The most frustrating thing about Meta's acquisition of Manus isn't that they spent another 2 billion.

It's that they are forcing the market to acknowledge one thing: AI Agents can't just be a "future concept"; they need to be something that can generate revenue "this month."

The folks at BMO are reevaluating the ROI on AI investments, and the core logic is simple: can your AI investments directly translate into revenue numbers in the next earnings report season? If not, why should the market give you a valuation premium?

Meta's approach is more like breaking down "AI commercialization" into "repeatable actions"—it's not about waiting for the technology to mature before figuring out how to profit but rather making money while doing it, treating every step as a test to verify whether "this thing can be monetized."

Looking from a higher perspective, this is actually about redefining a standard: the value of an AI company is not about how advanced the technology is, but how quickly it can turn technology into money.

By the way, those companies still talking about "we're investing in the future of AI" are most afraid not of lacking strong technology but of the market suddenly not giving them time to prove themselves slowly.

If Meta can reflect this investment in Manus in the next quarter's earnings report, then they will have truly set a benchmark for "AI investment." Do you think they can achieve that? #manus