Igor's call, in full

The app store was the last great distribution gatekeeper. I forecast that by 2030, protocol-level distribution, open standards that let agents and services transact directly, controls more commerce than Apple's and Google's app stores ever did. When AI agents transact across open protocols, they route around the 30 percent tax and the walled garden. Distribution moves from the store to the standard. Whoever owns the protocol owns the flow. The gatekeepers who taxed the app economy do not get to tax the agent economy the same way.

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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