’re building technologies that encourage us to outsource more and more of our own thinking and judgment. Sam Altman talks about intelligence becoming a utility that people pay for. And I keep thinking about what kind of political subject that vision creates — people who are increasingly de-skilled and dependent on systems controlled by a handful of enormously powerful people.

And while these politics are strategically dehumanizing, toward all of us who aren’t billionaires or major players in the tech world, they’re also really insulting to people of faith, because what we’re talking about is a kind of perverse form of religious cosplay.

Gil Durán: Yeah, it’s weird. It’s really a touchy thing for billionaires to try to claim Christianity. Jesus Christ, who was known for his message of love and peace, one of the only groups he really shat upon was rich people who he said the camel had an easier chance of getting through the eye of a needle than a rich man into heaven. So it’s very strange and it’s very fraught with danger when billionaires try to embrace Christianity. And that’s what is happening though. This idea that the people who really need Jesus Christ or who are the most important in Christianity are the people in Silicon Valley today. This is something that Peter Thiel says in one of his Antichrist lectures in San Francisco. The people in this room, the people listening to his Antichrist spiel in San Francisco are doing the most important Christian work in the world today, which would be news to the Jesuits out in some poor, starving village full of poverty and misery trying to eke out some kind of salvation for people there.

This is a very arrogant and solipsistic claim to make. But I think one of the strangest things about this whole religious fervor is that JD Vance is pretending to be a Catholic largely because of Peter Thiel. And he has said that it was Thiel’s ideas that inspired his conversion to Catholicism. And similarly, if you look at Vance’s past interviews around the Hillbilly Elegy time, he described religion as a cultural tchotchke where he grew up. He was raised in a culture of Protestant evangelism, but he’s described it as something where you didn’t really have it. You didn’t go to church. It’s just that what’s part of your identity. Obviously, you believe in Jesus and there’s a picture on the wall. And he later becomes an atheist before converting to Catholicism at the age of 35. Apparently, he did that mostly in order to argue against the authority of the Pope, which he has infamously done for the past few years.

But you see this everywhere you look, this idea that religion has an important role to play in the lives of men who are essentially the opposite of Christianity. And that’s sort of scary because I think one thing Peter Thiel understands is the power of religion and apocalyptic language to motivate people to be a powerful force in politics. And that’s pretty much the same thing Elon Musk is saying. A cultural Christian is what JD Vance is describing as his upbringing, a cultural tchotchke. So they’re not seeding religion. They’re trying to claim religion as their motivation to give them this mask of familiar morality that obscures their true beliefs and their true aims and goals.

Kelly Hayes: Absolutely. And I appreciate you naming JD Vance’s role. I learned new things about Vance reading your book, including how mediocre he really was as a player in the VC world. But the role he now plays as a bridge between the Christian right and the tech right feels really important. Christianity offers these tech agendas a familiar moral language and a kind of traditional posture that can obscure how fringe and radical some of the underlying politics actually are.

And that repackaging makes me think about a broader shift in how Silicon Valley presents itself. A few years ago, I talked with Brian Merchant about the way the industry’s pitch to the public had changed. Tech companies once sold us the idea that technology would create a better world for everyone. Increasingly, billionaires seem to be selling us the idea that we’re already living in a dystopia, and that we should buy up every apocalyptic advantage we can. There’s also this strange tendency to invoke dystopian science fiction almost aspirationally — to take worlds that were imagined as warnings about alienation, social collapse, and technological domination and treat them as models for a future we’re supposed to adapt ourselves to. The pitch is no longer that technology will deliver a better tomorrow. It’s that upheaval is inevitable, their technologies will be at the center of it, and our best hope is to buy in. Is that shift part of what you call “apocalypse capitalism”?

