Meta AI: Zuckerberg Unveils Plans for Premium Tier and Ads in Standalone App

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On Thu, 1 May, 8:03 AM UTC

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Meta CEO Mark Zuckerberg announces plans to introduce a premium subscription and ads for Meta AI, signaling a shift towards monetization of the company's AI assistant.

Meta AI's Rapid Growth and Future Plans

Meta's standalone AI app, launched recently, has quickly gained traction with CEO Mark Zuckerberg claiming it has reached "nearly 1 billion monthly users" 2. This rapid adoption has prompted Meta to outline ambitious plans for the future of its AI assistant, including monetization strategies and increased investment in AI infrastructure.

Premium Tier and Ads on the Horizon

During Meta's Q1 2025 earnings call, Zuckerberg revealed plans to introduce a premium tier for Meta AI. This paid service would offer users "more compute or additional functionality" 1, mirroring similar offerings from competitors like OpenAI, Google, and Microsoft. Additionally, Zuckerberg hinted at incorporating "product recommendations or ads" within the AI assistant 12.

Significant Investment in AI Infrastructure

To support its AI ambitions, Meta has revised its capital expenditure projections upwards. The company now expects to invest up to $72 billion in AI infrastructure, a substantial increase from the previously announced $65 billion 15. This investment will primarily focus on data centers and hardware to power Meta's AI initiatives.

Business Messaging: The Next Revenue Pillar

Zuckerberg emphasized the potential of AI-powered business messaging as a significant future revenue stream. He envisions a future where "every business today has an email address, social media account and website, they'll also have an AI business agent that can do customer support and sales" 4. This strategy is already showing promise in countries with lower labor costs, such as Thailand and Vietnam.

Meta's AI Strategy and Competition

The launch of the standalone Meta AI app and these monetization plans underscore Meta's determination to compete with established AI players like ChatGPT, Google's Gemini, and Microsoft's Copilot 12. Zuckerberg's stated goal is for Meta AI to become "the most used AI assistant in the world" 2.

Timeline and Focus

While these plans signal Meta's long-term strategy, Zuckerberg indicated that the immediate focus would be on scaling and deepening user engagement. He stated, "I expect that we're going to be largely focused on scaling and deepening engagement for at least the next year before we'll really be ready to start building out the business" 12.

Broader AI Applications

Beyond the standalone app, Meta is exploring AI applications across its ecosystem. For instance, the company has been testing its Llama model to power Threads' recommendations, resulting in a 4% increase in time spent on the platform 2. This suggests a broader strategy to integrate AI capabilities across Meta's suite of products and services.

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