My negativity for Thinking Machines is precisely because others (such as yourself) already consider it a success.
With the public information there is neither a point in positivity not negativity. It would be speculation either way. A question that could be worth pondering is what exactly the investors are shown? What would you need to see to put all your money in thinking machines?
“I want to create the time and space to do my own exploration.”
To create time and space and even able to explore it is far beyond cutting edge physics of today. If she is able to do it in just few billion dollars it is investment worth making.
1. https://www.wired.com/story/mira-murati-thinking-machines-la...