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The merger and acquisition trend among tech giants has shifted. Meta recently announced the acquisition of Manus, and there are two highlights behind this deal: first, it marks the first time a top US tech company has directly acquired a startup incubated in China; second, the acquired company is not small — Manus just announced in December that its annual revenue exceeded $100 million, and it has deployed over 80 million AI agents for users.
What does this indicate? It shows that the AI agent track has moved from the conceptual stage to commercial validation, and international capital's recognition of this direction is increasing. In terms of revenue-generating capability and user scale, Manus has clearly proven its market value. The logic behind big companies' acquisitions is very clear — they either focus on core technology or on the scalability of user base and business models, and Manus ticks both boxes. This may signal the beginning of AI agents transitioning from niche tools to mainstream applications.