In this episode of The Diary Of A CEO, Steven Bartlett speaks with geopolitical analyst Ian Bremmer about the forces reshaping global power dynamics. Bremmer examines how America's retreat from international leadership, Europe's chronic underinvestment, and China's strategic dominance in critical technologies and supply chains are creating an unstable world order. The conversation also explores the escalating Middle East crisis, tracing how decisions regarding Iran and Israel have created new regional tensions and economic pressures.
Beyond geopolitics, Bremmer and Bartlett discuss the systemic risks and opportunities presented by artificial intelligence, including security vulnerabilities and the concentration of AI benefits among a narrow elite. They address rising political populism across democracies, driven by economic anxieties and the perception that governments serve only the wealthy. The episode examines how these interconnected challenges—from technological disruption to institutional breakdown—are defining the current moment and shaping what comes next.

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The global power balance is undergoing profound change as the United States retreats from its post-WWII leadership role, Europe struggles with chronic underinvestment, and China rises through strategic state-led advancement.
Ian Bremmer identifies the United States as the biggest driver of geopolitical uncertainty today. After decades leading the liberal international order, the US is turning inward with "America First" policies that reject free trade, pull back from global security commitments, and restrict immigration. Bremmer notes that Americans themselves are rejecting the leadership position and rules the US once created.
This withdrawal leaves what Bremmer calls a "G0" world—no consensus body to arbitrate global rules, just powerful nations imposing regulations that serve themselves. The unpredictability now compels allies to hedge their bets with China in both security and economics, as countries feel vulnerable to Washington's sudden policy shifts on tariffs, sanctions, and alliances.
Europe prioritized quality of life over investment in technological innovation, productivity, and defense, presuming lasting peace made such investments unnecessary. This assumption proved wrong. Europe's political fragmentation—27 EU nations plus post-Brexit UK—makes large-scale, long-term strategic investments harder to pursue than in the US or China.
European energy policy compounded the problem, as many states prioritized green technologies at the expense of nuclear and other alternatives, increasing energy costs and undermining competitiveness. France's robust nuclear sector was an exception. China, by contrast, invested broadly in all energy forms to maintain industrial might and adaptability. As dependency on outside technology and energy grows, Europe finds itself increasingly sidelined globally.
While the West stumbles, China pursues clear multi-decade goals unconstrained by short electoral cycles: securing dominance over global supply chains, energy, minerals, and key manufacturing sectors. China's control of critical minerals and rare earths—like lithium and antimony—essential for batteries, weaponry, and smart devices, confers enormous leverage. For decades, China has invested not only in mining these materials worldwide but also in reprocessing capacity, ensuring supply chain control.
China is also achieving technological leadership in AI, electric vehicles, battery technology, and semiconductors. Chinese companies now lead the world in EV manufacturing and energy storage. China's relentless investment across minerals, all forms of energy, infrastructure, and emerging tech stands in stark contrast to the West's fragmented approach, positioning Beijing as a decisive power in shaping the emerging global order.
The recent Middle East crisis centers on cascading effects from US and Israeli actions toward Iran, sparked by the Trump administration's emboldened approach after a perceived victory in Venezuela.
At the year's start, the Trump administration successfully intervened in Venezuela, capturing Nicolás Maduro without losing a single American life. This operation was popular domestically and regionally. Emboldened by this victory, Trump shifted attention to Iran, calculating he could replicate the success based on three factors: the clean Venezuelan victory, Iran's apparent restraint after the US killed Qasem Soleimani, and lack of dissent from his national security advisors.
Trump's security team values loyalty over independent judgment, unlike his first term. This inner circle affirms his views and avoids confronting him with military risk assessments. Trump believes he can remove Iran's Supreme Leader and force Iranian leadership to negotiate, underestimating the complexity of Iran's structures. His advisors provide no substantial pushback despite military concerns about Iran potentially closing the Strait of Hormuz.
The kinetic campaign against Iran included Israeli forces killing Iran's Supreme Leader and senior military officers. Rather than decapitating Iran's command, this led Iran to decentralize its military, pushing decision-making to local commanders to avoid detection. This undermines US-Iranian backchannel contacts, as many interlocutors are dead or inaccessible. Trump publicly acknowledges confusion about who to work with, exposing lack of contingency planning.
