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A Politically Game-Changing Year for Better or Worse
This week we rolled out GZERO’s Top 10 Political Game Changers of the Year, which you can check out here.
Just hours ago, we named Donald Trump our No. 1 political game changer of the year. Elon Musk, whose net worth just topped a record-breaking $400 billion, is No. 2.
Let’s do a quick detour on that just to get some sense of proportionality: How much is $400 billion? It’s bigger than the nominal GDP of Musk’s birth country, South Africa, as well as countries like Belgium, Portugal, New Zealand, and Qatar (net worth and nominal GDP, of course, are not directly comparable measures but are used here to illustrated the scale of Musk’s wealth).In fact, his net worth is higher than the nominal GDP of all but about 40 countries in the world, but that’s not even why we chose him as a top game changer of the year. Musk’s crucial help in electing Trump, the influence of his social media platform, X, in the culture and political wars around the world, and his breathtaking innovations in space, electric cars, tech, and AI were all factors.
But something both Trump and Musk said this week about foreign aid merits inclusion in our game-changer discussions.
As the Assad regime dramatically fell this week, President-elect Trump declared, “THIS IS NOT OUR FIGHT.” An aversion to foreign intervention and an America-first isolationism is not a surprising stance from Trump, and it’s one many Americans support. But Musk, who Trump tapped to lead the so-called Department of Government Efficiency, or DOGE, went even further: He expressed support for former Rep. Ron Paul’s desire to eliminate all US foreign aid. “Here’s an easy one for @DOGE !” Paul posted on X. “ELIMINATE foreign aid!”
Musk posted a reply: “Ron is not wrong.”
Musk’s partner in DOGE, Vivek Ramaswamy, picked up the baton, saying: “It’s an oxymoron that represents a waste of taxpayer dollars, but the real problem runs deeper: Americans deserve transparency on opaque foreign aid.”
There is a big difference between transparency in foreign aid and the elimination of it.
Transparency on all government spending is a net good, especially when it comes to foreign aid, so no issue there. But would eliminating foreign aid really save US taxpayers a material amount of money and make the world a safer place?
Again, some proportionality is in order.
The US budget in 2024 was about $6.75 trillion — roughly $1.8 trillion more than it collected in revenue, which is why there is such a structural deficit problem. But how much does foreign aid contribute to that? Only about $70 billion. That is less than 1% of the budget.
Some more perspective. After World War II, the US spent about 3% on the Marshall Plan to help rebuild Europe, which led to the longest era of peace and prosperity in world history.
That’s important because Musk and Ramaswamy are playing off the perception that foreign aid is a major drain on the US taxpayer. The truth is, if you run the newly minted DOGE and are looking for savings, foreign aid amounts to the old pennies you find between your couch cushions.
Where does US foreign aid money go?
According to a Brookings report, the US spends about 25% on humanitarian aid, like helping countries during earthquakes and disasters, and 65% on development aid, like food, education, and medical programs to stop the spread of disease. The smallest part is spent on security and helping governments in allied countries stay stable. It is one of the United States’ most fundamental expressions of soft power, and in a global world where viruses, climate change, and migration issues are all serious cross-border threats, this is a low-cost insurance policy.
Foreign aid is distributed mainly to US government agencies and nonprofit organizations. About 20% goes to multilateral organizations like, say, the UN. Some does go to foreign governments like Ukraine, and there is waste and some corruption, but overall, it is highly regulated, especially when dealing with a country with high levels of corruption.
“Accountability of U.S. economic assistance is high — the U.S. imposes stringent, some would say onerous, reporting and accounting requirements on recipients of U.S. assistance, and the General Accounting Office and agency inspector generals investigate possible misuse,” according to the Brookings Institution.
What harm could cutting it cause?
Eliminating foreign aid will produce negligible economic savings for the US economy but consequential negative results on US public safety.
Power abhors a vacuum, and if the US does not support governments or areas that are in crisis — like Syria — someone else will, like Russia, China, or Islamic State.
Closing your eyes to the global neighborhood won’t make global troubles go away. It simply limits Washington’s ability to prevent them from growing into genuine threats that will have to be dealt with one way or another. And worse, it cedes global influence to bad actors that will, eventually, also threaten US and Western stability.
A dramatic turn to US isolationism in a world of crisis would be a troubling, game-changing trend that would only make the US more vulnerable.
Elon Musk is the richest man in history and he’s in charge of government efficiency. He may cut many parts of government, but foreign aid is not the place to be penny-wise and policy-foolish.
GZERO reveals the top 10 geopolitical game changers of 2024
2024 was a year of dramatic reversals. Some came at the ballot box, where long-ruling parties took a beating, anti-establishment figures stormed into power, or strongmen managed to see off what looked like fatal challenges. Some came on battlefields, where deadlocked conflicts began to break in one direction or another. And some came in how we think about politics and geopolitics more broadly.
This week, as we hurtle toward 2025, another year that promises to be pivotal in global affairs, we profile 10 people who, for better or worse, flipped the script, beat the odds, turned the tables, or otherwise changed the game in 2024.
GZERO's No. 10 2024 Game Changer: Italy’s Iron Lady
Who is she? Giorgia Meloni, 47, is Italy’s first female prime minister and the leader of the right-wing Fratelli d’Italia – Brothers of Italy – party. A staunch nationalist, Meloni rose to power in 2022, pledging to prioritize “God, family, and fatherland.” As a student, she was active in the neo-fascist Italian Social Movement before becoming Italy’s youngest-ever minister in Silvio Berlusconi’s government in 2008.
What did she accomplish in 2024? Meloni led her party to victory in Italy’s June elections, positioning herself as the “kingmaker” in the European Parliament. Her victory was due in part to her tough stance on migrants: Last year, Italy cut illegal immigration by 64%, inking agreements with Tunisia to reduce human smuggling and encouraging the EU to do the same with Egypt.
