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https://t.co/79qBqNauSI
Jensen Huang: "If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed. This is no different than a chip designer who says 'I'm just going to use paper and pencil. I don't think I'm going to need any CAD tools.'"
That was i talking for. I’m also certain they have no agreement with Moonshot AI, and they’re simply hoping there won’t be a lawsuit since the company is based in China. This is capitalism in its purest form: the world’s most advanced and fastest-growing company is using the open-source work of leading engineers and scientists without giving them any credit or paying any royalties.
Yep, Composer 2 started from an open-source base! We will do full pretraining in the future.
Only ~1/4 of the compute spent on the final model came from the base, the rest is from our training. This is why evals are very different.
And yes, we are following the license through our inference partner terms.
This is peak 2026 AI:
Chinese open models (Kimi series, GLM, DeepSeek) are so strong that Western startups fine-tune them → slap on agent/UX moat → raise at insane vals.
But license drama + no attribution = bad optics.
Cursor silent so far. Tick tock...
🚨 BIG AI DRAMA ALERT 🚨
Cursor just dropped "Composer 2" claiming it's their frontier coding model built with magic RL...
But devs caught the receipts: the internal model ID is literally
kimi-k2p5-rl-0317-s515-fast
→ Composer 2 = Kimi K2.5 + RL post-training
Moonshot AI is PISSED 😤
"Cursor: magic RL ✨ Moonshot: that's our Kimi after RL and stolen tokenizer lmao" (@Avimanyu8008)
https://t.co/BGw2v0T2bq
"A Kimi researcher confirmed then deleted. Probably secret deal?" (@shantanugoel)
https://t.co/8o7mboBWkd
Chinese media already calling it piracy vibes 🍉
https://t.co/NFRit1Kt5y
This seems to be true! Composer 2 is just RL'ed kimi.
A kimi researcher also confirmed this and then deleted their post, probably because there's a secret deal between cursor and moonshot