WhatsApp May Become Meta’s Next Revenue Driver: Zuckerberg and Stripe Target AI Opportunities and Metaverse Strategy
Meta CEO Mark Zuckerberg Attends Stripe Sessions 2025
Meta CEO Mark Zuckerberg was invited to attend the annual technology conference “Stripe Sessions 2025” hosted by global payment processor Stripe on May 9, where he engaged in an in-depth conversation with Stripe CEO John Collison. Zuckerberg shared his views on AI, market changes, and future computing platforms, while also revealing Meta’s future strategies in advertising, business, and AR glasses, as well as his thoughts on the Libra stablecoin project.
Is AI a Bubble or a Great Opportunity? Zuckerberg Believes It’s Realizing Faster Than Expected
Zuckerberg opened by discussing the progress of Meta AI over the past year:
“At first, everyone doubted whether AI was just hype, but we observed that every previously set goal has been achieved ahead of schedule.”
He mentioned that Meta AI now has 1 billion monthly active users, with AI being widely applied in business agents, advertising systems, and content creation.
AI-Driven Advertising Monetization: Small Businesses Can Now Set Goals Without Creativity
Zuckerberg emphasized that in the past, businesses had to create materials and set target audiences before advertising. Now, Meta’s AI system can automatically match the best-performing audiences and creative combinations based on the goals and budget set by the businesses. He described this as the “ultimate business outcome machine,” which could even change the proportion of advertising in the global GDP.
AI Business Messaging Agents Becoming Company Employees: WhatsApp May Become the Next Revenue Driver
Zuckerberg is optimistic that “business messaging” is a future trend, pointing out that countries like Vietnam and Thailand have become accustomed to handling sales and customer service through messaging. AI will significantly reduce costs, making it easier for global enterprises to deploy automated customer service. He predicts that WhatsApp will become Meta’s next revenue driver.
Zuckerberg emphasized that the emergence of AI lowers the barriers to entrepreneurship, allowing more small, talent-intensive teams to focus on “real core ideas,” leaving other trivial tasks to AI. He stated that platforms like Stripe are important drivers of this wave of innovation.
Rapid Market Restructuring: Meta Identifies AI Personalization as Key
Discussing market competition, he believes we are entering a “tech race era” reminiscent of the 1980s, where new leaders may emerge every six months. He thinks companies will specialize in different directions, for example, Anthropic focusing on engineering and code assistance, while Meta will focus on “personalized AI agents” and voice interaction, creating a complete experience in conjunction with AR glasses.
Image of Meta Orion glasses
Why Bet on Glasses? Because They Are the Perfect Vehicle for AI
Zuckerberg pointed out that AR glasses can “see what you see, hear what you hear, and interact at any time,” making them a more fitting future computing platform than mobile phones. He believes that holograms will become a key social tool of the next generation, and plans to continue investing in this direction for over ten years.
Image of holographic projection from the movie Iron Man
No Trust in Delegation Culture: Jump In If You Care
When discussing his management style, he candidly stated that he does not trust a delegation culture:
“If there is something I care about, I will get involved, regardless of hierarchy or whether it’s my direct department.”
He established a core group of 25-30 people called “Small Group,” who can grasp all important contexts of the company and serve as Meta’s task force.
Why the Libra Stablecoin Didn’t Take Off? Zuckerberg: It’s Not Our DNA
When asked about the reasons for the failure of the Libra stablecoin project in 2019, Zuckerberg believed, “This is not in Meta’s DNA; it would be more suitable for a company like Stripe that focuses on financial payments.” He also admitted that the initial intention was to integrate payments into a global messaging platform, but in reality, cross-border payments were too difficult to advance.
Zuckerberg’s Observations on Stripe and Advice for Entrepreneurs
Finally, Zuckerberg advised entrepreneurs: “It is now easier to start a business than ever before; you can rely on platforms like Stripe or Meta to focus on your core idea without having to build everything yourself.” He encouraged teams to form a group of partners who would strive together for over ten years, focusing on creating unique value empowered by AI.
(Rumors of Meta’s Comeback? Reevaluation of Stablecoin Deployment Plans in Three Years, Libra/Diem Ambitions Resurface)
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