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We are in Davos WEF.
I think it's great to be back here.

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Neeraj?

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So how do you summarize your experience
in Davos in 2025?

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Sasaki-san,
it's absolutely great to be here.

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There's always the mood coming into Davos,
and the mood changes as you meet leaders

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across a few days.
And I'm feeling more optimistic about the

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world as those few days have elapsed.

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I'm always an optimistic person,
as you know that,

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but as I've had the discussion with
leaders across various parts of the world,

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I feel there's more reason to be
optimistic,

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but with high volatility in the world
around us.

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What about you?

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How are you feeling?

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I completely share that, you know,
the same view about that optimism.

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But let me summarize that, you know,
key topics of this year.

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My impression,
I think 50% coming from the AI,

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generative AI,
and 30% coming from the geopolitics,

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and the remaining 20% is coming from
energy transition.

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And it's interesting to say that these
are the three components.

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I think that a portion of AI has
increased compared to the last years in

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my view.

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But this time it really struck me is,
I think these three components are really

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well connected with each other.

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So for example,
in order to accelerate the AI,

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we really need to have the right power.

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So that comes down to the topic of the
energy transition.

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And in order to secure the energy
transition,

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we really have to think about that,
you know, the geopolitics.

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So all the leaders are talking with each
other by combining these three components.

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It's really fascinating and discuss this
kind of important topic,

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particularly in the beginning of the year.

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What do you think?

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So I use this phrase that there is an
intelligence revolution happening in the

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world around us,
and there's also a clean energy

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revolution happening around us.

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It is exciting to see these two
revolutions play out as we speak.

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And absolutely,
I think the geopolitics of the world will

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shape the fact that they build on each
other or they get divided.

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But either way,
I think both of these are going to power

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right ahead.

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And there's a lot of opportunity for our
clients.

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And that is the reason for the optimism
as well.

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While geopolitics is the reason not to be
optimistic,

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but these two revolutions give you a lot
of reason to be optimistic as well.

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I agree.

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I agree.

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And also that, you know, we, I met,
I think,

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many leaders from the APAC region, India,
Southeast Asia, Japan.

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I think that my impression,
they are really optimistic.

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Let me ask you. What's their—

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how would you score the global leaders
and the Asian leaders on optimism on a

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scale of one to ten?

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I think that they're 8 to 9 is rather in
the camp of the optimistic or cautiously

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optimistic about the future.

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That's my view.

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And then I think that they really want to
be optimistic,

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although they need to overcome lots of
the challenges, obstacles,

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as we discussed, you know,
the energy transition and geopolitics.

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But still they really feel that, you know,
the power of APAC, like the resources,

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capital, and even the culture,

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they are willing to export that concept
to the rest of the world.

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That's how I feel this year particularly.

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How about you? Though I agree with you,

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my advice to the leaders would be there
is optimism, there is opportunity.

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At the same time, there is volatility.
And volatility means you have to be

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thoughtful in how you exercise your
dollars, in how you exercise your talent,

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and which opportunities you go after
thoughtfully.

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And that's the one thought I would have.

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What is one advice you would have for the
leaders?

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I mean, being optimistic.

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I think that's most important thing.

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But at the same time,
let's acquire a new muscle—being

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intelligent,
being smart enough to get be ready to

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overcome these coming challenge,
uncertainties.

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That's really—and that's why BCG can
support them.

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And on the muscle part,
I think you also need to build

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geopolitical muscle.
That is seen increasingly.

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Because the world is not changing ever so
often, ever so fast.

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And you know,
what you had—the pattern you saw before

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are not going to the patterns of tomorrow.

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So you need to create your own playbook
and line.

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Exactly, exactly.

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New playbook, new muscle.

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That's what we need.

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Thank you, Neeraj.

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Thank you, Sasaki-san.

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Always a pleasure.