以下文章来源于三言Pro ，作者DorAemon 三言Pro . 聚焦新未来新科技，严肃又活泼 砍掉2/3中国区员工。 文 ｜ DorAemon 来源｜ 三言 Pro(ID:sycaijing ) 封面来源 ｜ 企业官方 此事可能首先与当前国际技术投资以及合作环境的变化密切相关。据报道，Manus近期完成了由硅谷顶级风投Benchmark领投的7500万美元融资，最新估值 达到5亿美元。然而，Benchmark在注资后随即收到相关监管部门的问询，询问该笔投资是否涉及针对特定国家关键技术投资的新限制。鉴于外部环境原 因，促使Manus将业务重心转向海外市场。 近日，各社交平台上有大量爆料称，之前爆火的AI Agent Manus进行裁员。据钛媒体报道，Manus在中国区的员工总数约为120人，其中40多名核心技术人 员已转岗至新加坡总部，其余员工面临裁员优化，裁员补偿标准为N+3或2N。 今年6月中旬，Manus的相关广告就已经出现在新加坡公交站台以及地铁站中。并且Manus已在新加坡展开招聘，岗位包括AI工程师、数据科学家、软件开 发经理等，薪资每月8000美元-16000美元，约合人民币11万元/月，年薪超 ...

Core Viewpoint - Manus, an AI Agent company, has faced significant challenges following a large-scale layoff and a shift of its headquarters to Singapore, indicating a strategic pivot in response to market pressures and operational efficiency [1][3][10]. Group 1: Company Developments - Manus confirmed a layoff of non-core technical staff, reducing its workforce from 120 to around 40 core technical personnel, as part of a strategy to enhance operational efficiency [1][3]. - The company has rapidly expanded its global presence, moving its headquarters to Singapore and establishing offices in California and Tokyo, reflecting a trend of "de-Chinaization" in its operations [3][4]. - Manus has completed two rounds of financing within a year, with a notable $75 million Series B funding led by Benchmark, raising its valuation to $500 million [4][6]. Group 2: Market Challenges - The AI Agent market is highly competitive, with the need for strong user retention and data accumulation to create a sustainable business model [2][10]. - Manus faces internal challenges related to the complexity of coordinating multiple AI models as tasks grow in scale and complexity [14]. - External competition is intensifying, particularly from newer entrants like GenSpark, which has demonstrated rapid growth and user acquisition, posing a threat to Manus's market position [15][16]. Group 3: Strategic Considerations - Manus has a significant user base of 200,000 potential paying customers, which could be monetized if user engagement and retention strategies are effectively implemented [17][20]. - The company must focus on creating a product that is not only functional but also engaging to retain users, as evidenced by successful strategies employed by other AI startups [18][19]. - There is a potential path for Manus to pivot towards niche markets or vertical applications, which could provide a more secure competitive position in the evolving AI landscape [20][22].

Core Viewpoint - Manus, an AI Agent company, has faced significant challenges including a large-scale layoff and a shift in its operational base to Singapore, indicating a strategic pivot in response to market dynamics and funding pressures [1][4][9]. Group 1: Company Developments - Manus confirmed a layoff of employees, with 40 core technical staff relocating to Singapore, while the remaining staff were let go as part of a restructuring aimed at improving operational efficiency [1][4]. - The company has rapidly expanded its global presence, moving its headquarters to Singapore and establishing offices in California and Tokyo, reflecting a trend of Chinese tech companies seeking international markets [1][4][9]. - Manus has completed two rounds of financing in less than a year, with a notable $75 million Series B round led by Benchmark, raising its valuation to $500 million [5][4]. Group 2: Market Challenges - The competitive landscape for AI Agents is intensifying, with new entrants like GenSpark demonstrating rapid growth and user acquisition, posing a threat to Manus's market position [14][15]. - Manus's user engagement metrics have shown a decline, with a significant drop in monthly visits following the initial product launch, highlighting challenges in maintaining user interest and retention [14][15]. - The company faces external pressures from larger tech firms entering the AI space, which could undermine Manus's competitive advantages and market share [15][22]. Group 3: Strategic Considerations - To succeed, Manus must focus on building user loyalty and engagement, leveraging its initial user base of 200,000 potential customers to convert them into paying subscribers [17][20]. - The company may need to explore niche markets or vertical applications to differentiate itself and create a sustainable competitive edge in the crowded AI landscape [20][21]. - There is a growing emphasis on product innovation and user experience, with successful AI companies demonstrating the importance of creating engaging and enjoyable user interactions [19][20].

