511–520 of 1001 posts
Lots of people in the comments talking about how this is about training data, but surely this is actually about hiring competent people after the mass exodus/firing at xAI?
Are cursor developers “competent” in creating frontier models? Aren’t they just using other company’s models?
Earlier quoted context omitted.
Wasn’t composer trained on Kimi? Has anyone had a chance to compare the latest Kimi model to composer?
I'm going to be brutally honest but I have not found Kimi to be useful at all. It simply cannot compete with what closed models from Codex and Claude offers. I don't want to risk using a model outside the ecosystem and introduce variables as most of my workflow is baked into two to three large company models.
I guess really depends on tastes
Wish I played that interview game better. I saw the success coming from a mile away (2022) but I can't vibe with people in the hire game right. It's like eye contact, smiling, facial expressions, stuff like that. I guess there's a bunch of tools to not suck at this. Anyone had success here? The AI tools say I'm great because they can't pick up the kind of problems I'm talking about.
Earlier quoted context omitted.
Paying $10B for the option is also crazy though. Paying $10B for the thing outright and not just an option would be absurdly high.
It reportedly has a $2B ARR, and a 5x multiplier doesn't seem insane to me, but who knows, honestly
The main frenzy with Cursor started when you could access Anthropic models practically for free.
Otherwise it is just VS Code.
knee-jerk is that it's weird, but makes sense: * X will have a total of ~2GW of GPU sometime this year largely not doing much outside of 'grok is this true' * despite no longer being in vogue with consumer devs Cursor still has a lot of developer data that can assist in building a model * Cursor have decent enterprise relationships (while for xAI it is ~zero) and that's where the real revenue for llms + agents is * C…
> Cursor still has a lot of developer data that can assist in building a model Their composer model is seriously good. I’ve been eyeing a cursor sub just to use it in OpenCode. They have a nice moat here. > Cursor have decent enterprise relationships (while for xAI it is ~zero) That has a reason. Those enterprise relationships are almost certainly going to sour at least a bit, if not for Musk‘s toxic image then for h…
Earlier quoted context omitted.
It's not. It's a glorified code editor with no moat. Those are (massive) bubble prices.
and I'm being completely neutral and objective in saying this: Elon Musk has been a horrible capital allocator but great at financial engineering. X is still struggling to win back advertisers (they will never come back) and still in the red. I have little reason to believe this is also another careful and shrewd financial decision.
Earlier quoted context omitted.
Wasn’t composer trained on Kimi? Has anyone had a chance to compare the latest Kimi model to composer?
I'm going to be brutally honest but I have not found Kimi to be useful at all. It simply cannot compete with what closed models from Codex and Claude offers. I don't want to risk using a model outside the ecosystem and introduce variables as most of my workflow is baked into two to three large company models.
Earlier quoted context omitted.
It's not. It's a glorified code editor with no moat. Those are (massive) bubble prices.
Glad I’m not the only one who feels this way. Even though I personally use Cursor, there’s no way it’s even a fraction of $60B