Is the U.S. Shifting Toward State Capitalism?

A former US ambassador to Russia warns of America’s slide into autocracy

As American ambassador in Moscow between 2012 and 2014, Michael McFaul had a front row seat on Russia’s slide into autocracy. But in his new book, Autocrats vs Democrats, McFaul warns that it’s not just Putin, but also Xi and Trump who are fueling the “new global disorder”. And the intended audience for his jeremiad against autocracy is, of course, in the United States, rather than China or Russia. McFaul, who now teaches at Stanford, is warning about democracy’s dangerous flirtation with autocracy, especially in the United States. The parallels are chilling. Putin used the law to target enemies, reorganized property rights to silence independent media, and cultivated a patrimonial relationship with supporters who saw him as their protector. Trump, McFaul argues, is following a similar playbook—though America’s deeper democratic traditions and more autonomous institutions provide stronger resistance. Yet McFaul sees cause for alarm in Trump’s rapid moves to “bulldoze” democratic norms, from weaponizing the Justice Department to attacking press freedom. The question, for Michael McFaul, isn’t if America could slide into autocracy, but whether its citizens will recognize the threat before the current flirtation is consummated.

1. Democratic Expansion, Not NATO, Turned Putin Against the West McFaul demolishes the Mearsheimer thesis that NATO expansion provoked Putin. As ambassador, he was in every meeting with Putin and Medvedev for five years—NATO simply wasn’t a major issue. What terrified Putin were democratic revolutions: Serbia 2000, Georgia 2003, Ukraine’s Orange Revolution 2004, and especially the 2011 protests when a quarter million Russians demanded reform in Moscow. Putin blamed the CIA and saw American-style democracy as an existential threat to his autocratic rule.

2. Trump Is Following Putin’s Autocratic Playbook—With One Crucial Difference Like Putin, Trump weaponizes the Justice Department against enemies, attacks independent media through property rights reorganization, and moves fast to “bulldoze” democratic norms (making reconstruction nearly impossible). But America has what Russia lacked: deeper democratic traditions going back centuries, autonomous state governments, genuinely independent media, and even a functioning opposition party. McFaul notes Trump’s failures—unable to silence critics like Kimmel—suggest democratic antibodies still work, though the threat remains real.

3. Xi’s Slow Game Is More Dangerous Than Putin’s Imperial Aggression Putin exports illiberal nationalism, seeking ideological allies in Europe and America who share his contempt for liberal “decadence.” Xi plays differently: he’s not trying to destroy the liberal international order but to increase Chinese power within it while building parallel structures (BRICS, Shanghai Cooperation Organization) where China serves as anchor for an autocratic world. McFaul warns this evolutionary approach may prove more dangerous precisely because it’s less visible than Putin’s tanks rolling into Ukraine.

4. America’s Fatal Post-Cold War Mistake: We Stopped Selling Democracy to Americans The West assumed democracy was inevitable after 1991 and stopped doing the hard work. Political elites in both parties said “we got this” and stopped explaining to middle America why global engagement, free trade, and democracy promotion serve national interests. This created a vacuum Trump filled with isolationism. McFaul argues the book is written not for Cambridge and Palo Alto, but for the entire country—an attempt to restart that abandoned conversation.

5. The Choice: Lead the Free World Collectively or Watch Dictators Dominate America will never regain the hegemonic power it held after World War II, and attempting unilateral dominance risks dangerous overreach that pushes wavering democracies toward China. But if democracies unite, they collectively have more economic and military power than China and its autocratic allies. The alternative to collective democratic leadership isn’t Chinese hegemony—it’s anarchic disorder where the powerful do what they can, a return to the chaotic map of European history where borders constantly shifted and weak states got swallowed. If democracies fail to organize, dictators will dominate the 21st century.

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