M

the night is dark and full of terrors

[M @_Defeatable_]

@leatherwuhdd @lacshow @JoshInEncinitas You should construct a way to be at the job site on time

[M @_Defeatable_]

@saribble @lacshow @JoshInEncinitas ngmi

[mert @mert]

when did everyone everywhere get so pessimistic about everything

we live in a literal golden era. sci-fi esque intelligent machines, miracle drugs, self-driving cars, spaceflight, new monetary systems, robotics, quantum computing

this shit is awesome

[Will Manidis @WillManidis]

we live in age of great moral panics about things that don’t matter and zero moral outrage over some of the most egregious societal sins we’ve ever seen

[Tulip King 🌷 @tulipking]

i look forward to our chinese brothers liberating the knowledge from within fable-5 and selling it to me at 5% the cost & 2x the speed

[M @_Defeatable_]

@nkulw You can deport someone without hating them btw

[M @_Defeatable_]

@toddmoroney @lacshow @JoshInEncinitas This guy gets it

[M @_Defeatable_]

@cristiansburner @gran_archist @lacshow @JoshInEncinitas Not for a first day sorry that’s insane to me. You should be 15-20min early

[M @_Defeatable_]

@sebdot_ @randomaccount2w @lacshow @JoshInEncinitas If you’re not 15min early you’re late

[M @_Defeatable_]

@gran_archist @lacshow @JoshInEncinitas Just leave earlier to account for that then.

[M @_Defeatable_]

@ron_mckenzie_ @ItsHafMate @wannaseecomment @JoshInEncinitas @sebdot_ @lacshow ngmi

[M @_Defeatable_]

@lacshow @JoshInEncinitas 15 minute grace period on your first day? The bar is in hell

[Aseel Swaid @aseelswaid9]

egyptian poem from 3,300 years ago

[𝑵𝒐𝒃𝒍𝒆 @Nobleheart]

⦓ 𝐀𝐋𝐏𝐇𝐀 & 𝐎𝐌𝐄𝐆𝐀 ⦔

[M @_Defeatable_]

@ForwardCarolina It’s not scary it’s just disgusting. Weird homeless guy used a black sharpie to scribble all over his face and shirtless body then approached us and mumbled incoherently while trying to hug my little sister lmfao

[Augustus @AugustusDelano]

The older i get, the less i believe in coincidence

The crimson thread of redemption, moments of kairos, divine happenstance, synchronicities, and even luck are just many names for the same occurrence

It's obvious God has His hands in our lives.

[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.

[M @_Defeatable_]

@BushyBundu If Skyrim came out today they would call it right wing coded.

This is why the next game is set Hammerfell btw

[𝑵𝒐𝒃𝒍𝒆 @Nobleheart]

⟦ 𝐓𝐇𝐄 𝐒𝐎𝐍 𝐎𝐅 𝐆𝐎𝐃 ⟧

[nocturnal @nocturnmachine]

Who are you to judge?