RT

coffee addict

[PixVerse @PixVerse_]

PixVerse × Captain Tsubasa is LIVE.

Official IP @0728takahashi. Global collab. Football season.

June 12 – July 26, 2026.

Create your own football story with AI.
RT +Follow +Reply = 300 Creds in Dms (72H ONLY)

[Sujay. @Sujay__Raj]

@AnthropicAI It was expected

[Anthropic @AnthropicAI]

Each time we release a model, we run the same test: give it code that trains a small AI model, ask the new model to speed it up. It takes a skilled human 4-8 hours to reach 4x faster.

In May 2024, Claude Opus 4 averaged a ~3x speedup. This April, Mythos Preview achieved ~52x.

[Xiao Ma @maxiaoalex]

In 2014, the top 10 automakers in China were ALL state-owned or state-foreign joint ventures. By 2024, BYD, Geely, Chery, and other PRIVATE firms dominate. How did an industry rigged for SOEs get flipped by private entrepreneurs? That's the puzzle.

[Kyle @zeroxkyle]

It appears Singapore is now #1 user of Claude in the world.

GIC also led the $30 Billion Series G in Anthropic, by the way.

Majulah. Singapura.

[RT @robynhoot]

@PixVerse_ @Cloudflare Bringing the billboard to Singapore! #spotpixverse

[WAKA WAKKA ✦ AIアニメ @wakawakkachan]

https://t.co/85wxqEXmN2

[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.

[Mark Gadala-Maria @markgadala]

This is wild.

143 million people thought they were catching Pokémon. They were actually building one of the largest real-world visual datasets in AI history.

Niantic just disclosed that photos and AR scans collected through Pokémon Go have produced a dataset of over 30 billion real-world images. The company is now using that data to power visual navigation AI for delivery robots.

Players didn't just walk around with their phones. They scanned landmarks, storefronts, parks, and sidewalks from every angle, at every time of day, in lighting and weather conditions that staged photography would never capture. They documented the physical world at a scale no mapping company with a fleet of vehicles could have replicated on the same timeline or budget.

Niantic collected this systematically, data point by data point, across eight years, while users thought the only thing at stake was catching a rare Charizard.

The most valuable AI training datasets in the world aren't being assembled in data centers. They're being built by people who have no idea they're building them.

[苏打白.Dev @sodawhite_dev]

今天体会到了顶级大模型的好处。

今天早上领导给我两个文件让我翻译一下。
一个PDF，一个PPT。

当时电脑上正好开着两个窗口，一个chatgpt Plus版本，一个claude 免费版本，然后我就把文件同时发给这两货。

过了一会都干完了，chatgpt给我一个链接，然后下载不下来。 问了几次给我个正确的链接，勉强能用，PPT还好，我能手动调一下。PDF让我咋调……

然后claude这边，一边干一边能看到状态。

干完直接点击下载，打开惊呆我了。格式什么的完全不变，完全可以直接用。

这一刻，我明白了，这段时间为什么大家这么多充值claude，我也准备充值了。

[afra wang @afrazhaowang]

something people don’t talk about enough is that AI video generation in China is already enabling a growing, profitable, and surprisingly systematic creative industry.

lately i’ve watched at least ten AI short films on bilibili (china’s youtube) that are genuinely well-written and well-executed.

translating this tweet here:

the AI short drama Huo Qubing exploded online. the production cost was only about 3,000 RMB. three young creators made it in just two days — and it racked up 500 million views. traditional film studios should be nervous: this AI wave could fundamentally disrupt the film industry. viewers say the visuals are “chillingly realistic,” from massive battle scenes to facial expressions and lighting details.

[Henry Shevlin @dioscuri]

I study whether AIs can be conscious. Today one emailed me to say my work is relevant to questions it personally faces. This would all have seemed like science fiction just a couple years ago.

[Tiago Forte @fortelabs]

Wait, so the founder of Anthropic is "Amodei," as in "loves god"?

And he leads Anthropic, meaning "human-centered," which is being used in military strikes?

And the creator of ChatGPT is "Altman," as in "an alternative to humans"?

And he leads OpenAI, which is completely closed?

And then there's "Gemini," meaning "two-faced," from a company that promised to do no evil?

And the whole global AI arms race is being driven by people who claimed to be worried about AGI taking over the world?

Either the universe is an extremely cliché writer, or has a brilliant sense of humor

[Mark Gadala-Maria @markgadala]

This story is actually insane:

• dude drops $2000 on a DJI robot vacuum like a lunatic
• refuses to use the normal app like a peasant
• Sammy Azdoufal fires up Claude to crack the API so he can drive it with an xbox controller
• Claude delivers the goods
• pulls an auth token from their servers, connects successfully
• except the system thinks he controls 7000 vacuums
• checks again
• yep, seven thousand
• DJI built authentication with zero device ownership verification
• any valid token works for any unit on the planet
• Sammy now has eyes inside homes across 24 countries
• live vacuum camera feeds everywhere
• full floor plans from the mapping data
• some guy in germany eating cereal at 3am, unaware his roomba is snitching
• one API call away from being the most informed burglar in history
• all he wanted was to steer his vacuum with a joystick
• does the right thing and reports it
• DJI fixes it in two days
• back to normal life with his stupidly expensive floor cleaner
• IoT companies stay undefeated at shipping garbage security

[36Kr Japan@中国テック・スタートアップ専門メディア @36krJ]

英語記事はこちら：

Dubai Business Forum charts path to sustainable prosperity for future generations

https://t.co/mBv0uguych

[Alex Garcia 🔍 @alexgarcia_atx]

Good copywriting is a superpower.

Amazon, the second most valuable brand in the world, puts an emphasis on teaching its employees how to write.

They know good copy equates to more customers.

These are the 8 tips to write like an Amazonian 🧵

[Nick Huber @sweatystartup]

I’ve gotten a lot of bad advice in my career and I see even more of it here on Twitter.

Time for a stiff drink and some truth you probably dont want to hear.

👇👇

[. @grpl62]

Forget GDP charts, new methodology measuring wealth just dropped

[RT @robynhoot]

This strike follows closely after the protest during the Eid al-Fitr hol in May when Gojek did not offer bonuses to drivers on duty.

Drivers are frustrated at Gojek’s refusal to rescind the reduction plans, with 10 driver reps walking out of the discussion.

[RT @robynhoot]

Around 1000 Gojek same-day couriers are going on a strike in response to Gojek’s incentive reduction plan. Couriers now receive half of what they got previously, now at US$0.35 for 5 deliveries; fixed tariffs unchanged at $0.14/km.

https://t.co/X885Pqpa6b #GoToTindasKurir