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D.A. Davidson's Luria on Meta's acquisition of Manus: It can be a moneymaker for the tech giant
Youtube· 2025-12-30 15:57
Meta is striking a deal to acquire AI startup Manis. It creates AI agents that it sells to small and medium-sized businesses or at least they are the users of these agents. Joining us now, Gil Laura, DA Davidson, managing director has a buy rating on Meta Meta, excuse me, price target of 8.25%.I don't know how much you knew about this company coming into today, Gil, but I'm going to rely on you to sort of give me a sense as to what it could mean for Meta. Obviously, at $2 billion, it's not a large acquisiti ...
Jet.AI Withdraws Public Offering
Globenewswire· 2025-12-30 15:48
Las Vegas, NV, Dec. 30, 2025 (GLOBE NEWSWIRE) -- Jet.AI Inc. ("Jet.AI" or the "Company") (Nasdaq: JTAI), an emerging provider of high-performance GPU infrastructure and AI cloud services, today announced that it has withdrawn the underwritten public offering of its common stock. This reflects the Company’s belief that current market conditions were not conducive for an offering on terms that would be in the best interests of the Company's stockholders. About Jet.AI Jet.AI Inc. is a technology-driven company ...
3个中国小伙创立的AI公司,被扎克伯格140亿元买下:他亲自操盘,只谈了十余天就敲定!不到3年估值暴增142倍,但也面临“套壳”质疑
Mei Ri Jing Ji Xin Wen· 2025-12-30 15:44
每经记者|岳楚鹏 每经编辑|段炼 高涵 12月30日,Meta抛出年度AI布局收官:宣布完成对AI初创公司Manus的收购。这场由CEO扎克伯格亲自操盘的谈判仅用十余天敲定,交易对价超过20亿美 元(约合人民币140亿元),跻身Meta史上第三大并购案。 Manus源自中国创始团队,其核心产品是一款能自主执行研究、编码等复杂任务的"AI智能体"。自今年3月发布以来,Manus在不到10个月的时间里迅速崛 起,于12月17日宣布其年度经常性收入(ARR)已突破1亿美元,成为AI应用领域的"现象级"产品。其估值从种子轮后的1400万美元到超20亿美元,不到3 年的时间增长逾142倍。 | | | Manus融资历史 | | | --- | --- | --- | --- | | 时间 | 融资轮次 | 投后估值 | 投资人 | | 2023年2月 | 种子轮 | 1400万美元 | 真格基金 | | 2023年8月 | 天使轮 | 5000万美元 | 真格基金 | | 2024年11月 | A轮 | 8500万美元 | 红杉中国、腾讯、真格基金、 王慧文、Old Friendship Capital | | 20 ...
Manus被卖:AI应用“黄金时代”开启 还是窗口关闭?
Bei Jing Shang Bao· 2025-12-30 15:36
成立不足四年、发布Manus不满一年的创业公司蝴蝶效应被Meta以数十亿美元收购。 12月30日一早,这则消息震动全球AI圈,对于Meta而言这是收购额仅次于WhatsApp 和 Scale AI的大手 笔,谈判速度之快让真格基金合伙人、蝴蝶效应公司天使投资人刘元一度生疑。这不仅是一笔交易,更 是一面镜子,映照出AI产业正在发生的深刻转向:大模型基础设施之争渐入尾声,能解决真实问题的 AI应用层,正迎来"黄金时代"。但硬币的另一面同样清晰:这个黄金时代,或许只留给最敏捷的少数 人。 "我能为你做什么?" "今天,将是我余生难忘的时刻。"12月30日,肖弘宣布收购案时这样形容自己的心情。读完他短短的 120个单词的博文,这位非典型创业者的兴奋不难捕捉。 回忆Manus创立之初,几乎没人相信通用智能体能够实现,"太多声音说我们太过超前、野心太大、前 路太难"。如果从头梳理他对行业的思考,就会发现,这种超前不是肖弘刻意炫技。在正式上线Manus 之前,他对ChatGPT、Cursor、Claude等AI产品和模型反复观察,得到核心理念:预判下一个AI能力是 什么,先把这部分应用做好,等着。如果等到AI能力有了再去做 ...
