Igor's call, in full

Factories no longer run on steam or sweat. They run on data. I forecast that through the 2030s, IoT and Industrial IoT wire every station, tool, and asset into a real-time nervous system, turning plants into living operating systems: simulated before they are built, self-diagnosing while they run, reconfigurable on demand. The thesis is simple. If it is not sensed, it cannot be controlled; if it cannot be controlled, it cannot be cheap. Tesla is the signal, running roughly 45 seconds per vehicle on its highest-throughput lines, driven by sensorized sub-assemblies, machine-vision gates, and software-tuned robots. The mandate for operators is a two-step: coin IoT and IIoT to win the 2030s, then coin additive manufacturing to win the 2040s. Jump in now and ride the wave.

Adjacent calls

Humanoid robots explode into a $5 trillion market by 2050, potentially 1 billion units, as aging populations and labor shortages bite.On trackAdditive manufacturing demolishes 40% of manufacturing, trade, and logistics by 2040. I made this call 15 years ago.On trackLive sports grows into a $10 trillion attention economy by 2050.On track

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