First version of the scoring
Default weights: liveability 40, thesis 60. Try "average" instead of "max" for the thesis score to see which countries satisfy both routes.
← Research themes · Last updated 3 Nov 2026

A transparent, adjustable ranking. Change the weights and see how the list moves.
The table combines public indicators into scores that are computed in your browser. The scores are computed by this site from the sourced inputs; they are a way to explore the thesis, not a prediction.
Scores are computed in your browser from sourced indicators: see every raw indicator row
Before you act on this ranking, check fiscal fragility. The ranking scores safety after AGI. Fragility on the way to AGI scores who has the debt, deficits, interest bills and unrest that could break them during the transition. The US tops both lists, and 7 of the default top 15 fail a simple fiscal check.
The ranking above asks who is safe after AGI arrives. It doesn't ask who breaks on the way there, and I think that's the bigger near-term risk.
The mechanism.
None of this says when. It says who has the least room if the transition is fast.
| # | Country | Fragility score | Band | Gross debt % GDP | Net debt % GDP | Net interest % revenue | Deficit % GDP | Old-age dependency | Office-job share % | Peace Index score | Rank on default Combined (of 183) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | United States | 85.1 | Fragile | 126.8 | 98.4 | 12.2 | 8.5 | 28.5 | 60.7 | 2.535 | 1 |
| 2 | France | 77.2 | Fragile | 118.5 | 111.3 | 4.7 | 5.4 | 36.8 | 58.3 | 2.083 | 75 |
| 3 | Italy | 72.4 | Fragile | 137.9 | 128.5 | 8.2 | 2.9 | 39.7 | 49.2 | 1.712 | 87 |
| 4 | China | 70.7 | Fragile | 104.4 | n/a | 4.5 | 8.0 | 21.4 | n/a | 2.231 | 55 |
| 5 | Brazil | 70.7 | Fragile | 97.0 | 68.0 | 19.2 | 8.1 | 16.6 | 34.3 | 2.333 | 156 |
| 6 | United Kingdom | 68.8 | Fragile | 102.0 | 93.4 | 6.6 | 3.8 | 31.1 | 64.3 | 1.730 | 45 |
| 7 | Belgium | 67.9 | Fragile | 109.8 | 95.5 | 4.1 | 5.3 | 33.1 | 62.7 | 1.608 | 27 |
| 8 | Israel | 67.5 | Fragile | 68.8 | 66.7 | 7.2 | 5.8 | 21.1 | 57.6 | 3.124 | 59 |
| 9 | India | 66.6 | Middle | 83.1 | n/a | 25.4 | 7.5 | 10.8 | 13.6 | 2.409 | 178 |
| 10 | Greece | 62.0 | Middle | 136.0 | n/a | 6.3 | -0.3 | 38.9 | 43.8 | 1.828 | 78 |
| 11 | South Africa | 61.2 | Middle | 78.0 | 76.0 | 18.9 | 4.4 | 10.2 | 32.1 | 2.308 | 145 |
| 12 | Mexico | 59.4 | Middle | 62.1 | 53.6 | 23.7 | 4.2 | 12.6 | 27.3 | 2.650 | 173 |
| 13 | Poland | 57.1 | Middle | 66.6 | 53.0 | 6.0 | 7.2 | 32.0 | 52.6 | 1.615 | 76 |
| 14 | Spain | 56.3 | Middle | 97.6 | 82.1 | 4.9 | 2.4 | 32.9 | 46.6 | 1.654 | 85 |
| 15 | Japan† | 56.1 | Middle | 199.4 | 127.0 | 0.8 | 1.4 | 51.0 | n/a | 1.489 | 90 |
| 16 | Germany | 52.9 | Middle | 64.6 | 49.6 | 2.0 | 4.3 | 38.0 | 60.3 | 1.657 | 47 |
| 17 | Portugal | 49.2 | Middle | 85.1 | 80.8 | 4.1 | -0.0 | 40.0 | 50.5 | 1.427 | 106 |
| 18 | Austria | 49.0 | Middle | 82.4 | 65.3 | 2.9 | 4.2 | 32.6 | 55.9 | 1.421 | 60 |
| 19 | Finland | 48.8 | Middle | 90.6 | 44.4 | 1.3 | 4.2 | 39.4 | 52.9 | 1.478 | 84 |
| 20 | Indonesia | 44.8 | Middle | 41.7 | 39.5 | 16.2 | 2.9 | 11.1 | 15.7 | 1.918 | 182 |
| 21 | Türkiye | 43.3 | Middle | 22.5 | 18.3 | 9.2 | 3.1 | 15.5 | 33.1 | 2.605 | 180 |
| 22 | Australia | 41.9 | Middle | 52.6 | 34.0 | 2.8 | 3.2 | 28.2 | 58.6 | 1.602 | 126 |
| 23 | Netherlands | 41.2 | Middle | 45.4 | 37.4 | 1.6 | 2.7 | 32.5 | 64.3 | 1.566 | 25 |
