以下文章来源于深网腾讯新闻 ，作者胡世鑫 深网腾讯新闻 . 腾讯新闻出品栏目，关注科技和TMT领域公司、事件和人物中的故事，探究背后的深层逻辑。 这笔交易的推进异常迅速。多位接近交易的人士透露，从双方正式接触到最终达成协议，整个谈判周期 仅十余天。据悉，在收购发生前，蝴蝶效应正以约 20 亿美元的估值推进新一轮融资。 胡世鑫 本文 作者 叶锦 言 编辑 12 月 30 日， Meta 宣布完成一笔重量级并购，以数十亿美元的价格收购 AI Agent 产品 Manus 背 后的公司 " 蝴蝶效应 " 。这是 Meta 成立以来金额排名第三的收购，仅次于 WhatsApp 和 Instagram 。交易完成后，蝴蝶效应将保持独立运营， 其创始人、腾讯青腾校友肖弘 将出任 Meta 副 总裁。 Meta 对 Manus 的兴趣并非偶然。扎克伯格及多位 Meta 核心高管均为 Manus 的长期用户。在 Meta 近期重组 AI 研究体系、高薪引入顶尖研究人员，并持续加大算力投入的背景下，这笔收购被视 为其推进 " 超级智能 " 战略的关键一步。 蝴蝶效应成立于 2021 年，早期以浏览器 AI 插件 Monica ...

Core Insights - The article discusses recent acquisitions in the artificial intelligence sector, highlighting significant deals by Meta, SoftBank, and NVIDIA, indicating a continued aggressive investment trend in AI technology [2][8] Group 1: Acquisitions and Investments - Meta announced the acquisition of Singapore-based AI company Manus, with an estimated purchase price around $2 billion, based on Manus's previous valuation of $500 million [2] - SoftBank revealed a $4 billion acquisition of DigitalBridge, showcasing CEO Masayoshi Son's ongoing commitment to large-scale investments despite recent acquisitions [2] - NVIDIA quietly acquired Groq for $2 billion, a move that reflects its strong financial position and strategic focus on enhancing its AI chip capabilities [2][9] Group 2: Market Reactions and Implications - The timing of the acquisition announcements suggests both NVIDIA and Groq aimed for a low-profile transaction during the holiday season to avoid scrutiny [9] - NVIDIA's acquisition of Groq includes a non-exclusive technology license, allowing other companies to negotiate with Groq, while also absorbing 90% of Groq's employees [9][10] - The article notes that such "pseudo-acquisitions" are becoming a norm in the AI industry to circumvent regulatory scrutiny, with NVIDIA's deal being the largest of its kind [10] Group 3: Financial Performance and Gains - Both SoftBank and NVIDIA made significant investments in Intel, with NVIDIA investing $5 billion and SoftBank $2 billion, leading to substantial gains as Intel's stock price increased over 50% since the investments [11] - SoftBank's investment resulted in a floating profit of $1.2 billion, while NVIDIA's profit reached $2.9 billion, indicating successful short-term investment strategies [11]

Core Viewpoint - Meta has officially acquired AI startup Manus for a deal reportedly worth several billion dollars, marking a significant milestone for Chinese tech entrepreneurs and the AI agent market [2][3][5][45] Group 1: Acquisition Details - The founder of Manus, Xiao Hong, will take on the role of Vice President at Meta following the acquisition [2][3] - Manus achieved an annual recurring revenue (ARR) of $100 million within just eight months of operation [6] - Meta's Chief AI Officer, Alexandr Wang, expressed excitement about Manus joining the team to enhance Meta's AI product offerings [7] Group 2: Performance Metrics - Manus achieved a 2.5% automation rate in Scale AI's Remote Labor Index (RLI), outperforming competitors like Grok 4 and ChatGPT [12][13] - The RLI evaluated real outsourcing projects worth over $140,000, representing over 6,000 hours of human professional work [15] Group 3: Financial Performance - Manus generated $125 million in revenue within its first nine months of operation [19][22] - The company transitioned from a Chinese origin to a Singapore-based operation, expanding its workforce to 105 employees [29][30] Group 4: Investment Background - Before the acquisition, Manus underwent four funding rounds, with its valuation reaching nearly $500 million prior to being acquired by Meta [32][35] - Early investors included prominent firms such as Benchmark Capital, Sequoia China, and Tencent, indicating strong investor confidence despite initial controversies [34][35] Group 5: Future Prospects - Meta assured existing Manus users that services will continue as usual and the team will remain intact [37] - Manus plans to open a new office in Paris, indicating ongoing global expansion in the AI agent market [43][44]