Gil Durán: Most definitely, and they’re overtly selling it now, especially with the rise of AI. One of the major selling points has been that if we don’t invest in these guys so that they can develop this thing the right way, it will destroy us all. We have to align it with human needs. But they’re the only ones saying that, “Oh, this is going to be this supermonster that can kill us.” And if that were the case, why would we leave it to the private sector to develop such a dangerous technology? Would we allow corporations to independently develop big new weapons that could destroy the entire planet? No. So there’s this idea that they’re creating an apocalyptic technology that’s going to change everything and be the last invention. And fortunately for us, they’ve gone around saying that, which has created this popular rejection of AI and data centers and billionaires. So I definitely think that that’s a part of it.

The other part of it, I think, and Naomi Klein and Astra Taylor call it “end times fascism,” is this merger with the apocalyptic politics of MAGA, which also have a religious framework in which Trump is this figure sent from God as an instrument of vengeance and power to achieve some sort of return of Jesus through the coming of the apocalypse, the wars in Israel, et cetera. There’s a real crazy apocalyptic belief at the core of the MAGA movement as well. And it’s completely delusional and deranged. How could anyone see Trump as an expression or an ally of Jesus Christ? I mean, he literally posted a photo of himself as Jesus Christ and has multiple times compared himself to Christ with him being more favorable and better than Jesus Christ. This is not something that a real Christian, a real believer in Christianity would ever do.

So I think there’s that melding as well that makes it a fascist movement. On one basic level, the tech billionaires are fascist because they have aligned with the fascist movement. And at the core of that is this movement that melds government power with corporate power with religious power into one unified monopolistic authoritarian entity. And so, that religious element is very important because it’s totalizing. It’s all of your life. It’s not just your money or your political beliefs. It’s your moral and spiritual belief system. And so, that’s where the apocalypse capitalism gets a bit even more dangerous is because the tech fascists have become a parasite on the MAGA movement. They’re sucking its power in order to achieve their goals. Now, if you look deeper into what these guys say, they don’t really have respect for your average red hat Trump voter.

Those people are just temporary allies who help to fuel their own designs for power under a president who is raking in crypto corruption, creating a tower of political corruption so unprecedented and massive that it’s even hard to explain with words. So yeah, apocalypse capitalism. Yeah, I think we’ve seen it more fully develop in the past couple of years, especially under the return to Trump, the fact that we’re now speaking about this demonic communist threat. And when Charlie Kirk was shot, for a day or two on X, there was this trending idea that this was the work of demonic forces and we have to rise up against these demons who are basically Democrats and liberals. And so, you see this bubbling up, this idea that, again, we’re in this existential battle and we’re coming to the final moment here where we’re going to know the future. It’s going to be decided in some kind of terrible, violent upheaval where the world is completely different after that, whether we have democracy or where we don’t have democracy. And we’re still very much in the middle of this struggle.

Kelly Hayes: And these anti-democratic elites also have a vision for what comes next as democracy is demolished. What is the network state, and why do you see it as such an important part of the tech elites’ long-term political vision?

Gil Durán: The network state is this cult ideology which argues that democracy should be replaced by corporate-run tech city states, essentially, new startup nations that will replace existing nations and therefore replace democracy, for the most part. And the network state is important because even though it sounds like a fringe kooky thing… There was a book written by a guy named Balaji Srinivasan in 2022 called The Network State: How to Start a New Country, and you can read it for free online. You can find it with any search engine. And there’s a one-sentence version, a one-paragraph version, a one-page version, and then a 400-page version of this idea that the United States is collapsing and it’s going to be replaced by these new corporate-run fiefdoms, essentially, these corporate-run territories. And as crazy as that sounds, you got to keep in mind that Balaji Srinivasan is, of course, a protege of Peter Thiel.

