Editing Openai/6935aaed-f35c-8004-8137-e0b2dcf25c84 (section)

==== Slide Title: ====
“From Washington to Tokyo?

How the Global Operating System is Quietly Rebalancing”
# Context: The Global Operating System (GOS)
* For 70+ years, Washington has been the de facto “OS core” of the world: - US dollar, deep capital markets, security guarantees, tech.
* Today, the system is going multi-core: - US (monetary + hard power), - Europe (regulation + climate rules), - Japan / East Asia Shield (production + tech-security backbone).
# Three core nodes in 2025
* United States – “Monetary Kernel in Band C” - Still dominates finance and reserves (USD), - But governance volatility and polarization rising.
* Europe – “Front-Line Firewall, Overloaded” - Holds the line on Ukraine and Russia, - Juggles energy transition, climate targets, and internal politics, - Strong at rules and standards, but burdened at its eastern frontier.
* Japan / East Asia Shield – “Operational Backbone” - Central to chips, advanced manufacturing, secure supply chains, - Trusted by both US and EU, - Emerging as an economic-security hub, not just an exporter.
# Why the OS tilt favors Tokyo over Brussels
* Europe - Must spend its “energy and attention budget” on war adjacency (Russia/Ukraine), - Slow fiscal + defense integration, - Likely to remain a regional OS for norms and regulation, not the global core.
* Japan / East Asia Shield - Farther from the Russia front, - Actively designing strategic autonomy + strategic indispensability, - If this region fails, global supply chains stall; if it holds, trade survives. - That makes Tokyo a critical co-architect of any workable GOS.
# What this means for business leaders
* Treat Japan/East Asia Shield as a primary OS node, not a peripheral market: - Anchor long-term supply chains here. - Participate in economic-security partnerships (chips, minerals, energy, logistics).
* See Europe as the rules & risk zone: - Watch EU regulation, climate policy, and Ukraine spillovers.
* Assume US remains the financial core but with governance noise: - Stress-test exposure to US policy swings and debt/interest-rate shocks.
# Key question for 2027

: 

(That’s the hypothesis this slide is putting on the table.)