Raj Sarkar

.@AnthropicAI needs to run a variation of this ad for builders: youtu.be/-z4NS2zdrZc?si…

Introducing Claude Managed Agents: everything you need to build and deploy agents at scale. It pairs an agent harness tuned for performance with production infrastructure, so you can go from prototype to launch in days. Now in public beta on the Claude Platform.

@ivanburazin @a85 Ivan, how are you? And Congrats on the new funding round. Do you think this is scalable in the long run? Is this something which is actually working or theoretical?

The founder of Postman says you have to kill your existing org chart, especially if you're still operating with a pre ai hierarchy arrangement. The modern org chart, according to @a85: - wide span of control (even within exec team) - work directly with ICs, not through layers - either you're building, or you're selling Projects are led by staff/principal engineers with high agency. They see across the board as well as deep in the stack. Product managers are building APIs and prototyping in Claude instead of writing PRDs. Designers are shipping PRs through Cursor directly instead of relying solely on Figma. Everyone is building. And the management's job is to develop better judgment.

A CEO from one of our portfolio companies shared this with their team. I’m re-sharing it with their permission, because it resonated and reflects what all founders and CEOs should be communicating. -- We are living through a period of compounding change. And in moments like this, the biggest risk is no longer making the wrong decision. It is moving too slowly while the world moves around you. There are two paths. We can play defense: - Protect what we have - Optimize what works - Wait for clarity It feels safe. It isn’t. Or we can play offense: - Learn faster than the environment changes - Use new tools to solve old problems in better ways - And create entirely new strategies and businesses That’s where the opportunity is. Challenge yourself to do things faster and better than you have ever attempted. Stay uncomfortable. Stay on the front foot.

.@davidsenra says Shopify CEO @tobi told him we're going to look back at 2026 as "the year that every single business in the world was up for grabs." "That AI is coming for everything." "And you're going to look back and realize that this is the year it should have been obvious that you could rebuild the AI-native version of whatever exists out there."

We're honored to share that CloudBees Unify is a Gold Award Winner for the DevSecOps category of the Cybersecurity Excellence Awards 🏆 Curious to learn more about our award-winning security solutions? Check out the announcement below! cloudbees.com/blog/cloudbees…

Something a little different on social this week - Ashley and Liz are taking over to share what's going on behind the scenes at @OneRSAC What are you curious to hear about? Let us know in the comments! P.S. If you're here, our coffee cart is going strong today and tomorrow! Look out for us around Moscone from 7:30 - 3:30 ☕️

Good Morning #RSAC 🌁 We’ve been on site since 7:30 AM slinging coffee for all you conference goers! Look for the CloudBees coffee cart bouncing around the RSAC campus. Currently at 4th & Howard ☕️ Come get your caffeine buzz! 🐝

Hey #RSAC - we have a surprise brewing 😏 Follow along on social starting tomorrow morning to see what the buzz is about 🐝

I keep saying this - it is only way you survive as a enterprise saas company in the long run - API access to your data!

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.

I swear I am so deep into @claudeai Code that I don't need any other tool. The world is your oyster.

God mode for revenue data - a simple revenue intelligence system built with @claudeai code! open.substack.com/pub/rajsarkar/…

Me in every Board Meeting at Gainsight: "Our biggest problem is pipeline!" Board (inner monologue): "Other than that, how was the play, Mrs. Lincoln?" I've spoken to so many founders (including conversations with myself) where we all get stuck in a very boring version of "Groundhog Day": * Miss sales target * Sales says pipeline is low * Put pressure on CMO - "I need more leads!" * Send more emails! * Spend more on paid channels! * Get a new agency for demand gen! * Find a new PR firm! * Look for a new CMO 😂 I've gone through that entire cycle way too many times... Sometimes, it is indeed an execution issue. Often it's a strategy one. I now try to ask myself these three questions: 1. Is our Ideal Customer Profile (ICP) granular? Or is it "everyone"? 2. Do we truly understand the size of the market that is ready to buy now? Or are we working off of fantasy TAMs? 3. Is our brand and message differentiated or are we just throwing dollars into the void? Pipeline is often a symptom - not the root cause.

This

So, some kid called me a boomer today for using ChatGPT and not Claude.

Vibe coding before catching a flight

So basically, companies pay Youtube to show ads and we pay Youtube to not show ads

life when claude executes your prompt before the rate limit hits