The $100B Ad Creation Market Faces AI Disruption (Patreon)

The global ad creation industry, worth $100 billion, is being rapidly reshaped by AI-driven video tools that cut costs and production times dramatically. A recent Reuters report spotlights Mondelez International (MDLZ) investing $40 million in a custom AI video model that already reduces ad costs by 50% and aims for fully AI-generated, broadcast-ready content by 2027. Even Super Bowl ads.

Why AI will hurt Ad Makers

David Sacks says AI is not impacting jobs... I say BS... much respect to Sacks...

• Thousands of agencies and freelancers face high costs and shrinking margins.

• AI can handle 70–90% of tasks—scripting, visuals, voiceovers, and editing—cutting costs from $1M to $100K

• Market contraction of at least 50% by 2030, wiping out 40B and threatening hundreds of thousands of jobs.

h.t to Sanjay for the heads up