点击下方 卡片 ，关注" 大模型之心Tech "公众号 戳我-> 领取大模型巨卷干货 在英伟达GTC2025大会上，黄仁勋系统回顾了AI领域十余年的演进历程：从2012年AlexNet开启的深度学习 时代，到近年大模型推动的生成式AI浪潮，再到当前兴起的Agentic AI范式，最终指向未来的Physical AI愿 景。 传统AI阶段 （专家系统/传统ML/深度学习）： 大模型阶段 ： 第一阶段 （2024年秋季）：以OpenAI的o1与DeepSeek-R1为代表的推理模型技术成熟化 第二阶段 （2025年初）：o3模型上线及Deep Research、Operator、Manus等智能体应用涌现 依赖专业界面与指令 解决限定领域任务（如Photoshop交互式抠图） 本质:仍是 人类操作的工具 获得通用任务解决能力与自然语言交互界面 升级为 人机协作副驾驶（Co-Pilot） （如GPT-4o支持语言指令生成图像） 局限：需人类分步指挥（"人指令→AI执行"单步循环） 技术演进速率呈现指数级提升 ：深度学习十年取得的突破远超传统机器学习三十年的积累；而ChatGPT问 世后的两年半内，AI进展甚至超越了 ...

然而，当我们将这一"调整"与Manus自诞生以来的种种争议和战略摇摆联系在一起时，一幅更复杂的图景浮出水面。 这远非一次简单的优化，更像是一场意料之外、情理之中的战略败退，其根源或许从一开始就已埋下。 不知大家有没有听说啊，就在这两天，网红AI公司Manus被曝出大规模裁员。 面对这波舆论，Manus官方也没噎着藏着，倒是很快给出了标准的公关辞令："基于公司自身经营效率考量，我们决定对部分业务团队进行调整。" 它第一次让普通人真切地触摸到了"AI智能体"的未来轮廓。用户不再需要繁琐地在多个App之间切换、复制、粘贴，而只需用一句自然语言下达一个复杂 的指令，比如："帮我规划一场周末的家庭出游，先在网上搜寻本市适合亲子活动的公园，预订三张门票，然后查找一家附近评分高的餐厅并预订一个四 人位，最后根据天气预报提醒我是否需要带伞。" 看着屏幕上的光标自动在地图、票务网站、点评App之间跳转、操作，仿佛有一位无形的、高效的助理在为你服务，那种科幻照进现实的冲击感，正是 Manus最初魅力的核心所在。 华丽开场和"套壳"的原罪 每一家现象级公司的诞生，都伴随着市场的狂热期待，Manus也不例外。当它以"全球首款通用智能 ...

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].

5月，数字化营销运营商Whale帷幄完成6000万美元C+轮融资，随即公司发布了企业级AI 知识库+智能 体平台"羽墨"；同期，一体化 HR SaaS平台北森控股收购酷学院，意在整合双方AI Agent技术能力布局 AI-Learning市场，推出基于AI大模型的新一代学习平台——AI Learning。 文 | 第一新声，作者 | 琳玉 近期，SaaS圈又热闹了起来。 融资与并购事件接连发生，透露出一个清晰的信号：AI Agent已经成为必答题！ 6月，SASE服务商亿格云成功完成Pre-B轮近亿元融资。在其公布的最新战略蓝图中，"一底座·双Agent· 全AI智能协同"的技术框架被置于核心位置，AI Agent的战略重要性不言而喻。 当前，市场上几乎所有主流的SaaS企业已相继推出了自家的Agent产品。近期，也有多家投资机构和 SaaS企业向第一新声表明了AI Agent的重要性。那么，随着中国SaaS行业的发展遭遇瓶颈，AI agent的 出现，是否会成为SaaS行业的"解药"，助力企业突破困境，找到第二增长曲线呢？ AI Agent强势"入侵"SaaS行业 近年来，尽管国家层面多次出手优化SaaS行 ...

