Sina Keshavarzi

[Sina Keshavarzi @sinakes]

@Droppyformac Same local model, iCloud sync all the way.

[Sina Keshavarzi @sinakes]

I just finished building this MacOS/iOS app with the help of Codex 5.6. Hope you'll like it! Feel free to connect with me directly if you have any feedback! https://t.co/bBfxNGTOEO

[Sina Keshavarzi @sinakes]

@ThisWeeknAI I’m in

[Sina Keshavarzi @sinakes]

@Jason I’m in

[Sina Keshavarzi @sinakes]

@Moazzam87723103 @kenofthedude @AlpacaAurelius You are making my point for me. See there has to be women to impregnate right? So there more women, the more babies can be born. One extra male will not grow the population, but one extra female can give birth to a new person almost every year for many years.

[Sina Keshavarzi @sinakes]

@kenofthedude @AlpacaAurelius Could be because daughters are the ones that can actually grow the population.

[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.

[Sina Keshavarzi @sinakes]

@uiux_harshit Huuuman

[Sina Keshavarzi @sinakes]

@HWLinvest Du säger ”Hur försvarar man de miljarder som lagts på diplomati” 🤣 diplomati är i princip kostnadsfritt käre vännen.

[Sina Keshavarzi @sinakes]

@Beebz28 @FurkanGozukara Iranians are one of the most integrated minority in any nation. Very hospitable and open group. You will likely find out if you get to now more.

[Sina Keshavarzi @sinakes]

@JimmyChonga454 @FurkanGozukara All cultures have pros/cons and too steep wealth gap is arguably not beneficial for society. But I think that that young Iranians would prefer the American culture compared to their no-future Islamic laws current life.

[Sina Keshavarzi @sinakes]

@N28449684011563 @FurkanGozukara We would have had a democracy right now without an Islamic regime if it weren’t for the oil. Google project Ajax.

[Sina Keshavarzi @sinakes]

@AsimKhanzeerHai @FurkanGozukara It was not accepted, it was forced. Iranians in Iran would also celebrate if they would not be shot on site by the regime. All of diaspora Iranians you see dancing have relatives in Iran who are as happy.

[Sina Keshavarzi @sinakes]

@barz404 @FurkanGozukara I am glad at the prospect of a regime change, but I am not delusional to think that USA/Israel cares about the people. I am also against Iranian Diaspora carrying US/Israeli flags. What they are celebrating is the potential fall of the regime as would Iranians in Iran if not shot

[Sina Keshavarzi @sinakes]

@Aman_Pasha @FurkanGozukara Please explain. What do you mean by ”pretending to be white”?

[Sina Keshavarzi @sinakes]

@Abdinurgorod @FurkanGozukara No

[Sina Keshavarzi @sinakes]

@JimmyChonga454 @FurkanGozukara Unfortunately I agree that this might very well be the outcome (multiple states that is). Do not agree with respect to delusional atheist drug addicts though.

[Sina Keshavarzi @sinakes]

@WaqarAliOn @FurkanGozukara Persian on both sides. Reside in Sweden.

[Sina Keshavarzi @sinakes]

@JimmyChonga454 @FurkanGozukara I agree. I also think that a divided Iran, for usa/israel, is as good an option as placing their puppet in changed regime. Between the two, a puppet would be a better option. In fact a puppet is also better than the current regime.

[Sina Keshavarzi @sinakes]

@FurkanGozukara @ArchyKahn I think you feel this way because Iranians want to move away from something that you associate with. Therefore, you take this as an insult. But Islam in Iran is not like Islam in Turkey. It is archaic and forced.