TBPN Thinking Machines X Nvidia, Meta Acquires Moltbook, BYD Mulls F1 | Diet TBPN
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Mar 11, 2026 NVIDIA’s big GPU deal with Thinking Machines and what chip-for-equity moves mean for AI labs. Meta’s purchase of Moldbook and the strategic play around agent social networks and talent. Debate over BYD eyeing Formula One and whether racing boosts a carmaker’s global brand. Token budgeting, AI code-review tools, and the shifting economics of developer AI stacks.
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NVIDIA Chips Rescue Thinking Machines Momentum
- Thinking Machines secured a multi-year NVIDIA partnership to deploy at least one gigawatt of GPUs for model training.
- The deal signals compute-backed validation for Mira Murati's team as Thinking Machines scaled from 30 to 120 people despite co-founder departures.
Fake Rumor About Alex Wang Sparks Executive Denials
- Fake timeline reports claimed Alexander Wang was leaving Meta's Superintelligence Labs, prompting public denials from Meta CTO Andrew Bosworth and Mark Zuckerberg.
- The episode used the rumor episode to illustrate how quickly tech misinformation spreads on X.
Meta Buys Moldbook To Explore Agent Social Worlds
- Meta acquired Moldbook and is hiring its co-founders into Meta Super Intelligence Labs to explore agent-driven social interfaces.
- The move fits Meta's broader bet on agent-social interactions and ties into prior agent patents and experiments.