Orbit/Constellation/Thinking Machines Lab
Foundation Models

Thinking Machines Lab

Thinking Machines Lab develops customizable AI systems for diverse human needs.

Founded
2024
Last valuation
$12 billion (2025)
Key product
Tinker
Notable backer
Andreessen Horowitz
Partnership
NVIDIA (gigawatt compute commitment)
Employee count
120

About

Thinking Machines Lab is an AI research and product company founded in 2024 by Mira Murati, the former Chief Technology Officer of OpenAI. The company is headquartered in San Francisco, California. Thinking Machines Lab focuses on creating AI systems that are more widely understood, customizable, and generally capable, aiming to bridge existing gaps in the scientific community's understanding of frontier AI systems and the public's ability to effectively use and customize these technologies.

In February 2025, the company launched its first product, Tinker, a tool designed to help researchers fine-tune AI models. Tinker utilizes techniques like Low-Rank Adaptation (LoRA) to simplify the customization of open models, enabling users to adapt AI systems to their specific needs.

Thinking Machines Lab has attracted significant investment, securing a $2 billion seed funding round in 2025, valuing the company at $12 billion. This round was led by Andreessen Horowitz, with participation from NVIDIA, Accel, ServiceNow, Cisco, AMD, and others.

The company has established a notable partnership with NVIDIA, committing to utilize a gigawatt of NVIDIA-powered compute beginning early next year. This scale of computational power is typically only matched by the largest AI labs and underscores the company's ambition to operate at the frontier of AI development.

Why it matters

Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, is a significant player in the AI economy. The company's focus on developing customizable AI systems addresses the need for more adaptable and user-friendly AI technologies. Their flagship product, Tinker, simplifies the fine-tuning of AI models, making advanced AI capabilities more accessible to a broader audience. The substantial $2 billion seed funding and strategic partnership with NVIDIA highlight the company's rapid growth and its potential to influence the future of AI development.

Notable for

Securing a $2 billion seed funding round, valuing the company at $12 billion.

Founders & key people

Tags

foundation-modelsai-researchai-tools