And there’s a company called Pronomos Capital, a venture capital company that is brought into existence to fund these projects all over the world. In addition, we’re already seeing this idea being tried in Honduras where there’s a tech-funded wannabe city territory called Prospera. And Trump, in his 2024 campaign plan, called for the creation of 10 new Freedom Cities in the United States. There’s talk of building one of these cities in Greenland. That’s been part of Trump’s whole argument for stealing Greenland. You’ve got these tech guys pushing to build a new tech dystopia network state city there. And there’s even a proposal to build a new network state freedom city on the ruins of Gaza. I mean, the Wall Street Journal wrote about this. And it’s like Jared Kushner’s involved, and Trump tweeted out an AI-created video that showed a Trump hotel and casino on the beach at Gaza with money raining from the sky and Elon Musk sunning himself.

So somehow this idea of creating these new billionaire-owned private territories has gone from being this weird niche cult in Silicon Valley with a self-published book that’s free online to becoming something that the Trump administration, at least on a superficial level, has been pushing as potential policy. Now, Trump hasn’t really mentioned the Freedom Cities in a while. There’s been a lobbying effort that Wired wrote about in Washington to get these things enabled. Kind of hard to do. But what’s interesting to me is that while Trump has called for these Freedom Cities and there’s a whole billionaire-funded lobbying effort to create them, the media has mentioned this idea a couple of times, but no one has explained what these things are, why we need them, or where the idea comes from. And I feel like if Kamala Harris had become president, The New York Times would do a full investigation of what the hell’s a Freedom City and does it come from this weird ass book written by a Peter Thiel protege. But instead, we have this weird silence around this idea.

And I think another key to understanding the Freedom City is that, as I write in the book, Balaji Srinivasan didn’t come up with the idea of the network state on his own. He got it from Curtis Yarvin who wrote a long essay in the 2000s called “Patchwork” in which he proposed a future in which the United States would be dissolved. And instead, we would have the rise of these corporate-run autocracies. And he used as an example, something he called Frisk Corp, a future San Francisco where there would be absolute total surveillance by an authoritarian corporate government that would be so powerful that it even had the power to execute its citizens for no reason and no cause. And he suggested that in this future Frisk Corp, unproductive people could be turned into biodiesel to fuel the city’s Muni buses.

But he said, “Oh, well, I’m just kidding. Instead we need to have a humane alternative to genocide,” and then suggested that we lock unproductive people, meaning the poor, into these individual cells where they would spend their whole lives in these basic virtual reality prisons and not be on the street. And that’s horrifying for many reasons, especially since it would be much cheaper to give them housing and health care and food instead of locking them in virtual reality prisons, which sounds pretty expensive. But this idea of creating these new patchworks comes from Yarvin. And what Balaji Srinivasan does in The Network State is strip out all of Yarvin’s crazy genocidal ideas and try to present the idea as this startup-friendly concept that now has a venture capital fund (Balaji Srinivasan is an advisor to Pronomos Capital) that is trying to build these things all over the world.

So it’s this dystopian idea from science fiction. A lot of people bring up Neal Stephenson. Quinn Slobodian, who’s a Boston University historian, wrote a whole book called Crack-Up Capitalism about the long history of the dream of building these new territories where the usual rules don’t apply to some wealthy group of capitalists. You could trace it back to Ayn Rand’s Atlas Shrugged where these wealthy industrialists hide out in their little private zone and wait for the world to fall apart. It’s basically a vision in which democracy no longer exists, and the wealthy are now the monarchs and the dictators of the world.

Kelly Hayes: Trump went from calling Bitcoin “a scam” to becoming deeply financially entangled with crypto as he returned to the White House. You write that crypto’s real political innovation turned out to be its ability to capture government through money and corruption. How important has crypto been to the tech right’s seizure of political power?

Gil Durán: Crypto was long envisioned as a way that anarcho-capitalists would be able to escape government authority and move around the world without being under government surveillance. It was seen as this liberatory tool that would be against government power, that would undermine government power. What has actually happened now is quite different. Crypto has become a major force in seizing government power and putting government in the hands of crypto billionaires. Donald Trump spent years deriding crypto as a scam and as a ripoff and as something that wasn’t even real money. And on the day he returned to the White House in 2025, Donald Trump became a crypto billionaire and subsequently became the crypto bro-in-chief, the main evangelist for crypto in the entire world. And it turns out that crypto is not an anti-government tool. Crypto is a tool for seizing government power because we have a system where you can buy government power.

