Core Insights - Manus has achieved an annual revenue run rate exceeding $90 million, approaching $100 million, following a $500 million valuation investment from Benchmark [2] - The calculation of revenue run rate is emphasized as a rigorous financial metric, with caution against misinterpretation of revenue figures, particularly in AI products with annual payment options [2] - The article discusses the importance of accurate ARR (Annual Recurring Revenue) calculations, highlighting common pitfalls in early-stage product revenue assessments [2][3] Group 1: Manus and Benchmark Investment - Manus's revenue run rate is a critical indicator of its financial health, with a focus on the correct calculation methods to avoid inflated figures [2] - Benchmark's investment strategy is highlighted, showcasing their confidence in Manus's growth potential [1] Group 2: Eight Sleep and Market Trends - Eight Sleep, a smart mattress product, has raised $100 million in Series D funding, with a total funding of approximately $260 million, and has generated over $500 million in revenue since its launch in 2019 [4] - The product integrates AI to enhance sleep quality by tracking various health metrics, indicating a growing trend in health-focused technology [4][6] - Eight Sleep is expanding its market reach, particularly targeting the health-conscious middle class in China, which is seen as a significant growth opportunity [7][8] Group 3: Industry Dynamics and Investment Sentiment - The article reflects on the competitive landscape of AI-driven health products, with a focus on the importance of data collection and personalized services [10] - There is a discussion on the evolving perceptions of Chinese investments in the tech sector, particularly in light of recent funding rounds involving prominent VC firms [8][9]

RT Matteo Franceschetti (@m_franceschetti)BREAKING: We just raised $100M at @eightsleep to build the AI that finally fixes sleep.For decades, sleep has been passive. You lie down, close your eyes, and hope for the best. We’re changing that.Over 1B hours of biometric sleep data → distilled into fully autonomous AI that knows your body better than you do.We will do this in two ways:Step 1: Your personal Sleep Agent, running infinite nightly scenarios before they happen to deliver the most restorative sleep yo ...