— Topic —

    Messaging

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    RECEIPT #BEN-TH

    OCT 29, 2024

    Story still evolving.

    PREDICTION BY

    Ben Thompson
    And then the one that I think is going to have the fastest direct business loop is going to be around helping people interact with businesses. You can imagine a world on this where over time, every business has as an AI agent that basically people can message and interact with. And it’s going to take some time to get there, right? I mean, this is going to be a long road to build that out.

    FOLLOW-UP

    Meta expanded WhatsApp/Instagram AI business tools with 10M+ businesses using AI messaging features by Q1 2026. Adoption grew in low-labor-cost regions, boosting messaging revenue ~30% YoY in 2025, but global scale remains limited. No evidence of 'every business' having agents yet.