Comment by nerevarthelame
7 months ago
Zuckerberg had a lot to say about AI in his part of Meta's Q2 earnings statement, but the follow-up earnings call [0] revealed the rather limited scope of AI in their ad business so far:
>"The first is enabling business AIs within message threads ... We’re expanding business AIs to more businesses in Mexico and the Philippines. And we expect to broaden availability later this year as we keep refining the product."
>"The second area of business AI development is within ads ... We’re currently testing this with a small number of businesses across Feed and Reels on Facebook and Instagram as well as Instagram Stories."
>"And then the final area that we are exploring is business AIs on business websites to help better support businesses across all platforms ... and we’re starting to test that with a few businesses in the US."
So it's just very small scale tests so far - not the sort of thing that would have any measurable impact on their revenue.
[0]: https://s21.q4cdn.com/399680738/files/doc_financials/2025/q2...
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