Meta expands enterprise AI beyond agents to APIs and compute

During Meta's Q2 earnings call, Mark Zuckerberg detailed an ambitious enterprise AI strategy that goes well beyond the business agents launched in June. The company will offer APIs, sell compute directly at "a significant premium over what we paid for it," and eventually license internal productivity tools (coding, development) to external customers. Initially, Meta will focus on its existing advertiser base — hundreds of millions of small businesses — by providing AI agents that operate across messaging apps, with payment tied to results, similar to its ad system. Zuckerberg acknowledged that selling to enterprise is a "different muscle" but sees a massive opportunity to diversify revenue beyond advertising and subscriptions.

Beyond enterprise, Meta is doubling down on agentic AI for consumers, including personal AI agents and AI-powered smart glasses that interact with the real world. The company is also rapidly building new social apps using large language models — from Marketplace seller tools to vibe-coded games — and plans to ship more experiments leveraging recommendation systems. Zuckerberg framed this as a portfolio approach to compute infrastructure, balancing short-term sales with long-term investment toward "personal superintelligence," where seamless hardware interaction will be critical.