
In a conversation with Microsoft CEO Satya Nadella, Mark Zuckerberg expressed his ambition to delegate more than half of development tasks to artificial intelligence. Later, in an interview with podcast host Dwarkesh Patel, he projected that within the next 12 to 18 months, the majority of Meta’s internal codebase would be developed through AI agent services. Building on these statements, during the announcement of Meta’s financial results for the first quarter of fiscal year 2025, Zuckerberg revealed plans to enhance the Meta AI App with additional premium features and indicated that these would likely be offered through a subscription model.
Zuckerberg envisions that the Meta AI App will attract a broader user base — especially given that Meta’s AI capabilities have already drawn over 100 million users globally. With the continued rollout of new features, he believes the app’s appeal will only grow.
He also emphasized that offering premium functionalities via a paid subscription model not only incentivizes broader adoption but also creates a new stream of revenue for Meta. Furthermore, Zuckerberg noted that the Meta AI App may eventually serve as a platform for personalized product recommendations and ads tailored to individual preferences — potentially spawning additional monetization channels.
In recent developments, Meta has begun integrating ads into its Threads service, making it one of the company’s revenue-generating advertising platforms. As such, the inclusion of advertisements within the Meta AI App seems not only plausible but likely.
As for the financial results released for Q1 of fiscal year 2025, Meta reported revenues of $42.314 billion — a 16% increase year-over-year. Operating expenses totaled $24.759 billion, reflecting a 9% rise compared to the previous year. Operating income reached $17.555 billion, marking a 27% year-over-year increase, while net income surged to $16.644 billion — up 35% from the same period last year.
Across Meta’s family of apps, including Facebook, the average number of daily active users climbed to 3.43 billion, a 6% increase year-over-year. Ad impressions rose by 5%, while the average price per ad increased by 10%.