Igor's call, in full

Big Tech is spending over $650 billion on AI in 2026, and every model needs more data than the last. The public internet has been fully scraped, so they turned to the only industry sitting on the next data layer: the nearly 4,000 data brokers most people have never heard of. I forecast the full human data economy feeding AI hits $1 trillion per year by 2030, and the data-broker industry alone hits $630 billion by 2035. Your complete personal profile sells for 36 cents today. As AI shifts to hyper-specific behavioral and biometric data, I forecast that profile rises to $50 by 2030. The scale is already staggering: Acxiom holds 3,000 data points on 2.5 billion people; Oracle has aggregated more than 5 billion profiles. The oil rush of our era is you. Human data is becoming the foundation of the global economy, and almost nobody is pricing it.

Adjacent calls

By 2035, people license their own data directly to AI and the $1 trillion human data market becomes the $5 trillion augmented intelligence market by 2040.Early callBy 2029, the digital euro turns your money into programmable, surveillable, conditional credit.Early callBy 2030, more than 95% of the data used to train AI image and video models is synthetic. The internet stops being a data source and becomes a data output.Early call

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