I don't think anyone can consider it a success just yet. But someone just injected 2 billion dollars into the enterprise. They are probably given a lot more information than you and I are. Maybe those people are dead wrong and they lose all their money, but maybe not.
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?
The answer was right in Mira's resignation from OpenAI [1]
“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...