Igor's call, in full

Fifteen years ago I said 40 percent of manufacturing, global trade, and logistics would be demolished by 2040. I stand by it. As automation becomes standard, additive manufacturing starts to dematerialize supply chains: you print the product where you need it instead of shipping it around the world. I forecast 30 percent of products are 3D-printed and 40 percent of manufacturing, trade, and logistics is disrupted by 2040, with roughly $1 trillion of value shifting to decentralized production by 2050. The dual mandate for leaders: automate to win the 2030s with IoT and IIoT, then dematerialize toward the 2040s with additive manufacturing. Own not just the product but the print-authorized file, the materials spec, and the certification path. Your moat becomes the data and the governance.

Adjacent calls

Humanoid robots explode into a $5 trillion market by 2050, potentially 1 billion units, as aging populations and labor shortages bite.On trackThe internet of things and industrial iot turn factories into living operating systems through the 2030s, simulated before they are built and self-diagnosing while they run.On trackAmazon proves that infrastructure beats advertising, booking $638 billion in net sales in fy2024 on a grid competitors cannot copy.Landed · verified

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