Despite high-profile killings, Iran's regime demonstrates resilience through a 21-hour negotiation in Islamabad covering the Strait of Hormuz, missiles, proxies, and nuclear activities. Iran maintains functional control over the Strait—the world's most critical oil chokepoint—giving it both a deterrent and negotiating lever. Trump faces domestic backlash as gas and food prices soar, limiting his options while eroding his political capital.
The domestic cost mounts as public opposition to another Middle East war grows amid inflation and surging prices, endangering Trump's midterm prospects. As sole architect of the conflict, Trump cannot shift blame. His conflicting public statements—"War's almost over" and dismissing the Strait as "not America's problem"—signal to Tehran a lack of resolve.
The likely outcome is a protracted ceasefire and compromise: Iran agrees to limit nuclear enrichment in exchange for privileged rights to manage tolls and transit in the Strait of Hormuz, framed as war reparations. Over time, Iran leverages control of oil flows for financial and strategic gain while staying far from nuclear weapons development.
Underlying the crisis is chronic volatility from Iran's anti-Western ideology and Israel's near-impunity in military operations, heavily supported by the US. Positive developments—Syria's transition, Saudi Arabia's reforms, Gulf economic transformation—are overshadowed by deepening incompatible security blocs: one aligning the US, Israel, UAE, and India; another comprising Saudi Arabia, Pakistan, Turkey, and Egypt.
Iran's population of 95 million faces a devastated economy and weakened military, degrading the regime's domestic legitimacy. Despite surviving and controlling the Strait, Iran is a battered survivor facing continuing internal and external challenges.
AI delivers astonishing advances but presents deep systemic risks. As models become more capable, questions of security, inequality, and social stability grow urgent.
Anthropic recently revealed an AI model so advanced it couldn't be released publicly due to its capacity to discover security vulnerabilities in critical infrastructure like power grids and water systems. This prompted emergency meetings with top US banking and treasury officials, including Jerome Powell. Jamie Dimon described the risk as a "five-alarm fire." Despite suspicions of strategic messaging, security and banking officials validated the threat, calling for urgent internal deployment to patch vulnerabilities before bad actors gain similar capabilities.
The unprecedented progress in AI leads to a winner-take-all scenario where a handful of tech CEOs hold disproportionate power over how AI is developed and deployed. These leaders are shaping a reality where intelligence itself becomes a utility you "pay for like water or gas." AI development is now concentrated within a techno-oligarchy with scant democratic oversight, fueling public distrust. This discontent manifests in AI's unpopularity in surveys and violent attacks against AI figures, pointing to heightened societal anxiety.
AI is already transforming industries—optimizing agriculture in Ethiopia, improving recycling, and cutting aviation fuel consumption by 10%. Yet workers who help train AI models, such as in India where people wear cameras to capture manual tasks, directly contribute to their own obsolescence. Benefits concentrate among corporate leaders and investors while average workers face displacement and wage suppression as their skills devalue. The public sees these dividends bypassing them, fueling feelings of exclusion and anger.
The conversation outlines policy ideas to more equitably share gains. In regions facing AI-induced job losses, pilot programs could reduce work weeks to four or three days with no pay loss, dedicating freed time to retraining or AI tool deployment. Developed nations also need to fund AI access for populations lacking basic infrastructure, or risk creating a new global underclass—those able to work with AI versus those excluded.
If tech leaders and wealthy beneficiaries fail to invest in community-wide benefits, especially retraining for displaced workers, society faces growing unrest. Without course correction toward inclusion, democratic oversight, and equitable access, AI's promise may intensify the threats it poses.
Democracies worldwide experience rising instability as citizens feel abandoned by systems benefiting elites and failing to provide security, dignity, or opportunity for ordinary people.
Ian Bremmer observes that demand for political revolution stems from citizens' belief that government only serves the wealthy and powerful. In the US, Donald Trump twice won the presidency positioning himself as an outsider promising to end costly wars, invest in American workers, and prioritize working-class needs. Bremmer points to Trump's success with men who had stable manufacturing jobs but lacked advanced degrees, whose livelihoods were threatened by automation, globalization, and trade policies favoring corporate profit.
