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TechCrunch AI · 2026/7/29 23:00:11
Mark Zuckerberg predicts that billions of people will have personal AI agents in five years

Mark Zuckerberg predicts that billions of people will have personal AI agents in five years

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扎克伯格在最新财报电话会上放出豪言:五年内,全球将有数十亿人拥有自己的“个人AI助理”。这些AI不是简单的问答工具,而是能24小时理解你的目标,帮你管钱、管健康、打理人际关系甚至家务的“数字管家”。他特别提到,这类助手最终会像微信聊天一样普及,而WhatsApp已经成了用户与Meta AI互动的主要平台。 不过,这张蓝图背后是Meta惊人的烧钱速度。单是今年一季度,负责AR眼镜和VR头显的部门就亏了46亿美元,自2021年以来累计亏损已达880亿美元。更让人捏把汗的是,由于疯狂投建AI基础设施,Meta的自由现金流同比暴跌91%——从85.5亿美元降到7.84亿美元。即便如此,扎克伯格仍计划与黑石合作在德州建一座140亿美元的超级数据中心。 对普通人来说,未来可能真的会有一个“懂你”的AI秘书,但前提是Meta能扛住这场耗资巨大的豪赌。竞争对手如谷歌和Anthropic也在猛攻AI助手,可扎克伯格的乐观预期能否成真,还得看投资者是否愿意继续掏钱。
Meta founder and CEO Mark Zuckerberg is trying to sell investors on his prediction for the future — one where billions of people will have their own personal AI agents in the next five years. (Let’s hope that future also comes with data centers efficient enough to power all those agents — without triggering a fresh wave of climate disasters.) “I think that it’s extremely unlikely if you look out five years from now, for example — whatever period of time you want — that you don’t have billions of people with a personal agent that understands your goals and that is just working on your behalf 24/7 to achieve your goals in whatever the domain is that you care about,” Zuckerberg said on Wednesday’s quarterly earnings call with investors. He added that he could see people using these agents to help them with their finances, health, interpersonal relationships, and household management. “As we move toward a future where we’re all interacting with multiple agents, I think that WhatsApp and our other messaging surfaces are going to become increasingly important,” he said, noting that WhatsApp is already the leading platform where users interact with Meta AI. Meta is not alone in setting high expectations for AI systems that can act on a person’s behalf rather than just answer questions. Google emphasized custom AI agents as a key new feature in its Search overhaul, which sparked outcry from users who felt bogged down by the constant onslaught of AI results on Google. Meanwhile, subscriptions to Anthropic’s Claude have skyrocketed as engineers fawn over the agentic coding assistant Claude Code. Compared to its competitors, however, Meta may not enjoy as much confidence from investors as it continues dumping cash into innovative projects that may or may not pan out — Meta’s stock dropped almost 10% after posting this quarter’s earnings. Meta’s Reality Labs, the organization responsible for its AR glasses, VR headsets, and related software, lost around $4.6 billion this quarter, roughly in line with the losses the division has posted each quarter since 2021. That’s a running total now of around $88 billion. Meta’s AI spending is likely to climb even higher, which is more of a concern at this juncture. The company reported free cash flow of $784 million this quarter, down from $8.55 billion the same quarter last year. That’s a 91% drop year over year, exacerbated by the company’s investments in AI infrastructure. This week, Meta and BlackRock announced a partnership to build a $14 billion data center in El Paso, Texas. var playerInstance_jwplayer_6a6aa9311beac = jwplayer( "jwplayer_6a6aa9311beac" ); playerInstance_jwplayer_6a6aa9311beac.setup({ playlist: "https://cdn.jwplayer.com/v2/media/4CEANrFT", }); “We believe that there will continue to be a significantly higher margin on selling intelligence rather than selling compute directly, but we think that there’s a big opportunity, obviously, to sell compute as well,” Zuckerberg said. Ultimately, he believes that the personal agents that Meta is developing will be “the foundation for our next wave of products and revenue lines in the months and years ahead.” So far, Meta’s business agents, rolled out globally on WhatsApp and Messenger this quarter, have been adopted by more than one million businesses. It may be harder to get people to adopt consumer AI agents, but the road to “billions” has to start somewhere — the company can’t get there on enterprise agents alone.
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