Meloni has faced pushback from Italian courts, however, on her plan to send migrants to Albanian processing centers. Herwide-ranging constitutional reforms to enhance executive power, including allowing the direct election of the prime minister, have also raised concern about potential shifts toward authoritarianism.
How has she changed the game? Meloni's migration crackdown found favor with other European leaders, including Hungarian President Viktor Orban. At the same time, she maintained strong support for Ukraine, recently authorizing Italy’s tenth military aid package for Kyiv. “Meloni has had a good year, and her fellow EU leaders in capitals and Brussels now hope she has been fully co-opted into the European mainstream,” said Mujtaba Rahman, Eurasia Group’s managing director for Europe.
What’s next for 2025? Meloni’s big domestic challenge is economic: Italy’s GDP is poised to grow by an anemic .5% in the coming year. Parliament passed several budget measures last week, including a one-off €100 Christmas bonus to 4.5 million disadvantaged families, and will continue allowing taxpayers to pre-pay their taxes for the next two years, regardless of how much they earn.
On the foreign policy front, Meloni may have an in with the incoming US administration in Elon Musk, with whom she famously traded compliments after he introduced her at the Atlantic Council’s Global Citizen Awards in October. However, Musk was subsequently seen to overstep when he criticized Italian judges who blocked deportations. And the two notably differ on future support for Ukraine. Time will tell whether Rome and Washington enjoy la bella vita – or not.
GZERO's No. 9 2024 Game Changer: Venezuela’s Strongman
Who is he? Venezuela’s President Nicolás Maduro has been in power for 11 years, and over the past seven of those years, he has presided over one of the most spectacular social collapses in the world. Economic mismanagement, political repression, and tight US sanctions prompted more than seven million people to flee in a migrant exodus that has reverberated across the region, from South America to South Brooklyn.
What did he accomplish in 2024? Heading into the presidential election this past July, then, it seemed almost certain that the game was up for Maduro. His approval ratings were in the gutter. A historically splintered opposition had united behind a single, reasonably popular candidate. The polling was so skewed against him it seemed like he’d have to steal the election outright to stay in power.
And that’s what he did. Even as all available evidence – including thousands of voter rolls from across the country – suggested he had lost in a landslide, his government published figures showing that he had won a narrow victory. And since then, that has been that. Threats and enticements from the US have failed to budge Maduro. His police have cracked down ferociously on the opposition. He appears to be going nowhere.
How has he changed the game? Maduro has reset what looked like a losing game not only for himself but also for various outside powers that had hoped to see him gone.
What’s next for 2025? Perhaps the most interesting piece of this story will involve the US and the incoming Trump administration.
Trump has pledged to deport millions of undocumented migrants, and many of them are Venezuelan. Where will they go? Repatriation to their home country will require an agreement of some kind with Maduro.
Trump’s Secretary of State nominee, Sen. Marco Rubio, is a Cuban-American who is ultra-hawkish on the communist regime in Cuba as well as its “21st-century socialist” backers in Caracas. If Rubio had his druthers, both governments would be out of power, but he will now need to deal tactfully with Maduro, who has shown that he is, for better or worse, to be reckoned with rather than written off.
“While Trump’s team has hinted at space for a negotiation related to migrants,” says Eurasia Group's Latin America Director Risa Grais-Targow, “the president-elect’s specific history with Maduro, loyalty to Florida voters, and preference for US oil and gas production will limit the scope for a grand bargain and further sanctions relief.”
GZERO’s No. 8 2024 Game Changer: South Africa’s divisive populist
Who is he? It’s not often a former president continues to play a crucial role in the longer-term direction of his country’s politics, but Jacob Zuma is no ordinary former president. From 2009-2018, the charismatic Zuma led the African National Congress and served as South Africa’s president. A series of corruption allegations forced him from power, and Zuma felt he’d been betrayed by his deputy, Cyril Ramaphosa, who is now the ANC’s leader and South Africa’s president.
What did he accomplish in 2024? In 2024, three years after he served two months in prison on a corruption-related charge, Zuma came for his revenge. He formed a brand new political party — uMkhonto we Sizwe, or MK — and ran again for president. The new party didn’t come close to winning nationally, but by drawing 45% support in Zuma’s home region, KwaZulu-Natal, he helped strip the ANC of its national majority.
How has he changed the game? The ANC, Nelson Mandela’s party, the political embodiment of liberation from apartheid, saw its national vote share fall from 57% in 2019 to just 40% in 2024. That stunning result then forced the ANC to invite the largest opposition party, the Democratic Alliance, to form a government of national unity. This is the first time the ANC has had to share national political power since the end of apartheid more than three decades ago.
Zuma’s ambitions were not the only factor that pushed down the ANC’s vote share so sharply. South Africa is still plagued with high unemployment, inflation, corruption, crumbling infrastructure, and a lack of economic opportunity for young people. But, according to Eurasia Group Africa expert Ziyanda Stuurman, “there is a direct line between Zuma’s political maneuvers [in 2024], and the emergence of a coalition government few people would have ever thought was possible.”
What’s next for 2025? It’s too early to say whether forcing the ANC to work with the opposition DA will prove positive or negative for South African politics, but it’s clear that Jacob Zuma changed the political game this year in his country. His challenges to Ramaphosa’s government will continue into 2025.GZERO’s No. 7 2024 Game Changer: Citizens who said ‘No’ to status quo
Who are they? Voters went to the polls this year in more than 50 countries with a combined population of more than 3.5 billion. A lot of them had strong messages to send their elected leaders.
What did they accomplish in 2024? In June, voters in India stunned outside observers by stripping the still-popular Prime Minister Narendra Modi’s Bharatiya Janata Party of its majority in parliament. The result forced the BJP to turn to fickle allies to pass more of Modi’s reform agenda and limited his room for maneuver.
Also in June, voters in South Africa made history by depriving the African National Congress of its majority for the first time in the country’s post-apartheid history. With just 40% of the vote, the ANC was forced to invite the opposition Democratic Alliance to form a unity government — one that has held together contrary to expectations, it must be said.
