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Manus AI 100M USD ARR

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Re: Manus AI 100M USD ARR

#41

Post by SXX »

wickedsight wrote: post #35
codegladiator wrote: post #30

Earlier quoted context omitted.

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.

They also have 12 months free when subscribing through Paypal. There's almost zero chance I remain a customer after those 12 months are over, since I find ChatGPT way more valuable.

They dont need to stay. They just need you as a user long enough to sell off to some dumb investor or another company that will find dumb investors.

Re: Manus AI 100M USD ARR

#42

Post by brainless »

TZubiri wrote: post #38
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…

>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. Wow. Do these tools require training to use? Are they not really designed such that a 5 year old can use it? "build me a thing that does Y" style.

The course is broader and it is for people who are not from a technical background at all. Think about a course to introduce the idea of working with LLMs for day to day work. What are agents, then focusing on coding agents, and so on.

Re: Manus AI 100M USD ARR

#43

Post by 3rodents »

rsp1984 wrote: post #39
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…

> Manus is running $5000 credit for 2000 people. How would this work though? They give out free "credits" and then claim usage of those as ARR? That would be outright fraudulent, no? Who is paying for those "Manus Credits"?

What’s “fraudulent” about lying in a marketing blog post? Private companies can, in most situations, say whatever they want about their business. They are almost certainly lying (as are most of these companies) by categorising any revenue as “recurring” but it wouldn’t be fraudulent to do that. Their investors are surely aware of the real financials and have no problem with this public posturing because it serves only to increase the value of their investment.

Re: Manus AI 100M USD ARR

#44

Post by SXX »

keyle wrote: post #37

Easy come, easy ... I'll let GenAI complete that one. It saddens me that we're making gezillions in complete hype businesses while people work their butts off for pebbles.

It's no different than any other VC funded company before GenAI.

They all sold $100 bills with discount before either capturing market or disappear.

Re: Manus AI 100M USD ARR

#45

Post by baxtr »

rsp1984 wrote: post #39
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…

> Manus is running $5000 credit for 2000 people. How would this work though? They give out free "credits" and then claim usage of those as ARR? That would be outright fraudulent, no? Who is paying for those "Manus Credits"?

ARR drives startup valuations. For example people might argue if you have $100M ARR the startup is worth 10x, so $1B.

Now that’s a pretty good incentive to drive up ARR, no matter how.

Welcome to the world of creative accounting!

One-time projects? Count as ARR! 3 months contract with no extension? Count as ARR! You gave a discount of 50% for the first year? Make sure to count the full price as ARR!

Re: Manus AI 100M USD ARR

#46

Post by DANmode »

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…

The market doesn’t know to ask for the car, yet.

Just a faster horse.

Re: Manus AI 100M USD ARR

#47

Post by leobuskin »

gregjw wrote: post #34

Never met a single person who has used it. Only ever Replit/Lovable/Bolt/v0. Interesting.

Never met a single person who used Replit/Lovable/Bolt/v0, all folks have either custom harnesses around top-tier labs' models, or use their dev-tools (cc, codex, etc). It feels like Manus & Co are very niche thing

Re: Manus AI 100M USD ARR

#48

Post by asciii »

> Less structure, more intelligence.

> Let Manus handle the work — you focus on the decisions

As a general comment I am getting tired of AI wishy washy slop. Just tell me how you crunch the tokens and benefits. The marketing has gotten cliche.

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