"90%的Agent会被大模型吃掉。" 7月15日，金沙江创投主管合伙人朱啸虎一如既往地语出惊人，这次炮轰的是近一年AI圈最炙手可热的Agent。 在"Agent之年"进程过半的时候，最近传来的似乎却多是悲观的判断和信息。就在上周，Manus总部迁移至新加坡、国内裁员80人以及放弃国内版本上线 的一系列动态，也让大众开始讨论起，Manus到底怎么了？ 背后有身为美元基金的BenchMark领投、底层模型包含Gemini、Claude等一系列海外模型，加之曾陷入缺算力资源的传闻，Manus的出走，已经印证为形 势所迫的转移和调整，而非经营失败导致的撤退。 但围绕以Manus为首的通用Agent，它们头顶的乌云尚未散去：一边是Manus、Genspark们收入变现的下滑，另一边是用户活跃度的下跌。 这种局面，揭示了当下通用Agent赛道的核心问题：在技术热潮和资本狂欢过后，产品尚未找到能让广大C端用户持续"忠诚"并为之付费的杀手级应用场 景，只能被偶尔拿来做个半成品PPT、找几份报告。 通用Agent市场，正在被模型能力的溢出蚕食，也被垂类Agent抢走份额。 转战海外，Manus们怎么了？ 通用Agent，陷入 ...

Core Insights - The article emphasizes the growing importance of vertical 2B agents in addressing specific business pain points, leading to quantifiable efficiency improvements and cost savings for enterprises [1][2][7] - It discusses the necessity of creating high-value closed loops that businesses cannot refuse, focusing on the commercial value of vertical agents [2][24] - The future of agents is predicted to be vertical rather than general-purpose, with companies needing to embrace and integrate AI deeply to avoid being left behind [7][41] Group 1: Business Strategy and Market Positioning - The company aims to identify and solve the core bottlenecks in business processes, directly contributing to revenue generation or significant cost reduction [16][18] - A focus on vertical markets allows the company to leverage existing customer resources and build relationships quickly, achieving over 100 client connections in a single quarter [19] - The choice of high-tech industries, particularly mid-to-high-end manufacturing, is based on the sector's strong digitalization and transformation needs, as well as its financial capacity to invest in agent solutions [24][25] Group 2: Product Development and Implementation - The transition from demo products to controllable, productive agents is crucial, with a focus on delivering real, measurable productivity [30][31] - Continuous iteration and co-creation with clients are essential for developing core technical capabilities, ensuring that products genuinely solve customer problems [33][34] - The company prioritizes achieving over 90% accuracy in agent performance, which is critical for client trust and adoption [31][37] Group 3: Client Engagement and Value Proposition - The company emphasizes the importance of understanding client business scenarios and pain points to deliver tailored agent solutions [61][63] - Successful agent implementation requires a strategic approach, focusing on high-frequency, repetitive tasks that are prone to errors, ensuring deep integration with existing systems [62][63] - The evaluation of agent success is based on its ability to reduce labor needs, shorten task processing times, and complete business tasks independently [63]