Thinking Machines
Beyond Market Intelligence keeps Thinking Machines in one place: 3 stories so far. The section currently leads with “Thinking Machines nears $40B valuation with over $100 million in revenue”, “From Safety Research to AI Safety Lead: Weng Returns to OpenAI”, and “Explore how Inkling opens new possibilities for tailored AI solutions.”. Thinking Machines is on track to pull in over $100 million in annual recurring revenue, and now Accel is reportedly in talks to lead a $1 billion round at a $40 billion valuation. Acme AI is the next-generation, AI-powered spreadsheet platform built to replace Excel and redefine how analysts, data scientists, and enterprise teams work… The list below is every Thinking Machines story on Beyond Market Intelligence, newest first.
Thinking Machines nears $40B valuation with over $100 million in revenue
Thinking Machines is on track to pull in over $100 million in annual recurring revenue, and now Accel is reportedly in talks to lead a $1 billion round at a $40 billion valuation. That is a striking signal of how much momentum AI-native data tools have gathered. For anyone watching the space, this feels less like hype and more like recognition that the shift is real. Our recent piece on AI-native companies driving a $5.75B investment surge fits right alongside this story.
From Safety Research to AI Safety Lead: Weng Returns to OpenAI
Lilian Weng's move from Thinking Machines back to OpenAI, just weeks after citing health reasons for her departure, raises an eyebrow. It is a sharp reminder that career pivots in AI often carry more nuance than headlines suggest. Her return to a familiar safety role signals continuity, not chaos. For users watching the field, this is a reassuring sign that experienced leaders still anchor the work.
Explore how Inkling opens new possibilities for tailored AI solutions.
After a year and a half of quiet infrastructure work, Thinking Machines is stepping into the open with Inkling, its first public model. This feels like a deliberate move against the industry's rush toward one-size-fits-all AI. They're betting that tailored, accessible tools matter more than generic power, and that's a bet worth watching. If you're curious about the human side of these systems, our piece on talking to an AI clone offers a fitting follow-up.