The demand for radical change isn't unique to the US—similar movements exist in Europe, such as Nigel Farage's. Bremmer highlights Zoran Mamdani, a Democratic Socialist, being elected mayor of New York City as further evidence of broadening appetite for alternatives. As long as underlying economic anxieties remain unresolved, populist revolutions are inevitable, though whether future movements emerge from left or right is uncertain.
One key grievance is declining prospects for workers, especially men without degrees, as factory closures move manufacturing to lower-cost countries. Trade agreements, automation, and profit-driven corporate decisions undermine economic security while immigration is perceived to accelerate as government investment in struggling communities declines. Women with advanced degrees now worry about AI-driven displacement in white-collar professions, which Bremmer predicts will become politically potent by 2028.
Bremmer describes how AI and data center expansion is becoming a flashpoint for backlash. Senators report constituent anger over data centers driving up energy costs, causing water scarcity, and bringing economic changes—all without local residents' input or benefit. Without proactive governance to distribute AI benefits equitably or provide worker transition support, democracies risk upheaval and institutional breakdown.
Mainstream media face declining trust because they filter information through narrow ideological lenses, avoiding controversy and silencing diverse viewpoints. This drives audiences toward independent journalists free from institutional constraints. Steven Bartlett praises open discourse, arguing that only by venturing outside algorithmically reinforced echo chambers can individuals form truly independent opinions. He warns that algorithm-driven echo chambers entrench ideological sides while suppressing the intellectual flexibility needed to adapt. Both Bartlett and Bremmer advocate resisting algorithmic conformity for healthier democratic culture.
China is positioning itself as a dominant force in future-defining technologies and advanced manufacturing, leveraging its long-term strategic approach to challenge US and European leadership.
China achieves significant parity or leadership in key technologies shaping the next decades. Chinese technology firms advance rapidly in AI, now matching or surpassing Western competitors in some domains. In battery technology and electric vehicles, China's dominance presents a direct challenge to global automotive leaders by controlling essential components and setting industry standards. China's semiconductor industry is making important progress in domestic chip design and manufacturing, aiming to reduce vulnerability from reliance on Taiwan's TSMC.
Ian Bremmer notes the US still holds significant advantages. The dollar remains the global reserve currency, giving tremendous leeway with deficits and low interest rates. Military superiority also remains firmly with the US—China's military is only a fraction of American capabilities and lacks practical combat experience.
However, Bremmer argues America's greatest threat is domestic dysfunction. US advantages in currency and military strength are undercut by poor strategy, reduced global credibility, underinvestment in technology, and political gridlock. Meanwhile, China avoids these issues by sidestepping electoral cycles and pursuing long-term investments. China's non-convertible currency and capital restrictions provide insulation from destabilizing financial flows.
Bremmer warns that China's control over rare earth processing and advanced material supply chains could disrupt global manufacturing. If China restricts supplies, it could cripple Western advanced manufacturing. TSMC's role in Taiwan makes the island both a technological and geopolitical flashpoint. Should China gain control of Taiwan, it would seize a choke point in semiconductor supply, giving Beijing unprecedented leverage. Bremmer stresses the greatest threat to American technological dominance is not China's rise but America undercutting its own competitiveness through underinvestment in innovation, failure to attract top talent, decreased regulatory agility, and political gridlock.
1-Page Summary
The global power balance is undergoing profound upheaval as the United States steps back from the post-WWII liberal international order, Europe grapples with chronic underinvestment, and China rapidly rises through calculated state-led advancement.
Ian Bremmer identifies the United States as the biggest driver of geopolitical uncertainty today. After decades leading the liberal international order established after World War II, the US is turning inward to "America First" policies. This shift rejects the free trade system America once built, pulls back from the role of global policeman funding collective security, and puts up barriers to immigration. Bremmer notes that Americans themselves—rather than external rivals—are rejecting the US’s historic leadership position, refusing to play by the rules it created.
America’s withdrawal from the leadership role leaves a gaping void in the global system, resulting in what Bremmer calls a “G0” world. In this system, there is no consensus or unified body like the G7 or G20 to arbitrate global rules. Instead, powerful nations impose regulations that serve themselves, leaving weaker nations with little recourse or influence.
