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This morning, I woke up to find that the company's account was inaccessible, which might be the most honest reflection of Manus employees this month.
According to Bloomberg's reports, Meta has officially carried out a "disconnection" style separation from Manus. This is not just about divestment; it's a comprehensive cleanup.
Meta employees are now strictly prohibited from accessing anything related to Manus, and Manus personnel are also not allowed to touch Meta's systems anymore.
The previous $2 billion acquisition has now become a black history that Meta wants to avoid at all costs.
The most painful are definitely the three founders. When they signed the contract, they were full of confidence; now it has turned into a debt-ridden situation.
To cancel the deal, they need to pay the money back to Meta.
The current plan circulating is that they are searching the streets for investors to raise $1 billion to buy back their freedom.
Honestly, Manus's tools were actually well-regarded inside Meta, originally intended to be deeply integrated into various product lines.
But then a document came down: gradually stop, leaving no dead ends.
This kind of "forced independence" is fatal for an AI startup.
Without Meta's massive computing power and data feeding, how much of Manus's technological moat can still remain?
Now they also have to raise funds under the huge debt pressure.
This is no longer just entrepreneurship.
Everyone shouldn't think this is an isolated case.
This is actually a wake-up call for all AI companies considering a "cross-border merger and acquisition" route.
As long as Beijing and Washington are still at odds, such a $2 billion union will most likely end up in court or become scrap paper.