Meta Outlines Enterprise AI Pivot: Compute Sales, APIs, Business Agents Beyond Advertising

On Meta's Q2 2026 earnings call July 29, Zuckerberg told investors the company sees "a large enterprise opportunity to sell to businesses, including APIs, business agents, potentially selling compute directly, and other services." He acknowledged enterprise sales is a "different muscle" Meta has historically lacked. Meta also plans coding and development tools for external customers.