In July, voters in France punished their centrist President Emmanuel Macron by casting ballots for enough far-left and far-right parties to gut the political center. After struggling to form a government to advance state spending reforms, left- and right-wing parties came together to force Michel Barnier, a compromise choice for PM, out of his job. France’s political crisis continues.
Also in July, fed-up voters in the UK ended 14 years of rule by the Conservative Party in favor of Labour, led by new Prime Minister Sir Keir Starmer. The Conservatives' share of parliamentary seats fell from 252 to just 121, in part because Nigel Farage’s new Reform UK party drew much of the Tories’ support. And British politics has only become more combative. A November poll found that the percentage of UK adults with an unfavorable view of Starmer’s work as PM outnumbers those who approve by well over two to one.
In October, a shock election result in Japan cost the Liberal Democratic Party its majority in the Diet, the country’s legislature. The LDP has held power almost continuously for nearly 70 years.
In November, Donald Trump carried all the so-called swing states in a victory that will replace President Joe Biden and Vice President Kamala Harris with a Republican Party administration.
“Unemployment hurts a small number of people a lot, but inflation irritates everyone,” notes Eurasia Group’s Vice Chairman Gerald Butts. “Incumbents are discovering that hurting all of the people even some of the time makes the whole country angry at their government.”
GZERO’s No. 6 2024 Game Changer: Russia’s ruthless leader
Who is he? Vladimir Putin, the ex-KGB agent who has ruled Russia without interruption since the turn of the millennium, hardly needs an introduction – you know the name. But even after nearly a quarter century in power, he continues to flip scripts year in and year out, and 2024 was no different.
What did he accomplish in 2024? As recently as a year ago, Ukraine and its Western backers still held out hope that Kyiv’s forces might push back the Russian invaders who have laid waste to so much of the country since the 2022 invasion. Since then, Putin has – slowly, cynically, but successfully – shown otherwise.
Today, Russian forces are grinding their way westward in the Donbas while Ukraine suffers shortages of manpower. Kyiv’s bid to divert Russian attention from Eastern Ukraine by invading a small corner of Russia itself in August hasn’t worked out – Putin didn’t take the bait, instead calling in North Korean troops to help repel the Ukrainian incursion.
Meanwhile, US President-elect Donald Trump has questioned support for Ukraine and pledged to end the war “in 24 hours.”
How has he changed the game? By altering perceptions of what’s possible. “In 2025, Ukrainian society will be reassessing their all-or-nothing view of victory,” says Tim Mak, editor of “The Counteroffensive” in Kyiv. “As a democratic country, Ukrainians are increasingly expressing a willingness to negotiate -- and a fear that continuing the war could lead to frontline disaster due to manpower shortages.”
What’s next for 2025? Not everything is roses for Putin these days. His heavily sanctioned economy grows only because of massive military spending. Inflation is high. The population continues to shrink, as birth rates are low and hundreds of thousands of talented young people have left in opposition to the war. Russian casualties in Ukraine now dwarf those of the late Soviet Union in Afghanistan. Globally, Moscow is increasingly the junior partner to a rising China, and the Kremlin just lost Syria, its most important ally in the Middle East.
But heading into 2025, Putin has set himself up to negotiate over Ukraine, and potentially over other issues, from a position of greater strength than many had believed, or hoped, just a year ago.
Honorable Mention: Kim Jong Un
Who is he? Kim Jong Un, the 40-year-old Supreme Leader of North Korea, has been at the helm of the Hermit Kingdom since his father, Kim Jong Il, died in 2011. Following a ruthless consolidation of power, he has directed his energy and the state’s meager finances toward expanding the country’s nuclear weapons program, which he sees as central to North Korean security and sovereignty.
What did he accomplish in 2024? He concluded a mutual defense treaty with Russia while hosting President Vladimir Putin in Pyongyang in June — the first visit to the city by a Russian leader in a quarter century — that laid the groundwork for his deployment of troops to fight in Ukrainian-occupied areas of Russia. The deployment is a major escalation compared to the weapons aid he has been supplying Moscow since 2023, though thus far he has acted with total impunity. That treaty also opened much deeper cooperation with Russia to advance North Korea’s military technology, including progress on nuclear-powered submarines and a more powerful ballistic missile as well as attempts to launch spy satellites.
Kim radically overhauled his government's policy toward South Korea. In January, he renounced the goal of reunification with the South, officially removing it from the constitution. He also rather theatrically destroyed road and rail links to the south, constructed during a period of rapprochement at the turn of the 21st century.
How has he changed the game? By changing the terms on which it’s played. “The dramatic deepening of North Korea-Russia diplomatic and security ties in 2024,” says Eurasia Group expert Jeremy Chan, “has given Pyongyang more strategic optionality and greater assurance that neither South Korea nor the US will attempt an invasion.”
Seoul and Washington can’t credibly threaten military action without running unacceptable risks, and Kim’s control over domestic affairs still appears iron-clad. What’s more, by deepening relations with Moscow, Kim puts pressure on his frenemies in Beijing, who have few tools at their disposal in the relationship besides accommodation.
What’s next for 2025? If Kim has his druthers, talks with Donald Trump to secure recognition of his nuclear status. “These various nuclear and defense-related capabilities attained in 2024 will provide Kim with leverage in future negotiations with Trump,” says Chan, “while allowing Pyongyang to retain its hard-won nuclear deterrent, something which Kim has vowed will never be bargained away.”
Couple that with political chaos in the South after Yoon Suk Yeol’s attempted coup in early December, and it’s looking like the peninsula is in for a wild ride next year.
GZERO’s No. 5 2024 Game Changer: The Syrian rebel who reshaped the region
Who is he? The 42-year-old leader of the Syrian jihadist group Hayat Tahrir al-Sham, or HTS, al-Golani, born Ahmed Hussein Al-Shara, grew up in a middle-class Syrian family. He went to Iraq in 2003 to fight with al-Qaida against the US occupation, taking his nom de guerre “al-Golani” to honor relatives displaced from the Golan Heights, an area of Syria that Israel has occupied since 1967.
