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▶ 7:32 · $META · Business agents gain 1M SMBs in two months signaling new revenue vector
episode briefing
The Information

Why Meta Will Burn Cash Until 2028

2026-07-30 · 1 company · 3 thematic
sentiment
1 bull0 bear0 neu
speakers
ron jose

Sell-side analyst covering internet sector at Citi; provides detailed financial modeling and product-level analysis of Meta's AI strategy, capex trajectory, and new product pipeline.

quote
“the business agent side, uh i.e., the ability for agents to now in uh converse directly with their consumers through Meta is something that's taken off, and that just launched in the about two months ago in early June. So we have a million…”
—ron jose
now playing · $META
$META···bullish· mediumron jose
Business agents gain 1M SMBs in two months signaling new revenue vector
Meta's business agent product launched in early June and already has 1 million SMBs adopted, representing a new monetization layer on top of the 3.6B daily active user base that c…