"Zuckerberg's Last Piece of the Puzzle: Why Meta Must Acquire Manus for $2 Billion by 2025"
Understanding Meta's four major strategic moves for 2025 will give you insight into the trajectory of AI development:
1️⃣ Underlying Data: Hiring the best talent and investing heavily, acquiring a 49% stake in Scale AI for $14.3 billion and bringing in the genius Alexandr Wang to lead the team! Large models don't lack algorithms, they lack high-quality "fuel."
2️⃣ Large Models: Llama's "Midlife Crisis" While Llama 4 was powerful, it was squeezed between DeepSeek and Claude. Zuckerberg said he wanted to run sprints, and if a model lagged behind, he would immediately poach talent at exorbitant prices, emphasizing "money power."
3️⃣ AI + AR: Wearing AI on your face. Acquiring Limitless is about putting that $99 "second brain" into smart glasses. The future of AR isn't about watching movies; it's about remembering every second of your life.
4️⃣ Agent: Giving AI a pair of hands. OpenAI has Operator, Anthropic has Computer Use, but Meta only has a chat window? The addition of Manus fills Meta's last gap. Leveraging GAIA's world-leading product testing capabilities, Manus is the "digital employee" that can help you book flights, conduct research, and write code.
💰 Valuation Discussion: Is PS=30 expensive? ARR of $100 million in 8 months, a valuation of $2-3 billion.