And crypto, which wasn’t even a player in politics 10 years ago, is now suddenly in the last five years, the top monied force in American politics. Hundreds of millions of dollars being poured into our elections to take out politicians who are unfriendly to crypto and to install politicians who are basically owned by the crypto industry. It’s grown so enormously fast that it’s terrifying when you look at a chart, and it’s bigger than all of the other industries who have played in this game. And now, AI is following the crypto playbook of flooding their money into our political system. And I call crypto a weapon of mass corruption because that’s what’s happening. I mean, the Trump family has gained billions of dollars in wealth via crypto in the last two years openly, transparently. This is written about in the Wall Street Journal, The New York Times, you name it.

People are buying Trump’s crypto in order to curry favor with him. They’re losing their money through this mechanism. So crypto is just a form of political corruption. They finally found a use case besides terrorism, drugs, human trafficking, and gambling. It’s political corruption. And so, this, again, is delivering on one of the prophecies of The Sovereign Individual that crypto would be a massive tool for undermining government. And look at what they’ve been able to achieve so far. “DOGE,” even though it, at least in its first incarnation, didn’t last very long, has caused tremendous damage to the American government and to the country’s standing in the world. Millions of people are predicted to die in poor countries because of the cuts to USAID. And in my book, I call that a “Silicon Valley genocide.” The richest people in the world delivering a targeted hit to the poorest people in the world, causing massive amounts of unnecessary preventable deaths.

And it didn’t even save money, by the way. DOGE cost money. It added to the deficit. And the most chilling thing about DOGE, and this was written about actually in the Washington Post surprisingly and even in The New York Times, is that that idea was first written up by Curtis Yarvin in his blog in the 2000s where he said that a future president acting like a dictator should install a CEO and purge the federal government of federal employees and cut international aid programs and completely disrupt America’s diplomatic standing around the world. And he called this idea “RAGE,” retire all government employees, and this eventually becomes DOGE.

And what’s even more scary about this is that in 2021 when he was running for Senate, JD Vance gave an interview in which he quoted Yarvin’s idea specifically for purging the federal government. And Vance predicted that in 2024, that Trump would return to power and that he should do all of the things he is currently doing. And what we didn’t know at the time was that JD Vance would also be the vice president to Donald Trump, a man he once referred to as an “opioid of the masses,” as “cultural heroin,” and as “America’s Hitler.” But that’s the power of billionaire money and Peter Thiel, and that’s the corrupting power of crypto.

Kelly Hayes: The book also shows that these tech projects can be surprisingly vulnerable. You describe how, in Solano County, California, a group of tech billionaires spent nearly a billion dollars buying land for a planned new city, only to run into overwhelming local opposition and abandon their ballot measure. What does that fight tell us about the limits of billionaire power? And where else do you see vulnerabilities that organized people can exploit?

Gil Durán: Unfortunately, the California Forever story is not over. Now, the billionaires are going directly to Governor Gavin Newsom to try to get a state law to impose their city on the people of Solano County. They couldn’t win a ballot measure. They needed a ballot measure with the majority of people voting to create this new city on land that they had secretly bought up for five years. And 70 percent of the voters in the polls were opposed to this idea, including large amounts of Republicans. In fact, I think Republican voters were even more opposed to the tech billionaire city than the Democratic voters, but independents were also against it. So they abandoned the ballot measure. But it was clear early on that they weren’t done because they had hired up a lot of Newsom’s political advisors as their consultants. And lo and behold, they are now working to get last minute legislation passed this month in secrecy that would basically exempt their city from laws and allow them to build it there.

