Thinking Machines Lab

Thinking Machines Lab

Develops customizable multimodal AI systems

Overview

Thinking Machines Lab builds customizable, multimodal AI systems for researchers, enterprises, and developers. Its products are delivered through a full-stack approach that covers model training, deployment, and APIs or on-premises licensing, with interfaces that can be tailored to different domains and workflow needs. The team combines deep talent from OpenAI, Meta AI, and Mistral AI, enabling an integrated stack focused on human–AI collaboration and safety rather than generic one-size-fits-all tools. The company aims to make generally capable AI accessible and understandable to scientists and developers, helping them deploy AI in enterprise settings with clear ethical controls.

About Thinking Machines Lab

Simplify's Rating
Why Thinking Machines Lab is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

AI & Machine Learning

Company Size

51-200

Company Stage

Seed

Total Funding

$2B

Headquarters

San Francisco, California

Founded

2024

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Simplify's Take

What believers are saying

  • Enterprises can adapt Llama, Qwen, DeepSeek, and Kimi without rebuilding training stacks.
  • Huge compute backing supports rapid model experimentation and large-scale customer workloads.
  • Human-AI collaboration branding resonates with regulated buyers needing steerable, transparent systems.

What critics are saying

  • Meta and OpenAI are raiding talent, weakening execution and product cadence.
  • Tinker's safety weaknesses invite enterprise rejection after public abuse demonstrations.
  • Incumbents can copy interruption-aware multimodal features before TML builds durable distribution.

What makes Thinking Machines Lab unique

  • Mira Murati leads a former-OpenAI team focused on customizable multimodal systems.
  • Tinker launched in October 2025, simplifying fine-tuning open-weight models through APIs.
  • Nvidia and Google provide frontier-scale compute access, including GB300 and Vera Rubin systems.

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Funding

Total Funding

$2B

Above

Industry Average

Funded Over

2 Rounds

Notable Investors:
Seed funding is usually the first official round after pre-seed, when a startup has a prototype or concept. It’s typically used to develop the product, test the market, and start building the team. Investors here are often angel investors or early-stage venture capitalists.
Seed Funding Comparison
Above Average

Industry standards

$3.3M
$2M
Netflix
$2.3M
Instacart
$3M
Robinhood
$2B
Thinking Machines Lab

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Parental Leave

Relocation Assistance

Company News

NVIDIA
Mar 10th, 2026
NVIDIA and Thinking Machines Lab Announce Long-Term Gigawatt-Scale Strategic Partnership

NVIDIA and Thinking Machines Lab announced today a multiyear strategic partnership to deploy at least one gigawatt of next-generation NVIDIA Vera Rubin systems to support Thinking Machines’ frontier model training and platforms delivering customizable AI at scale.

Bloomberg L.P.
Mar 10th, 2026
Nvidia invests in Thinking Machines Lab, to supply AI chips to ex-OpenAI exec Mira Murati's startup

Nvidia is investing in Thinking Machines Lab, an AI startup founded by former OpenAI executive Mira Murati, and will supply chips to help train and run the company's AI models. The investment strengthens Nvidia's position in the AI sector whilst providing Thinking Machines Lab with crucial computing infrastructure for model development.

Business Insider
Feb 27th, 2026
2 Thinking Machines Lab founders join Meta as $12B startup faces talent exodus

Thinking Machines Lab, the AI startup led by former OpenAI CTO Mira Murati, has lost two founding members to Meta in recent weeks. Christian Gibson, a former OpenAI engineer who worked on the first ChatGPT model, and Noah Shpak, an AI engineer previously at Character.AI and X, have both joined Meta. The departures add to a wave of exits from the San Francisco-based company, which raised $2 billion at a $12 billion valuation last year. The startup recently lost its CTO Barret Zoph and cofounder Luke Metz to OpenAI, along with several researchers. Another cofounder, Andrew Tulloch, departed for Meta last year. Thinking Machines Lab focuses on helping developers custom-build AI models and has attracted top talent despite the ongoing poaching. Meta and Thinking Machines Lab declined to comment.

Maglazana
Feb 26th, 2026
Mira Murati's Thinking Machines Lab raises $2B seed round at $12B valuation, launches Tinker API

Mira Murati, former OpenAI chief technology officer, has launched Thinking Machines Lab, an AI research company that closed a roughly $2 billion seed round led by Andreessen Horowitz, valuing the startup at approximately $12 billion. Nvidia, AMD and Cisco participated in one of the largest early-stage funding rounds in tech history. Founded in February 2025, Thinking Machines Lab assembled researchers from OpenAI, Meta and other AI pioneers to build customizable, accessible AI systems. In October, the company launched Tinker, an API enabling developers to fine-tune large language models more efficiently. The startup faces challenges including intense competition for talent, with several high-profile employees departing to OpenAI and rivals. Murati's rapid progress from launch to product delivery marks a significant development in the evolving AI landscape.

Business Insider
Feb 4th, 2026
Mira Murati's Thinking Machines Lab hires award-winning coder amid executive exodus

Thinking Machines Lab, the AI startup founded by former OpenAI CTO Mira Murati, has quietly hired Neal Wu, a three-time gold medal winner at an international programming Olympiad. Wu is a founding member of AI coding startup Cognition, valued at $10 billion, and brother of its CEO Scott Wu. The hire demonstrates Thinking Machines Lab continues attracting top talent despite aggressive poaching from rivals like Meta. The startup recently lost cofounder Andrew Tulloch to Meta in a deal worth up to $1.5 billion, and CTO Barret Zoph along with two other founding members returned to OpenAI in January. Thinking Machines Lab, which helps developers train and customise AI models, raised $2 billion in seed funding at a valuation exceeding $10 billion before launching a product.

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