Jaeden Schafer

Mark Zuckerberg says that Meta is going to start seeing new AI models and products within months.

This is, of course, following their huge internal reset that they did for their whole AI company.

I mean, there was just a lot of drama in this, but we had Yann LeCun who left, who was formerly their head of AI.

We had a ton of acquisitions.

Meta has been spending a ton of money.

And apparently 2026 is going to be the year that they start bringing out all of their new models, which are going to be coming in the next few months, apparently.

And they said that they're going to steadily push the frontier over the course of the new year.

Mark Zuckerberg didn't give specific timelines.

He also repeatedly emphasized that a lot of their AI driven commerce is going to be a near term priority, something they're working on right now.

He said, quote, this also has implications for commerce.

New agentic shopping tools will allow people to find just the right set of products from the business in our catalog, from businesses in our catalog.

Meta is definitely not the first person to do this.

We've seen OpenAI and Google both kind of introduce these agent based transaction platforms, whether they're partnering with Stripe and Uber.

Both of those companies are also doing things.

And so there's a lot of these sort of quote unquote, you know, agentic shopping tools.

But I think Meta really is positioned well to be a big one.

And especially when we see just how successful TikTok shop has been, I think this is something that Meta could do really well at.

I think their bet right now is that their advantage isn't just in the infrastructure, but in all of the data that they have.

They said, quote, we're starting to see the promise of AI that understands our personal context, including our history, our interests, our content and our relationships.

A lot of what makes agents valuable is the unique context that they can see.