AndroGuider | One Stop For The Techy You! Accel Eyes $1B Bet on Mira Murati's Thinking Machines at $

AndroGuider | One Stop For The Techy You! Accel Eyes $1B Bet on Mira Murati's Thinking Machines at $40B Valuation https://ai4chat-files.s3.amazonaws.com/images/image_1788481101920.jpg TL;DR * Accel is reportedly in talks to lead a massive $1 billion funding…million run rate suggests product-market fit and a viable enterprise go-to-market engine. Investors are no longer just valuing research potential; they are valuing a business that can sell.Finally, there is the underlying technology thesis. Thinking Machines is reportedly focused on building more efficient, agentic, and collaborative AI systems that can be deeply customized by businesses, rather than one-size-fits-all foundation models. In a market increasingly concerned with AI moats and defensibility, that vision of controllable, enterprise-grade superintelligence is highly attractive. What This Means for the AI Funding LandscapeThe potential Accel-Thinking Machines deal is the latest sign that the AI funding frenzy is not cooling down — it is accelerating and concentrating at the top.Despite talk of an AI bubble and investor fatigue, capital continues to flood into a small handful of elite labs perceived as having a legitimate shot at artificial general intelligence. In 2025 alone, frontier labs raised tens of billions, with valuations routinely defying traditional SaaS multiples. A $40 billion valuation for Thinking Machines would cement the idea that investors are pricing these companies not as software startups, but as potential platform owners for the next era of computing.It also highlights a growing valuation gap in AI. While hundreds of application-layer AI startups struggle to raise Series A rounds, infrastructure and model-layer companies led by marquee founders are commanding unprecedented premiums. For VCs, the fear of missing out on the next OpenAI far outweighs the risk of overpaying early.If Accel succeeds in leading this round, expect a domino effect. Other major firms will be pressured to make similarly outsized bets to stay relevant in AI, and the bar for what constitutes a “large” AI funding round will be reset yet again. For now, all eyes are on whether Murati and Accel can close a deal that could define the next chapter of the AI boom.