Meta首席执行官马克·扎克伯格在第二季度财报电话会议上表示，公司在企业AI领域的机会远超出AI客服代理范畴。[1]扎克伯格指出，Meta计划通过提供API、商业代理、出售计算资源以及其他服务向企业客户扩展，目标是在广告和订阅收入之外开辟新的收入来源。[1]
他表示"我们看到一个巨大的企业销售机会，包括API、商业代理、可能直接出售计算资源和我们为大客户开发的其他服务"，并强调Meta将"在为这些企业创造价值时获得回报，就像广告系统一样"。[1]
Meta已于6月为企业推出了用于客服和日常运营的AI代理。[1]在计算资源销售方面，Meta指出当前有机会以"远高于采购成本"的价格出售计算能力。[1]扎克伯格对此持谨慎态度，表示"只为短期利润而出售全部计算资源是愚蠢的"。[1]此外，Meta还计划将内部开发的编码、开发和生产力工具对外提供给企业客户。[1]
Meta CEO Mark Zuckerberg outlined an expansive vision for the company's enterprise artificial intelligence business during the company's second-quarter earnings call, signaling plans to monetize AI capabilities across multiple revenue streams beyond the customer service agents the company launched in June [1].
Zuckerberg emphasized that Meta views a substantial market opportunity in selling AI-powered services directly to businesses [1]. "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," he stated [1]. The company intends to adopt a results-based pricing model similar to its advertising platform, where Meta generates revenue proportional to the value delivered to customers [1]. Additionally, Meta plans to externalize internal productivity tools developed for coding, development, and operations, making them available to enterprise clients [1].
The company has identified a significant pricing advantage in its computational resources, positioning itself to command a premium over underlying infrastructure costs [1]. However, Zuckerberg cautioned against prioritizing short-term profits over long-term strategic positioning, characterizing such an approach as unwise and emphasizing the importance of maintaining adequate compute capacity for sustained growth [1].