So we’re going to see what Newsom does on that. His Office of Economic Development put out a memo supporting the project, which pretty much means that Newsom supports the project. And the main lobbyist California Forever has hired is a guy named Jason Kinney, who’s a close friend of Gavin Newsom, Gavin Newsom’s favorite lobbyist. In fact, when Newsom got in trouble a few years ago for having that fancy dinner at The French Laundry during the pandemic lockdowns, it was Jason Kinney’s birthday party, the lobbyist’s birthday party. So California Forever is playing the Sacramento game now of hiring up people and trying to get the bill through. At the same time, everywhere these people go, they’re hated. Whether it’s trying to build a tech billionaire city and getting rejected by Republicans and Democrats alike or trying to put these data centers everywhere, people are pushing back, and that’s something that gives me hope.

People are also organizing against Flock. There’s the Purge Palantir campaign, which is getting lots of attention and helping make people aware of the degree to which Palantir is burrowing into every aspect of our government and needs to be rejected. I think there’s been a lack of focus on it from establishment politicians and from the establishment media. So the word is not getting out there as much as it should, but I think people are primed to organize against billionaire power. They’re already doing it. What we need is it to get loud enough so that even the mainstream politicians like Adam Schiff and Alex Padilla are out there talking about pushing back directly on billionaire power. There’s this weird silence coming out of the establishment, which is readily criticizing Donald Trump, who’s this doddering, old, crypto corrupt fool, but they’re very hesitant to say anything directly about the billionaires of Silicon Valley.

A lot of this stuff is coming out of California, and it’s strange the degree to which Gavin Newsom and none of our top elected officials will name that. That’s somewhere they could be effective actually, naming and shaming and pushing back on these billionaires behind Trump who live in our state, but they won’t do it. Why? Because they either are afraid of the billionaire money coming after them, or worse, they want the billionaire money funding their future campaigns. So I think we’re still on the fence in terms of how this ends up, but there are promising signs because people who aren’t even normally activists are organizing against billionaire power as it manifests in their communities via data centers. In fact, I was really heartened recently. A relative of mine who has never shown any interest in politics posting and urging her friends on Instagram to come to this data center protest in our hometown. And I thought, “Wow, even they’re getting engaged in this stuff now.” That’s how much the anti-data center movement has penetrated.

But I think what we need to help the public understand is that it’s not just the data centers that are invading our lives and our communities. It’s the crypto corruption. It’s the tech fascism on even the much higher level that has captured Washington, D.C. and is currently wielding a tremendous and dangerous amount of power in our system.

Kelly Hayes: I really appreciate that point, and I appreciate the point you make in the book that this threat extends so far beyond Trump. These forces are so deeply enmeshed with this administration that I think it can be easy to understand them as simply part of the Trumpian threat we’re up against right now. But even if Trump were removed from the equation, we’d still be contending with billionaire power, the tech right, and these anti-democratic projects. And the Democratic Party does not exist in opposition to those forces. So if we want anyone to actually constrain this power, we’re going to have to build a hell of a lot more political momentum around doing that.

Given that our audience is largely composed of activists and organizers, I’ve been thinking a lot about how people can talk about these issues in their own communities. When Émile Torres and I discussed TESCREAL a few years ago, part of the difficulty was simply explaining why these bizarre, cultish ideas were actually important and threatening. Now we’re in a different moment. People are organizing against data centers. Workers are pushing back against AI. Communities are confronting surveillance technologies and seeing how these systems affect their lives in really material ways. Those struggles give people something concrete to organize around.

But we’ve also been talking today about the larger political project behind some of this — the corruption, the cultish ideologies, the attack on democracy, the aspiration to replace liberal democracy with corporate dictatorships. Given your background in both politics and journalism, how do you think people should talk about those larger projects in their communities? What language or framing helps people understand what they’re actually up against?

Gil Durán: This is a battle of billionaires versus freedom. It’s a fight to defend ourselves against an unprecedented existential threat. We can have billionaires or we can have democracy. We cannot have both. And ours is supposed to be a government of the people, by the people, and for the people. And right now, we have a government of the billionaires, by the billionaires, and for the billionaires. And that’s not all Donald Trump’s fault, by the way. The Democrats were doing this, too. The billionaires just acted a little more normal and polite when the Democrats were in power. But if we do not crush billionaire power in our time, the billionaires are going to crush us.

