Discussion about this post

User's avatar
Johan's avatar

Barbara, this is excellent game theory and I appreciate the clear framework. Let me add a dimension you might find interesting…one I explored in my World Ahead 2026: Part 3.

There’s a third path running parallel to yours: international decoupling.

While Americans navigate your Path One and Path Two domestically, allies aren’t waiting to see which succeeds. They’re building alternatives now that don’t depend on American democracy recovering.

Canada is accelerating EU defense partnerships. Europe is activating the Anti-Coercion Instrument (designed for China, now aimed at Washington). Japan and South Korea are building indigenous defense capability. This isn’t contingent on whether American resistance succeeds, it’s happening because they can’t afford to wait.

The game theory insight I’d add: Even if Path One or Path Two works domestically, the international damage compounds regardless. A country that threatens allied territory, deploys federal agents to occupy cities, and discusses canceling elections has already crossed thresholds that disqualify it as a reliable partner; whether resistance ultimately succeeds or not.

Threshold for sustained resistance is spot-on historically…The challenge is that modern autocrats have studied those same cases. NSPM-7 designates protesters as domestic terrorists. ICE functions as domestic paramilitary. DOJ weaponizes against organizers. They’re explicitly building countermeasures to prevent that piece from materializing or sustaining.

So there’s a parallel dynamic: while Americans determine whether they care enough to resist (your critical question), the international system is recalibrating around the assumption that American institutions are unreliable, regardless of outcome.

Both games are playing out simultaneously.

Thought you might find that international dimension useful for the broader analysis.

— Johan

Former foreign service officer​​​​​​​​​​​​​​​​

Behavioral science professor

Barbara F. Walter's avatar

I hope I don't disappoint!

13 more comments...

No posts

Ready for more?