Manus Is a Tough Business(kippinitreal.substack.com)
kippinitreal.substack.com
Manus Is a Tough Business
https://kippinitreal.substack.com/p/manus-acquisition-thoughts
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Dug into the available information about Manus's business. I imagine this is pretty reflective of the new class of $100m ARR AI companies. High CAC, high costs, high competition and no real clue where things will land long term.