Meta CEO Mark Zuckerberg told investors on the company's second-quarter earnings call that its enterprise AI ambitions extend well beyond the customer-service AI agent it launched for businesses in June. He outlined plans to also sell APIs, business agents and potentially compute capacity directly to large customers, positioning enterprise services as a possible new revenue stream alongside Meta's core advertising and subscription businesses.

Zuckerberg said Meta will initially focus on serving its existing advertiser base with AI agents that operate across messaging apps, with the company earning money by delivering measurable results for businesses, much like its advertising model. He also said Meta could offer external customers the internal coding, development and productivity tools it has built for itself, though he acknowledged that selling to enterprises requires a "different muscle" than Meta has traditionally used. On compute, he said Meta could sell capacity at a premium to what it paid, but warned it "would be foolish" to sell it all off for short-term profit, favouring a balanced "portfolio" approach as the firm invests in hardware to support future "personal superintelligence" and consumer AI agents and smartglasses.