James Maximize

Never parlay when you’re on the back foot

Ego cleaner😭

@pfinanceblogs @theficouple This is boomer thinking; new Tesla’s will go 300k+ miles; this is way more than you’ll ever drive in a single car, and also comparable to a traditional internal combustion engine

@theficouple The battery replacement is a killer. That has kept us out of the EV game so far.

When you bought the $50,000 Tesla Model Y to save on gas & maintenance. Then you learned: - It loses 20-35% of its value by year 3 - It loses 55-58% of its value by year 5 So by year 5 you lost $35,000+ of value? ....Congrats on saving ~$1,000/yr on gas.

@AutismCapital Relax bro, go touch some grass. You mustn’t create a negative self-fulfilling prophecy for yourself. Better to be optimistic and wrong, than pessimistic and right

To the kids of today, it’s not nostalgia glasses, the past really was better. You got screwed. Right now sucks.

@tracegallagher They don’t sell hotdogs here, take your hat off.

NIGHTCAP QUESTION: Ruth's Chris Steak House is now enforcing its business casual dress code, warning diners in baseball caps, gym wear, tank tops, and revealing clothing they may be banished to the bar. Do you support the clothing crackdown?

@elonmusk @elonmusk - Austin, TX enterprise AE here—process eng roots, multiple 7-fig agentic AI deals closed. xAI needs frontline operators for enterprise domination. “Here am I… Send me.” DMs open.

Order is subject to adjustment at any time. Also worth noting that this meme is missing the space lasers.

@GarciaCap That’s why they will remember your name

“How bullish are you in Anduril?” Me:

If xAI went full Palantir and deployed an FDE army of hardcore missionaries, they could really start penetrating the enterprise

this is a huge deal. massive win for AI labs, founders and builders in the USA. Trump's new AI legal framework doesn't fuck around, gloves are off: - U.S. *does NOT* believe AI trained on copyright material violates copyright theft. MASSIVE win for anthropic, openai who have used copyrighted material. - data centers: full-speed ahead to build them. any increased costs for people should be subsidized. - Trump intends to override state AI laws that create "undue burdens" aka if it prevents USA from beating china - it gets killed. - NO new ai regulators - trump specifically told congress not to spin up further oversight. let the AI spice flow. - no censorship of AI by government. very interesting given the recent pentagon anthropic drama. so basically if you want to build crazy ai shit - the US isn't going to be the one to stop you. huge 180 from their stance last year. amazing work @DavidSacks and whoever else worked on this

@amanrsanger Composer-Kimi 2 lol

Composer 2 marks the one-year anniversary of our large model training efforts. Since then, we've built an exceptionally talent-dense team of ~40 people with some of the best researchers and engineers from the labs, academia, industry, and more heterogeneous backgrounds. And we are exclusively focused on coding. We don't care about models that can respond to emails, do your tax returns, or be your friend. Every FLOP, token, parameter, and researcher is entirely dedicated to software engineering.

ExxonMobil makes Texas its legal home, exiting New Jersey. It just makes sense. The largest oil company in America belongs in the #1 state for oil & gas. We free businesses large & small from costly regulations to make it easier to succeed. That has made Texas # 1 for new jobs and opportunity.

Chuck Norris didn’t die… he just gave life permission to continue without him

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.

Locking in is the only way out.

@elonmusk Here am I… Send ME

So many phonies, so few who are the real deal

realizing that crypto was merely the introduction to tokenization and was never meant to have any real use case

@JonnyRoot_ Very powerful message 🙏

High Point G Chase Johnston, who hit the game-winner in their upset win over Wisconsin, wears jersey #99 to represent The Parable of the Lost Sheep where Jesus leaves the 99 to find the 1 👏

This shot will go down as an all timer in NCAA Tournament history. A non-starter who averages 6ppg tool this shot in this situation. It wasn’t like time was running out and he had to. He just had balls the size of North Carolina.