Manus is the Chinese startup of AI that has just launched a 200 dollars a month. It is a bad sign for the industry

Some called him the other “moment Deepseek“From China. This new model, called Manusquickly became viral for its ability to do deep analysis looking for sources of information and then synthesize clear but detailed answers on any issue. It was a direct competitor of OpenAI and its “Deep Research” modeand after being available limited and free, now its creators have decided to market this product big. With subscriptions, of course.

Manus. Although its creators describe it as an AI agent, in reality Manus is fundamentally aimed at giving more meditated responses and after a deep analysis of various sources of information. It is true that this process automates, but does the same as Other “AI agents” such as Openai Deep Research mode and also those who also offer Claude or Gemini. Its performance, of course, is comparable to that of these services, and was initially available (under invitation) for free. That is over.

Face subscriptions. As they point out In Bloomberg Manus now offers a public version of payment for $ 39 per month to be able to use its benefits with 3,900 credits, but also has a higher plan of 199 dollars per month for version with even less limits (19,900 credits) when it comes to exploiting those deep research modes. Taking into account that the service has just appeared, those prices of course They are aggressive and even controversial.

Be careful with this. Manus’s decision is surprising for several reasons. To start, it is a company with hardly any market penetration and practically unknown to the general public. Come from good 200 dollars a month It seems to risk sinning for excess confidence. Not only that: the worrying thing is that this can be the canary in the AI ​​mine. This is: a precedent of what comes to us, with subscriptions of business companies that ask us for true monets for services than more reputed ones (such as Openai) also offer and without a clear differential factor.

Committed virality. With the Internet boom and social networks virality was achieved with free massive products that were monetized Through advertising. Google and Facebook nurtured those models, but AI seems to depend on the freeemium model: we can access basic functions, but we do want to take advantage of the models, we have to go through a subscription model. And there is a clear reason for it.

The generative AI is very expensive. The cost of each consultation we made to chatbots of AI is comparatively much greater that for example have traditional search engines. Training these models is also exceptionally expensive –It is estimated That GPT-4 training cost about $ 100 million-and you have to try to recover the investment. IA companies know how to do it: increasingly faces.

And we are getting used to subscribing to everything. With the “era Google” We did not pay for the product but we were the productbut little by little payment subscriptions have been taking force with the rise of content streaming. We are already very accustomed to paying for services we use, and AI wants to take advantage of that trend. The problem, as is the case with the aforementioned streaming segment, is that There must be differentiating factors to bet on a payment service and not for another. And there Manus has it especially difficult, because he competes with very reputed models and that can be perceived as more confidence for users.

No own model. Manus is a “Wrapper“, a platform that is built from the functions of other AI models such as Claude, from Anthropic, or Qwen, from Alibaba. It does not depend on itself. Its creators do not seem to have their own model, but even having the problem is that they will not be able to invest in it the amount of time, money and resources (as talent) necessary for the models to be especially remarkable.

Too much competition. But Manus faces true giants. It is a situation analogous to which Anthropic and his chatbot claude livethat do not have the financial muscle of Google, Microsoft or even OpenAi. Manus has both that competition in the US and especially important rivals in China. There Deepseek is the main protagonist, but Alibaba, Baidu or Tencent They will not let a newcomer steal their wallet easily.

In Xataka | Now the competition to overcome Depseek is also fought in China herself: Alibaba has just announced QWen2.5-max