China's LLM little dragons are quite similar to the Layer 2s in the crypto space; they are full of concepts, but the value accrual is very limited. There is a wave that can be speculated on, before the unlock.

It might not even take 50 billion dollars in cash to acquire all the promising AI product and model startups in China that have potential ideas.

Congratulations to Manus, the team, and the shareholders! Manus has provided a lot of inspiration for many agent startup teams in terms of product development, and the details in overseas promotion are also well executed. Now, in terms of capital, it gives teams and investors who dare to venture into the international arena even more confidence. It is said that in this AI battle, talent is the only scarce and relatively advantageous resource in China, and this moment further proves that; most importantly, growth is everything.