| 24 | Argentina | 40.9 | Middle | 69.3 | n/a | 4.0 | -0.4 | 19.0 | 38.0 | 1.922 | 169 |
| 25 | Saudi Arabia | 40.7 | Middle | 35.4 | 27.9 | 2.5 | 6.5 | 4.2 | n/a | 2.067 | 114 |
| 26 | Canada† | 38.1 | Middle | 115.6 | 9.3 | -0.2 | 2.5 | 31.3 | n/a | 1.525 | 49 |
| 27 | Sweden | 36.7 | Middle | 35.1 | 13.8 | 0.2 | 2.5 | 33.5 | 63.3 | 1.732 | 89 |
| 28 | New Zealand | 33.8 | Resilient | 57.1 | 28.3 | 2.6 | 4.1 | 27.3 | n/a | 1.343 | 82 |
| 29 | South Korea | 32.9 | Resilient | 47.3 | 7.0 | 0.8 | 1.3 | 29.3 | 54.8 | 1.839 | 63 |
| 30 | Singapore* | 30.6 | Resilient | 166.4 | n/a | n/a | -3.7 | 19.2 | 70.3 | 1.435 | 14 |
| 31 | UAE | 26.9 | Resilient | 32.8 | n/a | 3.2 | -1.5 | 2.2 | 41.7 | 1.927 | 50 |
| 32 | Switzerland | 26.4 | Resilient | 38.3 | 17.2 | -0.1 | 0.2 | 31.6 | 64.3 | 1.363 | 42 |
| 33 | Norway | 22.5 | Resilient | 40.0 | -152.5 | -8.0 | -13.5 | 29.4 | 57.7 | 1.688 | 123 |
| 34 | Ireland | 21.5 | Resilient | 33.5 | 22.5 | 1.0 | -1.4 | 24.7 | 58.8 | 1.371 | 44 |
| 35 | Denmark | 20.0 | Resilient | 26.4 | -6.9 | -1.1 | -1.2 | 33.4 | 56.1 | 1.504 | 20 |
Debt 126.8% of GDP, a deficit of 8.5% and net interest at 12.2% of revenue, with 60.7% of jobs in office work and GPI rank 134 of 163. Dollar status buys time, not immunity.
Debt 118.5% with net debt almost as high (111.3%), a 5.4% deficit and an old population (36.8 over-64s per 100 working-age), plus GPI rank 99.
The highest debt here after Japan (137.9%), net interest at 8.2% of revenue and one of the oldest populations (39.7).
Debt 104.4% and a deficit of 8.0%, on the IMF's broad measure, with GPI rank 118. Net debt and the office-job split are missing, so the score uses five inputs.
Net interest takes 19.2% of revenue and the deficit is 8.1%, in a country already at GPI rank 124.
Debt 102.0%, net interest 6.6% of revenue and the joint-highest office-job share among large economies (64.3%), so AI reaches a big slice of the tax base.
Debt 109.8%, a 5.3% deficit and 62.7% office jobs.
The least peaceful country in the set (GPI 159 of 163), a 5.8% deficit and net interest at 7.2% of revenue.
India has the heaviest interest bill here (25.4% of revenue), but a young population and few office jobs (13.6%) mean AI hits its tax base less. Japan has 199.4% debt but tiny net interest today. A rise in bond yields would move it up fast.
Debt 26.4%, net financial assets (net debt −6.9%), a budget surplus and GPI rank 11.
Debt 33.5%, a surplus and GPI rank 5. The catch, which the score misses, is reliance on corporate tax from a few multinationals.
Net assets of 152.5% of GDP (the oil fund) and a 13.5% surplus: the clearest case of resource rents paying for a transition.
Debt 38.3%, a near-balanced budget, negative net interest and GPI rank 3.
Debt 32.8%, a surplus and almost no pensioners yet (2.2 per 100). However, it's GPI rank 73 and its data centres were struck in March 2026 (AP), so the fiscal room comes with physical risk.
No net debt and a 3.7% surplus, but the highest office-job share in the set (70.3%). Its fiscal position is a buffer for an economy that AI could hit hard.
Net debt only 7.0% and net interest 0.8% of revenue. On the other hand, it's GPI rank 57 and has 54.8% office jobs.
GPI rank 2 and net debt of 28.3%. The 4.1% deficit is the thing to watch.
Where this conflicts with the ranking above, honestly.
