Thinking Machines' Strategy Gains Traction
ziv_ravid · x · 2026-07-18
The author argues that Thinking Machines has the strongest playbook: they already have customers on Tinker, and their in-house open-source models will reciprocally enhance the value of these services. Furthermore, the author emphasizes that those who best understand how to fine-tune these models are the very ones who trained them, giving them a clear advantage in combining fine-tuning with services.
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