速递｜已超越Cursor与Lovable：Manus宣布ARR达1.25亿美元，月增速超20%

Core Insights - Manus, an AI pioneer based in Singapore, reported an annualized revenue exceeding $125 million eight months after launching its AI Agent aimed at assisting users in task execution [2] - Lovable, a Swedish ambient programming startup, achieved a valuation of $6.6 billion after raising $330 million in a Series B funding round, tripling its valuation in just five months [3] - Lovable's annual recurring revenue reached $100 million within eight months and doubled to over $200 million four months later [3] Group 1: Company Performance - Lovable's client roster includes notable software companies such as Klarna, Uber, and Zendesk, with over 10,000 new projects added daily and a total of over 25 million projects created in its first year [4] - The new funding will be utilized to enhance integration with third-party applications, expand enterprise-focused features, and improve infrastructure through additional databases, payment systems, and hosting services [4] Group 2: Leadership and Strategy - Lovable's co-founder and CEO Anton Osika emphasized the company's ability to scale without relocating to Silicon Valley, attributing this success to a strong mission and a sense of urgency within the team [5] - The company faced scrutiny last November for not paying value-added tax, which is applicable to most goods and services within the EU, but Osika confirmed that remedial measures would be taken [5] Group 3: Industry Trends - Ambient programming remains a hot sector for venture capital, with another platform, Cursor, raising $2.3 billion and achieving a valuation of $29.3 billion within the same year [5]