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Thinking Machines has become a leading open-weight model company in the USA, with its open model finetuning service generating hundreds of millions in revenue per year.

The prime example against consolidation is Thinking Machines, which few predicted would go open but now earns hundreds of millions yearly from open model finetuning and releases the best open-weight models built in the USA. ✦ AI generated

The author of 'Latest open artifacts (#23)...' · Interconnects · 2026-08-02 · original ↗

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The prime example is Thinking Machines — when they announced their company in February 2025, very few people would’ve put them in the bucket of an open models company, myself included. Now their open model finetuning service is making hundreds of millions in revenue per year and they’re releasing the best open-weight models built in the U.S.A.

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▦ Thinking Machines

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Evidence · 1

The standalone inference business (Fireworks, Together, etc.) is exploding because the open-weight model trend is exploding, and these companies are seeing massive growth with expanding gross margins.Rory · 20VC · conf 70%

In practice · 1

Open weight models allow companies and individuals to run, fine-tune, and operate AI models entirely on their own infrastructure, with no dependency on the original creator or big AI labs.CJ · Syntax · conf 80%

This moment responds to

gives example → Despite predictions of consolidation, more companies are training strong models and an increasing number of organizations are releasing these models openly.The author of 'Latest open artifacts (#23)...' · Interconnects gives example → Building token machines is a likely path to value, so labs that were expected to consolidate are instead finding value in continued operation.The author of 'Latest open artifacts (#23)...' · Interconnects supports → A safer bet than consolidation is predicting continued adoption of open models, and the ecosystem is entering a decisive era over how far open models can go.The author of 'Latest open artifacts (#23)...' · Interconnects