硅谷天选之女,刷脸刷出3500亿独角兽
3 6 Ke·2025-11-22 02:23

Core Insights - Thinking Machines Lab, founded by Mira Murati, has achieved a staggering valuation of $50 billion despite having minimal products and models, raising questions about the sustainability of such valuations in the AI sector [1][22][25] - The company is seeking to raise between $4 billion to $5 billion in its latest funding round, following a previous funding of $2 billion and a valuation of $10 billion [2][25] - The valuation of Thinking Machines Lab is compared to other companies in the industry, highlighting the perceived bubble in AI valuations, especially when juxtaposed with established firms like Nvidia facing sell-offs [22][24][25] Company Overview - Mira Murati, the founder and CEO of Thinking Machines Lab, has a notable background, having served as CTO at OpenAI and previously worked at Tesla, which adds credibility to her leadership [4][6][17] - The company launched its first product, Tinker, in October, which allows developers to fine-tune open-source models, marking a shift towards more customizable AI solutions [2][20] Market Context - The AI market is experiencing a dichotomy, with significant sell-offs in established companies like Nvidia while new startups like Thinking Machines Lab are attracting massive investments [24][25][26] - The ongoing trend of high valuations for companies with little to show in terms of products raises concerns about the potential for a market correction in the future [22][29][30]