VCs predict enterprises will spend more on AI in 2026 — through fewer vendors
Yahoo Finance· 2025-12-30 15:30
Core Insights - Enterprises are transitioning from a phase of experimentation with AI tools to a more strategic adoption approach, with investors anticipating a significant increase in AI budgets by 2026 [1][2] Investment Trends - A survey of 24 enterprise-focused VCs indicates that while AI budgets will increase, the spending will be concentrated on fewer contracts rather than a broad range of products [2] - Predictions suggest that 2026 will mark a consolidation phase where enterprises will focus on selecting winning AI technologies and reducing overlapping tools [2][3] Spending Focus - Enterprises are currently testing multiple AI tools for single-use cases, but as they identify effective solutions, they will rationalize their budgets and invest in technologies that demonstrate clear results [3][4] - There is an expectation of a bifurcation in AI spending, where a small number of vendors will capture a significant share of enterprise budgets, while many others may experience stagnant or declining revenues [4] Areas of Investment - Enterprises are expected to increase spending in three key areas by 2026: strengthening data foundations, optimizing models post-training, and consolidating tools [5] - The focus will also be on AI safety and oversight, as organizations seek dependable AI solutions that can transition from pilot programs to scaled deployments [5][6]
Meta Platforms to acquire Singapore-based AI firm Manus for $2B
Proactiveinvestors NA· 2025-12-30 15:23
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]
Main Street Capital: The Only Blue Chip BDC You'll Ever Need
Seeking Alpha· 2025-12-30 15:20
Group 1 - The article highlights the growing interest in AI-driven companies and their potential to reshape industries and drive innovation, indicating a significant investment opportunity for both retail and institutional investors [1] - The focus is on leading AI-related companies, particularly NVIDIA, which are at the forefront of the technological revolution, suggesting that these companies are likely to benefit from the ongoing advancements in AI [1] - The author believes that the next decade will present remarkable opportunities in the AI sector, emphasizing the importance of strategic investments in technologies that are shaping the future [1]
四中全会精神在基层|在上海“模速空间”,看见未来AI新“模”样
Xin Hua She· 2025-12-30 14:51
新华社记者程思琪 作为全国首个大模型创新生态社区,"模速空间"成立两年多来持续集聚人工智能创新企业,逐步形成涵 盖算力、算法和应用的产业生态,成为推动上海人工智能产业发展的重要载体。 新华社上海12月30日电 题:在上海"模速空间",看见未来AI新"模"样 上海徐汇黄浦江畔,"模速空间"大模型创新生态社区里,名为"模小速"的机器人正忙着迎宾、导览。不 远处,新启用的"模速空间具身工坊"内,工程师们围绕机器人反复调试其动作、语音和模型能力。 社区定期举办"模速校友会"播客、"模速极客夜话"等交流活动,促进算力、算法、应用等不同环节的对 接。在公共空间内,企业间交流频繁,合作机会不断涌现。 "'上下楼就是上下游,邻居就是合伙人'是这里的工作常态。"魂伴科技创始人要真地说,企业在算力、 语料或技术方面遇到需求,往往可以在社区内部快速找到解决方案。 近期,"模速空间"运营方启动"全维生态合伙人"招募计划,着力破解企业在算力和应用场景等方面的共 性问题。同时,社区正推进AI疗愈空间等功能区建设,探索人工智能融入日常生活的更多可能。 "培育大模型,上海始终有着时不我待的责任感。速度本身就是一种竞争力。""模速空间"大模型 ...
Manus的300天
财联社· 2025-12-30 14:43
科创圈都在关注的主流媒体,上海报业集团主管主办,《科创板日报》出品。 以下文章来源于科创日报 ,作者余诗琪 李佳怡 科创日报 . Manus用一笔天价收购给自己的2025年画上了句号。 12月30日,硅谷科技巨头Meta正式宣布,已收购人工智能体公司蝴蝶效应(Butterfly Effect),该公司旗下拥有广受关注的AI智能体产品 Manus。收购完成后,蝴蝶效应将保持独立运作,创始人肖弘出任Meta副总裁。 对此,《科创板日报》记者第一时间实探Manus武汉办公场地,发现这里虽未退租,但办公区域已基本搬空,现场仅三四人在岗,且均非 Manus业务团队。据现场人士表示,Manus核心业务人员已整体迁往新加坡。 ■ T 《科创板日报》记者余诗琪拍摄 被并购的消息一出,不论是海外还是国内的AI创投市场都引发了巨大的关注。一方面,收购方Meta是市值万亿的全球巨头,这是Meta自公 司成立以来规模第三大的并购案;另一方面,Manus是今年AI agent领域现象级的产品,从今年3月发布以来,公司估值经历了堪称疯狂的 增长。 目前披露的收购过程也足够戏剧化。在收购前,母公司蝴蝶效应正以20亿美元估值寻求新一轮融资。 ...
SoftBank has fully funded OpenAI commitment of $40 billion, according to sources
Youtube· 2025-12-30 14:33
Group 1 - SoftBank has committed to investing $40 billion in OpenAI, with a pre-money valuation of $260 billion, and has fulfilled this commitment by sending approximately $22 to $22.5 billion recently [1][3] - Following this investment, SoftBank's ownership stake in OpenAI is expected to exceed 10% [2] - Microsoft remains a significant stakeholder in OpenAI, owning around 27% of the company, while SoftBank's investment highlights its strategic importance for the company's future [3] Group 2 - The investment landscape for AI is highly competitive, with significant financial efforts being made to fund ambitious AI projects, including SoftBank's recent $4 billion acquisition of Digital Bridge, a data center company [4][5] - OpenAI is projected to incur $1.4 trillion in compute costs over the next eight years, necessitating collaboration with major companies like Oracle and Microsoft to secure funding [6] - The ongoing initiatives, including a $500 billion project involving OpenAI, SoftBank, and Oracle, indicate a substantial commitment to expanding AI infrastructure [6][7]