Mon. 03/10 – Is Manus “DeepSeek” 2.0?

Mar 10, 2025 17m

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Episode Description

Well, do we have another DeepSeek moment on our hands? I tell you about Manus, which had some people losing their minds over the weekend. Now do we have the first signs of the AI M&A I’ve been looking for? Absolutely everybody wants to get in on the Stablecoin business. And the AI crisis at Apple delayed a product we might have seen this month. Sponsors: Kinsta.com/brian Timeline.com/ride Links: China’s Autonomous Agent, Manus, Changes Everything (Forbes) Manus probably isn’t China’s second ‘DeepSeek moment’ (TechCrunch) Undocumented commands found in Bluetooth chip used by a billion devices (BleepingComputer) ServiceNow Nears Deal to Buy AI Assistant Maker Moveworks (Bloomberg) Banks and fintechs join ‘stablecoin gold rush’ (Financial Times) Apple Clears the Decks With Rare Early-Year Product Frenzy (Bloomberg)

AI-Generated Summary

The Rise of Manus: AI Breakthrough or Hype?

The podcast dives into the launch of Manus, touted as the world's first truly autonomous AI agent. Unlike its Western counterparts, Manus can initiate and execute tasks independently, sparking debates over AI's decision-making capabilities. It offers a range of functions from optimizing hiring processes to personalized apartment searches, but users report mixed experiences, highlighting flaws in performance and usability. Concerns arise over Manus' rapid rise contrasting with quality issues, questioning whether the hype surrounding it is warranted.

Security Flaws in Common Microchips

A significant cybersecurity concern is raised regarding undocumented commands found in Espresseef's ESP32 microchip, used in billions of devices. Suggesting vulnerabilities that can exploit trusted relationships in IoT devices, researchers note potential access to sensitive data, memory manipulation, and more. The discovery of 29 undocumented commands indicates systemic weaknesses within the supply chain that may affect device security across various ecosystems.

M&A Movements in AI and the Stablecoin Rush

The podcast discusses recent acquisition news, specifically ServiceNow's move to buy AI assistant company MoveWorks for around $3 billion. This signals a trend in AI mergers and acquisitions as companies aim to integrate AI functionalities into their operations. Additionally, the growing interest in stablecoins is analyzed, which are becoming increasingly popular across banks and fintech firms. The emergence of global regulatory standards contributes to this financial sector pivot, indicating a significant shift in how digital currencies might integrate into traditional banking.

Apple's AI Crisis and Future Innovations

Apple's recent delays in product launches due to AI capability issues are a focal point, particularly the postponed introduction of a smart home hub. The podcast discusses how Apple's ongoing struggles with AI developments affect its strategic direction leading up to its WWDC event. Further, the exploration of augmented reality (AR) glasses is mentioned, with Apple reconsidering its investment and design approach as it seeks to innovate without repeating past failures.