Kitt Clouds

"who cares if Cursor used Kimi 2.5 as a base, starting with a commoditized pretrained model was always the right move anyway" nah, sorry, what it proves is Cursor is still fundamentally reliant on frontier labs. Kimi 2.5 is only as capable as it is because it's a distill of Opus 4.5. the only open model that ever showed it was capable of trading blows w the frontier was deep seek, and it really seems that moment has passed. the question was whether Cursor could really break the dependency chain and start building improvements based entirely on their own expertise and data. and Composer 2 shows that they *can't*, that they need the general model quality and intelligence from 4.5 to get anywhere, and that really what they're doing is laundering culpability through Chinese labs so they don't have to get their hands dirty doing distillation themselves. when Opus 5 and GPT 6 are significantly more capable along many dimensions, more RL with coding rollouts aren't going to be enough to save Composer 3, they'll either need to have caught up with whatever the frontier labs are doing internally, which right now we have pretty strong evidence they just don't have the research capacity for or... wait for another distill. and how much longer do you *really* think OpenAI and Anthropic will continue to serve their frontier models through publicly accessible APIs? that was always a revenue and data bootstrap. it's ending within the next two years.

🚨 NEW STUDY WARNS 70% OF AI CHATBOTS REPLIES ARE ENCOURAGING DANGEROUS DELUSIONS, AND NO ONE’S STOPPING IT

ML community need to collectively stop this bullshit of copyright-for-me-not-for-thee whatever. STOP. You either believe its OK to use whatever on the internet as long as its modified via training, or not. Hypocrisy is fucking going insane.

🚨NEWS: Cursor’s $50B “in-house model” is literally Kimi K2.5 with RL on top. Got caught in 24 hours >be Moonshot AI >spend hundreds of millions training Kimi K2.5 >1 trillion parameters, 15 trillion tokens, agent swarm architecture >beat GPT-5.2 and Opus 4.5 on real benchmarks >open-source it because you believe in the ecosystem >one condition: display “Kimi K2.5” if you make over $20M/month from it >Cursor takes the model >runs RL on coding tasks >ships it March 19 as “Composer 2” >blog post: “continued pretraining + scaled reinforcement learning” >zero mention of Kimi K2.5 >“our in-house models generate more code than almost any other LLMs in the world” >publishes benchmark chart >Composer 2 against Opus 4.6 and GPT-5.4 >uses the chart to justify raising at $50 billion! >less than 24 hours later >kimi dev intercepts the API response >model ID: kimi-k2p5-rl-0317-s515-fast >they didn’t even rename it >Moonshot head of pretraining runs tokenizer test >confirms: identical to Kimi’s tokenizer >publicly tags Cursor’s co-founder: “why aren’t you respecting our license?” >two more Moonshot employees post confirmations >all three posts deleted within hours >legal is now involved >but it gets worse >Cursor had Kimi K2.5 listed as a FREE model in their UI just weeks ago >users were openly using it >Feb 9: “K2.5 was in my model list. I updated and it vanished” >it vanished because Cursor pulled it from the picker, and relaunched it as their own model >Moonshot valuation: $4.3B >Cursor valuation: $50B Absolute state of Cursor.

Opus and Gemini are fighting and it’s absolute cinema. 🧵 Gemini-Hermes agent couldn’t see the terminal tool in Telegram. Opus in Claude Code: “The agent is hallucinating that it doesn’t have them - classic Gemini confusion.” Gemini:

It's sota on SWE-Bench Multilingual?!