sun

i love collecting insights from global top talents about China, will share a thread of the posts i've read. justifies why you should be here for mushanghai.

@natalie_thenerd you need to come to muShanghai.xyz

I need to learn Chinese, there's a massive amount of information on the Chinese internet that I can't access because I'm a stupid English speaker

Reading @deepseek_ai 's v4 paper.... absolute hats off. Every problem has a mathematical solution, nothing is left to chance. I have so much respect for them, putting out months or years of efforts entirely for free, in the open for anyone to benefit. Real goats 🫡

Heard some people like wheels？😁 Humanoid robots are the ideal form of general-purpose robots (perfect for general AI and human-derived data). They can work without wheels — but they can also have wheels if they want. Whatever works.

i'm creating a bridge for global talents entering china. and chinese talents, to go global. literally chinese builders are working on the craziest shit ever, but no one hears about them on X or other platforms. talent is talent, embrace breakthroughs.

@AntoineRSX yep, join us in mushanghai, clawcon is happening in the first week!

@sunbh_eth can we still join ClawCon?

i love collecting insights from global top talents about China, will share a thread of the posts i've read. justifies why you should be here for mushanghai.

@ZeMariaMacedo @balakinv 's insight why people should change their perspective about China, and quickly learn how to leverage and make use of its tech ecosystem. x.com/balajis/status…

this def worth a read! great insight! @ZeMariaMacedo x.com/ZeMariaMacedo/…

preparing for mushanghai really gives me insights how much people outside china wants to engage with chinese tech or supply chians, but lack the right connection, knowledge and knowhow. this is such a huge ecosystem, but the solutions out there are limited.

Every claim should have skin in the game. Those selling fake news should pay. Charlatans should get arbitraged. Introducing the new Precog. A fully onchain prediction market protocol. Built for signal. Here's what's new 🧵👇

Congrats to the @cursor_ai team on the launch of Composer 2! We are proud to see Kimi-k2.5 provide the foundation. Seeing our model integrated effectively through Cursor's continued pretraining & high-compute RL training is the open model ecosystem we love to support. Note: Cursor accesses Kimi-k2.5 via @FireworksAI_HQ ' hosted RL and inference platform as part of an authorized commercial partnership.

結局、高市は100兆円近い社会資本をアメリカに献上する。投資とか言っても国民にはほとんど還元されない。もしこの100兆円を国内の産業や、インフラや、公共事業や、教育や、福祉や、医療に投資すれば、いったいどれほど乗数効果が生まれて日本人は豊かになっただろう。

Putting out a wish to the universe. I need more compute, if I can get more I will make sure every machine from a small phone to a bootstrapped RTX 3090 node can run frontier intelligence fast with minimal intelligence loss. I have hit page 2 of huggingface, released 3 model family compressions and got GLM-4.7 on a MacBook huggingface.co/0xsero My beast just isn’t enough and I already spent 2k usd on renting GPUs on top of credits provided by Prime intellect and Hotaisle. ——— If you believe in what I do help me get this to Nvidia, maybe they will bless me with the pewter to keep making local AI more accessible 🙏

Iran did not start this war

For the first time in their lives, many people are having to deal with the idea that America may not be the good guy. Because they live in a propaganda fantasy world, and have low IQs, this causes a lot of mental distress and is incredibly difficult for them. Grow up morons

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.

Iran is showing the whole world how to stand up to a bully

Iran is becoming the most liked country in the world.

🇺🇸 Journalist — Is a deal still possible? 🇮🇷 Prof Marandi — “No, not at all. We will fight & hold US by throat. You have messed with the wrong country. What you have done to the Palestinian, Iraqi or Cuban people — you cannot do to the Iranian people” 🔥 UNREAL COURAGE 🫡

If Iran is winning then I am happy to pay more, a lot more for oil, gas, food, material, anything. That's the price the world has to pay to end oppression and hegemony.