Meta is expanding its enterprise AI business from a single product into a more complete business line. During the Q2 earnings call, Zuckerberg stated that the company's opportunities for enterprise customers extend beyond AI agents, including APIs, services for large clients, and the possibility of directly selling computing power.
More than just customer service AI agents
In June, Meta launched its AI agent for enterprises, primarily for customer service, support, and daily operations. However, Zuckerberg further clarified that the company's enterprise AI initiatives are not limited to these scenarios.
He stated that Meta is also developing programming, software development, and internal productivity tools. Part of the reason is that the company itself needs to first create and fine-tune these tools for internal use. Building on this foundation, Meta believes these products can further serve small and medium-sized enterprises (SMEs) and larger enterprise clients.
Finding new revenue streams beyond advertising
This means that Meta hopes to establish new revenue streams beyond advertising and subscriptions. Zuckerberg stated that these businesses will be priced more like performance-based services, generating revenue only after delivering results for clients.
He also stated that this direction aligns with Meta's existing advertising sales and merchant partnership system, which already serves millions of advertisers and hundreds of millions of small and medium-sized businesses.
Computing power sales retain long-term potential.
In addition to software and intelligent agents, Meta also mentioned opportunities to sell computing power to enterprises. The company repeatedly stated during the conference call that there is currently room in the market to sell computing power at prices significantly higher than the procurement cost.
However, management did not prioritize short-term monetization. Zuckerberg stated that selling all computing power for short-term profits would be unreasonable. Meta currently prefers to manage its computing infrastructure as a portfolio, balancing short-term revenue with long-term investment.
- Available sales channels include APIs, enterprise intelligent agents, and computing power.
- Target customers include small and medium-sized enterprises and large enterprises.
- The pricing model emphasizes payment based on results.
Zuckerberg also linked the computing power allocation to Meta's longer-term AI goals. He stated that as the company moves towards "personal superintelligence," more hardware resources will be needed in the future to support users interacting with such systems more naturally.
This conference call also reiterated Meta's investment in agentic AI, which refers to AI systems that can perform tasks on behalf of individuals or businesses, rather than simply answering questions. These products will not only be offered to enterprise customers in the future, but will also include personal AI assistants and AI smart glasses that can interact with the real-world environment for consumers.
