Manus Is a Tough Business (opens in new tab)

(kippinitreal.substack.com)

3 pointskippinitreal2mo ago1 comments

1 comments

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.

j / k navigate · click thread line to collapse

Manus Is a Tough Business (opens in new tab)

(kippinitreal.substack.com)

3 pointskippinitreal2mo ago1 comments

1 comments

kippinitrealOP2mo ago

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.

j / k navigate · click thread line to collapse