Thinking Machines amps up its bet against one-size-fits-all AI with its first open model, Inkling
Thinking Machines Lab, the AI startup founded by former OpenAI CTO Mira Murati, released its first proprietary AI model Wednesday morning, called Inkling — and
Thinking Machines Lab, the AI startup founded by former OpenAI CTO Mira Murati, released its first proprietary AI model Wednesday morning, called Inkling — and unlike the flagship models from OpenAI, Anthropic, or Google, it’s open-weight, meaning outside developers and companies can download it and modify it directly. Inkling is a mixture-of-experts system with 975 billion total parameters, though it only draws on a fraction of that — about 41 billion — for any given task, a common design that keeps very large models faster and cheaper to run. It was trained on 45 trillion tokens of text, image, audio, and video, and reasons natively across all three, according to the company’s own release materials. It’s the company’s first public proof point after a year and a half spent building AI infrastructure largely out of public view. Some of that work surfaced already, in a May research preview of “interaction models” — AI designed to listen and speak (and even interrupt) instead of stop and wait as with typical chatbots. It’s also a test of the central bet behind Thinking Machines, which is that AI that organizations can adapt for themselves will outperform the one-size-fits-all models the biggest labs currently sell. It’s an interesting model, one that’s designed to give calibrated answers, including flagging uncertainty rather than guessing, and which lets users dial “thinking effort” up or down when they want to trade for speed. On one benchmark, the company says, Inkling uses a third as many tokens as Nvidia’s Nemotron 3 Ultra in order to hit the same coding performance.
It’s worth noting that Thinking Machines doesn’t claim Inkling is best-in-class. Its briefing materials state explicitly that Inkling is “not the strongest model available today, closed or open.” What it’s evidently going for instead is well-rounded performance. Of course, that raises a big question, which is who this product is targeting, beyond the obvious — this is definitely an enterprise product. Thinking Machines is, for now, marketing it less as a finished work than as a starting point, something for organizations to fine-tune themselves through Tinker, the company’s model-customization platform. (OpenAI, Anthropic, and Google have all taken a very different approach with ChatGPT, Claude, and Gemini, respectively, which were all built to compete as general-purpose chatbots first, with agentic, autonomous features layered on top.) A post published by Thinking Machines last week was clearly meant as the backdrop for this release. AI that’s trained centrally by one company and then set in stone, the company argued in that post, underperforms AI that organizations shape themselves because so much expertise is specific to the people who hold it. The broader idea is that centralized labs are selling everyone the same product, repeatedly refined by the lab that built it, while enterprises willing to own and customize their own models can wring far more value from them. It’s an argument that’s gaining steam. In a blog post published Sunday, Microsoft CEO Satya Nadella — whose company has invested billions in both OpenAI and Anthropic — warned that enterprises using proprietary AI models effectively pay twice: once in subscription costs, and again by handing over business knowledge embedded in their thousands of prompts and corrections, which can be absorbed into future model versions.
