Meta Loses — Thinking Machines Wins: Google Deal and Talent Migration

Friends, sharing an AI update: a talent exodus from Meta to Thinking Machines Lab and a major cloud deal.

- Weiyao Wang left Meta after eight years for TML; Kenneth Li followed.
- TML struck a multibillion-dollar deal with Google, gaining access to NVIDIA GB300 chips and becoming an early platform partner.
- Talent moves both ways: Meta hired seven TML founders, while TML has recruited former Meta staff, including Soumith Chintala and Piotr Dollár. TML now ~140 employees; valuation ~$12B.

Why it matters: the mix of infrastructure access and top talent fast-tracks competition and raises the stakes for hiring.

How do you evaluate the impact of such deals and talent flows on the AI market?

#AI #startups #talent #infrastructure