No product? No problem. With a voting structure that makes Murati untouchable, Thinking Machines joins a new wave of speculative bets on founder-as-future. There’s a new superscaler in town — maybe. In late June, Thinking Machines Lab, led by Mira Murati, the former Chief Technology Officer of O..

Investors aren’t just funding ideas anymore. They’re staking bets on people. Indeed, the AI talent wars are abound. In the last few months, we’ve seen Meta try to poach Mira Murati’s team with billion-dollar comp packages. We’ve seen entire companies — like Scale AI — funded as talent ..

It’s gonna get worse before it gets better. With what we see with increasing prices because of the tariffs and things that are going on right now, that expense to the consumer is going to go up. As long as banks and other holders of consumer financial data continue to play fair — a tenuous [..