10 new businesses unlocked by Thinking Machines

Thinking Machines, led by Mira Murati, released Inkling, a 975B open-weights model that companies can fine-tune via its Tinker platform without building GPU infrastructure, enabling startups to own specialized AI models. Bridgewater has already used the platform to train a model on financial knowledge, reportedly outperforming proprietary models on financial reasoning. This accessibility allows founders to create businesses previously reserved for well-funded AI labs, offering better margins, control, and defensibility.

10 new businesses unlocked by Thinking Machines 10 Businesses Unlocked by Training Your Own AI Model Most AI products being launched today rent intelligence from the same handful of GPT and Claude APIs. That makes them fast to build, but it also leaves them with similar capabilities, permanently variable costs and limited control over the technology at the centre of their product. This week, Mira Murati’s Thinking Machines released Inkling, a 975B open-weights model that companies can fine-tune through its Tinker platform without building their own GPU infrastructur e. Bridgewater has already used the platform to train an open model on its financial knowledge and reportedly outperform proprietary models on financial reasoning. Fine-tuning is becoming accessible enough for startups to own the intelligence they sell. Founders can now build specialized models, license them, deploy them inside enterprise environments and create businesses that were previously reserved for well-funded AI labs . In this issue, I break down: How owning the model can give startups better margins, control and defensibility Why o pen weights turn AI intelligence into an asset your company can own How startups can now train specialized models without becoming AI labs Why Inkling’s capabilities matter for products, customers and unit economics 10 business ideas unlocked by accessible fine-tuning How to decide whether owning a model should become your startup’s advantage Hey, welcome to AI Market Fit Every week you’ll get two things, fast: What’s happening now and where the money’s headed . Who’s already building it so you can invest, partner, or steal their playbook . However, most of the content from this newsletter will be only accessible to the paid subscribers. If you are serious about building or investing in AI, you can subscribe here: Here’s a good place to start: ↳ Alex Karp’s Playbook for Which AI Companies Survive https://www.theaiopportunities.com/p/alex-karps-playbook-for-which-ai ↳ 19 great new details about Cursor’s rise https://www.theaiopportunities.com/p/19-great-new-details-about-cursors ↳ Perplexity’s CEO 2026 AI Pitch https://www.theaiopportunities.com/p/perplexitys-ceo-2026-ai-pitch ↳ The First 48 Hours of Claude Fable 5 https://www.theaiopportunities.com/p/the-first-48-hours-of-claude-fable Try premium free for 7 days. Or get 50% off this week only.