Venture capitalist Deedy Das says Meta’s acquisition of Manus is a strategic shortcut for a company that has struggled with its internal AI efforts.
In a new announcement, Meta says it has acquired Manus to rapidly deploy autonomous AI agents across its ecosystem.
The general-purpose AI agent platform has witnessed massive growth this year, hitting $100 million in annual recurring revenue (ARR) in just eight months after launch.
Says Meta,
“Manus is already serving the daily needs of millions of users and businesses worldwide. It launched its first General AI Agent earlier this year and has already served more than 147 trillion tokens and created more than 80 million virtual computers. We plan to scale this service to many more businesses.
Manus’s exceptional talent will join Meta’s team to deliver general-purpose agents across our consumer and business products, including in Meta AI.”
In a new X post, Das says Meta’s move is a strategic necessity as the social media giant has a consumer-facing product gap in the AI race.
“Meta just bought Manus for >$1 billion, and it makes sense. ~8 Consumer AI apps hit $100 million+ ARR that aren’t big labs:
Perplexity: $20 billion
ElevenLabs: $6.6 billion
Lovable: $6.6 billion
Replit: $3 billion+
Suno: $2.5 billion
Gamma: $2.1 billion
Character: $1 billion+
Manus: $500 million.
Meta AI has ~no product. This was the cheapest and most aligned.”
Das seems to suggest that for Meta, acquisition beats building, as the firm can collapse the timeline to deploying AI agents for its nearly four billion monthly active users. Google recently predicted that agentic systems will reshape businesses next year as the firm sees AI agents transitioning from assistance into end-to-end execution.
While Das reports that the deal is worth about $1 billion, the actual figure remains undisclosed.
Disclaimer: Opinions expressed at CapitalAI Daily are not investment advice. Investors should do their own due diligence before making any decisions involving securities, cryptocurrencies, or digital assets. Your transfers and trades are at your own risk, and any losses you may incur are your responsibility. CapitalAI Daily does not recommend the buying or selling of any assets, nor is CapitalAI Daily an investment advisor. See our Editorial Standards and Terms of Use.