Core Insights - Manus, an AI Agent company, has faced significant challenges, including a large-scale layoff of employees, with 80 out of 120 employees being let go as part of a restructuring to focus on core business operations [1][6][21] - The company has shifted its headquarters to Singapore and is expanding its global presence, which is closely tied to its financing process [2][3][10] - Despite rapid fundraising success, Manus has not made substantial product updates since its initial launch, indicating a potential risk in maintaining user engagement and market competitiveness [3][13][22] Company Developments - Manus's restructuring involved moving over 40 core technical staff to Singapore, while the remaining employees were laid off, reflecting a strategic shift towards operational efficiency [1][6] - The company has completed two rounds of financing within a year, with a notable $75 million B round led by Benchmark, raising its valuation to nearly $500 million [5][10] - The company has been actively recruiting in Singapore, with job postings indicating a significant increase in salary offerings compared to previous domestic positions [7][10] Market Position and Competition - Manus is facing intense competition in the AI Agent space, particularly from newer entrants like GenSpark, which has demonstrated rapid growth and user acquisition [14][15][22] - The competitive landscape is further complicated by the entry of major tech companies into the AI application market, which could threaten Manus's market share [15][22] - The company has accumulated a waitlist of 2 million potential users, which could be a valuable asset if effectively converted into paying customers [16][20] Strategic Challenges - Manus's ability to maintain user engagement and loyalty is critical, as many AI products struggle with user retention [13][20] - The company must navigate the challenges of localization and integration into local markets as it expands internationally [11][12] - There is a pressing need for Manus to innovate and differentiate its product offerings to avoid being overshadowed by competitors [17][22]

Fusion Fund 创始合伙人张璐 AI领域的投资风向已悄然转变。 遥望大洋彼岸的AI创新圣地硅谷，正上演着"双线并行"的热闹戏码：一边是OpenAI、Google、X.ai、 Meta 等科技巨头持续加码基础模型研发，投入上千亿美元，追求更强大的通用能力；另一边是以效 率、落地为导向的小模型、垂类模型在医疗、金融等高价值场景中低成本、加速落地，成为行业关注的 新焦点。 或许不是AI发展得太快，而是我们站得太近。 北京时间2025年5月20日，微软在 Open Agentic Web 大会上，明确提出"智能体是互联网的新基建"，并 一口气发布 50 多项新品；5月21日，谷歌在 I/O 2025 开发者大会上同样重申了 Agent 作为AI"从被动工 具向主动代理"转变的核心意义；而作为底层芯片平台的英伟达，则用 Blackwell Ultra 重塑了AI计算的 逻辑。 这些动态清晰透露出新风向：AI之战，正从"百模大战"迈向智能体（AI Agent）的新一轮平台级革新。 "这算是行业内的共识，AI Agent 是继 PC 和互联网之后的下一代通用平台，将开启真正意义上的'人机 协同'新时代。"硅谷投资人 ...

智通财经APP获悉，中国银河证券发布研报称，海外token需求持续增长，AI算力与应用实现正向循 环，建议关注国内NV链相关企业，以及PCB、光模块、CPO的相关公司。字节在AI应用生态领域已构 建起相对优势，建议关注字节生态合作伙伴。AI Agent的商业模式正从"提供工具"向"交付价值"转变， 对应垂直行业knowhow型卡位公司的投资机会相对提升，建议关注在AI Agent方面布局领先的垂直领域 卡位SAAS企业。 AI Agent的商业模式正从"提供工具"向"交付价值"转变，SAAS企业有望迎来价值重估的机会 生产力智能体以提升效率为核心，除了通用型智能体外，编程、教育、创作等AI工具类增长最快，涌 现不少初创公司。不同于生产力智能体，企业级智能体的参与者更大比例是原有深耕垂直领城的SAAS 服务商。企业级智能体正处于规模化应用的爆发点，当前企业在应用AI Agent时会重点考虑投资回报率 (ROI)，结合各行业的场景标准化程度、数据基础与商业价值，该行认为企业级智能体有望最快落地的 领域按优先级排序为：企业服务(OA/ERP/CRM等)、金融/财务/风控、营销/电商、制造/供应链、法律/ 政务、医疗 ...