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Nathan Lambert on AI · ViralLoop

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Nathan Lambert@natolambert

Inkling was somewhat inevitable once Tinker took off -- integration of post-training services across @thinkymachines's entire stack -- and it's one of the best open-model business stories to date. Excited to see it grow and more emerge (some inference companies are next).

218 likes8 repliesPosted Jul 15, 2026

View the original on X Written by Nathan Lambert. Captured Sep 4, 2026.

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Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Ends on a short line that is easy to quote and repeat.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: plain, matter-of-fact
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

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More from Nathan Lambert

Major restructuring at Gemini (Dean out, Hassabis no longer CEO). This story will be studied forever as the incumbant with all the advantages not being able to get going. P.s. OpenAI accomplished their original goal.

I read the Anthropic open-weight model piece and despite there being nothing new in it, it was a reasonable repeat of their positions, this site will collectively lose their minds for the next 12 hours. p.s. banning distillation is still dumb.

Kimi K3 license. It's inspired by MIT but distinctly non-commercial, where any company making over $20M/yr must get a specific commercial deal (and display Kimi K3 if over 100M users or $20M/mo revenue)

Qwen’s biggest models have never been open weight recently. Something is changing. You can imagine it like… Xi: no you’re not allowed to keep your best model closed anymore, we weren’t succeeding enough. A new era of competition for intelligence (if the benchmarks hold up).

Thinky with a ~1T param, 41B active, apache-2 model Benchmarks are a clear step up from Nemotron Ultra (55B active), new best American model, and omni input. A bit behind GLM 5.2 on agentic benchies, and Kimi K 2.6 on multi modal Super exciting! Thank you @johnschulman2 & team

There's a lot of sloppy thinking around open models. You can ban them and make it impossible for US companies to use them, but this won't stop A) global open model progress B) bad actors using them So what exactly is gained by banning open models, including those from China?