Igor's call, in full

I called the rise of "new retail," the fusion of e-commerce, data, and live event, and Alibaba's Singles Day delivered the receipt: $30.8 billion in sales in a single day in 2018. It showed the West what retail as data-driven spectacle could really do. That number reframed what a "sale" could be. It was not a discount day. It was a fully orchestrated commerce machine running on data, logistics, and entertainment at once. The East was writing the future of retail while the West was still running Black Friday. The call landed years before Western retail caught up to the model.

Adjacent calls

Amazon proves that infrastructure beats advertising, booking $638 billion in net sales in fy2024 on a grid competitors cannot copy.Landed · verifiedChina could halve its kol industry by 2030 as beijing replaces celebrity influencers with regulated creators, brand channels, and AI avatars.Early callThe german auto industry halves as a share of GDP by 2031. Not a wipeout, a nokia-fication.Early call

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