The unpredictability of US leadership now compels allies to hedge their bets with China in both security and the economy. Countries feel vulnerable to Washington’s sudden policy shifts—on tariffs, sanctions, energy, and alliances—and seek other partnerships as risk mitigation.
Europe’s response to the post-Cold War world was to prioritize quality of life, choosing social welfare spending and greater regulation over vigorous investment in technological innovation, productivity, or defense. European countries presumed that lasting peace would render investments in military capacity and advanced technology less necessary. This assumption proved wrong.
Europe’s political fragmentation makes strategic, large-scale, long-term investments harder to pursue. Unlike the US or China, the European Union consists of 27 separate nations, plus the UK post-Brexit, each balancing frequent elections and unique national interests. This fragmentation impedes unified progress.
European energy policy further compounds the problem. Many states prioritized green technologies and the pursuit of net zero emissions at the expense of nuclear and other alternatives. This approach increased energy costs and undermined competitiveness, with the exception of France, which maintained a robust nuclear sector. In contrast, China invested broadly in all energy forms, including dirty coal, renewables, and nuclear to maintain industrial might and adaptability.
As dependency on outside technology and energy grows, Europe finds itself increasingly sidelined in global affairs. The UK and continental partners, once reliable allies of the US, are rethinking their strategies and alliances amid growing American unpredictability.
While the West stumbles, China pursues a ...
Shifting Global Order: US Unpredictability, Leadership Loss
The recent Middle East crisis centers around cascading effects from U.S. and Israeli actions toward Iran and the strategic influence of regional and global powers. Donald Trump's administration embarks on new military actions after experiencing a high-profile perceived victory in Venezuela, which sparks a bold yet ultimately destabilizing policy toward Iran. The region's instability is compounded by Iran's anti-Western stance, unchecked Israeli military activity, and deepening rival security blocs.
At the start of the year, the Trump administration successfully intervenes in Venezuela, capturing Nicolás Maduro alive and bringing him to justice in New York. This operation is touted as the most successful possible: not a single American life is lost, and Delcie Rodriguez takes over as acting president, signaling cooperation with the United States on oil, mining, and economic recovery. The intervention is popular both domestically and with South American leaders, as it addresses the burdens of Venezuelan migration and regional safety.
Emboldened by Venezuela, Trump’s attention shifts to Iran. His calculation rests on three factors: the clean military victory in Venezuela, Iran’s apparent restraint after the U.S. killed Qasem Soleimani (Iran’s Quds Force commander), and the lack of dissent among Trump’s national security advisors. This inner circle, including Marco Rubio and Scott Besson, values loyalty over independent judgment; unlike in Trump’s first term, they affirm his views and avoid confronting him with the military’s risk assessments.
Trump believes the Iran scenario can mirror Venezuela’s: remove Supreme Leader Khamenei, inflict a display of power, and force Iranian leadership to the negotiating table for a favorable agreement or regime change. He underestimates the complexity and depth of Iran's leadership and structures.
The makeup of Trump’s security and advisory team means he faces no substantial pushback against his plans for Iran, even though the U.S. military knows Iran could close the Strait of Hormuz in a conflict. This insular atmosphere fuels Trump’s overconfidence and his readiness to escalate militarily despite severe operational risks.
The kinetic campaign against Iran is marked by targeted assassinations—most notably, Israeli forces kill Iran’s Supreme Leader and other senior military officers. Although intended to decapitate Iran’s command, this act has unforeseen consequences.
Following these assassinations, Iran’s military decentralizes leadership, pushing decision-making to local commanders to avoid detection and retaliatory strikes. This mosaic structure undermines U.S.-Iranian backchannel contacts, as many interlocutors are now dead or inaccessible. Trump publicly acknowledges, “A lot of the guys we’re talking to are dead now, so we don’t really know who to work with,” exposing confusion and lack of contingency planning.
Despite high-profile killings, Iran’s regime demonstrates resilience. Senior leadership, including the foreign minister and speaker of parliament, participates in a 21-hour negotiation in Islamabad, covering navigation in the Strait of Hormuz, ballistic missiles, regional proxies, and nuclear activities. This disproves widespread narratives of imminent Iranian state collapse.
