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Mira Murati's Thinking Machines Lab Raises $2B Series B at $10B to Build the Agent Infrastructure Layer
Thinking Machines Lab, led by former OpenAI CTO Mira Murati, raised a $2B Series B at a $10B valuation to build infrastructure and foundation models for multi-step, self-improving agentic AI. The scale of capital flowing to the agent-infrastructure substrate (vs. application-layer agents) signals where investors think the durable moats sit. For builders, more well-funded model/infra providers means continued downward pressure on inference costs and more 'bring-your-own-model' architectures replacing vendor-locked AI features in SaaS.
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