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Thinking Machines Lab

Thinking Machines Lab

Private
San Francisco, CaliforniaAI, Data & Cloud Infrastructurehttps://thinkingmachines.ai

Last Round

Series A

Sep 3, 2026

Est. Valuation

$41B

Total Funding Raised

$2B

Momentum

Top 1%

of companies Caplight tracks

Company Overview

Thinking Machines Lab is an artificial intelligence research and product company that develops multimodal AI systems and developer tools designed for real-time human-AI collaboration.

Sector

AI, Data & Cloud Infrastructure

Verticals

NLP & Conversational AI, ML Platforms, AI Training Infrastructure

Business Model

B2B

Customer Profile

Usage-Based SaaS

AI Layer

Foundation

Keywords

multimodal AIfoundation modelfrontier AI labAI infrastructureusage-based SaaSdeveloper toolsmodel fine-tuninghuman-AI collaborationAI agent securityenterprise AIAI computevibe codingworkflow automationAI training

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Thinking Machines Lab Comparables

Compare Thinking Machines Lab with similar companies based on industry and business-model similarity.

Thinking Machines Lab comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Alphabet Inc.
79%
Mistral AI
78%
Cohere
77%
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Thinking Machines Lab Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series ASep 3, 2026
StrategicMar 10, 2026
Early FundingJan 1, 2026
Series ANov 13, 2025
SeedJul 16, 2025
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Thinking Machines Lab Investors

Notable investors and investment history

Thinking Machines Lab investors
InvestorRounds
Andreessen HorowitzSeed
Jane StreetSeed
ConvictionSeed
Government of AlbaniaSeed
AccelSeed, Series A
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Market signals

Structured signals derived from secondary market and firmographic data.

  • Sep 3, 2026

    $1.0B round led by Accel

  • Sep 1, 2026

    Annual revenue exceeded $100 million as of September 2026.

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Recent news

Latest coverage and updates

  • launchesNov 6, 2026

    Thinking Machines Lab Inc. launches its first product, the Tinker model fine-tuning platform.

  • has_valuationNov 6, 2026

    On Nov 6th '26, Thinking Machines Lab Inc. is reportedly raising $5 billion at a $40B pre-money valuation.

  • launchesNov 6, 2026

    Thinking Machines Lab Inc. releases a new version of Tinker, which shows gains in AI coding, on Nov 5th '26.

  • receives_financingNov 6, 2026

    Thinking Machines Lab Inc. is reportedly raising a $5B round led by Accel at a $40B pre-money valuation, with the financing potentially closing in the next few days.

  • launchesNov 6, 2026

    Thinking Machines Lab Inc. launches Inkling 2 Small, a 594B-parameter mixture-of-experts model with text and image input, and makes it available on Tinker on Nov 5th '26.

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Thinking Machines Lab Filings

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Thinking Machines Lab filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Appears On

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Frequently Asked Questions

Common questions about Thinking Machines Lab's valuation, stock price, and market status.

Is Thinking Machines Lab a public or private company?

Thinking Machines Lab is a private company.

What is the current stock price of Thinking Machines Lab?

Thinking Machines Lab is a private company, so its shares have no public market price. Caplight tracks Thinking Machines Lab's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Thinking Machines Lab worth (valuation)?

Thinking Machines Lab's valuation is estimated at $41.0B based on funding round data.

Can I buy Thinking Machines Lab stock?

Thinking Machines Lab shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Thinking Machines Lab's last funding round?

Thinking Machines Lab's most recent funding round was Series A on September 3, 2026.

Who are the main investors in Thinking Machines Lab?

Key investors in Thinking Machines Lab include Andreessen Horowitz, Accel.

Will Thinking Machines Lab IPO soon?

No public IPO plans have been announced for Thinking Machines Lab.

How can I track Thinking Machines Lab secondary market activity?

Caplight tracks bids, offers, and trades in Thinking Machines Lab's shares on secondary markets.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range178
Year Founded2025
Last FundingSep 3, 2026

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