Iran maintains functional control over the Strait of Hormuz, the world’s most critical oil chokepoint. This control is both a deterrent and a lever in negotiations—a proven ability to disrupt global oil flows and drive up prices. Trump, facing domestic backlash as gas and food prices soar, finds his options limited, lacking a viable military response while the economic impact erodes his political capital.
The domestic cost of escalation mounts. Public opposition to another Middle East war grows amid inflation and surging gas prices, endangering Trump’s midterm prospects and personal legacy.
Trump is increasingly “underwater” politically: as sole architect of the conflict, he cannot shift blame. The economic downturn—rising oil, gas, and food prices—directly links back to his decision-making, with midterm elections looming. His popularity suffers as Americans reject further entanglement in the region.
Trump’s conflicting public statements signal to Tehran a lack of resolve. “War’s almost over,” he says, promising a short conflict. Elsewhere, he dismisses the Strait as “not America’s problem.” These mixed messages are interpreted by Iran as evidence the U.S. cannot withstand sustained economic pain or military pushback.
Middle East Crisis: Iran, Israel, Venezuela, Military Escalation
Artificial intelligence (AI) has reached a point where it delivers astonishing advances but also presents deep systemic risks. As AI models become more capable, questions of security, inequality, and social stability grow increasingly urgent.
Anthropic recently revealed an AI model so advanced it could not be released to the public due to its capacity to discover security vulnerabilities in a broad range of software. This capability extends to critical infrastructure such as power grids and water systems, making it a potential weapon for malicious actors able to exploit previously unknown bugs. The immediacy and seriousness of the risk prompted emergency meetings with top U.S. banking and treasury officials, including Jerome Powell and Scott Besant. Financial leaders like JP Morgan’s Jamie Dimon described the risk level as a "five-alarm fire," underscoring the severe potential impact on the global economy and national security.
Anthropic's communications around the risk bolster its reputation and negotiating power, especially after tensions where the Department of Defense questioned allowing Anthropic's models near defense applications. Despite suspicions of strategic messaging, the threat was validated by security and banking officials who called for urgent internal deployment of the technology to patch vulnerabilities before bad actors gain similar capabilities.
The unprecedented progress in AI is leading to a winner-take-all scenario in which a handful of tech CEOs—people like Jeff Bezos, Elon Musk, Sundar Pichai, and Sam Altman—hold disproportionate power over how AI is developed, accessed, and applied. These leaders are shaping a reality where intelligence itself is treated as a utility, something you "pay for like water or gas," stripping away its essence as an intrinsic human trait.
AI development is now concentrated within a techno-oligarchy of wealthy corporations, with scant democratic oversight. The general population has little say in rules, access, or deployment, fueling public distrust and backlash. This discontent manifests in the unpopularity of AI, with survey reports indicating lower favorability than even controversial government agencies. Violent attacks against AI figures, such as the Molotov cocktail and gunshots targeting Sam Altman, point to heightened societal anxiety and the risk of greater civil unrest if governance models are not reformed to include broader interests.
AI is already transforming industries. Applications in agriculture help optimize planting decisions for food security in regions like Ethiopia. In recycling, AI offers the promise of radically improved waste processing, while aviation leverages real-time micro-adjustments to slice fuel consumption by 10%. These productivity gains—and the cost savings flowing from them—largely benefit shareholders and well-positioned consumers.
Yet, the workers who help train AI models, such as in India where people wear cameras to capture manual tasks, are directly contributing to their own obsolescence. Once AI learns these jobs, those same workers face displacement. The benefits of AI remain concentrated among corporate leaders and capital investors, while average workers confront rising unemployment, underemployment, and wage suppression as their skills dev ...
Artificial Intelligence as Both Opportunity and Existential Threat
Democracies around the world are experiencing rising instability as citizens feel abandoned by systems that benefit elites and fail to provide security, dignity, or opportunity for ordinary people. These conditions fuel political populism, calls for radical change, and heightened skepticism toward traditional institutions.
