🚨FLASH: Zuckerberg Signals to Wall St. That Meta is Entering the Race for Agentic Commerce Supremecy!

While talking about Meta's 'future AI LLM and products", Zuckerberg drops an Agentic Commerce Bomb! 💣

In the Q4 2025 META conference call (it was a beat and raise, more like a smash and shock -more on that in a future post), Mark Zuckerberg took the mic and started out with this context:

“In ‘25, we rebuilt the foundations of our AI program. Over the coming months, we’re going to start shipping our new models and products.”

Then a little bit later he dropped the next quote. In it he mentions new ‘Agentic Commerce tools” that will “allow shoppers to find the right products from businesses in our catalog”. Some people I’ve talked to think he was potentially talking about partnering with external agentic commerce providers. But, I think he’s pretty clearly signaling they are getting in the race. Here’s the clip, what do you think?

Here’s the clip→

Here’s the transcript of the clip→ (bolding is mine)

Today, our systems help people stay in touch with friends, understand the world and find interesting and entertaining content. But soon, we’ll be able to understand people’s unique personal goals, and tailor feeds to show each person content that helps them improve their lives in the ways that they want.

This also has implications for commerce. Our ads today help businesses find just the right very specific people who are interested in their products. New Agentic shopping tools will allow people to find just the right very specific set of products from the businesses in our catalog. We’re focused on making these experiences work across both our feeds and across business messaging, significantly increasing the capabilities of WhatsApp over time.

Where does TechCrunch Weigh In?

TechCrunch is out with a short article here basically agrees with me - we are ‘months’ away from Agentic Commerce Tools.

Final Thought on Timing

It’s January and Zuck was talking about Q4. He’s been sitting there watching all the buzz and excitement from ChatGPT and now Google, Copilot and Perplexity. He specifically said months. If it was more than 4 months, I think he would have waited for the next conference call. Therefore i think we’ll see something out in Feb/March/April. I’d look at the back half of that window and I’m going to say 3/15-4/15 we will see this. Possibly earlier - he was quite specific to mention it and talk about catalog and stores, so it’s definitely top of mind.

What do you think?

Is Zuck going to help fulfill my 2026 prediction 10? When are we going to see this come out?

Let us know in comments: