Igor's call, in full

The world is rearming, and AI is the accelerant. I forecast global military expenditure surges from around $2.7 trillion in 2024 to roughly $12 trillion by 2040, driven by great-power rivalry, autonomous weapons, and the integration of AI across every defense system. The drone market alone runs toward $260 billion. Direct-energy weapons, war robots, and AI targeting move from the lab to the field. This is the uncomfortable side of exponential tech. The same curve that builds humanoids and cures disease also builds the most capable weapons in history. Both lists run on the same silicon.

Adjacent calls

Wars and instability wipe $166 billion off global media spend across 2026 and 2027.On trackSpace is not a sector, it is the next industrial economy, worth more than $5 trillion by 2050, with space mining alone running toward $100 trillion.On trackWealth shifts west to east. Entertainment power follows by 2040.On track

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