Workflow
Manus跑路了吗?
量子位·2025-07-10 08:00

Core Viewpoint - Manus has significantly reduced its domestic workforce, cutting approximately 70% of its team in China, while relocating its headquarters to Singapore, indicating a strategic shift towards international markets and operations [2][50][70]. Group 1: Company Transition - Manus's headquarters moved to Singapore in May, with only 40 core R&D team members remaining in China, while around 80 non-core employees were laid off [2][40]. - The company has been actively hiring in Singapore, indicating a focus on expanding its international presence [42][47]. - The restructuring is framed as a move to enhance operational efficiency and focus on core business development [49][56]. Group 2: Product Development and Market Strategy - Manus launched its AI Agent product in March, quickly gaining popularity with over 2 million users on the waiting list within three days [10][12]. - The company has been continuously releasing positive updates, including partnerships with major tech firms like Alibaba and Microsoft, and introducing new features such as image generation and video services [14][38][41]. - Manus's valuation skyrocketed to $750 million after a $75 million Series B funding round, with plans to expand into markets like the US, Japan, and the Middle East [24][28][30]. Group 3: Market Dynamics and User Behavior - The domestic market shows a weak willingness to pay for subscription-based AI products, which contrasts with the more mature ecosystems abroad [63][66]. - The company’s initial strategy was always aimed at global markets, as evidenced by its marketing and product development approach [57][68]. - The shift in focus to international markets is seen as a strategic choice rather than a failure in the domestic market [70].