Tech giants' massive acquisitions of AI startups spark industry reflection. This deal reveals several intriguing signals:

First, startup AI entrepreneurs now face increasingly absolute choices—either latch onto a big player or exit. The middle ground is almost nonexistent, as funding and survival pressures force many teams to pick sides.

Second, the general agent field has reached a critical point of life or death. When a company burns through funding, accumulates hundreds of millions in ARR, and even frequently appears in various promotional activities, yet still gets acquired, it indicates that the independent survival space in this track is rapidly shrinking. A few more quarters later, there might be no opportunity even for acquisition.

Finally, this acquisition also reflects the true state of some tech giants in the AI field—if you can't beat them, acquire them. Isn't this also a form of implicit acknowledgment? The so-called AI leadership advantage is sometimes more a false illusion built on capital and traffic.

Every entrepreneur has their own choices and paths; there are no absolute right or wrongs. But this event indeed marks a turning point of an era.