After the Syrian civil war began in 2011, al-Golani founded the anti-Assad jihadist Nusra Front group, which later rebranded as HTS.
In recent years, as he established control over northwestern Syria, al-Golani has sought to distance himself from global jihad and present himself as a statesman interested in stabilizing Syria.
What did he accomplish in 2024? In early December, HTS led a military campaign that surged across the country, capturing key cities within days. When the Syrian regime’s longtime backers in Russia and Iran failed to send more support to Bashar Assad, the game was up. In little more than a week, al-Golani’s forces had toppled the 54-year-old House of Assad.
How has he changed the game? The collapse of the famously despotic Assad regime has sent shockwaves through the region. Syria, for decades a bulwark of expanding regional power for Shia Iran, as well as Russia, is now under the nominal control of HTS, a Sunni group with links to Turkey, a country politically at odds with most major Arab powers. Israel is watching warily and has already struck at Syrian arms depots to prevent them from falling into the hands of anti-Zionist groups. Donald Trump wants the US to “stay out of it,” but he’ll inherit the nearly 1,000 US troops in Syria fighting Islamic State remnants. Iran and Russia, for their part, can hardly be expected to simply fade away.
What’s next for 2025? Al-Golani’s rule is barely a week old. He must establish order in a fractious country wrecked by more than a decade of brutal civil war. Can he? And will his vision of Syria allow the country’s sectarian minorities to live in peace and dignity? Is there a world where the 7 million Syrian refugees who have gone to Turkey and Europe since 2011 really choose to return?
In some ways, “the collapse of the Assad regime is the Middle East’s most hopeful moment in over a decade,” says Firas Maksad, a senior fellow at the Middle East Institute in Washington, DC. “But it carries within it the seeds of further communal and regional conflicts that could persist for a decade to come.”
What we know for sure is that al-Golani’s forces have already smashed decades-old assumptions about the balance of geopolitical, regional, and sectarian power in a volatile region. Whatever comes next begins now.
GZERO’s No. 4 2024 Game Changer: Israel’s political survivor
Who is he? Israel’s longest-serving prime minister, Benjamin Netanyahu leads the right-wing Likud Party. He grew up in Israel and the US, attended the Massachusetts Institute of Technology, and worked for the Boston Consulting Group before returning to Israel, where he rose quickly through Likud’s ranks and was appointed Israel’s ambassador to the United Nations and party chairman.
He was the first Israeli prime minister elected by direct popular vote in 1996 and served until 1999. He regained the premiership from 2009 to 2021, and then again in November 2022. His latest administration has been marked by the Oct. 7, 2023 attack by Hamas, mistreatment of Palestinian groups, limiting the Supreme Court’s power, and his own legal challenges, including charges of bribery and fraud.
What did he accomplish in 2024? Netanyahu has, as he promised in the wake of Oct. 7, reshaped the balance of power in the Middle East.
He has greatly weakened Israel’s adversaries, Hezbollah and Hamas, eliminating Hamas leader Yahya Sinwar and Hezbollah chief Hassan Nasrallah. Israel used the fall of Syria’s Assad regime as an opportunity to take control of areas in Syria beyond the Golan Heights and take out its neighbor’s military capabilities. Meanwhile, doubts about Israel’s deterrence abilities following Oct. 7 have been restored after it largely shot down all of Iran’s retaliatory missile strikes.
Eurasia Group’s Senior Analyst Greg Brew says Netanyahu’s greatest triumph was overseeing the war against Hezbollah, which decimated the group’s leadership, killed thousands of its fighters, and degraded its capacity to strike Israeli cities.
“The war has been a clear Israeli victory, though it will need follow-through to turn into a strategic success,” says Brew. “But given how real the threat of Hezbollah had appeared in the past, the fact Netanyahu was able to prosecute the war without triggering a devastating Hezbollah attack on Israeli cities is a notable achievement.”
How did he change the game? Netanyahu began 2024 with 85% of Israelis calling for his removal and officials circulating petitions calling him an “existential threat” to the country over his handling of the Gaza War. He is accused of abandoning the Oct. 7 hostages and prolonging the war for his own benefit.
He ignored US demands to treat Gazans humanely, calling Washington’s bluff over withholding military aid if Israel did not increase the flow of food and humanitarian aid. However, doing so has further alienated Israel on the global stage, leading global institutions, leaders, and human rights groups to accuse Netanyahu of committing genocide in Gaza.
Nevertheless, he is ending the year with a 47% approval rating, seeing his popularity rebound after his aggressive campaign against Hezbollah and Iran. “Netanyahu is looking much stronger than he was six months ago,” says Brew. “The war against Hezbollah, the strikes on Iran, and the decimation of Hamas has strengthened his claim to be the strongest figure ensuring Israel’s security.”
While centrist figures like Yoav Gallant and Benny Gantz have departed his cabinet, forcing Netanyahu to rely more heavily on far-right figures, “he has kept his coalition together and looks likely to do so in 2025,” explains Brew.
What to expect from him in 2025? In the year ahead, Netanyahu is likely to benefit from and be emboldened by the Trump administration. Donald Trump shares Israel’s hatred of Iran, supports the Gaza War ending on Israel's terms, and has appointed Mike Huckabee, who is vocally in support of Israeli settlements in the West Bank, as the ambassador to Israel. Netanyahu's dependence on far-right figures like Itamar Ben-Gvir and Bezalel Smotrich will constrain his options when it comes to normalizing relations with Arab states like Saudi Arabia — something Brew says is certain to be a US priority under Trump.
But with US support all but guaranteed and public sentiment back behind him, Netanyahu is likely to continue his aggressive maneuvers in the Middle East into 2025.
“Netanyahu’s foreign policy priority in 2025 will be addressing the threat posed by Iran, and specifically Iran's nuclear programs,” says Brew. “I expect this to be the focal point in his relationship with Trump, along with issues of importance to his coalition, such as confirming US support for the settlement of territory — and perhaps even the partial annexation — of the West Bank.”
