About this episode
After predicting the world’s biggest risks for over 25 years, Geopolitical Expert Ian Bremmer reveals the top 10 risks for 2026, and why the AI job threat is far bigger than people think! Ian Bremmer is a political scientist and founder of Eurasia Group, a leading political risk research and consulting firm, and GZERO Media, a global affairs media company. He is also a Professor at Columbia University’s School of International and Public Affairs, and the author of several books, including, “The Power of Crisis: How Three Threats - and Our Response - Will Change the World”. He explains: ◼️Why the US has become the biggest driver of global instability ◼️How China is quietly winning the long-term power and resources game ◼️The AI threat that could hack banks, infrastructure, and entire economies ◼️Why millions of jobs could disappear and trigger political backlash ◼️How collapsing global leadership is creating a dangerous “G-Zero” world 00:00 Intro 01:43 The Report Warning of 2026’s Biggest Global Threats 06:43 Are We Watching International Cooperation Collapse in Real Time? 10:04 The Real Motive Behind Trump’s Most Controversial Moves 12:33 The Hidden Forces Driving the Iran War 18:51 The Critical Mistake That Escalated the Iran Conflict 20:17 Who Really Holds Power Inside Iran? 22:21 Why the U.S. Blocked the Strait of Hormuz—and What It Triggered 27:21 How the Lebanon–Iran War Spiral Began 29:15 What Could Have Prevented This Crisis From Unfolding? 31:39 The Unexpected Shifts in the Middle East 35:06 The Real Impact of Trump’s Impulse-Driven Decisions 40:40 The Path That Could Change Everything 45:00 Russia and China’s Calculated Response to the Iran War 47:58 What Europe Got Wrong - and Why It Matters Now 51:47 China’s Long-Term Strategy: Where Does It Leave America? 57:47 A Brief Break—But What Comes Next Matters More 00:59:53 I Predicted 2025—Here’s What’s Coming Next 01:04:10 Why AI Could Trigger a Global Economic Shock 01:06:07 The Unseen Workforce Powering AI’s Rise 01:09:52 Rising Public Anger: Why Elites and AI Leaders Are Under Fire 01:14:36 Is Universal Basic Income Becoming Inevitable? 01:16:01 The Growing Problems Big Tech Can’t Solve 01:22:21 Can the Tech Oligarchy Actually Be Stopped? 01:27:53 Is a True “Utopia” Possible—or Just a Myth? 01:34:34 Why Public Service Matters More Than Ever Today 01:37:46 At the End of Life: What Will Your Choices Really Mean? Enjoyed the episode? Share this link and earn points for every referral - redeem them for exclusive prizes: https://doac-perks.com Follow Ian: X - https://link.thediaryofaceo.com/1jUp9VW Instagram - https://link.thediaryofaceo.com/HII48p9 YouTube - https://link.thediaryofaceo.com/4yJPMn2 Eurasia Group - https://link.thediaryofaceo.com/Jhf7nJ You can purchase Ian’s book ‘“The Power of Crisis: How Three Threats - and Our Response - Will Change the World”, here: https://link.thediaryofaceo.com/6YBkvoW The Diary Of A CEO: ◼️Join DOAC circle here - https://doaccircle.com/ ◼️Buy The Diary Of A CEO book here - https://smarturl.it/DOACbook ◼️The 1% Diary is back - limited time only: https://bit.ly/3YFbJbt ◼️The Diary Of A CEO Conversation Cards (Second Edition): https://g2ul0.app.link/f31dsUttKKb ◼️Get email updates - https://bit.ly/diary-of-a-ceo-yt ◼️Follow Steven - https://g2ul0.app.link/gnGqL4IsKKb Sponsors: Wispr - Get 14 days of Wispr Flow for free at https://wisprflow.ai/steven Ketone - https://ketone.com/STEVEN for 30% off your subscription order Shopify - https://shopify.com/bartlett
Episode summary
These conversations are not always comfortable, but they matter; Ian Bremmer is here with his annual Top Risks to unpack a looming American political rupture, China’s long game, and what’s really happening with AI, and yes, we’ll still leave room for realistic optimism.
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Ian, what is this document in front of me?
It’s our Top Risks report, a yearly map of the global risk landscape meant to help people make better decisions.
From your latest list, what should we focus on today?
The United States is now the biggest source of geopolitical uncertainty; Washington is walking back the very rules it built on trade, security, and migration, and that shift is reshaping markets, alliances, and deterrence in real time.
Second, China is quietly locking in long‑term leverage through energy and electrification, from EVs and batteries to control of critical minerals that sit at the heart of our devices, cars, and weapons.
