Recently, I saw a pretty interesting move—Meta announced the acquisition of a domestic AI application company, Butterfly Effect. This company may not be a household name, but their intelligent agent product Manas made a splash this spring. At that time, the market was full of criticism, generally thinking it was just hype and money-making.

No one expected that just a few months later, Zuckerberg would make a move, and it would be a major acquisition. Industry rumors suggest the deal was around $4-5 billion. To compare—last year, Butterfly Effect's valuation during funding was only $85 million, which means some investors made 50-60 times their money in just a year. Such returns would cause a huge shock in the venture capital circle, just think about it.

Why did Meta make such a big move? What signals does this send? And what impact will this have on the valuation system of domestic AI application companies?

Honestly, this acquisition might change many people's expectations. Most domestic AI application innovative companies have been struggling in a money-burning dilemma over the past two years—although everyone talks about AI as the "starry sea," real commercialization has been difficult to push forward, cash flow is tight, and the money-burning model seems endless. Practitioners and investors are somewhat confused.

This move by Meta might break this deadlock and activate the entire ecosystem's imagination space.