Facebook Launches Search Engine AI Tool That Could Make Meta $10 Billion A Year, Analyst Says

BreakingBusinessFacebook Launches Search Engine AI Tool That Could Make Meta $10 Billion A Year, Analyst SaysByMary Whitfill Roeloffs,Forbes Staff. Mary Roeloffs is a Forbes breaking news reporter covering pop culture.Follow AuthorJun 15, 2026, 03:01pm EDTToplineA suite of new artificial intelligence-powered features released by Meta on Monday will allow people to use Facebook as a search engine and content generation tool in such a way that could generate more than $10 billion in annual revenue for Meta if it takes off, according to a Morgan Stanley analyst. The new Meta AI (Muse Spark) logo.SOPA Images/LightRocket via Getty ImagesKey FactsMeta launched “AI Mode” inside Facebook Search on Monday, which will answer search queries using Meta AI and return answers drawn from public content across Groups and Reels, rather than surfacing a “generic” list of search results, the company said. The search tool is powered by Muse Spark, the AI model Meta debuted in April and the first major model developed by Meta Superintelligence Labs, which is headed by former Scale AI CEO Alexandr Wang.If the new tool is able to retain 1 billion users—about a third of Facebook’s monthly active users worldwide—and monetizes just 10% of daily queries, it could easily generate over $10 billion in annual revenue for Meta, according to Morgan Stanley analyst Brian Nowak. Monday’s rollout also includes new AI-assisted photo and video editing capabilities including collage cutout templates, video transition effects and photo presets that let users change their clothing, hair and accessories in photos. Meta shares climbed nearly 5% to just short of $595 as of 2:45 p.m. EDT on Monday afternoon, though the stock is still down about 8% year-to-date. if (!window.cnxel) { window.cnxel = {}; window.cnxel.cmd = []; var iframe = document.createElement('iframe'); iframe.style.display = 'none'; iframe.onload = function() { var iframeDoc = iframe.contentWindow.document; var script = iframeDoc.createElement...