Thinking Machines Lab
also referred to as: thinking machines
4 statements across 4 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Oct 16, 2025 by Rory O'Driscoll · said 55 times in 19 episodes since 2025 · across every show →
Mentions by year
brought up most by Harry Stebbings (24), Rory O'Driscoll (13), Jason Lemkin (9), Scott Wu (1), Everett Randle (1), Anastasios Angelopoulos (1), Alex Atallah (1)
tap a year for its mentions
2026 39 mentions in 11 episodes 4 per episode
- Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
- NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- 3 more episodes that year, every mention in 2026 →
2025 16 mentions in 8 episodes 2 per episode
- Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
- SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
Everything said about Thinking Machines Lab, oldest first
Oct 16, 2025 neutral
Dec 11, 2025 neutral
Stebbings: Multi-Billion Mega Seed Rounds Include Undisclosed Cheaper Tranches
“The one lesson that I've learned from a lot of these deals, whether it's Thinking Machines or this or some others, is that although it's 500 or five billion on the sticker price when it's announced, there's actually several rounds before that Sequoia and Andre…”
Aug 2, 2026 neutral
Angelopoulos: Thinking Machines' Inkling ranks #1 in US open source, behind nine Chinese models
“And within that time, they'd become the number one American open source model. But then the less generous take would be the companies existed for a year and a half. And then they've come up with, yes, the number one American open source, but there's nine Chine…”
Sep 10, 2026 bullish
O'Driscoll: Corporate America will drive demand for US open-weight AI
“I mean, fundamentally, you do believe that there is going to be strong demand from corporate America for a open-weight US-based model with the infrastructure to train that model, right? And I think Thinking Machines is in a good position to meet that demand no…”