Manus AI

“Manus raised seventy five million for its last valuation led by Benchmark. It's a Chinese company.”

“We use a competitor and them until one of them becomes good enough for our solution.”

“I had the opportunity to invest in like this agent companies, right? Like the Manus, the, those folks. I don't like, I felt like, I don't know the industry good enough to understand if at some point this would get commoditized by the model companies. And so th…”

“It's not obvious why a kind of B to B or individual knowledge worker work tool, which is what Manus is, is an obvious product to roll out, you know, three billion users on Facebook, most of whom don't do knowledge work.”

“So the team had 80% of the company still. They took very little dilution.”

“The price was two and a half billion dollars. It was a 25 X current ARR. They were at a hundred million of ARR, doing a hundred and twenty-five million run rate, including consumption.”

“I guess I would probably bet on people working at that UX application layer already.”

“I don't think another deal like this would happen to you. I think this whole Singapore, Washington thing is over. It's over.”

“What it really is doing is it's less about getting this thing back than it's preventing it from ever happening again. That's the first, last, and only one of these deals that anyone will do, right?”

“The investors who've gotten their capital out, the chances of them having to or being willing to return that capital are zero.”

“People don't know this, but Arena's one of the largest consumer AI apps in the world. We're bigger than, like, XAI. We're bigger than, like, Hugging Face, and Manus, and GenSpark, where it's so massive, like if you, like outside in, it's like 30 plus million m…”