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OpenAI Challenger Manus Hits $90 Million Annual Revenue Run Rate, Signaling Rapid Growth in AI-Native SaaS

by Team Lumida
August 20, 2025
in Equities
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"Dota2 OpenAI戰隊打敗人類原因曝光 AI還是靠「作弊」取勝" by steamXO is licensed under CC PDM 1.0

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Key Takeaways

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  • Manus, a Chinese-founded AI company now based in Singapore, announced an annual revenue run rate of $90 million, nearing the $100 million benchmark.
  • The revenue run rate is calculated by annualizing the past 30 days’ subscription fees, with tiered plans ranging from $19 to $199 per month.
  • ZhenFund partner Liu Yuan noted AI-native applications like Manus reach revenue milestones much faster than traditional SaaS companies, which typically take 3-5 years.
  • Manus gained attention in March for its autonomous AI agents that perform tasks such as resume screening, trip planning, and stock analysis, claiming superior performance to OpenAI’s Deep Research.
  • The company secured $75 million in funding earlier this year, boosting its valuation to nearly $500 million.
  • Manus recently launched a feature enabling broad research via multiple AI agents working in tandem and is expanding its team in Singapore.
  • Competitors like Anysphere (Cursor) and Lovable have also surpassed $100 million in annualized sales, highlighting rapid monetization in AI tools.
  • Manus does not currently operate in China but has attracted significant investor interest globally.

What’s Happening?

Manus is rapidly scaling its AI-powered SaaS business, leveraging autonomous AI agents to deliver productivity tools that have quickly gained market traction. Its fast revenue growth exemplifies the accelerating pace at which AI-native companies are monetizing compared to traditional software firms.

Why Does It Matter?

The rapid monetization of AI-native applications like Manus signals a shift in the software industry, with AI-driven tools becoming mainstream faster than expected. This growth challenges established players and highlights the competitive dynamics in the AI race, especially between U.S. and Chinese-founded firms.

What’s Next?

Manus plans to expand its product capabilities and workforce in Singapore, aiming to sustain growth and compete with other AI startups. The company’s progress will be a key indicator of the viability and scalability of autonomous AI agents in commercial applications.

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Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

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