The most logical step for Meta would be to create a larger business around WhatsApp, said Ralph Schackart, an internet equity analyst at investment bank William Blair. Specifically, WhatsApp could help businesses build customer-service chatbots using Meta's GenAI, Schackart said.
"Longer term, this is going to evolve into customized sales agents, which is a $3 trillion-plus industry," Schackart said about Meta's WhatsApp business AI chatbot opportunity.