What is Thinking Machines?

Thinking Machines valuation fell from $50B to $40B with only a couple hundred million dollars in revenue.

“Thinking Machines $40 billion new price. It's down from the $50 billion last year.”

Thinking Machines reached number one American open-source model ranking in 6 months, but sits at number 10 globally with 9 Chinese models ranked above it.

“At least the most generous take towards thinking machines is that they've only been working on this model for 6 months 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 Chinese models on top of them because they're number 10 open source overall.”

Thinking Machines, a US open-source AI model, was distilled from the Chinese model Kimi K2.5, illustrating that American open-source innovation is already building on Chinese model foundations.

“It was distilled off a Chinese model, Kim K 2.5.”

Thinking Machines is worth watching as the top-ranked American open-source model lab, reaching that position in only 6 months of model development.

“At least the most generous take towards thinking machines is that they've only been working on this model for 6 months 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 Chinese models on top of them because they're number 10 open source overall.”