Thinking Machines Lab获20亿美元种子轮融资，人才成为AI行业最重要的要素

Core Insights - Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, has raised $2 billion in seed funding, achieving a valuation of $12 billion, marking the largest seed round in tech history [3][4] - The company currently lacks a specific product or revenue, relying heavily on its prestigious founding team and the importance of talent in the AI industry [5][6] Company Overview - Thinking Machines Lab was established in February 2025, initially aiming for $1 billion in funding with a valuation of $9 billion, which later increased to $2 billion [4] - The founding team includes notable figures from OpenAI, such as John Schulman, Barret Zoph, and Bob McGrew, all of whom have significant contributions to AI technologies [9][10][12][14][15] Talent as a Key Factor - The AI industry is witnessing a talent war, with companies like Anthropic and Safe Superintelligence also emerging from OpenAI, highlighting the critical role of top-tier AI researchers [23][24] - The three essential elements in AI are talent, computing power, and data, with talent increasingly recognized as the core component [24][25] Market Trends - The demand for AI talent is driving significant acquisitions and investments, as seen with Meta's aggressive hiring strategy and Google's focus on talent in their AI projects [26][28] - In the U.S. market, AI startups saw a nearly 76% increase in funding in the first half of 2025, with AI investments accounting for 64.1% of total transactions [28]