Nathaniel Acut

Minero. FinTech.

[Tibo @thsottiaux]

The Codex usage limits have been reset for all paid ChatGPT subscriptions. You should be back to 100% weekly and 100% hourly limits.

Let the tokens do incredible things today and have fun.

[Nathaniel Acut @NathanAcut]

@NanouuSymeon claude

[Nathaniel Acut @NathanAcut]

The winner...

[NVIDIA @nvidia]

Two frontier labs. One accelerated computing platform. Congrats to @SpaceX and @AnthropicAI on the new compute partnership, powered by 220,000+ NVIDIA GPUs inside Colossus 1. The future of AI runs on NVIDIA.

[Nathaniel Acut @NathanAcut]

Let the tokens flow ✍️✨👍

[Claude @claudeai]

Effective today, we are:

1) Doubling Claude Code’s 5-hour rate limits for Pro, Max, and Team plans;

2) Removing the peak hours limit reduction on Claude Code for Pro and Max plans; and

3) Substantially raising our API rate limits for Opus models.

[Claude @claudeai]

We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity.

This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.

[Elon Musk @elonmusk]

@theallinpod @claudeai @SpaceX Chamath was right

[Atai Barkai @ataiiam]

We've raised $27M to build @CopilotKit — the Agentic Frontend Stack connecting humans & agents.

Because all UI will be AI.

Co-led by Glilot Capital, NfX and SignalFire.

[Luca Rossi ꩜ @lucaronin]

Just released the new stable version of Tolaria. It fixes basically all bugs that have been reported!

For today and the weekend the focus will be on dark mode and windows support, plus merging some of the PRs (they are good!)

Also got up today to Tolaria on the front page of HN, double the Github stars, and just a ton of messages from everyone 🙏

Release page here for those interested: https://t.co/UQItcUtg18

[xAI @xai]

Introducing Grok Voice Think Fast 1.0

A state-of-the-art voice model built for complex, multi-step workflows with snappy responses and high accuracy.

It takes the top spot on the Tau Voice Bench and handles real-world messiness like noise, accents, and interruptions better than any other model in the world.

https://t.co/SwdNYRH7Po

[OpenAI @OpenAI]

Introducing GPT-5.5

A new class of intelligence for real work and powering agents, built to understand complex goals, use tools, check its work, and carry more tasks through to completion. It marks a new way of getting computer work done.

Now available in ChatGPT and Codex.

[Ubuntu @ubuntu]

Ubuntu 26.04 LTS, codenamed #ResoluteRaccoon, is now available to download. 🦝

Resolute Raccoon builds on the resilience-focused improvements introduced in interim releases, with TPM-backed full-disk encryption, improved support for application permission prompting, Livepatch updates for Arm-based servers, and Rust-based utilities for enhanced memory safety.

This release also brings native support for industry-leading AI/ML toolkits like NVIDIA CUDA and AMD ROCm, making Ubuntu 26.04 LTS the ideal platform for AI development and production workloads.

Install now: https://t.co/cFiFaKOJgd

Learn more about the release: https://t.co/4WLeYt9UCC

[Sundar Pichai @sundarpichai]

TPU 8t, optimized for training and TPU 8i, optimized for inference.

Looking good!

[Erick @ErickSky]

TENCENT ACABA DE DROPEAR LA BOMBA para todos los que hacen AI Agents:

Un sandbox que:

- Arranca en menos de 60 ms (hasta 50x más rápido)
- Usa solo 5 MB de RAM por instancia
- Puedes correr +2.000 sandboxes en un solo servidor
- Seguridad de verdad (microVMs con KVM + RustVMM)
- y 100% compatible con E2B SDK.

Self-hosted, open-source y GRATIS.

REPOOO👇

[Nathaniel Acut @NathanAcut]

@Hi_MINISFORUM Nice. Have you tried UM890 Pro? I am planning to buy one.

[Polymarket @Polymarket]

BREAKING: Amazon announces they will invest up to $25,000,000,000.00 in Anthropic.

[Eli Ben-Sasson | Starknet.io @EliBenSasson]

ELI5 of @avihu28's brilliant paper:

1. In a Bitcoin tx there are two parts:
(1) The first part used to show that you own a Bitcoin. That part can be made post-quantum safe.
(2) The second part that says who controls it next. That part can also be made post quantum safe.
BUT, till yesterday, the ONLY THING binding the two parts together was a *quantum susceptible signature*.

This means that Darth Vader can see your TX, take his quantum computer, break your quantum susceptible signature, and replace your second part (sending the Bitcoin to your friend) with his second part (sending the Bitcoin to himself).

Avihu found a brilliant way, which uses another brilliant idea (BINOHASH) by the brilliant @robin_linus, to BIND together the two parts in a way that is unbreakable by a quantum computer. So now even Darth Vader cannot take your bitcoin.

The downside, acknowledged by Avihu, is that this solution comes with a tech-ish complex UX and won't be cheap. It can serve as a fall back solution but a better one would be to agree to a soft fork that allows for Bitcoin transactions to be signed with post quantum secure signatures.

Which option do you prefer?

[Avihu Levy ✨🐺 @avihu28]

Quantum-Safe Bitcoin Transactions Without Softforks

https://t.co/1lx5waX9VV

[Adam Back @adam3us]

i'm not satoshi, but I was early in laser focus on the positive societal implications of cryptography, online privacy and electronic cash, hence my ~1992 onwards active interest in applied research on ecash, privacy tech on cypherpunks list which led to hashcash and other ideas.

[Aakash Gupta @aakashgupta]

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.