Meta's acquisition of Manus reflects an important shift — the focus of capital is gradually moving from AI models themselves to the practical applications of AI. What does this change mean? It indicates that the direction of the AI track is adjusting.



Among many AI applications, AI companions are becoming a hot topic. More and more users are starting to see various AI assistants as everyday interactive partners, not just tools. This reflects a new understanding among users about the form of AI applications.

Looking to the future, for robots to be truly useful, the key is not how powerful their computing power is, but whether they can interact with humans like a real companion — this means integrating the capabilities of AI companions into robot systems, which will be the next focus of competition. From model competition to application competition, the game rules of the AI industry are being rewritten.
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SelfStakingvip
· 6h ago
Really, from burning money to stack parameters and抢占场景, this is the real shift in gameplay. The AI companion sector has indeed become popular, but honestly, it still feels ridiculously expensive.
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TokenAlchemistvip
· 7h ago
nah this is just capital reallocating toward the only vector with actual product-market fit... model arms race exhausted itself, now it's all about the integration layer and user stickiness metrics. meta's not stupid—they read the same tea leaves we did about where the alpha lives. ai companions as the arbitrage surface between compute commoditization and UX moat? predictable but solid thesis tbh
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ETH_Maxi_Taxivip
· 7h ago
From the model volume to the application volume, this transition is quite interesting, but when it comes to AI companions... is there really a market?
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DogeBachelorvip
· 7h ago
Now it's turned into a robot chat companion, and now capital really has no way out haha
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