Florian Leibert 🎢

🚨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.

@eurofounder This is probably the dumbest thing I’ve heard all year

My cousin Dietrich is one of the best paid engineers in Germany He makes €41,000 a year before tax Last week he got an offer from a big tech company in the US that would net him $350,000 "Are you going to take it?" I asked him "It's a good offer, but I would actually earn less than now" He is right. In Europe, he makes €41,000 and gets: - Free healthcare - Strong privacy protections - Diversity - Pension benefits If you count this in, it's much more than $350,000 European salaries are the highest in the world if you adjust for quality of life

A market crash is worse than a divorce, you can lose all your money and your wife is still around

POV: Senior Agentic Engineer

@theallinpod @Jason @chamath I see 100x + productivity gains

What Happens When AI Tokens Cost More Than Your Employees? @Jason: “We, with our agents, hit $300/day per agent using the Claude API, like instantly. And that was doing, maybe, 10 or 20%. That's $100k/year per agent.” @chamath: “We're getting to a place where we have to basically now say, ‘What is the token budget that we're willing to give our best devs?’” “And then if you aggregate it across all people, you can clearly see a trend where you're like, ‘Well, hold on a second, now they need to be at least 2x as productive as another employee.’” “That is actively happening inside my business, because otherwise I'll run out of money.” Jason: “Yeah. This is a very interesting trend that you're not going to hear anybody else talk about, but when do tokens outpace the salary of the employee?” “Because you're about to hit it. I'm about to hit it.”

@dhh What tool do you use and what workflow? You use parallel agents? Ccpm?

Kevin: "I just raced Claude and Kimi K2.5 against that bug that Ryan was talking about. K2.5 fixed it in 21s. Claude took just over a minute to make the plan, then about 2 minutes to execute on it. Both had the same fix, though." (K2.5 is now my main driver. Opus just backup.)

In der USA sind die meisten Menschen enthusiastisch. In Europa werde ich beschimpft, Leute schreien REGULIERUNG und VERANTWORTUNG. Und wenn ich wirklich hier eine Firma baue dann kann ich mich mit Themen wie Investitionsschutzgesetz, Mitarbeiterbeteiligung und lähmenden Arbeitsregulierungen abkämpfen. Bei OAI arbeiten die meisten Leute 6-7 Tage die Woche und werden depentsprechend bezahlt. Be uns ist das illegal.

Still kinda hot tbh

We've entered the ADHD phase of software engineering: Agent Driven Human-in-the-loop Development.

yes

yeah id say opus 4.6 can cook

ADHD is now a feature! Did a little bit of AI coding this week -- interesting analysis / stats: blog.leibert.de/hello-world

The LinkedIn Karen might be the worst Karen

Going long on tulips, they’re cheap and pretty

The bitcoin scam coming to an end

@RobinhoodApp is crooked total scam

Google Cloud must have a business prevention department. No other platform requires as many clicks and you don't actually know how to add money. It's the new Windows NT (tm)!

the problem with crypto is that it's straight up retarded... there isn't even a good copy paste mechanism (or at least it's not part of any of the major platforms such as polymarket, metamask, phantom...) that captures both coin and protocal and that it's so easy to send your $$ into the ether. Seems like nobody who knows anything about UX is on this. Also you end up paying more to move money than you'd pay with paypal. it's fringe and likely will stay fringe.