Mark Zuckerberg says Meta users will start seeing new AI models and products from the company within months.
“In 2025, we’re rebuilding the foundations of our AI program,” Zuckerberg said in an investor call Wednesday, referring to the company’s newly rebuilt AI lab. “In the coming months, we’ll start shipping our new models and products… and I expect we’ll be pushing the envelope in the new year.”
But while Zuckerberg didn’t provide specific timelines or products, he highlighted AI-driven commerce as a particular area of focus for Meta.
“This also has commercial implications,” Zuckerberg continued. “The new shopping tools will allow people to find the right set of products from the businesses in our catalog.”
That proposal echoes broader interest in AI-powered retail 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 are already building significant technical infrastructure, Meta believes its access to personal data will prove uniquely valuable.
“We’re starting to see the promise of AI that understands our personal situation, including our history, our interests, our content and our relationships,” Zuckerberg said on the call. “A lot of what makes agents valuable is the unique context they can see, and we believe Meta will be able to provide a unique personalized experience.”
Techcrunch event
San Francisco
|
October 13-15, 2026
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 Manus service, and integrate it with our products.”
The call for investors was made at the release of Meta’s most recent quarterly earnings, which also revealed a significant increase in spending on new infrastructure. The company now expects to spend between $115 billion and $135 billion in capital expenditures through 2026, up from $72 billion in 2025.
In its official filing, Meta said the jump was due to “increased investment to support our Meta Superintelligence Labs efforts and core business.”
While significant, this number still falls short of the $600 billion that Zuckerberg reportedly predicted for Meta infrastructure spending by 2028.
Meta has previously drawn criticism from investors for failing to clearly state how its big AI investment will translate to the company’s bottom line. But while details are still thin, Zuckerberg made it clear that the AI lab’s work will reach the public soon.
“This is going to be a big year for bringing personal innovation, accelerating our business, building the infrastructure for the future, and shaping the way our company will operate going forward,” he told investors.
