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.
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