🚨NEWS: Cursor’s $50B “in-house model” is literally Kimi K2.5 with RL on top. Got caught in 24 hours
>be Moonshot AI
>spend hundreds of millions training Kimi K2.5
>1 trillion parameters, 15 trillion tokens, agent swarm architecture
>beat GPT-5.2 and Opus 4.5 on real benchmarks
>open-source it because you believe in the ecosystem
>one condition: display “Kimi K2.5” if you make over $20M/month from it
>Cursor takes the model
>runs RL on coding tasks
>ships it March 19 as “Composer 2”
>blog post: “continued pretraining + scaled reinforcement learning”
>zero mention of Kimi K2.5
>“our in-house models generate more code than almost any other LLMs in the world”
>publishes benchmark chart
>Composer 2 against Opus 4.6 and GPT-5.4
>uses the chart to justify raising at $50 billion!
>less than 24 hours later
>kimi dev intercepts the API response
>model ID: kimi-k2p5-rl-0317-s515-fast
>they didn’t even rename it
>Moonshot head of pretraining runs tokenizer test
>confirms: identical to Kimi’s tokenizer
>publicly tags Cursor’s co-founder: “why aren’t you respecting our license?”
>two more Moonshot employees post confirmations
>all three posts deleted within hours
>legal is now involved
>but it gets worse
>Cursor had Kimi K2.5 listed as a FREE model in their UI just weeks ago
>users were openly using it
>Feb 9: “K2.5 was in my model list. I updated and it vanished”
>it vanished because Cursor pulled it from the picker, and relaunched it as their own model
>Moonshot valuation: $4.3B
>Cursor valuation: $50B
Absolute state of Cursor.
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