Igor's call, in full

Beyond the standalone AR market sits the wider immersive economy, and it is far bigger. I forecast the metaverse economy, spanning VR, AR, XR, and mixed reality, plus virtual goods, e-commerce, and services, reaches $4 to $5 trillion by 2030. This is not about strapping on a headset. It is about immersive experiences becoming a layer of daily commerce and culture, the same way the mobile internet did. The companies building the infrastructure underneath this stack today are the giants of the 2030s. Most people are still laughing at the headsets, exactly as they laughed at the smartphone.

Adjacent calls

Augmented reality grows 10x, from $42 billion in 2025 to $600 billion by 2030. Ar will not replace your phone, it will replace your attention.On trackThe real-world 3d map of the planet becomes the biggest data opportunity of the era. Its builders are the oracles and microsofts of 2035.On trackAugmented reality becomes the default ownership and display layer for art below $1 million, stripping a third of the market from physical-only galleries.Early call

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