Same. Gutsy bet to make in the face of Fable / Mythos, but the multimodal quality is at least a promising technical/ product story to tell. Everyone knows throwing Opus at everything is wasteful and domain expertise should live in the weights eventually; the question is whether foundation model scaling will slow down enough soon enough for that to matter.

Or maybe this is just a warm-up / stopgap and Thinking Machines is betting on finding the next architectural breakthrough that lets it compete with the big foundation models?