GZERO’s No. 3 2024 Game Changer: Those responsible for global migration
Who are they? The migrant took many forms in 2024, driven by armed conflicts, economic downturns, and the promise of opportunity – but their numbers fell as countries clamped down and closed borders. Irregular crossings of Middle Eastern and African migrants to Europe dropped by 42% in the first nine months of the year. Latin American migrants pursued better economic prospects in the US, but their numbers also declined sharply. Asian and South Asian emigres moved to Australia and Canada for education and jobs, but those countries also cut numbers back. In Africa, South Africa implemented a points system to prioritize skilled workers, while intra-continental migration surged in the North due to unrest in Sudan.
What did the migrant accomplish in 2024? Economically, migrants played a crucial role in labor markets, filling gaps in sectors like agriculture, healthcare, and technology. In some countries, their economic impact helped stave off a recession. But some migrant groups exacerbated social tensions, notably around issues that engaged their diasporas, such as the Israel-Hamas War, and also put a strain on cash-strapped public services.
And the latter issue caused a backlash among voters. “Since the pandemic, there has been a major increase in the number of immigrants, primarily legal ones, to Canada, the US, Europe, and the UK to address labor shortages,” said Graeme Thompson, senior analyst at Eurasia Group. “The problem is that first, those numbers increased very rapidly to historically unprecedented levels, and second, that has been combined with preexisting stresses on housing and social services. And that combination has proved politically explosive."
How did the migrant change the game? This past year, the migrant shaped elections around the world. Illegal immigration was the pivotal issue in the US presidential election, as now-President-elect Donald Trump accused the Democrats of failing to control America’s borders and blamed illegals for a surge in crime. In Europe, Austria's general election campaign was dominated by migration issues, with the far-right Freedom Party advocating for stringent asylum policies, while in Germany and Italy, anti-immigration parties saw a surge in support. Immigration was a key election issue in South Africa, where the ANC lost its majority as opposition parties pushed anti-migrant policies.
What to expect in 2025? The migrant will remain a source of tension as countries continue to clamp down on illegal immigration. Trump’s deportation plans could provoke a surge of migrants to Canada, prompting the Canadian government to announce a billion dollars in spending to harden its southern border. European countries, meanwhile, have stopped processing the claims of Syrian refugees in the wake of Bashar Assad’s overthrow, and many refugees plan to return home. But it remains to be seen whether the new regime will provoke a new exodus as minority groups such as the Kurds may feel under threat. The impact of immigration on housing has become a central issue in Canada and Australia, both set to have elections in 2025. And in Africa, the ongoing war in Sudan has displaced 11 million people and doesn’t look to end any time soon.
GZERO’s No. 2 2024 Game Changer: Billionaire entrepreneur
Who is he? The CEO of X, Tesla, and SpaceX, Elon Musk is the wealthiest and possibly the most powerful private citizen in the world. He controls a revolutionary space company, America’s top electric vehicle producer, and a big chunk of the global public square formerly known as Twitter. In 2025, he’s set to be the beneficiary of the biggest political bet of 2024: spending over $100 million in donations andleveraging his 200-plus million followers on X to support a Trump win for the American presidency.
What did he accomplish in 2024? In 2024, Musk became a political kingmaker. Musk’s financial and technological backing of the Trump campaign, including his use of AI-driven voter engagement tools,upended traditional election strategies. After Trump’s victory, Musk was appointed Director of Government Efficiency, or DOGE, a newly created position that will leverage private sector innovation to streamline federal operations. He even earned the praise of arch-lefty Sen. Bernie Sanders, who said “Elon Musk is right” to want to curb wasteful Pentagon spending.
How has he changed the game? Musk’s influence on politics and governance is unprecedented. By combining his tech empire with his growing political clout, Musk has blurred the lines between private enterprise and public policy. Musk has turned up on phone calls and meetings with global leaders (Ukraine’s Volodymyr Zelensky,Hungary’s Viktor Orban) and, closer to home, technology rivals (Google CEO Sundar Pichai).
What’s next for 2025? With DOGE, Musk plans to unveil a federal efficiency initiative targeting defense spending and bureaucratic red tape. While he’s not taking a salary, new programs could significantly benefit SpaceX, particularly in the area of military logistics and battlefield AI, raising questions of a conflict of interest. And Starlink’s satellites could replace Washington’s existing plans for hard-wired broadband infrastructure.
What does this mean for other companies seeking to do business with Washington – and for politicos seeking influence? “Getting on Elon’s good side has never been more important,” observes Eurasia Group President Ian Bremmer. “And for all the whispering in Trump circles that the White House won’t be big enough for their two personalities and wills, both men deserve credit for being extremely careful in managing relationships where their livelihood is at stake.”
GZERO’s No. 1 2024 Game Changer: MAGA in chief
Who is he? At this point, Donald Trump – GZERO’s top political game changer of the year – needs no introduction. The New York native and real estate mogul began his political career in 2015, cementing it a year later by beating Hillary Clinton to win the presidency. But he was defeated by Joe Biden in 2020 in large part because of how he handled the COVID-19 pandemic, his harsh immigration policies, and his pattern of erratic behavior.
What did he accomplish in 2024? The former president turned president-elect is set to return to the White House after winning the electoral college and the popular vote in what was meant to be a close election. Trump is backed by a Republican-controlled Congress, a conservative majority on the Supreme Court, and a cabinet of loyalists determined to implement his policy agenda.
“Trump won the closest thing you can these days that counts as a mandate, and he’s the first Republican to win the popular vote since 2004,” says Eurasia Group’s US expert Noah Daponte-Smith. “That’s a big accomplishment, and it matters to the way he’s going to govern.”
How did he change the game? Trump’s win was no inevitability. Flash back to the Republican primaries, when he faced competition from Florida Gov. Ron DeSantis and former South Carolina Gov. Nikki Haley – until, that is, voters showed that the base remained squarely in Trump’s camp.
