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Is Meta’s AI spend a problem? Is 2026 Social Media’s “Big Tobacco” moment? And More —The 3 Big Questions for Meta | Behind the Numbers

Behind the Numbers: an EMARKETER Podcast · with Minda Smiley and Max Willens · February 9, 2026 · 29 min

Summary

This episode delves into Meta's ambitious AI investments, questioning their financial viability and the potential for increased regulatory scrutiny on social media in 2026. It explores Meta's vision for AI agents and the broader implications for the future of social media and digital advertising. Ecommerce operators should understand these macro trends as they will heavily influence future advertising costs, platform capabilities, and consumer behavior.

Key takeaways

Themes

ai & automationpaid acquisitionbrand & contentfounder & leadership

Topics covered

meta ai strategysocial media regulationai agentsfuture of digital advertisingtech ethics

Episode description

On today’s podcast episode, we discuss the three big questions surrounding Meta right now: Is 2026 Meta’s ‘Big Tobacco’ moment? How big of a problem is Meta's AI spending spree? What's the vision for its AI agent? And more. Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Analyst Minda Smiley and Principal Analyst Max Willens. Listen everywhere, and watch on YouTube and Spotify. Subscribe to EMARKETER's newsletters. Go to https://www.emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities, contact us: advertising@emarketer.com For more information, visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-metas-ai-spend-problem-2026-social-medias-big-tobacco-moment-more-3-big-questions © 2026 EMARKETER Seedtag applies advanced AI to deliver privacy-first advertising at scale. As the creator of neuro-contextual advertising, Seedtag moves beyond traditional contextual targeting methods such as keywords and categories. Instead, Seedtag understands deeper signals of interest, intent, and emotion to create custom audiences based on a brand’s objectives.

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Frequently asked about this episode

What does this episode say about ai & automation?
Meta's aggressive AI spending could lead to significant financial risks and reshape its core business model, impacting advertiser strategies.
What does this episode say about paid acquisition?
The potential for a 'Big Tobacco' moment in social media by 2026 highlights increasing government and societal pressure on tech giants, which could lead to stricter regulations on data, content, and advertising practices.
What does this episode say about brand & content?
Meta's development of AI agents aims to transform user interaction and could offer new avenues for brands to engage with customers, but also new complexities in ad placement and targeting.
What does this episode say about founder & leadership?
Future regulatory environments, specifically around AI and social media, will heavily influence how brands can operate and advertise on platforms like Meta.

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