Igor's call, in full

I called generative AI going mainstream, and ChatGPT delivered the fastest technology adoption in history when it launched in 2022. It put AI in the hands of hundreds of millions of ordinary people almost overnight and reset the entire technology agenda. This was the moment AI stopped being a lab curiosity and became a consumer product, kicking off the arms race that now defines Big Tech, and the backlash that follows it. The call landed. Generative AI did not creep in. It arrived all at once, exactly as the exponential curve predicted.

Adjacent calls

Conversational ad placement inside AI chatbots surpasses the entire search advertising market by 2030.Early callThe global AI market scales into the hundreds of billions while its economic impact runs into the tens of trillions.On trackBy 2030, AI infrastructure splits into two tiers: a contested public AI on land, and an untouchable sovereign AI in orbit, at sea, and on military bases.Early call

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