He prevailed despite facing 34 soon-to-be-obsolete felony convictions, the fallout from the Jan. 6 insurrection, and two states attempting to kick him off their primary ballots. In fact, in many ways, Trump used those setbacks to his advantage, spinning them to rally voters to the polls.
Trump won every swing state, accumulating the most electoral college votes for a Republican since 1988. He widened the party’s base, winning 2.5 million more votes than when he ran as the incumbent in 2020.
In doing so, he revealed the country had swung to the right, turned out a record number of young male voters, and made inroads with some Democrats – increasing his support among every demographic group besides women. He survived an assassination attempt against him and used it to further rally his party around him. The GOP is now Trump’s party, and any remaining old-school Republicans who may have opposed him have been left party-less – some even crossed the aisle to endorse Kamala Harris.
An underrated contributor to Trump’s victory was his “mastery of the new information ecosystem,” notes Daponte-Smith. “Trump’s podcast blitz in the middle of the campaign baffled many at the time but in retrospect looks to have been a deft move that enabled him to make substantial inroads among demographics that traditionally don’t lean Republican.”
What to expect from him in 2025. Even before his inauguration on Jan. 20, Trump is meeting with world leaders, compiling a cabinet of loyalists, and vowing to implement punishing tariffs on America’s allies and enemies.
In conflicts in Ukraine and the Middle East, Trump is likely to push for temporary ceasefires to demonstrate his peacemaking abilities, which may ultimately result in the partitioning of Ukraine and expanded Israeli power over Palestine. Meanwhile, he will likely restart his “maximum pressure” campaign to heavily sanction Iran.
Daponte-Smith says he is expecting Trump to make headway in three key areas: trade, taxes, and immigration. He will likely substantially raise tariffs on China in the first year while limiting illegal immigration to the US and ramping up deportations. “The tax bill at the end of the year, which will very likely extend all of the 2017 tax cuts, will be the cherry on top for Republicans, who know that trifectas tend to be short-lived and are looking to move quickly to make the most of this one.”
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- What Assad’s fall means for Syria, the Middle East, Moscow and Washington ›
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- Elon Musk and the Political Power of Young Men ›
Hard Numbers: Musk’s new money, A Marvell to behold, Enter the Chatbot Arena, Meta’s millions, OpenAI’s Sora
6 billion: xAI, Elon Musk’s AI company, secured $6 billion in new funding last week, bringing its total investment to $12 billion and valuation to $50 billion. The company, which makes the Grok chatbot, is also reportedly building a supercomputer facility in Memphis, Tennessee.
100 billion: The chipmaker Marvell Technology saw its market capitalization rise above $100 billion last week after positive earnings and news that it’s helping Amazon develop its own AI chips. The AI boom has helped this small California-based chipmaker become more valuable than Intel, which has struggled in recent years and recently forced out its CEO.
170: A project from UC Berkeley aims to be the Billboard Hot 100 of AI models. Chatbot Arena is a website that lets users test different AI models and rate them, creating a crowdsourced ranking in the process. Google’s Gemini-Exp-1206 model is currently atop the leaderboard followed by OpenAI’s ChatGPT-4o-latest model.
600 million: Nearly 600 million people use Meta’s AI tools every month, the company now claims. Meta boasts 3.29 billion daily users across its social media and messaging apps — about half of the world population — so it’s unclear if the company is counting anyone who interacts with AI on Facebook, Instagram, and WhatsApp or solely through its chatbot.
20: OpenAI announced on Monday that its long-awaited Sora video model is now publicly available, letting users generate clips up to 20 seconds in 1080p resolution. The company first announced the project in February but limited access to a small group of testers.
What Donald Trump’s Cabinet picks mean for AI
Donald Trump isn’t finished nominating his presidential Cabinet — and some of his top candidates might have a tricky time getting confirmed, even by a Republican-controlled Senate. Still, Trump’s early picks already offer signs about how he might direct his federal government’s approach to artificial intelligence.
Duane Pozza, a former Federal Trade Commission assistant director in the first Trump administration who is now a partner at the law firm Wiley Rein, said the government’s approach to AI is at an “inflection point,” and Trump has big decisions to make about how much of Joe Biden’s AI legacy he wants to undo. “The next administration will decide whether to roll back any part of the executive order,” he said, referring to Biden’s sweeping executive order on AI from October 2023, “and how to best implement policies to support AI innovation for US global competition.”
Antitrust the process
Trump’s selection of Florida Rep. Matt Gaetz could also have implications for AI. Gaetz’s nomination has drawn intense bipartisan scrutiny over his professional inexperience and brash demeanor, and allegations of sexual misconduct and illegal drug use that were the subject of a House Ethics Committee investigation, the findings of which have not yet been released. If confirmed, Gaetz could carry out Trump’s prosecutorial whims by targeting the president’s enemies in Silicon Valley — over the years there have been many, including Meta’s Mark Zuckerberg and Amazon’s Jeff Bezos.
But the Justice Department is also one of two antitrust authorities in the United States alongside the Federal Trade Commission. And while we don’t know who Trump will pick to succeed Lina Khan as chair of the FTC — she might resign, but she can technically stay under a successor is confirmed — Gaetz, along with Vice President JD Vance, has signaled sympathies for Khan’s tough-on-tech outlook in the past and even suggested she should stay on under Trump.
Benjamin Sirota, a former Justice Department antitrust prosecutor and current partner at the law firm Kobre & Kim, said the lines between traditional Democratic and Republican stances in antitrust law have blurred. He expects Trump will usher in “a retrenchment from some of the most aggressive policies and priorities of the current regime, but not a wholesale retreat.”
“We could see Trump enforcers seek to rapidly resolve large, pending digital monopolization cases,” especially if they’re looking to cut costs, said Diana Moss, vice president at the Progressive Policy Institute, alluding to cases filed against Google and Amazon under Biden. While she said Trump’s antitrust chiefs may single out disfavored companies, she otherwise expects a return to more traditional methods of determining market power than Khan’s Neo-Brandeisian principles, which look beyond price increases toward broader standards of consumer harm.
