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BREAKING 🚨: META AI IS PREPARING TO GET NEW AVACADO MODELS, MANUS BROWSER AGENT AND INTEGRATION WITH OPENCLAW! What’s new? - Meta AI website got migrated to the new stack while retaining the same user experience. - New effort selector, email, and calendar connectors are already available to users....

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Meta literally spent $72 BILLION building AI infrastructure that generates ZERO revenue. Then a Chinese company launches an AI agent in March, hits $125 million in revenue by December, and Zuck writes a $2 billion check in 10 days. But this isn't a strategic acquisition... It's panic. Here's what happened: Meta has been burning cash on AI for years. Building data centers. Hiring researchers. Training models. Claiming they're building "superintelligence." The problem: None of it makes money. Meta AI is free. Their models are open source. Their chatbots generate zero revenue. Meanwhile, investors are getting twitchy about the $72 billion infrastructure spending spree with no clear path to profitability. Enter Manus. A startup that launched 8 months ago. Founded in Beijing. Chinese founders. Moved to Singapore in June. March 2025: Manus launches with a viral demo video showing an AI agent that screens job candidates, plans vacations, analyzes stock portfolios. April 2025: Benchmark leads a $75M funding round at $500M valuation. US Senator John Cornyn immediately drags them for investing in a Chinese AI company, asking "who thought it was a good idea for American investors to subsidize our biggest adversary in AI?" December 2025: Manus announces $100M in annual recurring revenue. The fastest startup in HISTORY to hit that milestone. Revenue run rate: $125M. That's when Meta started negotiating. The deal closed in 10 days for ~$2 billion. Meta paid 4x the valuation from 8 months ago for a company that's ACTUALLY making money from AI. Here's why this matters: Manus hit $125M revenue in 8 months. Meta spent $72B on AI and has generated exactly $0 in AI-specific revenue. Zuck couldn't build profitability, so he bought it. But there's a problem. Manus has Chinese founders. Started in Beijing. Backed by Tencent and HongShan Capital (formerly Sequoia China). In the current geopolitical climate, that's radioactive. So Meta immediately issued a statement: "There will be no continuing Chinese ownership interests in Manus following the transaction, and Manus will discontinue its services and operations in China." Translation: We're buying your revenue and your team, cutting all Chinese ties, and pretending this was always an American company. This is geopolitical cleanup. The numbers tell the real story: Manus processed 147 trillion tokens in 8 months. Created 80 million virtual computers. Hit $100M ARR faster than any startup in history. Meta spent years and $72 billion trying to build this and failed. So they panic-bought the Chinese company that figured it out in 8 months. Meanwhile, this is Meta's third major AI acquisition THIS YEAR: June: Bought 49% of Scale AI for $14 billion to get CEO Alexandr Wang. Earlier this month: Acquired AI-wearables startup Limitless. Now: Manus for $2B. Meta's AI strategy is literally pay-to-win. Because after burning $72 billion, they still can't answer the one question investors keep asking: "When does AI make money?" Manus answered that question in 8 months. Meta couldn't answer it in 3 years. The craziest part: Manus charges $39-$199/month for subscriptions. That's it. No fancy enterprise deals. No complex pricing. Just a simple SaaS model that actually works. And it took a Chinese startup to figure out what Silicon Valley couldn't: people will pay for AI that actually does work instead of just answering questions. So Zuck wrote a $2 billion check, promised to cut all Chinese ownership, and is now claiming credit for "accelerating AI innovation." But everyone watching knows the truth... Meta spent $72B building infrastructure for a business they couldn't figure out how to monetize. Then they bought the company that cracked the code in 8 months. The AI race isn't about who builds the best models. It's about who builds a business that actually makes money. And right now, Meta just admitted they can't do it alone.

Ricardo

98,070 Aufrufe • vor 6 Monaten