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    RECEIPT #EVAN-S

    DEC 18, 2025

    Story still evolving.

    PREDICTION BY

    Evan Shapiro
    “I think one of the predictions I'm making for next year is that the AI D2C bubble is gonna burst a bit. But that AI, a prediction I made for this year, was actually going to be a very unsexy success. And one of the great examples of this is AI operating behind the scenes, not right overtly out there, but just creating greater discoverability, much more personalization, and in particular, going to solve some of the biggest problems in the ecosystem.”

    FOLLOW-UP

    Shapiro's 2025 prediction regarding AI's 'unsexy success' in driving behind-the-scenes personalization and discoverability in streaming is supported by the Roku panel discussion, where AI-driven personalization is a key prediction for 2026 (Prediction #1). The 'AI D2C bubble burst' part of the prediction for 'next year' (2026) is still in development.

    aid2cpersonalizationstreaming