Meta's AI Ad Failures: Valuation Games Behind Optimistic Narratives and Extinction Songs

As a hedge fund analyst, I'm used to looking for valuation signals in the details. The controversy over Meta's latest AI ad—using a song about human extinction as background music—seems like a creative blunder, but it actually exposes deep contradictions in the company's AI narrative. This incident isn't an isolated PR accident; it's a key anchor point for the market to reassess Meta's AI premium.