Igor's call, in full

The consulting business model is a pyramid: a few partners at the top, an army of young analysts at the bottom doing the research, the slides, and the models at $350 to $500 an hour. AI does that bottom-of-the-pyramid work now. I forecast that by 2030, AI collapses the analyst pyramid at McKinsey, BCG, Bain, Accenture, and Deloitte. When the machine builds the deck and runs the analysis, you do not need to bill a client for 20 analysts to do it. The firms that survive sell judgment, relationships, and accountability, the things a model cannot provide. The ones that were really selling leveraged analyst hours lose their economics.

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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