Thinking Machines Lab · AI — 60 mentions on Teahose

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Thinking Machines Lab · AI — 60 mentions on Teahose

// SIGNALS

50 SIGNALS

01

mention·Dwarkesh·SEPTEMBER 11, 2026

“There's been a classic thing, almost like Marvec's Paradox, where we think of the AI, if it can do this, it's going to be amazing... And then it solves these things, and then it's not that impactful.”

02

mention·20VC·SEPTEMBER 10, 2026

“You've got an all-American software product, and you've got the ability to train it on your data in a totally proprietary way that's not exposed to OpenAI or Anthropic.”

03

funding·20VC·SEPTEMBER 10, 2026

“Thinking Machines raised at $40B (down from $50B prior mark), $5-6B round led by Excel with NVIDIA investing roughly half.”

04

funding·StrictlyVC·SEPTEMBER 4, 2026

“Thinking Machines Lab, a one-year-old San Francisco startup that develops AI systems, is reportedly in talks to raise at least $1 billion at a $40+ billion pre-money valuation.”

05

mention·Axios Pro Rata·SEPTEMBER 4, 2026

“Thinking Machines — AI lab founded by ex-OpenAI CTO Mira Murati.”

06

funding·Axios Pro Rata·SEPTEMBER 4, 2026

“is in talks to raise at least $1b at a $40b+ valuation led by Accel.”

07

hire·Axios AI+·AUGUST 27, 2026

“Barret Zoph, who left Thinking Machines to return to OpenAI earlier this year, is leaving again, this time for Google DeepMind.”

08

product·张小珺Jùn｜商业访谈录·AUGUST 26, 2026

“Thinking Machine Lab credited with on-policy distillation concept which has become standard in post-training pipelines”

09

mention·Axios Pro Rata·AUGUST 17, 2026

“AI labs are often building such similar products — with an eye toward AGI — that the lines between competition and collaboration can blur.”

10

hire·Axios Pro Rata·AUGUST 17, 2026

“Lilian Weng last month stepped down as a cofounder of Thinking Machines... Then she rejoined OpenAI.”

11

funding·Axios Pro Rata·AUGUST 17, 2026

“Lilian Weng last month stepped down as a cofounder of Thinking Machines, just a year after it raised $2 billion from venture capitalists at an $8 billion pre-money valuation.”

12

product·The AI Corner·AUGUST 15, 2026

“Thinking Machines — AI company founded by former OpenAI CTO Mira Murati.”

13

hire·Axios AI+·AUGUST 12, 2026

“Lilian Weng, a co-founder of Thinking Machines, left to rejoin OpenAI.”

14

mention·Jack Clark from Import AI·AUGUST 10, 2026

“This safe path to open models only works if the ecosystem's defenses improve as quickly as the models do. We will do our part: deciding carefully what to release, and researching how to decouple intelligence from dangerous capability.”

15

product·Jack Clark from Import AI·AUGUST 10, 2026

“Before releasing Inkling, Thinking Machines did 'internal evaluations across a broad taxonomy of harms, external testing by four independent organizations, and a fine-tuning study to elicit worst-case capabilities.'”

16

mention·The VC Corner·AUGUST 9, 2026

“The founders also helped develop talent that later built Anthropic, OpenAI, SSI, Thinking Machines, and Mistral, making the team unusually influential.”

17

mention·The AI Corner·AUGUST 6, 2026

“California bans non-competes. Anthropic, SSI, Thinking Machines, and now Discovery Loop all exist partly because their founders could walk out on a Wednesday and incorporate on a Thursday.”

18

mention·Jack Clark from Import AI·AUGUST 3, 2026

“~1,337 employees and senior leaders across every major Western AI lab have jointly requested U.S. government support for internationally pacing frontier AI development — a remarkable collective action signal.”

19

mention·20VC·AUGUST 3, 2026

“I believe that we're going to have at least one massive, you know, multi-hundred billion, if not trillion dollar American company focused on American first open source.”

20

product·20VC·AUGUST 3, 2026

“Within that time, they've become the number one American open source model... hopefully what happens with thinking machines is that they continue to release more and more models, you know, larger models, and they continue to build on their momentum.”

21

hire·Axios AI+·AUGUST 3, 2026

“She was rejoining OpenAI to work on recursive self-improvement, the idea that AI systems could play a growing role in improving future generations of AI.”

22

hire·Newcomer Newsletter·JULY 31, 2026

“A Thinking Machines Lab co-founder steps down citing health issues, but quickly takes a job at OpenAI.”

23

hire·20VC·JULY 30, 2026

“Lillian Way left Thinking Machines, which makes only two of the original six co-founders remain.”

24

product·20VC·JULY 30, 2026

“You've got the Thinking Machines, you know, it shipped the Inkling model. It didn't get the, wow, it's amazing, but they didn't position as amazing, their position as good.”

25

mention·20VC·JULY 30, 2026

“AI research company. Co-founded by Mira Murati (formerly OpenAI). Reportedly valued at ~$8B.”

