Meta's Chief Data Officer Alex Schultz Optimistic About Agentic Commerce as Next Level Business
Meta's Chief Data Officer Alex Schultz stated that agentic commerce could be the "next level" for the company's overall business, as the company is building business agents aimed at all enterprises.
As of early this year, Meta's agents have surpassed one million weekly active business users, rapidly growing from zero and automating tasks such as scheduling through platforms like WhatsApp.
In the market mechanism, businesses use Meta AI agents to optimize supply chains and transaction processes, driving growth in event-driven advertising, payments, and subscription revenue, benefiting Meta as a platform, while traditional e-commerce businesses that rely on manual interactions face competitive pressure on efficiency.
Source: Public Information
ABAB AI Insight
Meta has previously deployed chatbots on a large scale through Messenger and WhatsApp. Executives like Schultz continue to push for the evolution from rule-based bots to autonomous agents, accumulating vast amounts of user interaction data to train smarter agent systems.
On the capital front, Meta is mobilizing AI R&D and payment infrastructure resources, integrating stablecoins and other wallet-less digital payments. The motivation is to expand the commercialization of products like WhatsApp through the agent economy, creating an AI-to-AI transaction closed loop to enhance platform stickiness and monetization efficiency.
Similar successful cases of conversational commerce like WeChat and Line show that Meta is currently in an expansion phase, transitioning from social advertising dominance to agent-driven full-stack business.
Essentially, this is a technological replacement: AI agents replace manual coordination and transaction processes, with the mechanism aimed at reducing friction and achieving scalable personalized services, prompting capital to shift from traditional advertising models to agent subscriptions, payment fees, and data-driven ecological control.
ABAB News · Cognitive Laws
- Agents replace manpower, and the platform captures the full transaction profit.
- Conversation equals commerce; the density of AI conversations determines the valuation of enterprises.
- The future belongs to those who do business with AI; those who build the agent ecosystem first will dominate.