Jake Sullivan on power, production, and the remaking of the global order

In this episode of Leaders Unplugged, IMD’s David Bach sits down with Jake Sullivan, former National Security Advisor to President Biden, for a frank, wide-ranging conversation on the forces reshaping global business, geopolitics, and the social compact. From the collapse of allied trust to Iran’s newly proven ability to close the Strait of Hormuz, this is the geopolitical briefing every senior executive needs.

Sullivan argues that Trump “does not believe that allies are assets — he thinks they are liabilities,” that the Iran war was “entirely a war of choice, an elective war,” and that the era of assuming innovation dominance without industrial strength is over: “The United States has to concern itself with being able to build.”

On AI and the future of work, he warns that we need “fundamentally new answers” to the question of “where does the human fit in, in an age of exploding technology?” — and that no political leader has yet emerged to deliver them.