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Meta is positioning its models, AI agents, and APIs as a business-facing platform, led by a new Meta Enterprise Platform and a planned mix of subscriptions and usage-based pricing. The company frames this as a multi-year bet rather than a near-term revenue driver, and says it will scale investment only if customers show real demand. For AI readers, the key question is whether Meta can compete with established enterprise AI vendors on product fit, not just model quality.

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Meta’s CFO Susan Li has a new AI customer in mind: corporate America

FortuneOctober 22, 20265 min read

Meta is betting its AI models, agents and business tools can help it break into the enterprise market.

Good morning. Enterprise AI is emerging as a major battleground, and Meta believes the market remains up for grabs. “AI is creating huge amounts of disruption in enterprise today,” CFO Susan Li said during the tech company’s third-quarter earnings call on Wednesday. “We really don’t believe that traditional enterprise companies have this locked down.” Some leading companies in this space didn’t exist a few years ago, Li said. Those companies made large investments in model development, and Meta has done the same, she added. “We have increasingly competitive models to bring…

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