Companies

Thinking Machines

Mentioned in 21 analyzed podcast episodes across 10 shows

An AI research lab founded by Mira Murati that focuses on reinforcement learning and post-training optimization for enterprise applications, backed by a16z. The company gained significant podcast attention following a major exodus in which three co-founders and nine employees departed to join OpenAI, raising questions about leadership and future direction.

Episode Mentions

The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 29, 2026

The AI Industry Asks Government to Slow It Down

Co-founder and Chief Scientist John Shulman was among the prominent signatories of the Pacing the Frontier letter.

Pacing the Frontier Open LetterAI Safety Regulation and Government PolicyOpen-Weight vs Proprietary AI Models Debate
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jul 24, 2026

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

Murati's new company cited as example of top US open-source model bootstrapped by distilling Chinese model Kimi K2.5.

Chinese Open-Source AI Models and US Ban DebateAI Regulatory Capture by Frontier LabsKimi K3 Model Performance and Cost Benchmarks
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Marketing School - Digital Marketing and Online Marketing Tips

Marketing School - Digital Marketing and Online Marketing Tips · Jul 23, 2026

GPT Sol 5.6 vs Claude Fable 5 For Marketing (Which Wins?)

Cited as a new entrant releasing open-weight AI models alongside Meta and Nvidia.

GPT Sol 5.6 vs Claude Fable 5 marketing performance benchmarksAI model selection strategy for marketing teamsOpenAI $4.5B fundraise with guaranteed 17% investor returns
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Marketing School - Digital Marketing and Online Marketing Tips

Marketing School - Digital Marketing and Online Marketing Tips · Jul 22, 2026

AI Marketing Loops That You Should Build Today

Newly released non-Chinese open-source AI model flagged as a cost-efficient alternative in routing stacks.

AI marketing loop design and implementationLLM token cost optimization and model routingOpenRouter multi-model routing strategy
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TBPN

TBPN · Jul 20, 2026

Tyler Cowen Doesn't Think America Should Ban Chinese AI Models

Used Chinese open-source models to bootstrap a step in building their latest AI product, illustrating supply chain dependency.

Chinese Open-Source AI Models and US Ban DebateDeepSeek and Open-Source AI ProliferationAI Maniacs and Youth Entrepreneurship
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The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 17, 2026

Is Kimi K3 Really Fable Class?

Released Inkling model just under 1T parameters this week, cited as context for K3's scale milestone.

Kimi K3 model capabilities and benchmark analysisUS-China AI frontier model competitionOpen-weight vs closed-source model performance parity
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All TWiT.tv Shows (Audio)

All TWiT.tv Shows (Audio) · Jul 16, 2026

Intelligent Machines 879: Alex Karp, Alex Karp, Alex Karp

Developing Inkling model with mixture-of-experts architecture for efficient inference

Open-Weight Model Parity and BenchmarkingAgentic Harnesses and AI Framework CompetitionGeopolitical AI Sovereignty and Supply Chain Risk
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TBPN

TBPN · Jul 15, 2026

Stripe x PayPal, Codex Micro, Saagar Enjeti Joins | George Kailas, Mukund Jha, Russ Tedrake, Glenn Youngkin

Released a new open-weight multimodal reasoning model called Inkling during the episode.

Stripe acquisition offer for PayPal at $53 billionPayPal distressed valuation and strategic options analysisOpenAI AI companion speaker hardware device
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The a16z Show

The a16z Show · Apr 3, 2026

Marc Andreessen on AI Winters and Agent Breakthroughs

AI company in a16z portfolio; mentioned as investment in AI infrastructure

AI Winters and Boom-Bust CyclesNeural Networks and 80-Year Research TrajectoryLarge Language Models and Reasoning Breakthroughs
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TBPN

TBPN · Mar 11, 2026

Thinking Machines X Nvidia, Meta Acquires Moltbook, BYD Mulls F1 | Diet TBPN

Secured multi-year Nvidia partnership for 1 gigawatt of chips despite losing half its co-founders

AI Lab PartnershipsSocial Media AI IntegrationAI Content Quality Assessment
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TBPN

TBPN · Mar 10, 2026

Nvidia Invests in Thinking Machines, Meta Acquires Moltbook, BYD F1 | Olivia Moore, David Paffenholz, Adam Goldstein, Max Junestrand, Allan McLennan, Jagdeep Singh, Scott Hickle

AI lab founded by former OpenAI CTO secured major Nvidia investment despite executive departures

AI consumer applications ranking and adoptionNvidia partnerships and chip deploymentMeta AI acquisitions and strategy
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Latent Space: The AI Engineer Podcast

Latent Space: The AI Engineer Podcast · Feb 19, 2026

Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z

Recent a16z investment with team including reinforcement learning experts

AI capital flywheel dynamicsFoundation model economicsVenture vs growth investing boundaries
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The a16z Show

The a16z Show · Feb 19, 2026

Capital, Compute, and the Fight for AI Dominance

A16z portfolio company discussed regarding recent founder changes and future prospects

AI capital allocation and funding strategiesTalent wars and compensation inflationFrontier model economics and sustainability
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TBPN

TBPN · Feb 19, 2026

The AI lab market map, Robinhood brings startups to retail, GLPs & hedge funds | Diet TBPN

Described as prototypical neo-lab doing RL for enterprise

AI Lab Market MappingNeo-labs vs Traditional LabsPrivate Market Access for Retail Investors
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Last Week in AI

Last Week in AI · Jan 28, 2026

#232 - ChatGPT Ads, Thinking Machines Drama, STEM

Startup founded by Mira Murati experiencing major exodus with 3 co-founders and 9 employees departing to OpenAI

ChatGPT Advertising StrategyAI Startup Talent RetentionChina AI Chip Independence
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TBPN

TBPN · Jan 22, 2026

Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine, TBPN x CAA | Diet TBPN

AI video generation market dynamicsChinese tech industry employment practicesAI startup talent acquisition
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TBPN

TBPN · Jan 21, 2026

Kling Crosses 12M, China’s Aging Tech Problem, Thinking Machine Turmoil | Rich Greenfield, Jan Sramek, George Lewin, Ara Kharazian

AI Video GenerationTalent Wars in AIAI Productivity Measurement
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Better Offline

Better Offline · Jan 16, 2026

Monologue: The Year Ahead

AI bubble collapse predictionOpenAI financial sustainabilityVenture capital AI investments
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TBPN

TBPN · Jan 16, 2026

Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN

Vertical integration in tech supply chainsLithium refinery operationsCopper mining and refining
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TBPN

TBPN · Jan 15, 2026

Tech Turns to Mining, Meta VR Layoffs, Thinking Machines Shakeup | Matthew Prince, Chirantan Desai, Delian Asparouhov, Deepak Pathak, David Tearse, Blake Resnick

AI Infrastructure and Data CentersLithium Refining and Battery Supply ChainCopper Mining for Data Centers
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张小珺Jùn|商业访谈录

张小珺Jùn|商业访谈录 · Dec 24, 2025

127. 大模型季报跨年对谈:和广密预言一场AI War、两大联盟和第三个范式Online Learning

Identified as a new lab specializing in post-training and chat optimization, attracting top talent from OpenAI

AI War and competitive alliances (OpenAI vs. Google coalitions)Online learning and continual learning paradigmsPre-training, reinforcement learning, and post-training methodologies
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