2025-12-30 05:22:57

Manus's story is quite interesting—what makes this Chinese team stand out in the AI agent race?

Here are the numbers: a $2 billion valuation, $100 million in annual recurring revenue (ARR), plus an almost $4-5 billion acquisition offer from Meta (which industry insiders have heard about). Honestly, the speed has been somewhat astonishing, moving from fundraising to being bought by a major company in no time.

What’s even more intriguing is their choice. Over a year ago, founder Xiao Hong and his team faced an acquisition offer worth tens of millions of dollars from a giant. The team hesitated at the time. But in the end, they made a clear decision—how many opportunities are there in a lifetime to go all-in? Since they believed in this direction, why step back early?

Looking back now, that was the right choice. Although they don’t have a self-developed large model, what attracts players like Google and Microsoft to Manus? The core competitive advantage is engineering capability. They have refined every aspect of AI agents—product design, system architecture, performance optimization—these invisible but perceptible details ultimately translate into user experience and market recognition.

Why do Google, Microsoft, and Meta care about this company? Because in the productivity tools arena, agent technology is becoming the new dividing line. Whoever can make AI agents the smoothest and most reliable will seize the initiative in the next round of competition. Manus has proven its value at this critical moment, which is why it has transformed from a startup into a sought-after asset.

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AirdropHermit

· 21h ago

Damn, no model, but still managed to achieve a $5 billion acquisition? Pure engineering capability is this powerful? --- This is true all-in; selling out early is less wise than betting on the right trend. --- Refining engineering details is the key to everything. --- The question is, can Manus truly hold up to this valuation independently? Will it get acquired by a big company and then just cool off? --- Honestly, it's all about timing. The agency track is really the hot spot right now. --- Xiao Hong's decision was definitely right, but whether they can maintain this growth rate is really uncertain. --- The story of rejecting a multi-million dollar offer sounds great, but what if Meta isn't interested? --- Strong engineering skills are so in demand. It feels like all the giants are competing for it. --- A $2 billion valuation with $100 million ARR, that profit margin is outrageous, right? --- AI agency has really become a watershed; it's a race to see who can move faster.

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NeonCollector

· 21h ago

Engineering capability is truly the core; it's not just about stacking models Not bowing to early acquisitions—this decision-making taste is indeed well-honed The agency track is really a watershed; whoever handles it smoothly will win A $2 billion valuation at this speed—this Chinese team is really fierce I believe in entrepreneurs who stick to their own rhythm; they're better than anything else

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TokenCreatorOP

· 21h ago

Huh, Xiao Hong really bet right by not selling back then. Being able to sell at this price without a model, engineering truly is the key. In just over a year, from hundreds of millions in offers to being pursued by Meta, this pace is incredible.

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AirdropHunter

· 22h ago

This round of Manus really played hard, and without developing a large-scale model in-house, they managed to create engineering capabilities that surpass others. Earlier, rejecting hundreds of millions in acquisitions, I knew they had made up their minds. This is true all-in.

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ApeWithNoFear