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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 February 9

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.

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Gen Z alcohol abstinence dropped by as much as 10 percentage points in Italy and 9 in the UK YoY, according to a December report from IWSR.

YouTube now outpaces Reddit in AI citations as models prioritize transcripts, metadata, and explanatory formats over engagement signals.

"The Super Bowl has grown from a football game into one of the biggest cultural moments for brands," said our analyst Suzy Davidkhanian in a recent episode of “Behind the Numbers.” The Super Bowl maintains its advertising relevance in an increasingly fragmented media landscape because it delivers something increasingly rare: A massive, diverse audience engaged in a shared cultural moment.

Offering financial support through customer life stage journeys is part of the play.

Search users are up 30% YoY, validating its shift to AI answers and setting the stage for new ad and data revenues.

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For marketers targeting financial services audiences, understanding the neobank landscape reveals where consumer banking behavior is heading and how to reach customers who increasingly manage money through apps rather than branches.