2025 Ad Industry Collapse! Goldman Sachs: AI Revolution Rewrites $3000B Rules

the Wall Street Journal Podcast - Podcast autorstwa Wall Street Podcast

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Goldman Sachs drops bombshell report: AI is about to obliterate the $3000 billion advertising industry as we know it.The Numbers Don't Lie:US tech giants burned $477 billion on AI (2022-2024), with another unprecedented $1.15 trillion planned for 2025-2027. This isn't just investment - it's industry warfare.The Disruption is Already Here:Google Performance Max and Meta Advantage+ have evolved beyond simple ad tools into AI-powered automation empires. Four critical workflows under attack: campaign planning, creative development, media buying, and customer relationship management.Who Gets Crushed:$1140B creative generation market facing complete restructuring$250B third-party ad tech intermediaries being eliminated$1610B traditional agency market - 60% of smaller agencies at highest riskThe Winners:AI democratization enables millions of small businesses to access enterprise-level advertising capabilities. Meta's data shows AI campaigns deliver superior ROAS. New ad formats emerging: sponsored AI chat results, personalized AI agents, creator tools.Bottom Line:Goldman predicts AI will drive additional $170B in ad spend toward digital channels annually. This represents the largest industry transformation since the internet's birth.What This Means for You:Whether you're a marketer, business owner, or investor - this shift is happening now. Traditional players must adapt or die. New entrants have unprecedented opportunities.

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