With federal investigations into AI companies having started under Biden, it’s unclear whether Trump might target political enemies. One potential target is OpenAI, whose CEO, Sam Altman, is a consistent Democratic Party donor and whose relationship with Microsoft is already reportedly the subject of a federal antitrust investigation.
Keeping China at bay
Trump and Biden both have aggressive stances toward China, so there should be some continuity in litigating the ongoing trade war. The focus under Biden has been pouring funds into chip companies building manufacturing facilities in the United States while enacting export controls to limit China’s ability to get powerful US-made chips.
Hanna Dohmen, a research analyst at Georgetown University's Center for Security and Emerging Technology, expects the administration to “continue using the expansive international trade toolbox to restrict China's ability to buy, make, and access AI chips.”
“The Trump administration likely will not try to roll back the CHIPS and Science Act because there is bipartisan support for onshoring semiconductor manufacturing,” she added, noting that the administration is more likely to favor deregulation and tax credits in the future rather than additional CHIPS Act spending.
There are more unknowns than knowns
Plans for the second Trump administration are still coming together, but the proposed Cabinet is full of outsiders without deep track records on artificial intelligence. Former Rep. Lee Zeldin, Trump’s pick to helm the Environmental Protection Agency, said it’s his focus to “make the United States the artificial intelligence capital of the world,” likely through deregulatory efforts at a time when liberals and climate change activists are deeply concerned by the energy consumption of data servers needed for AI.
Brendan Carr, a Federal Communications Commission member who Trump has nominated to chair the bipartisan agency, has been particularly aggressive toward social media companies, which have long depended on artificial intelligence for content moderation efforts. And much of the government’s involvement with AI will fall under the jurisdiction of Pete Hegseth, a Fox News anchor nominated for defense secretary, and former Rep. Tulsi Gabbard, nominee for director of national intelligence, neither of whom have fleshed out their positions on AI.
But of course, the real influence behind Trump’s AI decision-making — at least while the two are still cozy — may be Elon Musk, who has been tapped to run something called the Department of Government Efficiency, aka DOGE, alongside businessman Vivek Ramaswamy, and has Trump’s ear.
Musk has been deeply critical of government regulation over the years, frequently feuding with agencies including the Securities and Exchange Committee and the FTC. And while Musk has expressed public concerns about the risks of AI, once calling for a pause on AI development, he has also built his own AI company called xAI that developed the chatbot Grok. Musk has supported California’s proposed AI safety bill but also sued to block the state’s deepfake law. If Musk becomes an influential member of Trump’s team, even outside of a formal Cabinet post, the government’s AI policy may be, well, whatever Elon wants it to be.Trump looms large over G20 Summit
What’s on the menu? Outgoing US President Joe Biden, together withUK PM Keir Starmer, are pushing for additional aid to Ukraine amid Russia’s latest missile barrage and North Korea’s troop deployment in Russia. As for Russian President Vladimir Putin, he made a point of skipping the gathering, sending Foreign Minister Sergey Lavrov instead.
On climate change, with COP29 climate talks deadlocked in Azerbaijan, UN Chief Antonio Guterres called on the G20, responsible for 80% of global emissions, to step up. But the fly in the ointment may be Trump ally and climate skeptic, Argentinian President Javier Milei. French President Emmanuel Macronmet with Milei ahead of the summit in an effort to get Argentina to uphold the Paris Agreement, which the US is expected to exit again under Trump.
A spicy start. Brazil’s first lady, “Janja” Lula da Silva, sparked headlines at a G20 social event Saturdaywhen she quipped, “I’m not afraid of you, f**k you, Elon Musk,” while giving a talk on social media regulation. Brazil suspended Musk’s X platform earlier this year for ignoring court orders to block accounts accused of spreading fake news and hate messages. Musk responded online by predicting that her husband, President Luiz Inacio Lula da Silva, would lose the upcoming Brazilian election.
For more on what’s expected from the G20 summit, check out our Q&A with Eurasia Group expert Julia Thomsonhere.Trump’s Team of … Reprisals?
Trump team … Assemble!
Usually, obsession with team building is reserved for the world of sports, not politics. There are Hollywood movies about NFL draft day, and the trade deadlines in basketball, hockey, and baseball command all-day TV specials. But those seem trivial compared to the global obsession with Trump Team 2.0. Who is on it, and what does it mean for the next four years?
Cabinet-building has long been crucial for both the success of a presidency and for the direction of the United States. From the presidencies of Abraham Lincoln to Donald Trump, the team often tells the tale of power.
After narrowly winning the election of 1860, Lincoln knew the United States was lurching toward civil war. He needed a united team to take on the emerging secessionist Confederacy, but he didn’t choose loyalists. Instead, he made a radical choice to bring in his chief opponents like William Seward, Salmon Chase, and Edward Bates. In her bestselling book, Doris Kearns Goodwin called this a “Team of Rivals.”
Initially, it looked like a rookie mistake. Seward tried to sabotage Lincoln, leaking false announcements about a surrender of Fort Sumter, the place where, soon after, the first shots of the Civil War were fired.
But Lincoln asserted his leadership without alienating his team, and Seward soon became one of his closest confidants. Co-opting and including his chief opponents is roundly hailed as one of Lincoln’s finest strategies.
If Lincoln put together a team of rivals, Trump has assembled a team of reprisals. This is a group of ardent MAGA loyalists, not rivals — as Ian Bremmer pointed out in our GZERO video. Their job is to radically transform every part of government, from trade policy to foreign policy. There are three goals: reformation, reduction, and reprisal. And that last point is critical. The foundational promise Trump made to voters was to smash “the enemies within.” And that is exactly what this team is built to do.
Here is a starter menu:
- The Deep State: Elon Musk and Vivek Ramaswamy have been appointed to actively find “efficiencies” and dismantle large swaths of the government. “You’re fired” will be the watchwords.
