Zuckerberg says Meta's enterprise AI opportunity extends beyond agents to APIs, compute sales, and internal tools

Meta CEO Mark Zuckerberg told investors on Wednesday's second-quarter earnings call that the company's enterprise AI ambitions go far beyond the AI agent it launched for businesses in June.

"We see a large enterprise opportunity to sell to businesses, including APIs, business agents, potentially selling compute directly, and other services that we're building for large customers," Zuckerberg said. These additions could position Meta to create new revenue streams beyond advertising, which drives the bulk of its business, and subscriptions.

Initially, Meta will focus on serving its existing base of advertisers by offering AI agents that work across messaging apps and elsewhere. These allow businesses to interact with their own customers through an AI interface. "Just like the ad system, effectively, we will get paid when we deliver results for those businesses," Zuckerberg said, calling it an extension of Meta's existing partnerships with millions of advertisers and hundreds of millions of small businesses.

Zuckerberg also fleshed out how Meta could expand beyond its small business advertiser base by offering its internal tools to external customers in the future. "We're building coding and developing and internal productivity tools partially because we need to build them ourselves, and we need to make sure that we have tools that are tuned for ourselves," he explained. "Now that we have those, we feel like there's a large opportunity to serve — whether that's small businesses or larger businesses."

The CEO acknowledged that selling to the enterprise was a "different muscle" than the one Meta has historically flexed. On compute sales, Meta pointed out it currently has the opportunity to sell compute at "a significant premium over what we paid for it." However, Zuckerberg cautioned that it "would be foolish" to "sell all of the compute and take a short-term profit," describing Meta's approach as a "portfolio" mixing long-term and short-term compute infrastructure 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 touched on Meta's sizable ambitions around agentic AI for consumers, including "personal AI agents" and AI smart glasses. Meanwhile, Meta is using LLMs to rapidly build out its social app suite, with recent launches including a Marketplace seller app, a Facebook Groups app, vibe-coded games, and other experiments. "I expect it to become a lot easier to ship new apps," Zuckerberg said.