Meta Platforms(US:META) Zheng Quan Shi Bao·2025-12-31 00:46Group 1 - Meta announced the acquisition of AI startup Manus for several billion dollars, following its $15 billion acquisition of Scale AI six months prior, indicating a strategic focus on AI through mergers and acquisitions [2] - The core logic of these acquisitions is to use capital to overcome innovation bottlenecks, with Scale AI providing essential infrastructure for training large models and Manus offering scalable capabilities in general AI Agent technology [2] - The acquisitions aim to secure technology, talent, and ecosystem advantages, positioning Meta to effectively counter competitors like Microsoft and Google [3] Group 2 - The talent acquisition aspect is a critical motivation behind these mergers, as acquiring companies directly brings in top teams and leaders, bypassing traditional recruitment inefficiencies [3] - Meta's strategy includes building ecological barriers, with the two acquisitions forming a complementary strategy to resist competitive pressures and control key technological nodes [3] - The success of these large-scale acquisitions hinges on the ability to integrate the acquired companies effectively, as this will determine the overall success of the investments in the evolving AI landscape [3]