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While browsing the news this morning, I was a bit surprised. Last year, Manus, which sparked a nationwide craze, with everyone searching for invite codes and flooding social media, was acquired by Meta. This wasn't a symbolic acquisition; rumors suggest the purchase price hit $2 billion. Suddenly, I kept pondering one question: what does that wave of excitement signify? Is it a genuine market opportunity or just a speculative bubble?
Manus's popularity in the AI circle last year was indeed top-tier. The rapid growth from 0 to 1, user engagement, and funding enthusiasm all reflected the market's hunger for such innovative projects. Meta's big acquisition, to some extent, provides an answer — this isn't just a passing trend but a real track that tech giants are betting on.
From another perspective, this case reflects current investment logic. Large companies acquiring innovative teams, integrating AI capabilities, and improving ecosystems have become common strategies. For Web3 and AI enthusiasts, the key isn't just following the trend but understanding what the market is seeking and the industry logic behind these funding events. That wave of excitement isn't entirely a bubble — but it's important to distinguish what truly creates value from what is merely driven by emotion.
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Wait, is it really a promising track or just a team acquisition to avoid competition? Details are crucial.
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The boundary between a bubble and value lies in—whether it can pass a genuine audit. Most projects can't even get past this hurdle.
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Last year's hype was essentially FOMO driven by re-entrancy attacks, so being acquired now seems reasonable. But what is the next Manus? No one knows.
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Saying "don't follow the trend" is easy, but truly identifying who creates real value is rare, and I can't even tell.
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Meta's approach is very standard—acquiring innovative teams is essentially acquiring the ability to patch attack vectors. Logically, there's nothing wrong with that.
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When I was using the invitation code, I also scrambled to get it. Now that I think about it, it's a bit embarrassing haha.
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The key is to distinguish what is a real demand and what is FOMO. That’s the skill to survive.
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The trend of big companies acquiring innovative teams is becoming more and more frequent, and it's the same in Web3.
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Basically, only those who bet on the right direction can laugh last; others are cannon fodder.
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Meta has taken action, proving that this track is not empty, but those who can make money are always a minority.
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I thought that wave of hype was just another marketing scam, but it turned out to be truly broken wide open.
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This is how investment logic works: big fish eat small fish, and only swallowing it all is considered stable.
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Where is the boundary between emotion-driven and true value? The problem is most people simply can't tell the difference.
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Manus was truly chosen by fate this time; being noticed by Meta is not something everyone is lucky enough to have.