
Talking Geopolitics America's Next Crisis: George Friedman on Immigration, Technology and the Workforce
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Dec 4, 2025 In a thought-provoking conversation, George Friedman, geopolitical analyst and founder of Geopolitical Futures, explores America's looming demographic crisis. He discusses how low birth rates and longer life expectancy impact the workforce and the economy. Friedman emphasizes the essential role of immigration in addressing labor shortages, showcasing the U.S.'s unique ability to integrate immigrants compared to Europe. He also highlights the importance of innovation in medicine and productivity while cautioning against the overhype of AI as a panacea.
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Workforce Shrinking From Demographic Shift
- The US faces a demographic shift where more people die than are born, shrinking the workforce over time.
- Longer life expectancy plus fewer births creates more consumers and fewer producers, stressing the economy.
Longer Lives Raise Consumption Burden
- Older people live far longer but are generally less productive than younger workers.
- Extended lifespans raise consumption (medical and care) while reducing overall productivity for society.
Medicine, Not AI, May Solve Demographics
- The key technological response is medical and material science improving healthspan and productivity in old age.
- AI serves mainly as a tool for material science, not a direct substitute for human creativity and workforce roles.







