"Zuckerberg's Last Piece of the Puzzle: Why Meta Must Acquire Manus for $2 Billion by 2025" Understanding Meta's four major strategic moves for 2025 will give you insight into the trajectory of AI development: 1️⃣ Underlying Data: Hiring the toughest people and investing the best resources. The $14.3 billion acquisition of a 49% stake in Scale AI directly brought in the genius Alexandr Wang to lead the team! Large models don't lack algorithms, they lack high-quality "fuel." 2️⃣ Large Models: Llama's "Midlife Crisis" While Llama 4 was powerful, it was squeezed between DeepSeek and Claude. Zuckerberg said he wanted to run sprints, and if a model lagged behind, he would immediately poach talent at exorbitant prices, emphasizing "money power." 3️⃣ AI + AR: Wearing AI on your face. The acquisition of Limitless is about putting that $99 "second brain" into smart glasses. The future of AR isn't about watching movies; it's about remembering every second of your life. 4️⃣ Agent: Giving AI a pair of hands. OpenAI has Operator, Anthropic has Computer Use, but Meta only has a chat window? The addition of Manus fills Meta's last gap. Leveraging GAIA's world-leading product testing capabilities, Manus is the "digital employee" that can help you book flights, conduct research, and write code. 💰 Valuation Discussion: Is PS=30 expensive? ARR of $100 million in 8 months, a valuation of $2-3 billion.

Hopefully, Meta will succeed this time. They started with stablecoins in 2019, created Metaverse and changed its name in 2021, and acquired Manus in 2025. Hopefully, they can succeed this time.

New business ventures have repeatedly failed, but the core business remains strong, and ample cash flow supports continued experimentation.