Core Viewpoint - Economist Dean Baker criticizes Meta Platforms Inc. CEO Mark Zuckerberg's $77 billion investment in the Metaverse, arguing it represents not only a corporate loss but also a broader economic failure with significant social costs [1][2]. Investment Analysis - The $77 billion investment in the Metaverse is viewed as a substantial misallocation of resources, diverting talent and physical assets from more productive uses [3][4]. - Baker emphasizes that the resources tied up in the Metaverse project could have been utilized for more beneficial purposes, such as affordable housing in the Bay Area [5]. Economic Implications - The failed Metaverse investment is particularly relevant as major tech firms are now investing heavily in artificial intelligence, which is reshaping the economy and straining power grids [6]. - Baker questions whether Zuckerberg has become a more disciplined steward of capital since the Metaverse era, with a potential answer expected by 2026 [6]. Company Adjustments - Meta announced a reduction of up to 30% in its 2026 Metaverse budget, which constitutes 50% to 60% of its Reality Labs division spending, following cumulative losses of $70 billion since 2021 [7]. - The company is also facing criticism for its increasing AI investments, projected to reach $100 billion by 2026, which will require significant external financing [7]. Stock Performance - Meta shares experienced a decline of 0.69% on Monday, closing at $658.69, and a further drop of 0.24% overnight, indicating mixed performance in the market [8].

Core Viewpoint - The article discusses the significant acquisition of the AI startup Butterfly Effect by Meta for several billion dollars, highlighting the rapid rise of its product Manus, which is described as the first general AI agent. This acquisition marks a pivotal moment for a young entrepreneur from Wuhan, China, and signifies a strategic alignment between Meta and the innovative capabilities of Manus [5][8][13]. Group 1: Company Growth and Product Development - Manus was officially launched on March 6, 2025, and is designed as a general AI agent capable of understanding complex instructions and executing tasks autonomously [10]. - Within 48 hours of its launch, Manus saw explosive demand, with invitation codes being sold for thousands of dollars, leading to server overloads and rapid scaling efforts by the team [11]. - By April 2025, Manus secured $75 million in Series B funding from Benchmark Capital, increasing its valuation to nearly $500 million, a fivefold increase in just a few months [12]. - Manus achieved an annual recurring revenue (ARR) of over $100 million within nine months of its launch, processing over 147 trillion tokens and creating more than 80 million virtual computers [12]. Group 2: Strategic Acquisition and Market Position - The acquisition negotiations between Meta and Manus were remarkably swift, taking only about ten days, driven by the fact that Meta executives were already users of Manus [13]. - The article emphasizes that Manus's success is attributed to its unique product philosophy and strategic positioning in the AI market, focusing on a general platform before specializing [18]. - Manus's approach to product development contrasts with competitors who focused on vertical applications, allowing it to establish a broader market presence [18]. Group 3: Competitive Landscape and Industry Implications - The article raises questions about why Chinese tech giants did not acquire Manus, despite attempts from companies like Alibaba and ByteDance, which were significantly lower than Meta's offer [22][25]. - Meta's acquisition strategy is characterized by aggressive moves to fill gaps in its AI capabilities, especially in light of its struggles with internal model development [25][26]. - The acquisition of Manus not only provides Meta with a validated AI technology but also positions it to capture the next core interface in human-computer interaction, leveraging Manus's capabilities to enhance its product ecosystem [26].

没法复制。 作者丨 张楠 来源丨 投中网 我的朋友圈又被刷屏了。 12 月 30 日， A+H 市场一共 9 个 IPO ，比不上 Meta 以数十亿美金收购 Manus 贡献的话题热度。也对， IPO 今年已经 成了常态，但这样一笔突发的、没有任何预兆的巨额并购显得稀缺，所以投资人、创业者、 AI 从业者们用各种姿势和角度， 恭喜 Manus 团队在拿下天价收购的同时，融入硅谷大厂生态。 将投中网设为"星标⭐"，第一时间收获最新推送 除了与 Manus 及创始团队有实质性关系的，我看到有些恭喜是替朋友开心，有些恭喜是推人及己，认为 AI Agent 有了奔 头，中国人有沾沾喜气的传统，这些我都理解， 我也想恭喜 Manus ，但思来想去，我不知道我为什么恭喜，应该恭喜些什 么。 按目前的消息，这笔交易有几个关键点： 一个是金额大 ，虽然没有具体数据，但 " 几十亿美元 " 的规模，是 Meta 史上第 三大收购，对比蝴蝶效应母公司年初拒绝字节 3000 万美金的收购，更是个典型的 " 今天你高攀不起 " 的爽文叙事； 二是 决策迅速 ，从谈判到收购只用了十多天，是 Meta 的风格； 三是，扎克伯格和高管也 ...

