Is Meta’s AI spend a problem? And More —The 3 Big Questions for Meta | Behind the Numbers

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. Get more insights like these with our free, industry-leading newsletters covering advertising, marketing, and commerce. Sign up at emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: [email protected] For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at [email protected] 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.