My picks after both tests. Places that do well on the post-AGI ranking and have fiscal room: Switzerland, Singapore, Denmark, Norway, Ireland and the Netherlands (23rd of 35 for fragility), plus Luxembourg, Malta and Cyprus from the small-state check (debt of 28–51% of GDP and deficits under 3%). I've moved the US from a "safe" pick to "own its assets, don't rely on its state", and I treat the high-debt islands as no longer safe havens. The interactive ranking itself is unchanged, because its weights are yours to adjust. This section is the cross-check.
| Combined rank | Country | Gross debt % GDP (2026) | Overall balance % GDP (2026) | My flag |
|---|---|---|---|---|
| 1 | United States | 126.8 | -8.5 | Fiscal stress |
| 2 | Saint Kitts and Nevis | 65.1 | -9.0 | Fiscal stress |
| 3 | Antigua and Barbuda | 66.8 | -1.0 | OK |
| 4 | Seychelles | 52.7 | -1.9 | OK |
| 5 | Malta | 46.4 | -2.7 | OK |
| 6 | Barbados | 93.8 | -0.7 | Fiscal stress |
| 7 | Saint Vincent and the Grenadines | 111.6 | -9.2 | Fiscal stress |
| 8 | Maldives | 130.7 | -11.9 | Fiscal stress |
| 9 | Nauru | 2.6 | 14.5 | OK |
| 10 | Luxembourg | 28.5 | -2.0 | OK |
| 11 | Grenada | 66.8 | -11.1 | Fiscal stress |
| 12 | Cyprus | 51.4 | 2.3 | OK |
| 13 | Saint Lucia | 78.1 | -3.1 | OK |
| 14 | Singapore | 166.4 | 3.7 | OK (asset-backed debt) |
| 15 | Cape Verde | 109.9 | -2.0 | Fiscal stress |
How the fragility score works. For each of 35 large or commonly considered countries I take seven inputs and convert each to a percentile rank within the set (0 = least fragile, 100 = most fragile, ties averaged). Percentiles rather than raw values stop one outlier, such as Norway's net assets of 152% of GDP, from flattening everyone else. The score is the weighted mean:
| Input | Weight | Why | Source (as of) |
|---|---|---|---|
| Gross government debt, % GDP | 20% | The stock that has to be rolled over | IMF Fiscal Monitor, 2026 projection (Oct 2026) |
| Net debt, % GDP | 10% | Credits sovereign wealth funds and other financial assets | Same |
| Net interest, % of revenue | 20% | How much of each tax dollar already goes to creditors. Computed as (primary balance − overall balance) ÷ revenue | Same |
| Overall deficit, % GDP | 15% | Whether debt is still rising before any AI shock | Same |
| Old-age dependency | 10% | Pension and health costs that can't be cut quickly | World Bank, 2025 (updated Oct 2026) |
| Office-job share | 10% | Share of employment in ISCO groups 1–4 (managers, professionals, technicians, clerks): a proxy for how much of the labour tax base AI can reach. An independent analysis finds this share explains 96% of cross-country variation in an ILO-weighted exposure index (Johnson Zheng, Jun 2026) | ILOSTAT, latest year (2024 or 2025) |
| Global Peace Index score | 15% | Existing unrest, crime, political instability and conflict | IEP GPI 2026 (June 2026) |
Rules and limits.
Route A (frontier/sovereign AI) is the weighted mean of three indicators, each log-scaled to 0–100 against the leading country:
Route B (little worth taking) is 100 minus the weighted mean of each country's percentile rank on:
Liveability is the weighted mean of:
Thesis score is either the better of A and B (the thesis says either route works) or their average. Combined = Liveability and the thesis score, weighted as you choose.
Limits
Live prices from public prediction markets, snapshotted by scripts/update_markets.py. A price of 30% means traders pay about 30¢ for a contract that pays $1 if the event happens; treat it as a crowd estimate, not a fact. Polymarket and Kalshi are real-money markets (Kalshi is CFTC-regulated); Manifold uses play money and is often thin. Long-dated and low-volume markets are poorly calibrated. Each market's exact resolution rules on the platform decide what counts, so read them before relying on a headline question.
Snapshot fetched 2026-10-30 17:06 UTC from public APIs (Polymarket Gamma/CLOB, Kalshi trade API, Manifold v0). Prices are what traders are paying, not my forecasts and not advice; thin or long-dated markets can be far off. Sparklines show daily prices over up to 120 days. Metaculus: API now requires an authenticated account token (HTTP 403 without one) and the website is behind a bot challenge, so Metaculus forecasts are not included. Add a ref type with a personal token later if wanted.
Add a ref to "markets" → "groups" → "refs" in src/themes/<slug>.json: {"platform":"polymarket","event":"<slug after /event/ in the URL>"}, {"platform":"kalshi","event":"<EVENT_TICKER>"} or {"platform":"manifold","id":"<market id or slug>"}. Optional: "markets" (list of specific sub-market slugs or tickers), "max", "sort" (date, prob or api). Then run python3 scripts/update_markets.py <slug> and rebuild.
Dated observations from src/notes/post-agi-countries.md. Add a new entry with a ## YYYY-MM-DD Title heading.
Default weights: liveability 40, thesis 60. Try "average" instead of "max" for the thesis score to see which countries satisfy both routes.