Igor's call, in full

Celebrities are done renting their fame for a flat fee. I forecast fame becomes an asset class: the first $10 billion celebrity brand arrives by 2030, and by 2035 celebrity-owned brands top $5 trillion combined, with half of all endorsement deals including equity rather than cash. The receipts are here: SKIMS is worth around $5 billion, Kylie commands roughly $1.8 million a post, Ronaldo about $3.2 million. But the smart ones stopped taking the post fee and started taking ownership. I backed the call as an investor, joining Sandbox Studios, the first VC built for celebrity-founded brands, in January 2025, with a stake in brands like Snoop Dogg's Dr. Bombay. I put my money where my forecast is.

Adjacent calls

China could halve its kol industry by 2030 as beijing replaces celebrity influencers with regulated creators, brand channels, and AI avatars.Early callBy 2030, more than 90% of social media is synthetic or artificially amplified. Authenticity becomes the scarcest thing online.Early callMicrodrama reels become a box-office format that beats netflix and hollywood. It is about the format, not the platform.On track

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