Ian Bremmer observes that the demand for political revolution stems from citizens’ belief that government only serves the interests of the wealthy and powerful. In the U.S., Donald Trump twice won the presidency by positioning himself as an outsider who promised to end costly wars, invest in American workers, and prioritize the needs of working-class people over corporate interests and immigration, even as he faced a litany of scandals and embraced extremism. Bremmer points to Trump’s electoral success with men who had traditionally stable manufacturing jobs but lacked advanced degrees. These men saw their livelihoods threatened by automation, globalization, trade policies favoring corporate profit, and an influx of immigrants while their communities were neglected and their economic security and social status eroded.
The demand for radical political change is not unique to the U.S.; similar movements exist in Europe, such as Nigel Farage's, indicating a widespread disillusionment with establishment politics. Bremmer highlights the election of Zoran Mamdani, a Democratic Socialist as mayor of New York City—traditionally the center of global capitalism—as further evidence of a broadening appetite for alternatives within democratic societies.
Bremmer notes that as long as the underlying economic anxieties and sense of powerlessness remain unresolved, populist political revolutions are inevitable. While it is uncertain whether future movements or leaders will emerge from the left or right, or what ideologies they will espouse, the certainty is that this instability will persist and intensify unless deep structural issues are addressed.
One key grievance in populist movements is the declining prospects for workers, especially men without degrees, as factory closures and relocations move manufacturing jobs to lower-cost countries. Trade agreements, automation, and profit-driven corporate decisions undermine economic security and social status, particularly for those in traditional industries. The perceived lack of government support while jobs are lost to cheaper labor markets such as China and India, and news of immigrants arriving as communities feel neglected, erodes trust and inflames resentment.
Women with advanced degrees in urban and suburban areas are now beginning to worry about their own prospects, fearing that AI-driven job displacement in white-collar professions could become the next trigger for populist political mobilization. Bremmer predicts that this wave of discontent will become politically potent by 2028, though the leaders who will channel this energy are not yet visible.
Immigration is perceived to be accelerating, and as government investment in struggling communities declines, resentment grows and demands for political revolution intensify. Europeans and Americans alike are anxious that advanced technologies will undermine their jobs, especially in knowledge fields.
Bremmer describes how the expansion of AI and data center infrastructure is becoming a new flashpoint for political backlash. Senators report growing constituent anger over data centers and AI projects driving up energy costs, causing water scarcity, spoiling the visual landscape, and bringing economic changes—yet all without local residents’ input or benefit. The rapid construction of these facilities and the lack of democratic accountability breeds further alienation and resentment among citizens.
AI-driven job displacement is another potential catalyst for major political change. Without proactive governance ...
Political Populism, Inequality, and Governance Breakdown in Democracies
China is positioning itself as a dominant force in future-defining technologies and advanced manufacturing, leveraging its long-term strategic approach to challenge the global leadership of the United States and Europe.
China achieves significant parity or leadership in key technologies that will shape the next decades. Chinese technology firms are advancing rapidly in artificial intelligence, and in some domains, now match or surpass Western competitors. In battery technology and electric vehicles (EVs), China’s dominance presents a direct challenge to global automotive leaders by controlling essential components and setting industry standards.
China’s semiconductor industry is making important progress in domestic chip design and manufacturing, aiming to reduce the country’s vulnerability from heavy reliance on Taiwan’s TSMC. The ability to manufacture cutting-edge chips domestically will allow China to insulate itself from potential disruptions and exert more control over global supply chains for both consumer and military technology.
Ian Bremmer notes that the U.S. still holds significant advantages. The dollar remains the global reserve currency, giving Americans tremendous leeway, such as printing money, running deficits, and keeping interest rates low. Military superiority also remains firmly with the U.S.; China’s military is still only a fraction of American capabilities. While China is building up both its nuclear and conventional forces, Bremmer points out that China has never fought a naval war and it has been decades since its last ground war, limiting its practical capabilities.
However, Bremmer argues that America's greatest threat is not China but domestic dysfunction. U.S. advantages in currency and military strength are being undercut by poor strategy, reduced global credibility, underinvestment in technology, regulatory sluggishness, and political gridlock. Meanwhile, China avoids these issues by sidestepping electoral cycles and pursuing long-term investments that set the stage for future dominance. China’s non-convertible currency and capital restrictions provide insulation from destabilizing financial flows, helping the country avoid the kind of political instability that worries Chinese leaders.
China's Long-Term Strategic Advantage and Technological Dominance
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