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The new SpaceX-Cursor model is going to be insane. It is being trained from scratch, unlike previous Composer models, which were built off Kimi. This new model is Elon’s attempt to get back in the AI race, and he might rejoin as the frontrunner. Composer 2.5 is already a...

119,837 Aufrufe • vor 2 Monaten •via X (Twitter)

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I got to try Grok 4.5 in early access in Cursor for the past few days and I absolutely enjoyed it. It feels like Opus 4.8 at 2x the speed at a much cheaper price point. I tasked it to brainstorm > plan > implement a big feature for my game (this act 1 boss fight) and it did not disappoint. - It is much smarter than Composer 2.5, during planning mode, it is able to think through my request more robustly, ensuring that edge cases are covered and makes sure to ask the right questions to confirm with me first. - It is much better at brainstorming ideas/suggestions, similar to Opus 4.8, though I think Fable still edges out a little when it comes to brainstorming ideas and suggestions - It is FAST. probably the fastest of all frontier models (Opus 4.8, GPT 5.5 etc), which makes it a joy to build with, because I can stay in the flow - It has much improved visual/animation capabilities than Composer 2.5, it can code up animations (i wanted an explosion animation with particle effects) with much, much better visuals, animation movement and timing. This is a big leap and I was so happy to see this improvement. - The best part for me is that I can just use the same model from planning down to execution without switching to a lower cost model because the price point is cheaper than other frontier models. I'll be testing this model with more challenging tasks in the next few days but I think this is going to be my main driver for vibe coding for a while. Also, its nice to see Grok back in the race. 🙌

Danny Limanseta

1,421,893 Aufrufe • vor 1 Monat

Chinese AI models are wiping billions off Big Tech right now. Google just lost $200 billion in a single day, and the model it needed to fight back still isn't ready. Gemini 3.5 Pro, Google's most powerful model, is months behind schedule. Alphabet stock dropped 4.4% that same day. The Deepseek moment is happening again, and the new model is FAR bigger. On the same day Google's delay leaked, a Beijing lab called Moonshot released Kimi K3. It is the largest open model ever built, with 2.8 trillion parameters. It took the number one spot on the Frontend Code Arena, a live coding leaderboard, passing Anthropic's best model. And Moonshot is giving it away for free on July 27. The genius part: Anyone with enough computers can download it and run a frontier level AI without paying a cent to a US company. A single task on Kimi K3 costs about 94 cents. The same work on some American models costs nearly double. So why would a company keep paying premium prices for a model it can now get for free? The entire US AI business is built on selling access to models that cost billions to train. If a free Chinese version does most of the same work, that pricing power starts to crack. And Kimi is close to the best. On one closely watched intelligence ranking it scored 57, just behind the top American models GPT-5.6 Sol and Fable 5, and ahead of Claude Opus 4.8. Bank of America told clients that Kimi proves Chinese labs can keep making big leaps even with limited chips. And the founder of Moonshot, Yang Zhilin, learned to build AI as a researcher INSIDE Google. Google literally wrote the 2017 paper that made all of these models possible. Now the people who studied its work are using it to destroy Google, and handing it out for free. What happens next: Kimi K3's weights go public on July 27. Google reports earnings on July 22, and everyone will be asking the same question about Gemini. If free models keep topping the charts, every valuation built on paid AI access has to be rewritten. What do you think?

Ricardo

47,790 Aufrufe • vor 1 Monat

The most overlooked part of the SpaceX IPO thesis is the model and most people are completely missing it (Save this) Everyone has been focused on the Anthropic compute deal and the Colossus revenue because those are numbers you can put in a spreadsheet. Six months ago, xAI was competing reasonably well on model performance but was not clearly on the frontier. Then SpaceX exercised its option to acquire Cursor for $60 billion, the largest startup acquisition in history just days after completing the largest IPO in history at $75 billion. Cursor is a team of 700 to 800 people, was on track to exit 2026 at up to $10 billion in revenue, had millions of professional developers using it daily, and had already built a team with the genuine potential to compete at the frontier, the one thing holding them back was compute. SpaceX just gave them the largest GPU cluster in the world to work with. Grok 4.3, a 1.5 trillion parameter model, is currently training with Cursor's proprietary coding data being injected directly into pre-training, not just fine tuning which is a fundamentally more powerful integration than anything the market is currently modeling. The prior version, Grok 4, was already on the Pareto frontier as of 10 to 12 days ago, the most intelligent 500 billion parameter model in the world, sitting alongside Google Gemini, Anthropic, and OpenAI as one of only four systems at the true frontier. Composer 2.5, the previous Cursor model was Pareto dominant in coding tasks just before the acquisition closed, meaning SpaceX inherited a model that was already best-in-class in the highest-value AI use case in the market. The AWS parallel is the one everyone keeps missing. Bezos built data center capacity for Black Friday, sat on idle infrastructure the rest of the year, and monetized it into what was at the time the most profitable technology business in history and investors hated it in 2009 and 2010 because he was burning free cash flow on capacity that had no obvious revenue yet. SpaceX is in exactly that position, it built Colossus for xAI's own training needs, is monetizing excess capacity to Anthropic at $1.25 billion per month across 220,000 Nvidia GPUs, and has reportedly secured up to 20% of Nvidia's early Vera Rubin allocation, giving it the most powerful and scarcest GPU infrastructure in the world during the critical window when those chips are hardest to get. The $60 billion Cursor acquisition closed at a moment when SpaceX had essentially unlimited compute, a team already at the frontier, and a product with deep enterprise distribution, three things no other model lab had simultaneously when it was at this stage. The market is pricing the compute business conservatively and ignoring the model call option entirely, and coding is the fastest path to AGI, once you are on the Pareto frontier with that compute, revenue scales fast. Anthropic went from negligible revenue to $30 billion annualized in under 18 months and that is the existence proof. Bullish on SpaceXAI and Elon Musk

Milk Road AI

69,744 Aufrufe • vor 2 Monaten