26

hire·Axios AI+·JULY 28, 2026

27

hire·张小珺Jùn｜商业访谈录·JULY 28, 2026

“We asked him: if you don't co-found with us, you'll earn a lot of money, but ten years later if the vLLM project fails, will you be happy or not? ... The hardest person to recruit to the founding team — had offers from XAI, Thinking Machine Labs, and Google DeepMind.”

28

funding·张小珺Jùn｜商业访谈录·JULY 28, 2026

“When Thinking Machine Labs was founded, the founders invited him to lead infrastructure. Later, Thinking Machine Labs' valuation kept soaring.”

29

product·Axios AI+·JULY 27, 2026

“Nvidia doubled down today by launching the Open Secure AI Alliance, which calls for open research and regulatory support for open models as 'defensive assets, not liabilities.'”

30

mention·The a16z Show·JULY 26, 2026

“Thinking Machines is doing a good job of that.”

31

product·All In·JULY 24, 2026

“Mira Murati, her new model. Thinking Machines. They currently have the best American open source model. You know how it was trained? It was bootstrapped. It was distilled off a Chinese model, Kimi K2.5.”

32

product·Newcomer Newsletter·JULY 24, 2026

“Thinking Machines Lab's latest model, announced last week, could not have dropped at a better time.”

33

product·20VC·JULY 23, 2026

“Thinking machines had an announcement last week. I think they announced a model... I think they made a comment on something that you can build upon. Inkling, I think it was called.”

34

product·Lucinda Shen·JULY 21, 2026

“Thinking Machines, led by former OpenAI CTO Mira Murati, dropped its first model (an open-weights one), last week.”

35

hire·Lucinda Shen·JULY 21, 2026

“Thinking Machines, led by former OpenAI CTO Mira Murati, dropped its first model (an open-weights one), last week.”

36

mention·Stratechery·JULY 20, 2026

“Because U.S. open weight model makers must follow the frontier labs' terms of service, they (1) are worse than Chinese alternatives and (2) end up distilling the distillation, just with a detour through Chinese labs.”

37

product·product_hunt_ai·JULY 20, 2026

“Inkling — Open weights 975B multimodal model built for fine-tuning (134 votes)”

38

product·The VC Corner·JULY 19, 2026

“Thinking Machines argues AI should strengthen human judgment instead of replacing local expertise. Its strategy focuses on customizable models, better interfaces, and decentralized alignment shaped by each organization.”

39

product·All In·JULY 18, 2026

“Mira, because she just launched a very interesting platform that's based on open source... The value prop there is she's explicitly saying that, look, we're not frontier intelligence. We're just under that. But we're a platform for fine tuning these open models, which are much, much cheaper.”

40

hire·All In·JULY 18, 2026

“Mira, because she just launched a very interesting platform that's based on open source... The value prop there is she's explicitly saying that, look, we're not frontier intelligence. We're just under that. But we're a platform for fine tuning these open models, which are much, much cheaper.”

41

product·Newcomer Newsletter·JULY 17, 2026

“Mira Murati's Thinking Machines Lab releases its first model.”

42

m_and_a·Axios AI+·JULY 16, 2026

“Thinking Machines also reportedly signed a multibillion-dollar Google Cloud deal.”

43

mention·Axios AI+·JULY 16, 2026

“Thinking Machines trained the model on Nvidia's latest AI infrastructure, underscoring the company's partnership with the chip giant.”

44

mention·Axios AI+·JULY 16, 2026

“Thinking Machines is making a different bet than many AI labs: that enterprises ultimately care less about the smartest general-purpose model than one they can make their own.”

45

product·Axios AI+·JULY 16, 2026

“Launched Inkling, its first open-weight foundational model, targeting enterprise customization”

46

funding·Axios AI+·JULY 16, 2026

“Thinking Machines raised a record $2 billion seed round at a $12 billion valuation in 2025, before it had released a model or product.”

47

mention·StrictlyVC·JULY 16, 2026

“Inkling uses a third as many tokens as Nvidia's Nemotron 3 Ultra to hit the same coding performance.”

48

product·StrictlyVC·JULY 16, 2026

“Thinking Machines Lab's launch of Inkling — an open-weight, 975B-parameter mixture-of-experts model — represents a deliberate bet that enterprise-adaptable AI will outperform one-size-fits-all offerings from OpenAI, Anthropic, and Google.”

49

product·20VC·JULY 6, 2026

“There are a bunch of amazing researchers working on incredible new architectures... thinking machines, safe superintelligence from Ilya and Daniel.”

50

mention·晚点聊 LateTalk·JULY 1, 2026

“This model's interaction mode changes from walkie-talkie to truly making a phone call — it's always listening to what you say and can speak simultaneously. This is called Full Duplex. [01:19:16] On Time-Speak benchmark: 64.7% vs. OpenAI Real Time 2.0's 4.3%. On Q-Speak: 81.7% vs. OpenAI's 2.9%. [01:20:43]”