Dustin Snider
2.1K posts
this is why openai is fucking crushing it right now. look at what they pulled off in 3 months: - nov' 2025 claude code goes viral. openai? distracted launching 1000s of products. - sam calls code red. codex team looks at claude code and realizes: "oh shit coding AI is the basis of EVERY product" - chucks every dollar and compute at training 5.2/3 coding model. launches - its fucking sick. - launches separate codex terminal and desktop app. lets you spin up multiple coding agents and orchestrate them (VERY important) - software engineers start using codex more, realize its great at executing complex code. ports codebase. RESULT: 2 million weekly active codex users. up from thousands at the start of the year. Openai's comeback vs. anthropic needs to be studied
🚨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.
crazy how random the tech game is in NYC a friend in NYC finished his Masters in AI last year, joined a decent startup, half the team just got laid off after they burned through cash, he was lowkey desperate, sitting in a cafe working on stuff, started talking to a guy next to him and it turns out he was a ceo who had just raised and was hiring swe/research roles, he just shot his shot and it actually worked out no 5 rounds, no bs, just being in the right place + having proof of work sometimes it’s not “apply more”, it’s literally just go outside and talk to people
NEWS: Cursor is in talks to raise a new funding round at 50B valuation, nearly doubling its worth since late 2025. It now competes directly with tech giants like Google, OpenAI, and Anthropic in the race to dominate the AI coding market. Large companies are adopting them very fast, e.g. with over 30,000 developers at Nvidia already using it daily to speed up their work. This massive jump in value suggests that we are moving toward a future where coding is more about high-level ideas than producing the millions of lines..
We’ve raised $400M at a $9B valuation. Investors include Georgian, G Squared, Prysm, 1789, YC, Coatue, a16z, Craft, and QIA, with strategic investments from Accenture, Databricks, Okta, and Tether. We’re also lucky to have incredible individuals backing us, including Shaq and Jared Leto. This funding will help us scale our ambition and expand beyond coding into AI systems that center human creativity. Replit is now used at 85% of the Fortune 500. We have an opportunity to help shape the future of work. One where AI abstracts away the boring parts and humans shine as creative directors. We’re also investing more globally, particularly in Europe, Asia, and the Middle East. Innovation can come from anywhere in the world, and we want to help unlock it.
ChatGPT uninstalls surged by 295% after DoD deal, per TC
