This week
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Updated through the day. Every headline links straight to the source. The two lines underneath are ours.
A $40B valuation on $100M+ ARR puts Thinking Machines in the same commercial tier as Anthropic and OpenAI. This signals investor confidence that reasoning models have a defensible business moat. For investors, this is the third foundation model company to reach scale; the category has winners and losers forming now.
Another data point in the ongoing talent churn among frontier lab founders, following Mira Murati's Thinking Machines Lab losing a co-founder twice in short succession. For investors tracking Thinking Machines, this raises real questions about internal stability at a company that raised at a massive valuation on the strength of its founding team.
Thinking Machines has been quiet since its founding buzz, so any concrete launch is worth a look even without details here. The name and hosting on Hugging Face suggest an open or semi-open release rather than a closed API product. Watch for what modality or capability it targets before deciding if it matters to your stack.