Main points
Our analysts have identified a stock that could be the next Nvidia. Please tell me your investment method. We’ll explain why it’s our number one choice. Tap here.
Meta is fully committed to agent AI as a strategy to diversify revenue from its core business of advertising sales. This comes after CEO Mark Zuckerberg said the idea of becoming a cloud computing business is “definitely on the table.”
If companies bite into meta AI agents, they might convince Wall Street that the billions of dollars they’re spending on infrastructure will someday be worth it.
what happened
On Wednesday, WSJ reported that Meta launched an AI agent for businesses across three of its most popular platforms: WhatsApp, Instagram, and Messenger. AI agents are tasked with doing things that human assistants do, such as answering customer questions, making reservations, managing calendars, and even market research.
Considering Zacks just raised its total capital spending by 67% in 2025 (jumping from $38.4 billion to $72.2 billion) and doubled this year with a whopping new guidance of $125 billion to $145 billion, it makes sense to liquidate the entire college graduate job market with AI agents. Approximately 200 million small and medium-sized businesses use WhatsApp, each with a unique internal number. In December, the company announced that its “annual run rate for paid messaging services on its platform exceeded $2 billion.”
The market certainly exists, but what about the users?
Facebook has about 3.2 billion monthly active users, which is about 40% of all humans if the company’s numbers are to be believed. WhatsApp and Instagram have around 3 billion monthly active users, while Messenger has around 1 billion.
Why is it important?
1 share. Nvidia level potential. Over 30 million investors trust Moby to be the first to find them. Get your picks. Tap here.
There is one reason for this. Because Meta will soon need customers from these companies who will be using AI agents.
In the digital mall that Facebook and Instagram have evolved into, if there are no people there, there is no work for agents to do. Meta knows it has users and that if one company starts using agent AI and shows even the slightest sign of success, others will follow. And in true big tech fashion, Meta will first let businesses use these agents for free, then move to various levels of paid subscription services. They are already doing this through their expanded “Meta Verified program” on Instagram, Facebook, and WhatsApp. Their tactic is not surprising since this program was originally created and designed to combat impersonation via Twitter-like blue checkmarks.
