81–90 of 238 posts
I wonder why they didn’t train off Kimi 2.6, I hope is it because they already had a good base and not that they messed up that relationship.
There's nothing to mess up. The license is MIT w/ attribution, and the attribution clause can be easily sidestepped w/o any legal repercussions. The "drama" was simply content creators going nuts over some misunderstandings and poor comms from some kimi related devs.
I kind of want to try it, to see if and how far they can take an open model and improve it but I really don’t miss the Cursor user experience. Constant UI changes, half-baked features, smaller and smaller limits, useless AI change attribution; I think I’ll wait for others to report if it’s any good.
Isn't there a cli version of cursor by now?
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> AI revenue has been going up while the cost per token has been rapidly falling Every model release now has been straight price increases since what GPT 4 ? When was the last time a new flagship model decreased prices compared to the previous one ?
token efficiency
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They are still a vscode fork with no moat? Like they lost about 70% of users in half a year which goes to show how there is not even the tiniest of moat.
I feel like they've been targeting enterprise pretty hard. I know my company uses them, and the companies that hire us also use Cursor.
If these benches from their site hold up (they likely wont) Wouldn't this compress ai revenue like 15x quickly If they really have a 4.7 opus high equivalent at 1/16 the cost wouldn't this significantly effect all the current capex and planing Maybe they are getting elon to cover cost
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> Really impressive how they've made this jump from being called the vscode fork with no moat just a couple of months ago. Impressive, yes. But they still don't have a moat...
I am not sure we should dismiss what they have today. Nobody has yet to come close with a full package ide that works well for coding. Is that not a moat? It is easy for my to in my head discount it, thinking that I could build something myself but between autocomplete and their workflow for agent use, it feels like they have some tangible moat emerging.
I haven’t tried Cursor, so don’t know how they compare, but I like Zed a lot.
Anyway, would love to see a comparison from someone who has used a recent version of each.
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token efficiency
Not seeing that either, tried really using Opus 4.7 today, and it ended up at $50 for the same kida thing that came out to $25 last week with Opus 4.6.
Ok this might be weird but I've moved everyone in my 4 person team to our team plan and costs seem to have sky rocketed compared to the individual plans. Where before most people spent 20-100 USD, now the total bill is more like 1k USD. I haven't gone into the details but it feels like I'm being scammed.
I think 300 million is too low. For reference before I could do more than 1 billion on same conditions.
The model is (like Composer 2) based on Kimi K2.5 and they claim SOTA performance for 1/10th of the cost. The tweet also mentions that they've started a new model from scratch on Colossus 2 (xAI/SpaceX Cluster). Really impressive how they've made this jump from being called the vscode fork with no moat just a couple of months ago.
With so much money and computing from SpaceX, is not so impressive.