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π **Category**: AI,agentic commerce,earnings,Mark Zuckerberg,Meta
β **What Youβll Learn**:
Mark Zuckerberg says Meta users will start seeing new AI models and products from the company within months.
βIn 2025, we rebuilt the foundations of our AI program,β Zuckerberg said on a call with investors on Wednesday, referring to the recently restructured AI lab. βOver the coming months, we will begin shipping our new models and products… and I expect us to steadily push the boundaries throughout the new year.β
But although Zuckerberg did not provide timelines or specific products, he did highlight AI-driven trading as a particular focus area for Meta.
βThis also has implications for commerce,β Zuckerberg continued. βNew shopping tools will allow people to find the right combination of products from companies in our catalog.β
This proposal reflects broader interest in AI-powered shopping assistants across the industry. Both Google and OpenAI have built platforms for agent-enabled transactions, with companies like Stripe and Uber signed on as partners.
But while other AI labs have already built significant technical infrastructure, Meta believes its access to personal data will be uniquely valuable.
βWe are beginning to see the promise of AI that understands our personal context, including our histories, interests, content, and relationships,β Zuckerberg said on the call. βMuch of what makes agents valuable is the unique context they can see, and we believe Meta will be able to provide a uniquely personalized experience.β
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In December, Meta acquired general-purpose developer Manus, which provides similar technology. At the time, Meta said it would “continue to operate and sell the Manos service, as well as integrate it into our products.”
The investor call was timed with the release of Meta’s latest quarterly earnings, which also revealed a significant increase in spending on new infrastructure. The company now expects it will spend between $115 billion and $135 billion on total capital expenditures over the course of 2026, up from $72 billion in 2025.
In its official filing, Meta attributed this jump to βincreased investment to support the efforts of Meta Superintelligence Labs and our core business.β
Although significant, this number is still less than the expected $600 billion Zuckerberg predicted for Meta infrastructure spending through 2028.
Meta has previously been criticized by investors for failing to explain how its massive investment in AI translates into the company’s bottom line. But while details are still scant, Zuckerberg has made it clear that the AI ββlabs’ work will reach the public soon.
βThis will be a big year to deliver superior personal intelligence, accelerate our business, build the infrastructure for the future, and shape how our company operates going forward,β he told investors.
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