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Zuckerberg Says Meta's Enterprise AI Opportunity Extends Beyond Agents

Zuckerberg said the agents will work 24/7 for users as Meta bets on consumer AI and says more than 1 million businesses already use its business tools.

  • Meta reported second-quarter revenue of $60.8 billion on Wednesday, a 28% increase, though net income fell 14% to $15.8 billion and shares dropped 11% as investors weighed accelerated spending.
  • CEO Mark Zuckerberg is prioritizing artificial intelligence, narrowing Meta's 2026 capital expenditure outlook to $130 billion to $145 billion, primarily supporting data centers and Llama infrastructure.
  • Reality Labs generated $431 million in revenue against a $4.6 billion operating loss, while over 1 million businesses use Meta's artificial intelligence agents on WhatsApp and Messenger.
  • Meta plans to sell APIs and productivity tools to corporate clients, seeking to reduce reliance on advertising which currently generates 98% of company revenue.
  • Zuckerberg described upcoming 'personal artificial intelligence agents' as the next product wave, positioning the Muse Spark model as Meta competes in the emerging superintelligence market.
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Lean Right

Meta, the parent company of Facebook and Instagram, announced that it is developing a personal artificial intelligence (AI) agent. During a conference call following the second-quarter earnings announcement on the 29th (local time), Meta CEO Mark Zuckerberg stated, “I think it is extremely unlikely that in five years from now, billions of people will not have a personal agent that understands their goals and works on their behalf 24/7 to achieve…

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Globo broke the news in Rio de Janeiro, Brazil on Wednesday, July 29, 2026.
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