Meta Needs To Rethink Manus

China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualcomm and MediaTek, Google controls ~25% of global AI compute, and SaaS pricing shifts to usage-based.

• China blocks Meta's $2B Manus acquisition, after reviewing whether it violated investment rules, and tells both to cancel it; Manus moved to Singapore in 2025 (FT)
• Kuo: OpenAI is working with MediaTek and Qualcomm to develop smartphone chips, with Luxshare handling the system co-design; mass production is expected in 2028 (Ming-Chi Kuo)
• Epoch AI: Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs; Google Cloud CEO Thomas Kurian says demand and revenue justify the spend (FT)
• Analysis: as of late 2025, 79 of 500 tracked software companies including HubSpot, Adobe, and Salesforce adopted usage-based AI fees, more than doubling on 2024 (The Information)
• Anthropic details Project Deal, a marketplace experiment where Claude models bought, sold, and negotiated personal belongings on behalf of Anthropic employees (Anthropic)

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