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Manus AI 100M USD ARR

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Re: Manus AI 100M USD ARR

#22

Post by stavros »

nrhrjrjrjtntbt wrote: post #17
the_duke wrote: post #14

Earlier quoted context omitted.

With a bit of education one would know that manus is Latin for hand. That's where "manual" comes from. And their logo is, lo and behold ... a hand!

So it is the Ancient Romans who were obsessed with butts. Got it.

There are more English words that end in -ass than Latin words that end in -anus, so who's really obsessed?

Re: Manus AI 100M USD ARR

#24

Post by shubhamjain »

Looking at that list, the top three companies are essentially about building apps without writing code. The next one is about helping developers write code. Perplexity is the only real outlier, and even that not by much. I am by no means an AI pessimist, but I can't help think where are all the awesome companies in other sectors that this technology is supposed to unlock.

I understand that many industries will take years to adopt. Fine. But about sub-sectors in tech—gaming, design, data? What is happening beyond "make software development easier"? Is it because ChatGPT like apps are enough for most people?

Re: Manus AI 100M USD ARR

#26

Post by brainless »

I co-mentor with a large online school for an AI accelerator course. We get about 600 participants each month, paying about $500-600 for a 14 day course. I only co-mentor for 2 days - the days we teach fundamentals of software development and then show how to code with Replit, Bolt, Lovable, Emergent, etc.

One of the most common questions is "can I build on xyz and shift to abc because I do not want to pay?" And another is "can I host the code myself?"

Customers know they do not need to stay with any of these code builders. The platforms know it too. They spend tons of $ to get customers, who use the credits and then leave.

Manus is running $5000 credit for 2000 people. A simple search shows so many offers: https://x.com/search?q=ManusAI%20credits&src=typed_query

Each of the players are just eating each others customers and showing growth. Perplexity has acquired who knows how many customers in India through their 12 month free Pro offer via Airtel (a telecom provider): https://www.perplexity.ai/help-center/en/articles/11842322-p...

Re: Manus AI 100M USD ARR

#27

Post by alfiedotwtf »

shubhamjain wrote: post #24

Looking at that list, the top three companies are essentially about building apps without writing code. The next one is about helping developers write code. Perplexity is the only real outlier, and even that not by much. I am by no means an AI pessimist, but I can't help think where are all the awesome companies in other sectors that this technology is supposed to unlock. I understand that many industries will take y…

[dead]

Re: Manus AI 100M USD ARR

#28

Post by citrin_ru »

mertbio wrote: post #9

The thing about ARR numbers is that in most cases they didn't really recur, especially for an 8-month-old company. Also, I don't really care about these numbers anymore unless they share how much they spent on marketing.

IMHO at least some spending on AI are FOMO driven. Companies think how they can adopt AI faster than competitors in a fear being left behind and loose the race. They don’t yet know if ROI of AI adoption is above zero. Even if adopting AI is the only right decision some of AI users may go out of business having overspend on AI and either way AI customer base will decrease.

Re: Manus AI 100M USD ARR

#29

Post by IMTDb »

DennisL123 wrote: post #23

Last minute I sold 200 €/$£/¥ worth of product. At this rate and because online sales is 24/7, I am hitting 200*60*24*365 = 105.120.000 ARR. tada!

If these customers have set an automated system to pay you $200 every single minute, that’s correct. If they haven’t and it was just a one off sale, you are missing the “recurring” part in ARR.

Re: Manus AI 100M USD ARR

#30

Post by codegladiator »

brainless wrote: post #26

I co-mentor with a large online school for an AI accelerator course. We get about 600 participants each month, paying about $500-600 for a 14 day course. I only co-mentor for 2 days - the days we teach fundamentals of software development and then show how to code with Replit, Bolt, Lovable, Emergent, etc. One of the most common questions is "can I build on xyz and shift to abc because I do not want to pay?" And anot…

And now Perplexity has mailed all of those "free" users to add a "card" (wont charge now) to continue with its free pro offer. Apart from airtel perplexity ran a lot of college based programs where students were basically referring each other for money.
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