OpenAI ex-CTO Murati launched Thinking Machines Lab and its open-weight model Inkling, which uses DeepSeek-V3 architecture and Kimi K2.5 synthetic data. Despite a $2B seed round and $12B valuation, Inkling underperforms Chinese models like Kimi and GLM in benchmarks while costing more. Its value is compliance certainty for US enterprises facing regulatory pressure on Chinese AI models.





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