Meta CEO Mark Zuckerberg Attends Stripe’s Annual Tech Conference
On May 9, Meta CEO Mark Zuckerberg was invited to participate in Stripe’s annual technology conference, “Stripe Sessions 2025,” where he engaged in an in-depth discussion with Stripe CEO John Collison. During the conversation, Zuckerberg shared his insights on AI, market changes, and future computing platforms, while revealing Meta’s strategic vision for advertising, business, and AR glasses, as well as his thoughts on the Libra stablecoin project.
Is AI a Bubble or a Major Opportunity? Zuckerberg Believes It’s Realizing Faster Than Expected
Zuckerberg opened by discussing Meta AI’s progress over the past year:
“At first, everyone was skeptical about whether AI was just hype, but we have observed that every previously set goal has been achieved ahead of schedule.”
He noted that Meta AI now boasts 1 billion monthly active users, with AI being extensively utilized in business agents, advertising systems, and content creation.
AI-Driven Advertising Monetization
Zuckerberg emphasized that in the past, businesses had to create materials and define target audiences before advertising. However, Meta’s AI system can now automatically match the best-performing audiences and creative combinations based on the goals and budgets set by businesses. He described this as a “ultimate business outcomes machine,” which could even change the share of advertising in global GDP.
AI Business Messaging Agents Becoming Company Employees
Zuckerberg views “business messaging” as a future trend, highlighting that countries like Vietnam and Thailand have become accustomed to handling sales and customer service through messaging. He believes AI will significantly lower costs, making it easier for global companies to deploy automated customer service. He predicts that WhatsApp will become Meta’s next major revenue driver.
He stressed that the emergence of AI lowers the barriers to entrepreneurship, allowing more small, talent-intensive teams to focus on their “true core ideas,” while delegating other trivial tasks to AI. He stated that platforms like Stripe are key drivers of this wave of innovation.
Market Structure Rapidly Reshuffling, Meta Focuses on AI Personalization
When discussing market competition, he noted that we are entering a “technology race era” reminiscent of the 1980s, where new leaders could emerge every six months. He believes companies will specialize in different directions, for example, Anthropic focuses on engineering and code assistance, while Meta concentrates on “personalized AI agents” and voice interaction, creating a complete experience in conjunction with AR glasses.
Above images show Meta Orion glasses.
Why Bet on Glasses? They Are the Perfect Vehicle for AI
Zuckerberg pointed out that AR glasses can “see what you see, hear what you hear, and interact at any time,” making them a closer fit for the future of computing than smartphones. He believes holography will become a key social tool for the next generation, and he plans to invest heavily in this direction for over ten years.
Image from the movie Iron Man showing holographic projection.
Distrust in Empowerment Culture
Speaking about his management style, he candidly stated that he does not trust empowerment culture:
“If there is something I care about, I will participate, regardless of hierarchy or whether it’s my direct department.”
He has formed a core group of 25-30 people called “Small Group,” who are well-versed in all critical contexts of the company and act as Meta’s special forces.
Why Did the Libra Stablecoin Fail? Zuckerberg: It Wasn’t in Our DNA
When asked about the failure of the Libra stablecoin project in 2019, Zuckerberg stated, “This is not in Meta’s DNA; it would be more suitable if a financial payment-focused entity like Stripe were to handle it.” He also admitted that the initial goal was to integrate payments into a global messaging platform, but in reality, cross-border payments proved too difficult to advance.
Observations on Stripe and Advice for Entrepreneurs
In conclusion, Zuckerberg offered advice to entrepreneurs: “It is easier to start a business now than at any time in the past; you can rely on platforms like Stripe or Meta to focus on your core idea without having to build everything yourself.” He encouraged teams to assemble groups of partners who would strive together for over ten years, focusing on creating unique value empowered by AI.
Risk Warning
Investing in cryptocurrencies carries a high risk, and their prices can be extremely volatile, which may result in the loss of your entire principal. Please assess the risks carefully.