JPMorgan chief executive Jamie Dimon is issuing a sweeping warning about the geopolitical forces reshaping the world, saying artificial intelligence, the rise of China and more are converging into long-term pressures that Europe is unprepared to meet.
Speaking at the 2025 Reagan National Defense Forum, Dimon names threats, which he calls tectonic plates, that are already reshaping national security and economic stability.
He mentions AI and cybersecurity as the first set of pressures threatening the geopolitical order.
“I think Europe has a real problem… We have moving tectonic plates. You’ve seen, you’ve heard us speak about AI, the enemies in the satellite up above and in your computer systems right now, and the world changed.”
He expands the picture to include China’s rise and long-term fiscal imbalances in the West.
“The other tectonic plate is the rise of China, huge global deficits, social network programs that probably can’t be maintained over a long period of time. So, Europe has a problem.”
While Dimon lauds Europe for creating a bloc that stabilized the region, he says the entity itself has now become a structural weakness.
“I think they accomplished an unbelievable thing when the Euro got together, the EC, and they said, let’s live in peace and not war. They had World War I and World War II, but they had the Franco-Prussian Wars, the Napoleonic Wars, the Hundred Years’ War, the War of the Roses.
And so living in peace is a good thing, but it got bogged down. They never finished the common market. It takes 27 nations to make a decision. They let their military drop dramatically. It’s very bureaucratic. It’s part of the reason that they lost Britain to the EU, which I think makes it bad for both of them, by the way.”
Dimon warns that these pressure points move slowly but carry consequences that accumulate over decades.
“And so you’ve got to be honest about it. And those tectonic plates may move over 20 years.”
He closes with a stark assessment of how history will judge Western leadership if the current trajectory continues.
“But if we ever write a book about how the West was lost, it will be because of the following. It will be because we didn’t get our act together here, and we went through all the policies here, that we didn’t have the strongest military in the world, and that we allowed Europe to fall apart.”
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