And right now, we have a situation where a lot of people are living in fear as the richest people in the world ally with Donald Trump to destroy the country and to terrorize the population. We’ve got masked goons with guns roaming around kidnapping people in the streets. And in a democracy, the people should not be afraid of the billionaires. The billionaires should be afraid of the people. So I think a message people understand, and you can see it in the polls, is that this is about the role of the billionaires in our lives. This is about whether we’re going to have… We cannot have a democracy if we continue to escalate and accelerate this massive inequality, and that’s exactly what AI and crypto are doing right now. In fact, I would say that’s what they are designed to do. And now, they have become completely enmeshed in our government, and our government power is being used to increase the already amazing and massive power of the wealthiest people in the world.

So I would say you have to name the enemy. You have to name the person who is doing this. The power that is most responsible for what is happening to us today. And Donald Trump’s an 80-something-year-old man. He won’t be around for long. But this is not really about Donald Trump. Donald Trump is a heat shield for these guys. Donald Trump is just the figurehead of what is actually a regime, and it’s a regime of billionaires, and it’s us or them. And there are only about 1,000 billionaires in the United States and 3,000 in the whole world. There are 8.3 billion people. We’ve got the numbers. And I’d say once we fully wake up to the threat that the billionaires pose to human life in general, not to mention jobs, the economy, our futures, the billionaires will be running for cover.

That’s why they’re building all these bunkers, by the way. The people promising to create abundance are also building bunkers and buying islands to hide out. What’s that all about? Well, that’s what they really think is going to happen in the future. And so, I think we need to start talking about billionaire accountability. And I think it’s important to do that because right now, they feel like they can do anything, and we need to make them aware that there’s a good chance of consequences in the future, and that consequences for billionaires will be a popular issue to run on in the next few years.

Kelly Hayes: I certainly hope so. Well, as we wind things down is there anything else you would like to share with or ask of the audience today?

Gil Durán: I’d say stay hopeful and stay positive. They haven’t won yet, and they haven’t thought of everything. They aren’t expecting the degree of pushback they’re going to get. And so, fascism thrives on fear, on making people afraid to speak out or to imagine a better future. And right now, the billionaires are monopolizing our visions of the future. And if they can imagine a world without us, we can imagine a world without them.

Kelly Hayes: Well, thank you so much for those insights. I’m really grateful for this conversation and I hope everyone will check out Gil’s book, The Nerd Reich: Silicon Valley Fascism and the War on Democracy. You can also hear more from Gil by checking out his newsletter, The Nerd Reich, which you can find at thenerdreich.com. Gil Durán, thanks for your work and thanks so much for joining me today.

Gil Durán: Thanks for having me.

Kelly Hayes: I also want to thank our listeners for joining us today. And remember, our best defense against cynicism is to do good and to remember that the good we do matters. Until next time, I’ll see you in the streets.

Show Notes


End Times Fascism and the Fight for the Living World by Naomi Klein and Astra Taylor


This article is licensed under Creative Commons (CC BY-NC-ND 4.0), and you are free to share and republish under the terms of the license.


Kelly Hayes
Kelly Hayes is a Menominee author, organizer, movement educator and photographer. She is the host of Truthout‘s podcast Movement Memos, and the creator of Organizing My Thoughts, a weekly newsletter about politics and justice work. She is co-author of the book Let This Radicalize You, with Mariame Kaba, and editor of the upcoming book, Read This When Things Fall Apart: Letters to Activists in Crisis. Kelly’s written work can also be found in Teen Vogue, The Huffington Post, Yes! Magazine, Pacific Standard, The Appeal and numerous anthologies. Her movement photography is featured in the “Freedom and Resistance” exhibit of the DuSable Museum of African American History.