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The Cost of Manufactured Optimism: Meta's $40 Billion Narrative Problem

Meta's new AI ad campaign features David Bowie's 'Five Years'—a song about human extinction. Here is why the branding blunder reveals a deeper strategic crisis.

The CapEx narrative trap

Meta is currently running a massive, high-production branding campaign designed to make the public fall in love with artificial intelligence. This is not a product launch. It is a defensive narrative hedge.

Mark Zuckerberg is currently directing up to $40 billion in annual capital expenditures toward AI infrastructure, and Wall Street is demanding to know when the retail consumer will actually care. To justify trading high-

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