Meta needed consumer product along with foundational model. Manus gives them consumer product now. Pure speculation - must be 5B+ acquisition given their revenue run rate.
Communication, Trade, Commerce, Navigation, Education/Learning, are timeless needs for 100s of years. We buy and sell products all the time. And if something that improves our day to day shopping experience then we are solving for one of the core needs for us as humans.
I have worked on 3D shopping - this seems like a huge step up from the world of photogrammetry to NeRFs to veo. When it comes to shopping - the realism matteres the most. Its not just about 3D model but shadows of light, texture, how it looks in different settings (for e.g. if it's furniture item in a larger scene). That's where the rubber meets the road. Regardless, I'd be curious - how fast can we create 3D models from existing imagery/videos.
This is incredible. I wonder if there will be medicine that cures idiopathic pulmonary fibrosis. New class of drugs like Ofev stop worsening of the IPF but doesn't cure it.
It seems M&A door is wide open for 2026.