メタの損失はシンキングマシンの利益となる

Weiyao Wang spent eight years at Meta — his first job out of college — helping build multimodal perception systems and contributing to open-world segmentation projects, including SAM3D. His final day at Meta was last week, and he has since joined Thinking Machines Lab (TML).

His move to TML comes as the AI startup expands on multiple fronts. It just signed a multibillion-dollar cloud deal with Google, giving it access to Nvidia’s latest GB300 chips and making it one of the first startups to run on the hardware.

The agreement, announced this past Tuesday at Google Cloud Next, follows an earlier partnership with Nvidia, and puts TML in the same infrastructure tier as Anthropic and Meta. (Meta reportedly held talks to acquire Thinking Machines around this time last year and has more recently been picking off TML’s founders one by one.)

The talent picture remains fluid. Wang and Kenneth Li — a Harvard PhD who spent 10 months at Meta before joining TML this month — are the latest examples of a talent grab that runs in both directions. Business Insider reported last week that Meta has now poached seven of TML’s founding members. A review of recent hires shows Thinking Machines is raiding Meta right back. At least, it appears based on a review of LinkedIn profiles, that TML has been hiring more researchers from Meta than from any other single employer.

The most prominent is Soumith Chintala, TML’s CTO, who spent 11 years at Meta and co-founded PyTorch, the open source deep learning framework that now underpins most of the world’s AI research. He left Meta in late 2025 and was appointed CTO earlier this year. Piotr Dollár, another 11-year Meta veteran who served as research director and co-authored the influential Segment Anything model, is now on TML’s technical staff. Andrea Madotto, a research scientist in Meta’s FAIR division focused on multimodal language models, joined TML in December. James Sun, a software engineer with nearly nine years at Meta working on LLM pre- and post-training, also made the jump.

TML has drawn talent from beyond Meta, too. Neal Wu — a three-time gold medalist at the International Olympiad in Informatics and a founding member of the buzzy coding startup Cognition — joined early this year. Jeffrey Tao came via Waymo, Windsurf, and OpenAI. Muhammad Maaz previously held a research fellowship at Anthropic. Erik Wijmans arrived from Apple. Liliang Ren spent two and a half years on Microsoft’s AI Superintelligence team pre-training OpenAI models for code before joining in March.

The startup’s headcount now stands at around 140.

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Meta’s pay packages — seven figures, no strings attached — are well known by now. For researchers weighing their other options, the calculus may be as simple as this: Thinking Machines Lab is right now valued at $12 billion. Though that figure would’ve been unimaginable for a company at this stage in any previous tech cycle (it has released just one product so far), compared with the record-breaking valuations of OpenAI and Anthropic, there’s still a lot of financial upside.

Reached Friday morning, a spokesperson for TML declined to comment for this story.

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Loizos has been reporting on Silicon Valley since the late ’90s, when she joined the original Red Herring magazine. Previously the Silicon Valley Editor of TechCrunch, she was named Editor in Chief and General Manager of TechCrunch in September 2023. She’s also the founder of StrictlyVC, a daily e-newsletter and lecture series acquired by Yahoo in August 2023 and now operated as a sub brand of TechCrunch.

You can contact or verify outreach from Connie by emailing connie@strictlyvc.com or connie@techcrunch.com, or via encrypted message at ConnieLoizos.53 on Signal.

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