Give us color on those minerals and why they matter.
Think lithium and rare earths that make modern life and modern militaries run; Beijing invested for decades across mining, refining, and supply, which may not make them richer today but sets up real strategic power over time.
If this trajectory holds, what happens next to the global order, the Middle East, and American politics; you’ve said Trump’s project will ultimately fail.
Policy chaos and a disdain for expertise make failure likely, but even a setback in the midterms would not fix the deeper American demand for political upheaval, which is spilling into a world with no clear leader and a drift toward a G‑zero reality.
Poll chatter feels meaningless this far out, so let’s pivot; what on earth is going on in the Middle East, and how did Venezuela figure into the Iran gambit when Trump ran on ending wars?
He did end Afghanistan, then got a rush of confidence after a cost‑free operation against Maduro, which looked like a clean win and made oil headlines without near‑term payoff.
He also remembered Tehran’s restraint after the Soleimani strike and saw Israeli operations hitting Iran and proxies with few American costs, and this time he’s surrounded by loyalists who feed his optimism and mute military warnings about the Strait.
So the bet was simple: decapitate, force talks, and get a better deal with pliable partners.
Instead, leadership hits drove Iran to decentralize command, widen harassment of Gulf targets and infrastructure, and complicate who the U.S. could even negotiate with.
Do you think anyone is truly in charge in Iran, and are talks real?
Decision‑making is opaque, but their system can still plan and execute centrally; the Islamabad talks featured senior officials and technical teams across missiles, proxies, the Strait, and the nuclear file, which tells you the state is functioning.
Those talks did not clinch a deal, and Trump then announced a blockade of the Strait.
Twenty‑one hours of talks means substance, not collapse; the blockade talk looks like leverage after he signaled short timelines and low appetite for pain, which Tehran reads as a chance to hold out.
He also pivots mid‑stream and is sinking in the polls on this issue.
He reversed himself on Greenland and on tariffs when the blowback hit, and the same fragility shows here as he tries to keep prices down and avoid widening the fight while still sounding tough.
From Tehran’s side, conceding under bombs creates a dangerous precedent.
They already saw their deterrence fail, and now Hezbollah is degraded as Israel pounds Lebanon and plans a buffer, which shows Tehran cannot shield its partners from targeted strikes.
Could all of this have been avoided; what fell first?
A repressive Iranian regime exported instability while Israel, America’s closest partner in the region, grew more confident in shaping outcomes from Gaza to Beirut, yet there are bright spots from Gulf reforms and women’s inclusion in Saudi Arabia to potential political opening in Syria.
Two blocs are coalescing—UAE, Israel, the U.S., and India on one side and a looser Saudi, Pakistan, Turkey, and Egypt alignment on the other—while Iran stumbles economically and militarily.
How does this end when Trump needs a win and Iran refuses to be seen as yielding?
He could simply declare victory and exit since he has already argued the nukes are entombed and the Strait is not America’s problem, but most likely we see an extended ceasefire, more talks, some Iranian give on enrichment, and a tacit deal that lets Tehran earn from Strait transit as escorts return later.
So they trade nuclear concessions for influence and tolls on shipping.
That is the least bad path, framed as reconstruction money by Iran; the darker path is a U.S. seizure of Kharg Island to choke exports, which is possible with a modest troop surge but politically risky and still under a coin‑flip in likelihood.
Zooming out, Russia’s war fades in U.S. headlines, Europe is hedging, and China seems to be watching with a smile; what matters most?
China matters most because it is powerful and patient, while Russia profits from surging commodity prices and looser sanctions as American weapons shift to the Middle East, making a Ukraine ceasefire less likely and a U.S.‑Russia deal over European objections more plausible.
What did Europe get wrong?
Aging demographics, thin productivity, under‑investment in defense and tech, and a fragmented system made bold action hard, while many leaned hard into green and away from nuclear or scale, unlike China which invested in everything from coal and nuclear to wind, solar, EVs, batteries, and minerals.
Is the U.S. still the superpower, and can China take the crown?
The dollar, rule of law, and unmatched military still anchor U.S. primacy, and China lacks a convertible currency and combat experience, but Beijing is at or ahead in critical technologies, which lets it set standards and build choke points that could bite the U.S. hard, like a Taiwan chip cutoff.
America’s biggest threat is not China; it is America’s own short‑termism and political dysfunction.
Your TED talk argued the next superpower is not a country.
Power is flowing to tech platforms that write their own rules, as we saw with Microsoft’s cyber defense and Starlink’s battlefield lifeline in Ukraine, and now with frontier AI models whose capabilities can shift security and markets overnight.
