Igor's call, in full

When AI can build software almost for free, the moats that protected the big software companies drain away. I forecast that up to $5 trillion of SaaS value is exposed by 2030 as switching costs collapse and custom software becomes cheap to generate. The market is already voting. Salesforce, ServiceNow, and Adobe lost more than $300 billion in combined value in a single 12-month stretch as investors woke up to the threat. The winners are the companies that own proprietary data and workflows AI cannot easily replicate. The losers are the ones whose entire product could be rebuilt over a weekend with the right prompts.

Adjacent calls

By 2030, AI removes the human seller from enterprise software, and more than 30% of pipeline is never touched by a salesperson.Early callConversational 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 track

Ask Igor your own question. 5 free.