Thinking Machines Lab, every mention
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tap a year for its mentions
every year anyone Harry Stebbings 24Rory O'Driscoll 13Jason Lemkin 9Scott Wu 1Everett Randle 1Anastasios Angelopoulos 1Alex Atallah 1
Verbatim, from the transcripts: the passages where Thinking Machines Lab comes up
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 1:15:09 Harry Stebbings What about, what about thinking machines?
- ▶ 1:15:36 Rory O'Driscoll What's the company doing? 6 times in the scene
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 36:48 Jason Lemkin I don't know whether thinking machines is the right one, but I need some exposure to this space.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 31:16 Alex Atallah I think, um, you know, we, we have poolside, we have thinking machines, we have RC.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 34:33 Rory O'Driscoll And we'll see what it is when people like Reflection and Thinking Machine start, when these models start to happen in the U.S., it will be interesting to see, you know, what the business model is of which an open-weight
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 11:30 Harry Stebbings You said thinking machines there. 7 times in the scene
- ▶ 24:28 Anastasios Angelopoulos Thinking machines.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 16:25 Rory O'Driscoll I mean, you've got the thinking machines, you know, it shipped the Inkling model.
- ▶ 24:20 Rory O'Driscoll Cause I think what would the process be for a U S open weight model, like poolside or thinking machines here?
- ▶ 1:05:45 Harry Stebbings Jason, we saw last night Lillian Wei, uh, left Thinking Machines, which makes only two of the original six co-founders remain. 4 times in the scene
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 16:08 Rory O'Driscoll But I think the really interesting question here, and it gets to thinking machines is, is the open source LLM, open weight, let's call it open weight, low cost LLM business a good business? 3 times in the scene
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 1:41 Jason Lemkin And the confidence to do things, not only talk about data centers in space, but launch things like Nemo claw, which are their version of open claw to launch a partnership with thinking machines and others for their own open source LLMs.
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 3:45 Jason Lemkin And, and, uh, if you don't, um, it, you put yourself at a competitive disadvantage, but then you set yourself up for disappointment when you, cause these companies that are fundraising to the nth degree, the thinking machines today, the… 2 times in the scene
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 14:16 Harry Stebbings I feel like someone needs to do that for poor Mira Murati, because I think she's the only one left in Thinking Machines after everyone else this week. 3 times in the scene
- ▶ 20:08 Jason Lemkin That's why we've all moved to no vesting anymore at OpenAI, because we want the folks who like, you know what, I just don't love my job at Thinking Machines. 4 times in the scene
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
- ▶ 53:09 Harry Stebbings I mean, you know, poor old thinking machines, you know, uh, Home Alone is Mira Moratti now. 2 times in the scene
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 37:48 Harry Stebbings 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…
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 35:17 Jason Lemkin You'd rather not create an anthropic when your team leaves too, let alone thinking machines and all that.
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 39:03 Harry Stebbings Uh, one was the thinking machines at fifty billion, and the other was Teal and SoftBank exiting Nvidia, and just like, what it means for, are we top of the market?
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 33:00 Everett Randle Did Benchmark, you know, not get in on the AI wave because they're, you know, not in one of the labs or they weren't in Miras, uh, they weren't in Thinking Machines or, or any of these investments.
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 48:13 unnamed speaker Is there a conclusion here for the capital intensity of safe superintelligence, for the capital intensity of thinking machines?
Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
- ▶ 0:15 unnamed speaker Would you prefer two billion dollars in thinking machines, unlisted stock with the chance to be amazing or the chance to go burst, or three and a half billion dollars of liquid Facebook stock over the next five years?
- ▶ 14:53 Harry Stebbings Andrew Tulloch leaves Thinking Machines, the company he co-founded and raised two billion dollars for, to join Meta. 5 times in the scene
- ▶ 22:42 unnamed speaker So, so it's different here because we're talking not about the motivations of a founder person, but the motivations of an engineer person who was like an engineer, academic, then Reminder spent 14 years or something like that at Meta, went… 3 times in the scene
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 26:34 Rory O'Driscoll I mean, you're seeing it in thinking machines, you saw on safe superintelligence, and you're seeing the same kind of thing there.