Zuckerberg expands Meta’s enterprise AI vision beyond agents

In June, Meta launched a new AI agent for enterprises, designed to assist with customer service, support, and daily operations. However, CEO Mark Zuckerberg revealed to investors on Wednesday’s second-quarter earnings call that the company’s enterprise AI strategy extends far beyond this initial offering.

“We see a massive opportunity in the enterprise sector, including providing APIs, business agents, direct compute sales, and other services tailored for large clients,” Zuckerberg stated. These initiatives could help diversify revenue streams beyond advertising, which remains the primary income source, and subscriptions, which contribute a smaller share.

Initially, Meta will target its existing advertiser base by offering AI agents that operate across messaging platforms and other channels. These tools enable businesses to engage with their customers through an AI-driven interface.

“Similar to our ad system, we generate revenue when we deliver tangible results for these businesses,” Zuckerberg explained. “We view this as an extension of our sales and partnerships with millions of advertisers and hundreds of millions of small businesses using our platforms.”

Zuckerberg also outlined how Meta might expand beyond its current small business focus by eventually offering its internal tools to external enterprise clients.

“We increasingly see opportunities to serve other enterprise customers,” Zuckerberg noted. “We developed coding, development, and productivity tools partly because we needed them internally, ensuring they were optimized for our specific needs. Now that these tools are ready, we see a significant opportunity to serve both small and large businesses.”

This strategic shift may present challenges, as Zuckerberg acknowledged that selling to enterprises requires a different approach than Meta’s historical focus.

Regarding the sale of compute power to enterprises, Meta is balancing revenue generation with its own long-term infrastructure needs. The company highlighted that it can currently sell compute at “a significant premium over our acquisition costs.”

However, Zuckerberg warned investors that “it would be foolish” to “sell all compute capacity for short-term gains.” Instead, he described Meta’s strategy as a “portfolio” approach, balancing long-term and short-term plans for its infrastructure. “As we approach personal superintelligence, we will need hardware that enables seamless interaction with it,” he added.

The earnings call also highlighted Meta’s ambitious plans for agentic AI—systems that act on behalf of users or businesses rather than merely answering questions—which will be available to both enterprises and consumers.

Consumers are also being promised “personal AI agents” alongside AI-enabled smart glasses capable of interacting with their surroundings.

Furthermore, Meta is leveraging AI, particularly large language models, to accelerate the development of its social applications. Recent launches include tools for Marketplace sellers, Facebook Groups, and vibe-coded games, with more experiments in the pipeline, as teased by Zuckerberg.

“I expect it to become much easier to launch new apps,” Zuckerberg said. “We plan to develop more ideas and use our recommendation systems to scale them to users who will find them valuable.”