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The first Russian Revolution, in 1905, initially intensified discord between the Bolsheviks and Mensheviks but ultimately brought the two sides closer together. Both groups faced a common enemy—the government and its supporters—and both sides increasingly resorted to violence and brutality. In Transcaucasia, roiled by social and ethnic animosities, the situation was particularly dire. As usual, the government did not hesitate to use arms. In response, the revolutionaries murdered figures associated with the autocratic regime and committed arson against industrial enterprises. Ethnic pogroms fed the rush of carnage. Violence and bloodshed became commonplace. Mensheviks and Bolsheviks organized their own armed detachments and made generous use of terrorist methods.39 Jughashvili took an active part in these events, traveling across Georgia, helping to organize strikes and demonstrations, writing leaflets and articles, and helping set up an underground printing press and militant groups. He gradually reached the forefront of the Bolshevik leadership in Transcaucasia.

In October 1905, unrest compelled the tsar to make concessions. Russia was given its first parliament, the State Duma. Political freedoms were proclaimed: freedom of conscience, free speech and assembly, and the inviolability of the person. The revolution nonetheless continued to build, and it forced maneuvering by the Social Democrats as well as the tsar. Under pressure from the ranks, the Bolsheviks and Mensheviks agreed to a reconciliation, restoring a superficial party unity. This newfound unity, however, did not advance the interests of the Bolsheviks in Transcaucasia, Jughashvili in particular, because it put the Mensheviks in charge of the region’s revolutionary organizations. The election of delegates to the party’s April 1906 “Unity Congress” in Stockholm put the Bolsheviks’ demeaning position on full display: the future dictator was the only Transcaucasian Bolshevik delegate elected. The next congress, in London the following May, was even more humiliating. At first, only Mensheviks were elected. The Bolsheviks had to arrange by-elections so they could send at least one representative. Again, they sent Jughashvili.

Jughashvili’s trips to these congresses undoubtedly expanded his sense of the world and the party, as well as his circle of contacts. There is evidence that in 1907, while traveling to London, he met with Lenin in Berlin.40 Returning from London, he spent several days in Paris, where he stayed with fellow Georgian Grigory Chochia, a student there. He returned to Russia using the passport of a friend of Chochia’s who had died. This arrangement enabled him to evade police surveillance and improved his personal safety. Forty years later, in May 1947, Chochia, then living in Leningrad, reminded Stalin of this: “In mid-1907, after you stayed with me for several days, I escorted you to the St. Lazare train station in Paris. You were so kind as to say to me, ‘I will never forget your help’ (you were referring to my giving you the international passport). Right now, I am greatly in need of your attention. I ask to be granted a 5–10 minute meeting with you.”41 The letter was filed away. Stalin rarely recalled his foreign travel. We do not know what he saw in Europe and how he perceived it. Did he bring any gifts to his young wife, Yekaterina Svanidze, whom he married in July 1906, or his son, Yakov, born in March 1907 (right before Ioseb left for Western Europe)? Undoubtedly, Jughashvili’s mind was on the revolution.

Immediately after he returned from the West, on 13 June 1907, a group of Transcaucasian Bolsheviks staged an armed robbery of money being transported to a bank in Tiflis; the robbery has become a part of the history of the Russian revolutionary movement. At the cost of several lives, it yielded a huge sum for Bolshevik coffers: 250,000 rubles. The ringleader of this “expropriation” was Jughashvili’s good friend Simon Ter-Petrosian, nicknamed Kamo. The obvious link between the two men has led some to suggest that Stalin was involved in organizing the heist and perhaps even took part in it, but there is no hard evidence.42 Boris Nicolaevsky, who completed a thorough study of the case in the course of chronicling the Social Democratic movement, concluded that Jughashvili was informed of the activities of Kamo’s group and “helped conceal them from the local party organization.” But “he was in no regard a ringleader.” Nicolaevsky found a document showing that Kamo was working directly with the Bolshevik center abroad, specifically an agreement between Kamo and Lenin’s Bolshevik center on the details of the robbery.43 It was Kamo, not Jughashvili, who signed this agreement.

Except for the amount stolen, the Tiflis holdup was nothing out of the ordinary. The robbery of government institutions and private individuals was widely practiced at the time, by the Bolsheviks as well as other groups. Although such actions generated income, they undermined the morals of the revolutionaries and damaged their reputation with the public. From time to time, ordinary criminals would join forces with the revolutionaries for personal gain. In fact, ideologically motivated thieves stealing to further the revolution, even if they did not take a kopeck for themselves, were sometimes hard to distinguish from the ordinary criminals. This state of affairs must have been deeply disturbing for the leaders of the Social Democratic Party. At the 1907 congress in London the Mensheviks passed a resolution prohibiting Social Democrats from conducting such robberies. This resolution did not stop Lenin and his followers. The Tiflis operation was already being planned, and they did not cancel it. That this robbery was carried out so soon after the party congress made it look particularly cynical. Controversy spread through the ranks of the Social Democrats. Not for the first time and knowing his association with Kamo, the Tiflis Mensheviks showed Jughashvili how displeased they were with him. He was forced to leave Tiflis for Baku.

In Baku, where the Mensheviks also dominated the party, Jughashvili could still rely on a stalwart group of Leninists. This major industrial center was ripe with opportunity for both agitation among the working class and combat against political opponents. Jughashvili managed to drive a wedge through the Baku organization, and the Bolsheviks took over the party leadership. But the joy of victory was overshadowed by personal tragedy. In Baku, Ioseb’s wife Yekaterina died. The couple’s infant son was taken in by the mother’s relatives. His father had no time for him.

The unrest surrounding the 1905 revolution frightened the ruling classes and awakened the tsarist government to the need for concessions. Russia became a freer country. Serious agrarian reform was introduced that had fundamental significance for a country in which the peasantry represented an overwhelming—and explosive—majority. Historians still argue over where these reforms might ultimately have led. One thing is clear: Russia was not allowed to follow the course of reform long enough to yield results. Furthermore, alongside the reforms and concessions, the authorities began to “restore order” and more decisively and brutally combat the revolutionary underground. One victim of this post-revolutionary crackdown was Jughashvili. In March 1908 he was arrested. As before, he denied any wrongdoing, claiming that he did not belong to any revolutionary party and had spent a long time abroad.44 These ploys did not work. After seven months in prison, he was sent into exile in Vologda Province, where he spent four months before fleeing. In the summer of 1909, he returned to Baku.