🐦萌鸟视界-BirdVision

@b0906190618 ✌👌

只有傷悲更傷悲

@b0906190618 主要是中文区现在被管得乱七八糟。 😂

@BirdTechVision 要多對話 增加 impressions 因為 跑去 英文區 日文區 人家也是不理

@aakashgupta copycat🤣

Cursor is raising at a $50 billion valuation on the claim that its “in-house models generate more code than almost any other LLMs in the world.” Less than 24 hours after launching Composer 2, a developer found the model ID in the API response: kimi-k2p5-rl-0317-s515-fast. That’s Moonshot AI’s Kimi K2.5 with reinforcement learning appended. A developer named Fynn was testing Cursor’s OpenAI-compatible base URL when the identifier leaked through the response headers. Moonshot’s head of pretraining, Yulun Du, confirmed on X that the tokenizer is identical to Kimi’s and questioned Cursor’s license compliance. Two other Moonshot employees posted confirmations. All three posts have since been deleted. This is the second time. When Cursor launched Composer 1 in October 2025, users across multiple countries reported the model spontaneously switching its inner monologue to Chinese mid-session. Kenneth Auchenberg, a partner at Alley Corp, posted a screenshot calling it a smoking gun. KR-Asia and 36Kr confirmed both Cursor and Windsurf were running fine-tuned Chinese open-weight models underneath. Cursor never disclosed what Composer 1 was built on. They shipped Composer 1.5 in February and moved on. The pattern: take a Chinese open-weight model, run RL on coding tasks, ship it as a proprietary breakthrough, publish a cost-performance chart comparing yourself against Opus 4.6 and GPT-5.4 without disclosing that your base model was free, then raise another round. That chart from the Composer 2 announcement deserves its own paragraph. Cursor plotted Composer 2 against frontier models on a price-vs-quality axis to argue they’d hit a superior tradeoff. What the chart doesn’t show is that Anthropic and OpenAI trained their models from scratch. Cursor took an open-weight model that Moonshot spent hundreds of millions developing, ran RL on top, and presented the output as evidence of in-house research. That’s margin arbitrage on someone else’s R&D dressed up as a benchmark slide. The license makes this more than an attribution oversight. Kimi K2.5 ships under a Modified MIT License with one clause designed for exactly this scenario: if your product exceeds $20 million in monthly revenue, you must prominently display “Kimi K2.5” on the user interface. Cursor’s ARR crossed $2 billion in February. That’s roughly $167 million per month, 8x the threshold. The clause covers derivative works explicitly. Cursor is valued at $29.3 billion and raising at $50 billion. Moonshot’s last reported valuation was $4.3 billion. The company worth 12x more took the smaller company’s model and shipped it as proprietary technology to justify a valuation built on the frontier lab narrative. Three Composer releases in five months. Composer 1 caught speaking Chinese. Composer 2 caught with a Kimi model ID in the API. A P0 incident this year. And a benchmark chart that compares an RL fine-tune against models requiring billions in training compute without disclosing the base was free. The question for investors in the $50 billion round: what exactly are you buying? A VS Code fork with strong distribution, or a frontier research lab? The model ID in the API answers that. If Moonshot doesn’t enforce this license against a company generating $2 billion annually from a derivative of their model, the attribution clause becomes decoration for every future open-weight release. Every AI lab watching this is running the same math: why open-source your model if companies with better distribution can strip attribution, call it proprietary, and raise at 12x your valuation? kimi-k2p5-rl-0317-s515-fast is the most expensive model ID leak in the history of AI licensing.

