Meta snaps up Manus
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 30 December 2025
⏱️ 4 minutes
🧾️ Download transcript
Summary
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:07.6 | Thanks for listening on this Tuesday, December 30th. I'm Julie Morgan. |
| 0:12.8 | Another AI deal for META, an $8 billion contract for Boeing, and WeGoVi is cheaper in China. |
| 0:20.9 | Meta is buying Manus, a Singapore-based AI startup that builds general purpose AI agents. |
| 0:27.7 | The financial terms of the deal were not disclosed. |
| 0:30.9 | Manus was originally founded in China by butterfly effect technology and later moved its headquarters |
| 0:36.7 | to Singapore, where it will continue to |
| 0:39.3 | operate. The startup reached a $125 million annual revenue run rate shortly after launching a |
| 0:46.0 | subscription AI agent. The tool is used for research, coding, data and stock analysis, and resume |
| 0:53.4 | screening. |
| 1:00.4 | The acquisition supports CEO Mark Zuckerberg's focus on expanding META's AI infrastructure and monetization strategy beyond the Metaverse. |
| 1:04.1 | It is Meta's fifth AI-related acquisition in 2025. |
| 1:09.2 | Boeing has been awarded a contract for as much as $8.6 billion from the U.S. Air Force to build |
| 1:15.5 | F-15 fighter jets for the Israeli Air Force. The contract provides for the design, integration, |
| 1:22.1 | instrumentation, test, production, and delivery of 25 new F-15 IA aircraft for the Israeli Air Force with an option |
| 1:31.0 | for an additional 25. The Pentagon said the work will be performed in St. Louis, Missouri and |
| 1:37.0 | expected to be completed by year-end 2035. Separately, the U.S. Air Force said Boeing received a |
| 1:43.9 | modification to a previous award for Depot Maintenance Services and Supply Management in Oklahoma City, raising the award to $4.2 billion from $1.5 billion. |
| 1:56.5 | Novo Nordisk has reduced the price of its GLP1 medication WeGoV in China, where it is approved for weight loss. |
| 2:04.3 | Bloomberg reported, according to local media, list prices for the two highest doses were cut by nearly 50% in several provinces. |
| 2:13.3 | The move comes as simiglutide's patent in China will expire in March, setting the stage for a flood |
| 2:19.5 | of semaglutide generics to hit the market. Earlier this year, an estimate projected that 65% |
... |
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