Episode Details

Thinking Machines, the AI lab founded by ex-OpenAI CTO Mira Murati, is reportedly eyeing a $1 billion funding round that could push its valuation to $40 billion—down from its $50 billion target last year but still massive given its $100M+ annual revenue run rate. Backed by Accel and former investors like Andreessen Horowitz, Nvidia, and GV, the company’s Inkling open-weight model generates revenue via compute time on its Tinker platform. However, turbulence remains as key co-founders have returned to OpenAI, adding complexity to their rising trajectory.

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