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Thinking Machines Lab

also referred to as: thinking machines

9 statements across 3 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Jan 16, 2026 by Tyler Denk · said 80 times in 15 episodes since 2025 · across every show →

Mentions by year

brought up most by John Coogan (33), Tyler Denk (12), Jordi Hays (6)

tap a year for its mentions
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051020252026episodes it came up in
004581020252026episodesmentions per episode
2026 62 mentions in 9 episodes 7 per episode
2025 18 mentions in 6 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Thinking Machines Lab, oldest first

Jan 16, 2026 bullish
Prediction Not checkable as stated
Thinking Machines could exit for $30B to $60B within two years
“Thinking machines could probably exit somewhere at between 30 and 60 today. Who has that money? I don't know. Maybe NVIDIA buys them or something. At least at some point over the next two years. I think the most likely acquirers would probably be Microsoft, Ap…”
Tyler Denk Jan 16, 2026 ▶ 14:17 Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
Jan 16, 2026 negative
Assertion Supported
Thinking Machines terminates CTO Barrett Zoff due to alleged unethical conduct
“Breaking Thinking Machines has terminated its CTO, Barrett Zoff, due to unethical conduct.”
Tyler Denk Jan 16, 2026 ▶ 8:48 Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
Jan 16, 2026 neutral
Assertion Partly supported
Multiple Thinking Machines employees and three co-founders return to OpenAI
“He says more thinking machine Employees are in the process of joining OpenAI after three of the startup's co-founders rejoined yesterday.”
Jordi Hays Jan 16, 2026 ▶ 9:33 Big Tech turns to mining, Thinking Machines loses top executives, NYC Sauna Wars heat up | Diet TBPN
Jan 22, 2026 neutral
Assertion Supported
Coogan: 20 OpenAI Employees Left to Join Thinking Machines at Inception
“20 people from OpenAI left during the Thinking Machines Foundation.”
John Coogan Jan 22, 2026 ▶ 14:52 Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
Jan 22, 2026 neutral
Assertion Supported
Coogan: Thinking Machines Retains Only Three of Six Original Founders
“The exits, coupled with fellow co-founder Andrew Tulloch's decampment to Meta last fall, leave Thinking Machines with just three of its original six founders.”
John Coogan Jan 22, 2026 ▶ 15:48 Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
Jul 16, 2026 neutral
Assertion Supported
Thinking Machines' Inkling Model Has 975 Billion Total Parameters
“Called Inkling, the model has nine hundred and seventy-five billion total parameters, making it far smaller than estimates of the most advanced closed-source models.”
John Coogan Jul 16, 2026 ▶ 2:29 Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
Jul 16, 2026 positive
Assertion Supported
Inkling AI Model Outperforms Nemotron 3 Ultra on Key Benchmarks
“Inkling beats Nemo Tron three ultra and benchmarks put it between Kimi K 2.5 and 2.6.”
John Coogan Jul 16, 2026 ▶ 4:05 Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
Jul 16, 2026 neutral
Assertion Supported
Thinking Machines' Inkling Model Uses 41 Billion Active Parameters
“Only, I think the number is forty one billion of those are actually like active at any moment.”
Tyler Cosgrove Jul 16, 2026 ▶ 2:38 Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
Jul 16, 2026 positive
Assertion Not checkable as stated
Thinking Machines Designed Inkling Model Specifically for API Fine-Tuning
“This model is like uniquely set up for the Tinker API. It's built to be fine-tuned. That's the whole point.”
Tyler Cosgrove Jul 16, 2026 ▶ 3:32 Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
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