Meta’s CEO, Mark Zuckerberg, appears to be shifting his focus from the metaverse to a fresh vision centered around AI-driven social feeds. During an earnings call on Wednesday, Zuckerberg highlighted his belief in AI as the upcoming major media format, promising that it will make feeds “more immersive and interactive.”
Zuckerberg pointed out that current apps often “feel like algorithms that recommend content.” However, he envisions a future where Meta’s apps are enhanced by AI that truly “understands” users, delivering content tailored to their preferences and creating “great personalized content.”
Last year, Zuckerberg similarly mentioned the idea of AI-enhanced social media, announcing Meta’s intention to introduce a vast new array of content to its recommendation system. This is part of Meta’s broader strategy to make content “easier to create and remix.” The company has already taken steps in this direction by launching a “Vibes” feed within the Meta AI app, allowing users to explore a selection of short, AI-generated videos.
In the call, Zuckerberg also teased a new format that would enable users to create and share worlds or games using prompts. He suggested that videos could also become interactive, stating, “There’s definitely a version of the future where any video that you see, you can tap on and jump into it and… experience it in a more meaningful way.”
Throughout the discussion, Zuckerberg did not emphasize the metaverse, choosing instead to focus on how the company’s investments in virtual reality (VR) and Horizon Worlds will complement AI advancements, enabling these experiences to be delivered “through mobile.” Notably, Meta’s Reality Labs, which houses the metaverse initiative, reported a significant $6.02 billion operating loss in the last quarter of 2025. Earlier this month, Meta laid off over 1,000 employees within this division and closed down three VR studios.
Despite these challenges, Meta reported a substantial revenue of $59.9 billion for the final quarter of 2025, alongside a net income of $22.8 billion. The company is exploring new revenue streams, including monetizing its Meta AI chatbot. Zuckerberg informed investors of potential “subscriptions and advertising” opportunities with Meta AI, which aligns with TechCrunch‘s report on Meta’s plan to introduce premium AI features behind a paywall.
Meta reported revenue of $59.9 billion during the final quarter of 2025 and a net income of $22.8 billion. It seems the company plans to open up more streams of revenue by monetizing its Meta AI chatbot, too, as Zuckerberg told investors that there will be opportunities for “subscriptions and advertising” with Meta AI, lining up with TechCrunch’s report that the company plans on putting premium AI features behind a paywall.
