AI vs AD AGENCIES 2030
AI will demolish the Big 5 marketing and media agency networks.
Key figures
The Big 5 agency networks (marketing & media) get hollowed out by 2030.
As the ad stack collapses to brand, AI platform, consumer.
Big 5: about 420,000 people.
4 stages: distribution 2005 to 2012, media buying 2012 to 2018, optimization 2018 to 2024, creation 2024 to 2030.
The new ad stack: brand, AI platform, consumer.
In 1997, I co-founded IAB Netherlands and IAB Europe, part of the global network that standardized internet advertising. The US IAB started a year earlier, in 1996. In 2008, Sir Martin Sorrell acquired 3 of my digital marketing agencies, and I spent 5 years inside WPP with Sorrell as my sensei in the global media and agency business. I helped build the digital advertising industry, and now I see the system we built being rewritten by artificial intelligence.
The global agency industry is dominated by 5 holding networks: WPP, Omnicom, Publicis, Dentsu, and Havas. Omnicom swallowed Interpublic in November 2025, cut more than 4,000 jobs and retired DDB, FCB and MullenLowe within weeks. Together they employ about 420,000 people, and WPP and Omnicom are cutting. Their model was built on 3 assumptions: billable hours, human media planning and buying, and creative production at scale. AI is dismantling all 3 simultaneously. This is not an efficiency challenge. This is a structural collapse in slow motion while the industry pretends the old model still works.
"Frenemies," my sensei Sorrell said about Google and Facebook. As usual, he was right. Meta and Google are automating the entire advertising stack with AI. Upload a product. Set a goal. Set a budget. AI generates the ads, tests thousands of variations, and improves campaigns in real time. The future ad stack becomes brutally simple: brand, AI platform, consumer. More than a decade ago, I warned that Facebook and Google would eventually control the advertising value chain.
It happened in 4 stages. Platforms captured distribution, 2005 to 2012. Platforms captured media buying, 2012 to 2018. Algorithms captured optimization, 2018 to 2024. AI captures creation, 2024 to 2030. I forecast the Big 5 will be hollowed out by 2030: when planning, buying, optimization, and creative production become software, the billable-hours model breaks down, and the agency layer in the middle becomes optional. What survives shrinks to strategy and creative. The rest is code.
Mad Men built the empire. Math Men optimized it. Machines are now replacing both.
