Gofra

Just a simple guy, who loves probabilities

[Gofra @Gofralo]

@martynov014 hope you will watch it

[Gofra @Gofralo]

A $29B US startup is shipping a Chinese open-source model inside its IDE. They didn't say.

The startup is Cursor.
The model is Composer 2.5.
The base is Kimi K2.5 - Moonshot AI's open-weight model.

Cursor didn't disclose this at launch. A user inspected API headers in March and found it. Cursor confirmed shortly after.

What they actually built: heavy post-training on top of Kimi.
What they actually sell: $0.50 per million input tokens.
What they actually beat: Opus 4.7 on CursorBench at one-tenth the cost per task.

Composer 2.5: ~63% accuracy, $0.50/task.
Opus 4.7: ~62% accuracy, $7/task.
GPT-5.5: ~59% accuracy, $2.20/task.

The actual story of AI coding in 2026:

Frontier labs spend $100M+ training base models.
Moonshot ships them open-weight, for free.
US wrappers post-train, brand, and resell at $0.50/M.

If you've been wondering why Cursor pricing feels suspiciously good, this is why.

[Gofra @Gofralo]

@antpalkin One model change can literally change your life

[Gofra @Gofralo]

@antpalkin 28 repos, six layers — that's not a bot, that's a fund

[Gofra @Gofralo]

@0xMortyx Prompting as table stakes is exactly where we are — loops are the new moat

[Gofra @Gofralo]

@dunik_7 Installing every server is the new npm install all — same dead weight

[Gofra @Gofralo]

@sopersone $40 vs $4.1M for the same test run — the moat just changed sides

[Gofra @Gofralo]

@sopersone The platform rewards discovery, not content — that's the actual game

[Gofra @Gofralo]

@aipulseda1ly Either way it's a good problem to have

[Gofra @Gofralo]

@Atlantislq @DG3_terminal DG3 live right before the Cup — timing couldn't be better

[Gofra @Gofralo]

@k1rallik Most capable model on earth, beaten by a 4-layer net at a grid — specificity always wins

[Gofra @Gofralo]

@ClaudeDevs SF Build Day, $150K in Claude credits — that's a serious signal

[Gofra @Gofralo]

@shiri_shh Writing and coding were solved. Decisions are the next layer

[Gofra @Gofralo]

@slash1sol @DG3_terminal 20 minutes of pre-trade noise killed in one tap — finally

[Gofra @Gofralo]

@aipulseda1ly That's not a prompt result, that's a render

[Gofra @Gofralo]

@syanovee 72c is steep but CR7's last cup changes the odds

[Gofra @Gofralo]

@k1rallik Left a prompt, came back to a game — that's the new dev cycle

[Gofra @Gofralo]

@Kropanchik @Polymarket @PolymarketTrade Boring edge beats sexy thesis every single time

[Gofra @Gofralo]

@ClaudeDevs From checking work to checking direction — that's the real upgrade

[Gofra @Gofralo]

@antpalkin Ten years of alpha in his head — that's unraidable