Igor's call, in full

I flagged WorldMonitor as a signal case: a free intelligence dashboard, a kind of open-source "CIA dashboard," scaling on pure product value with zero marketing spend. I forecast it grows from around 4 million users today to 10 million users and $336 million in annual recurring revenue by 2027. The lesson is about distribution in the AI era: a genuinely useful product that people share spreads faster and cheaper than anything an ad budget can buy. Value is the marketing. This is the WorldMonitor thesis in miniature, own the utility, and growth compounds without a media plan.

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 callAI drives the cost of building software toward zero, exposing up to $5 trillion of saas value by 2030.On trackLive sports grows into a $10 trillion attention economy by 2050.On track

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