During Meta's second-quarter earnings call, CEO Mark Zuckerberg outlined the company's expanding enterprise AI strategy, emphasizing opportunities beyond its initial AI agent offering. Zuckerberg stated that Meta sees a significant enterprise opportunity to sell to businesses through APIs, business agents, and potentially direct compute sales, alongside other services for large customers. These initiatives could help the company diversify its revenue streams beyond advertising and subscriptions, which currently form the bulk and smaller shares of its business, respectively. The company plans to initially focus on its existing base of advertisers by offering AI agents that operate across messaging apps and other platforms, enabling businesses to interact with customers through AI interfaces.
'We will get paid when we deliver results for those businesses,' Zuckerberg said, comparing this model to the ad system. The approach is viewed as an extension of Meta's existing sales and partnerships with millions of advertisers and hundreds of millions of small businesses using its platforms. 'We’re building coding and developing and internal productivity tools partially because we need to build them ourselves,' Zuckerberg explained, adding that these tools are now being leveraged to serve both small and larger businesses. This shift in focus may prove challenging, as Zuckerberg acknowledged that selling to enterprises is a 'different muscle' than what Meta has historically focused on.
Meta is also balancing its need for revenue with its long-term plans for compute infrastructure, noting that it can currently sell compute at a 'significant premium over what we paid for it.' However, Zuckerberg cautioned against taking short-term profits, instead describing the approach as a 'portfolio' of long-term and short-term plans. 'As we get closer to personal superintelligence, we are . . . going to need hardware that allows you to seamlessly interact with it,' he noted. The call also highlighted Meta's ambitions in agentic AI, which could be offered to both businesses and consumers, including personal AI agents and AI smart glasses. Additionally, Meta is using large language models to rapidly expand its social apps, with recent launches including apps for Marketplace sellers, Facebook Groups, and vibe-coded games, among others.
'I expect it to become a lot easier to ship new apps,' said Zuckerberg, planning to build more ideas and scale them using recommendation systems. The company is also exploring ways to use AI to enhance its social platforms, with more launches expected in the future.
Source: techcrunch
