Agentic AI Is Rewriting Business Models for Ad Agencies: S4 Capital’s Sir Martin Sorrell

LAS VEGAS –Sir Martin Sorrell, executive chairman of S4 Capital, has a blunt assessment of advertising’s future. Speaking with Beet.TV contributor David Kaplan at CES 2026, Sorrell said agentic AI “fundamentally challenges the model.” Strategic and creative under attack Sorrell argued that agentic systems threaten the traditional agency stack. “Strategic and creative is under attack,” he said. “The big question is whether it survives this attack or it doesn’t.” He said client demand is shifting toward mid- and lower-funnel performance. “Everybody’s short-term focused,” Sorrell said. “They want results quickly.” That pressure, he added, puts [...]

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CES 2026