Core Viewpoint - Meta has acquired the Singapore-based AI startup Manus, with the acquisition amount reportedly reaching several billion dollars, making it Meta's third-largest acquisition after WhatsApp and Scale AI [1][7]. Group 1: Reasons for Acquisition - The acquisition recognizes Manus's work in the general AI Agent field, focusing on building universal AI Agents to help users efficiently complete research, automation, and complex tasks [3]. - Manus has processed over 147 trillion tokens and created over 80 million virtual machines since its launch, indicating significant user demand and operational capacity [3]. - The partnership with Meta is expected to strengthen Manus's strategic position in AI applications, transforming advanced AI capabilities into scalable and reliable systems [3]. Group 2: Manus Overview - Manus, launched by the startup "蝴蝶效应," is recognized as the world's first universal Agent product capable of autonomous execution for tasks like resume screening and stock analysis [5]. - Following its rapid rise in popularity, Manus faced challenges, including withdrawal from the Chinese market and a significant reduction in its workforce, with the core team relocating to Singapore [6]. - Manus's parent company raised $75 million in Series B funding to expand into overseas markets, including the U.S., Japan, and the Middle East [6]. Group 3: Meta's AI Strategy - The acquisition is part of Meta's broader strategy in artificial intelligence, which includes previous acquisitions like Scale AI and the establishment of the Meta Superintelligence Labs [9]. - Meta has made significant investments in AI, with plans to allocate thousands of billions for building large-scale computing clusters, including the Hyperion project [12]. - Meta's vision differs from competitors by focusing on "Personalized Super Intelligence," aiming to provide this technology directly to billions of users [12].

Core Insights - Major tech companies are actively engaging in numerous deals as they prepare for advancements in artificial intelligence [1] Group 1 - The year-end activities of giant tech firms indicate a strategic focus on enhancing their capabilities in artificial intelligence [1]

格隆汇12月30日｜今天凌晨，全球科技圈被一则消息炸醒：Meta以逾20亿美元正式收购通用AI Agent产品Manus的母公司蝴蝶效应。这笔交易是Meta成 立以来的第三大收购，仅次于WhatsApp和Scale AI。 肖弘，出生于1992年，华中科技大学软件工程；季逸超，90后，北京信息科技大学；张涛，85后，重庆邮电大学。这支平均年龄30岁的团队，没有海 外留学光环，没有大厂高管履历，却用短短一年时间，上演了中国AI创业史上最跌宕起伏的剧情。收购完成后，蝴蝶效应将保持独立运作，创始人肖 弘将出任Meta副总裁。 "快到还怀疑过这是不是一个假的offer。"真格基金合伙人、蝴蝶效应公司天使投资人刘元在朋友圈写道。从讨论到敲定，这场天价收购仅用了十余 天。更令人感慨的是，就在几年前，Manus还只是几名毕业生在武汉民居里的创业梦想。 ...

Core Insights - Meta Platforms has announced the acquisition of Singapore-based AI startup Manus for $2 billion, aligning with its focus on AI as a core development direction [2][5] - Manus, which gained rapid popularity after its launch, claims its AI technology outperforms OpenAI's deep learning models and has achieved over $100 million in annual recurring revenue with millions of users [1][4] - The acquisition will allow Meta to integrate Manus's AI technology into its platforms while maintaining Manus's independent operational model [2][5] Company Overview - Manus was founded only 8 months prior to the acquisition and has received significant investment, including $75 million led by Benchmark Capital, with a post-money valuation of $500 million [1][4] - Prior to the recent funding, Manus had completed an early financing round of $10 million with participation from notable investors such as Tencent and Sequoia China [1][4] Financial Performance - Manus offers a subscription model with pricing tiers of $39 and $199 per month, which has been questioned by analysts as aggressive for a service still in testing [4] - Despite concerns, Manus reported a substantial user base and significant revenue growth, indicating strong market demand for its AI services [4] Regulatory Concerns - The acquisition has raised potential scrutiny due to Manus's founding team having a Chinese background and previous investments from Chinese entities, prompting concerns from U.S. lawmakers about national security [2][5] - Meta has stated that post-acquisition, Manus will sever all ties with Chinese investors and cease operations in China [3][6]