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    Filed May 18, 2026

    Story still evolving.

    The short version

    Ari Paparo predicted on March 17, 2024: “the investment levels are not what you'd expect for very large companies that are about to get wickedly disrupted.” Verdict: Still evolving. Paparo predicts major ad agency holding companies are 'about to get wickedly disrupted' by AI and their current AI investment levels are insufficient. As of early 2025, these companies remain intact…

    Prediction by

    Ari Paparo

    On March 17, 2024

    the investment levels are not what you'd expect for very large companies that are about to get wickedly disrupted.

    Follow-up

    Paparo predicts major ad agency holding companies are 'about to get wickedly disrupted' by AI and their current AI investment levels are insufficient. As of early 2025, these companies remain intact with no clear AI-driven collapse, but also haven't significantly increased AI spending beyond the cited ranges. The disruption has not clearly materialized, but the original article notes the investment levels are modest relative to the scale of these businesses.

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