Meta's acquisition of Manus has attracted industry attention. From high-paying recruitment of AI talent with limited results to directly acquiring entire technology companies, Meta's strategic approach seems to be undergoing a subtle shift. This logic is not unfamiliar—returning to the strategy of acquiring Instagram and WhatsApp years ago, exchanging real money for mature products and technological accumulation. When自主培养 (self-developed cultivation) cools off, directly buying ready-made competitiveness seems to be a more reliable choice. This strategic shift from "internal incubation" to "external mergers and acquisitions" also reflects the current acceleration and iteration pressure in technological competition.
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GateUser-2fce706c
· 01-02 02:28
I've already said it before, big companies follow this routine: throwing money to buy talent is not as good as directly buying companies. This wave of Meta has finally awakened.
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While others are still talking about fundraising, the real winners have long started mergers and acquisitions to build ecosystems.
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The logic boils down to efficiency issues: developing independently is too slow, time waits for no one.
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Interesting, from burning money to recruit talent to directly acquiring companies, the current competition is all about speed; being even a step slower means failure.
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See through this wave: technological competition is entering an acceleration phase, and securing the high ground relies on real cash exchanging for ready-made assets.
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Laughable, they used to boast about self-research, now they turn around and buy entire companies. Capital's routines are always so straightforward.
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Meta's move is actually a sign of backing down, indicating that internal incubation truly isn't working, and external help is needed to boost growth.
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Where is the opportunity? It lies in the technological accumulation of acquired companies. Think about the logical chain behind this.
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From Instagram to WhatsApp and now, the real strategy of big companies has always been pragmatic, not just empty talk.
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The question is whether subsequent integration can succeed. Buying a company doesn't mean you can use it well.
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SighingCashier
· 01-01 11:49
Buy, buy, buy, in the end, it's still about throwing money to solve the problem.
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If you can't develop it yourself, just acquire it. This trick has been played out.
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It's the same old move; Meta just likes to use money to smash problems.
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They have so much money they don't know where to spend it, so they might as well just buy.
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Forget it, in-house development is too difficult; mergers and acquisitions are faster.
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Isn't this a common problem among big companies? If they can't develop talent, they just buy teams.
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No wonder they were offering high salaries to poach people everywhere two years ago; it turns out they were just playing the M&A game.
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Basically, it's burning money for more time. With enough money, everything becomes possible.
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SolidityJester
· 01-01 07:59
Burning money to poach talent doesn't work, so just buy the company directly. This trick has been played out before. Still the same saying: if you have money, you can be willful.
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RektHunter
· 2025-12-30 03:42
Burning money to bottom fish, Meta has never lost. If I had known that internal incubation doesn't work well, I wouldn't have bothered to tinker for so long.
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RektRecorder
· 2025-12-30 03:41
Burning money and throwing resources at talent doesn't work, so they might as well just buy companies directly. Meta's approach is really clever.
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LayerZeroHero
· 2025-12-30 03:37
Burning money to hire people is not as good as directly buying the team. Mark has already figured out this trick long ago.
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UncommonNPC
· 2025-12-30 03:33
Buy buy buy, still the same old approach. But to be honest, compared to spending money to recruit, directly acquiring the entire team is indeed more stable.
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SchroedingerAirdrop
· 2025-12-30 03:32
This is the common problem with big companies: if they can't develop it themselves, they just buy it, since they have plenty of money.
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GasFeeTherapist
· 2025-12-30 03:24
Burning money is not as good as investing in a team; this trick is indeed played smoothly.
Meta's acquisition of Manus has attracted industry attention. From high-paying recruitment of AI talent with limited results to directly acquiring entire technology companies, Meta's strategic approach seems to be undergoing a subtle shift. This logic is not unfamiliar—returning to the strategy of acquiring Instagram and WhatsApp years ago, exchanging real money for mature products and technological accumulation. When自主培养 (self-developed cultivation) cools off, directly buying ready-made competitiveness seems to be a more reliable choice. This strategic shift from "internal incubation" to "external mergers and acquisitions" also reflects the current acceleration and iteration pressure in technological competition.