- The Military: Pete Hegseth, the veteran and Fox News commentator, is headed for the secretary of defense job, where he has long said he would fire all generals who support programs like Diversity, Equity and Inclusion.
- The Border: Tom Homan, the nominated “border czar,” has warned all illegal aliens to get ready for mass deportation, while South Dakota Gov. Kristi Noem will be Trump’s Homeland Security chief working alongside Homan.
- The Department of Education: Trump has promised to close this down completely to stop the so-called “woke agenda.”
- The Environmental Protection Agency: Expect former New York Rep. Lee Zeldin to gut EPA regulations. He has already signaled his priorities, with a social media post saying he will “restore US energy dominance, revitalize our auto industry to bring back American jobs and make the US the global leader of AI. We will do so while protecting access to clean air and water.” The EPA might have to change its initials to the DBD, for Drill, Baby, Drill. Still, there are some signs of resistance here. Even the CEO of ExxonMobil pushed back, saying, “I don’t think the challenge or the need to address global emissions is going to go away.”
- Trade: China hawk Sen. Marco Rubio will be the secretary of state, likely overseeing a world of high tariffs that will trigger trade wars alongside the existing wars already raging.
- The Legal System: Matt Gaetz’s nomination for attorney general is taking the most incoming. Gaetz believes he and Trump are victims of Democratic “lawfare,” and he’s ready to hit back. “The hammer of Justice is coming,” declared Elon Musk on X, lest anyone think there will be no reprisals.
To Trump supporters — and that means the majority of voters — this is exactly what they wanted. Expect them to follow through on everything you heard on the campaign trail. As folks used to say, take Trump and his team both seriously and literally.
The president-elect has long claimed he is the victim of multiple attacks from the establishment because he promised to “drain the swamp” and, unlike in 2016, he’s wasting no time assembling a team to fight back. Of the many things to expect from Donald Trump, reprisals are at the top of the list.
How to cover the Trump team fairly?
Covering this transition in a meaningful, insightful way requires genuine balance and adherence to fairness. In the current climate of hyper-polarization, anything but praise for the president-elect can be cast as “woke” bias from the “lamestream” media. On the other hand, anything positive about Trump is often cast as supplicant cozying up to a kleptocracy.
Neither is helpful.
The key is not to focus on the fertilized fears on social media but on the real actions of the Trump team. What will they actually do? Who is benefiting from the radical change?
What will be the impact of their policies on the economy, rights, security, climate, and social coherence?
Each question will have a specific answer, and tracking them with facts and credibility will be key over the next four years. In an environment where distrust and disinformation are weaponized, straight talk and nonpartisan insight will become more valuable than ever.
This is just the beginning of the second Trump era, and it will be significantly more transformative than the first. Trump’s Team of Reprisals is ready to do exactly what they promised on the campaign trail, best summed up in three words: fight, fight fight.
Hard Numbers: Yard sign thefts rise in US, Canada’s defense pledges meet spending limit targets, Cocaine grapes cross border, Musk skips sweepstakes hearing, Who supports Trump’s tariff proposal?
10: About 10% of Americans put up signs supporting a presidential candidate on their property, according to one expert’s estimate. And with polarization and enmity between supporters of Donald Trump and Kamala Harris reaching fever pitch on the eve of the vote, people are turning to high-tech solutions such as cameras and tracking devices to prevent rising incidents of theft and vandalism of the signs.
2: To meet its stated goal of bringing defense spending up to 2% of GDP, Canada will have to nearly double its defense spending by 2033. But doing so could run afoul of new budget targets that aim to bind the government to reduce the national deficit-to-GDP ratio to below 1% within three years.
600: A case of vines and lines, you might say. Canadian authorities this month seized more than 600 kilograms of cocaine stashed in a shipment of grapes. The interdiction occurred earlier this month at the Ambassador Bridge, which links Windsor to Detroit. That amount of product would fetch more than $13 million on the streets.
1 million: Elon Muskskipped a hearing on Thursday about the legality of the sweepstakes in which he awards $1 million each day to someone who signs his online free speech and gun-rights petition. The Justice Department recently sent a letter to the billionaire warning him that giveaways like this might violate election laws. The case will now move to a federal court.
33: A new poll shows 33% percent of Americans support Donald Trump’s proposal to impose a 20% tariff on all imports, while 43% are opposed. Perhaps unsurprisingly, two-thirds of Trump voters like the idea, compared to barely one in 10 Harris supporters. When asked about specific countries, Canada comes out looking pretty good: Just 16% of Trump voters and 6% of Harris voters want to put tariffs on their northern neighbors.
Hard Numbers: Musk doles out millions, Turkey talks Typhoon jets, Kenya delays high-level impeachment, Boeing makes progress with strikers
1 million: Elon Musk said Sunday that his political action committee supporting the Trump campaign, America PAC, will give $1 million to one registered voter in Pennsylvania every day until the election in a lottery among petition signers. The petition merely affirms support for the First and Second Amendments but also allows the PAC to gather voter data. Musk has donated $75 million to the PAC so far.
40: Despite strained ties, Turkish President Recep Tayyip Erdogan thanked German Chancellor Olaf Scholz for his efforts to push through a sale of 40 Eurofighter Typhoon jets when the two met on Saturday. He also expressed eagerness to increase trade with Berlin, which has the largest population of ethnic Turks in Europe, who make up an important expat voting bloc for Erdogan.
7: Kenya’s High Court on Friday suspended a resolution to impeach Deputy President Rigathi Gachagua for at least seven days, meaning he will remain in office until at least Oct. 24. Parliament had already approved Gachagua’s replacement, Kithure Kindiki, but the court said it needs time to decide whether the impeachment was lawful.
33,000: Troubled aircraft manufacturer Boeing reached a tentative deal that will send some 33,000 striking workers back to the assembly line after a five-week strike. The deal must be ratified by rank-and-file union members, who will vote Wednesday. They are looking at a 35% pay increase over four years but will not get their much-desired pension plan back after losing it in 2014.