@Janice10475 确实是。😂

在X这个平台，你减少输出就像退居二线：曝光和关注直线下降，你要休息一天那就跟退休一样：人走茶凉，休息三天：查无此人…… 不信可以试一下😂

@Ac_atcr 必然是从胜利走向新的胜利✌✌✌

@BirdTechVision 每次看到那个庞然大物，大脑自动宕机……今晚决定先划掉一个小任务，先感受胜利的滋味😎

@elonmusk @fynnso Yep,Kimi 2.5 🤣

@fynnso Yeah, it’s Kimi 2.5

was messing with the OpenAI base URL in Cursor and caught this accounts/anysphere/models/kimi-k2p5-rl-0317-s515-fast so composer 2 is just Kimi K2.5 with RL at least rename the model ID

@nathabonfim59 @fynnso they do not get 🤣

If this is really true, how did they get around the license of the model? Or did they cut a custom deal with moonshot? According with their "Modified MIT", if that was the case, they needed to "prominently display Kimi K2.5 on the user interface" My bet is that this is GLM-5 base model, uses the standard MIT licence and doesn't require attribution the same way

头啃，音型意兼备。🤣

突然想到，Token 的正式中文名是不是还没定下来？ 你们都怎么说？

@QinBMY “馍圆”比较好，一直吃不饱，要不停的喂🤣

清华大学教授建议把 Token 翻译为“模元” Emmm，不如“魔元”。

@Stellakjbk 嗯嗯 苏绣还是很漂亮的。

@BirdTechVision 四大名绣最喜欢苏绣了

苏绣芳华 / Suzhou Embroidery 千丝万缕，巧夺天工 千糸万縷、巧奪天工の技。 Thousands of silken threads woven with divine, unparalleled craftsmanship. 中国四大名绣之首的苏绣，代表着江南女子的极致温婉、细腻与中华丝绸文化的巅峰匠心。

@zzksc @elonmusk 很有道理呀。得给马总递根烟🚬，先。😂

@BirdTechVision 创意无限，这不得推荐给马总，万一看见了呢@ElonMusk

@DavidzhuLife @usd666666 哈哈 🤣

@usd666666 现实里要是这么聊，估计服务员还没上菜，俩人就得在派出所门口见。

男生相亲时遇到过什么样的女生？ 女：你有房有车吗？ 男：有啊，你是处女吗？ 女：我是处女啊！ 男：我的车很贵的，我镀膜都花了好几万！ 女：我的膜也花了好几万！

@LMDFinance 天道很好看呀。

@junzilan1204 谢谢~

@BirdTechVision 这真的很美呀

@Stellakjbk 干活多多，值得收藏。👍

最近感触挺深的，不知道你们是不是也这样：现在遇到问题，谁还去翻那十几页的搜索链接啊？直接扔给 ChatGPT 或者 DeepSeek 拿现成答案不香吗？ 既然大家都在对话框里搜东西，那最扎心的问题来了：大模型凭啥翻你的牌子，把你的内容变成它的答案？ 还在死磕旧版 SEO 疯狂堆词的可以醒醒了。今天聊点实在的，到底怎么让 AI 主动给你带流量，也就是最近圈子里常提的 GEO（生成式引擎优化）。干货有点多，建议先码住 👇

@Stellakjbk 是呀。总要推陈出新。

@BirdTechVision 优胜略汰是不变的自然法则

@Stellakjbk 焦虑是人的自然反应。很正常。关键是有效的执行，完成任务，就缓解焦虑了。

@BirdTechVision 我就是焦虑人群

为什么目标定得越大，你拖延得越厉害？ 面对“转行”、“写书”、“赚大钱”这种宏大目标，大脑的潜意识反应不是兴奋，而是死机。因为你把一个未定义边界的“复杂巨系统”直接塞进了脑子里，导致了认知过载。 焦虑不是心理问题，是分辨率错误。 借用阿波罗登月计划的“WBS（工作分解结构）”，教你如何把让你窒息的人生大目标，像拆解发动机一样切碎。长文实操👇

拣下十斤精肉，细细切做臊子。--水浒传🤣 关键就是要把任务分解。分解到可执行。切碎的标准就是：无需思考，只有动作：你看一眼就知道该动用哪块肌肉或哪个软件。不超过一个睡眠周期（绝对时长小于2小时）。😂

@BirdTechVision 最不喜欢那种失控感了，有心无力的感觉