Anthropic says it built a model too dangerous to release; do you buy it?
There is marketing, but the risk is real when the Fed chair and Treasury Secretary treat it like a five‑alarm fire and banks scramble to deploy it to find and patch bugs before bad actors do, even as the Pentagon gripes about access.
On your scale, where does that sit?
Severe this year and badly underappreciated compared to Iran or China headlines.
Is the risk jobs, or something else?
The immediate danger is systemic cyber exposure as powerful tools reach anyone with a laptop, just as cheap drones reshaped the Russia‑Ukraine fight; AI is the accelerant across security and the economy.
I saw a video of factory workers wearing head cameras to train robots to do their jobs next; it felt like sawing off the branch you sit on.
It is chilling and also potentially liberating if we decide to share the productivity gains rather than concentrate them.
What kind of political or social system do we need if AI starts deleting jobs and resentment hardens?
Absent a downturn, the job shock will be slower than people think because firms avoid mass cuts and labor will push back, but a new populist wave is brewing as white‑collar workers feel exposed, and you can already see fury over data centers in local politics.
Violence against tech leaders is never okay, but the anger at elites is obvious.
Exactly, and it deepens when the biggest wins accrue to a tiny group of owners while most people feel ignored.
Is there a path where tech thrives and ordinary people actually benefit?
Yes, because AI can cut waste, fuel use, and food costs at scale, but the real risk is political—if we let a few write the rules and hoard the gains, unrest follows.
Do we need universal basic income or an AI tax?
Start with paid time for AI training and transitions—shorter weeks at the same pay tied to upskilling—rather than leaping to universal income, and push leaders to act like stewards rather than winners in a zero‑sum game.
Heavy‑handed rules can crush innovation; some firms are ready to skip Europe entirely.
We are living with three flawed models—U.S. private power that captures regulators, China’s state‑first capitalism, and Europe’s citizen‑first rules that stifle growth—and when any goes extreme, people demand a new deal that restores opportunity and dignity.
Do people revolt when they feel powerless?
In democracies they often do, which is why the answer to your AI question is simple in spirit: give people real chances to build a life and they will choose the system over the street.
If you could wave a wand to fix tech oligarchy, what would you change?
Launch U.S.‑China AI arms control, stand up an AI stability board like financial regulators to flag and defuse systemic model risks, and fund broad AI access so we do not split humanity into empowered hybrids and a left‑behind underclass.
And at home that means serious domestic funding and governance, not just global talk.
Right, we need institutions fit for eight billion in a networked world, not short‑term silos that make coordination impossible.
Is a humane, even utopian future still plausible?
Yes, because the long arc is rising health, wealth, and education, but the hazard now is not AGI—it's humans being programmed by algorithms and turning politics into a betting market instead of a civic project.
As an independent host I invite the full spectrum—Ivanka Trump to Michelle Obama to Kamala Harris to Gavin Newsom to Mamdani—and even then the algorithms try to turn conversation into combat when most of these people actually share the same destination, if not the route.
Independence is not just freedom to speak; it’s a duty to be honest and resist self-censorship, even when it might annoy someone. That authenticity is exactly what legacy outlets often lack.
Should I spell out for listeners why this matters so much? I find people in real life get it and value it, while a loud online fringe seems allergic to dissent.
Some of that noise may be bots or manufactured outrage, and the digital arena is not a very human place. More live moments and long-form conversations help us push back against the algorithm.
I love engaging people I disagree with and borrowing good ideas from all sides, even if algorithms reward echo chambers. It’s a strange stance to hold when the feed keeps trying to lock you into a team.
If your views never evolve while the world changes, you drift into being wrong. Algorithmic culture pressures you to pick a side and stay stuck.
Any closing thoughts after the ground we covered?
You’ve built a global platform without feeding resentment, and we need more of that. Real power now also flows outside politics, and I’ve devoted my career to making impact there—childhood me wanted the presidency, grown-up me sees bigger change through independent work and steady improvement.
As Neil deGrasse Tyson says, influence can outweigh office, which makes your work a public service. The bookshelf proves it, from the recent crises book that treats AI as a major threat to a new one on the way.
They’re out there, and another’s coming next year, title still to be decided.
Our tradition: what will you call your life from your deathbed?
Unexpected—and that’s why I’m optimistic, because none of us earned being here. Treat each day like a gift and it’s easier to keep perspective.
Thank you for turning on the lights when the world feels chaotic; I watch you on YouTube, follow you on X, and your explanations help us decide better and treat each other better. That’s real service.
I’m grateful, and I’ll keep doing my best. Thanks for having me—see you next time.