While browsing the news this morning, I was a bit surprised. Last year, Manus, which sparked a nationwide craze, with everyone searching for invite codes and flooding social media, was acquired by Meta. This wasn't a symbolic acquisition; rumors suggest the purchase price hit $2 billion. Suddenly, I kept pondering one question: what does that wave of excitement signify? Is it a genuine market opportunity or just a speculative bubble?

Manus's popularity in the AI circle last year was indeed top-tier. The rapid growth from 0 to 1, user engagement, and funding enthusiasm all reflected the market's hunger for such innovative projects. Meta's big acquisition, to some extent, provides an answer — this isn't just a passing trend but a real track that tech giants are betting on.

From another perspective, this case reflects current investment logic. Large companies acquiring innovative teams, integrating AI capabilities, and improving ecosystems have become common strategies. For Web3 and AI enthusiasts, the key isn't just following the trend but understanding what the market is seeking and the industry logic behind these funding events. That wave of excitement isn't entirely a bubble — but it's important to distinguish what truly creates value from what is merely driven by emotion.