Sunday, March 22, 2026 · San Francisco
Subscribe Sign In
Strategic AI Intelligence from San Francisco
Now
OPINION: Cursor Called It In-House. It Was Built in Beijing. Cursor Acknowledges Kimi K2.5 as Composer 2 Base After Developer Spots Model ID Super Micro Co-Founder Charged in $2.5 Billion Nvidia Chip Smuggling Scheme Claude Code Channels Has No Voice Support. You Can Add It in 20 Minutes Microsoft Pledges Windows 11 Quality Push, Cuts Copilot Entry Points After Backlash Elon Musk Misled Twitter Investors Before $44 Billion Buyout, San Francisco Jury Finds OPINION: Cursor Called It In-House. It Was Built in Beijing. Cursor Acknowledges Kimi K2.5 as Composer 2 Base After Developer Spots Model ID Super Micro Co-Founder Charged in $2.5 Billion Nvidia Chip Smuggling Scheme Claude Code Channels Has No Voice Support. You Can Add It in 20 Minutes Microsoft Pledges Windows 11 Quality Push, Cuts Copilot Entry Points After Backlash Elon Musk Misled Twitter Investors Before $44 Billion Buyout, San Francisco Jury Finds
Opinion

OPINION: Cursor Called It In-House. It Was Built in Beijing.

OPINION: Cursor Called It In-House. It Was Built in Beijing.

Cursor launched Composer 2 on March 19 and called it an in-house model. A developer found the actual model ID within 24 hours: kimi-k2p5-rl-0317-s515-fast. The $29.3 billion code editor was running Moonshot AI's Kimi K2.5, built in Beijing by a company the U.S. Commerce Department flagged for national security risks. Anthropic accused Moonshot of siphoning 16 million prompts from Claude. Cursor called the omission a mistake. It was the second time in four months.

By Marcus Schuler · 7 min read · 10 hours ago
Read full story →
01 Latest Intelligence
The One Number
24 hours — How long Cursor's "in-house" claim lasted before a developer found Kimi K2.5's model ID in the API
From: OPINION: Cursor Called It In-House. It Was Built in Beijing.
02 Vibe Coding
Implicator PRO

The analysis your competitors are reading.

Weekly deep dives into the deals, strategies, and power shifts reshaping the AI industry.

Weekly long-form analysis Exclusive data briefings Early access to reports
Start PRO Subscription
Starting at $7.41/month · Cancel anytime
03 PRO Briefings
How to build an AI email manager with Claude and n8n
Implicator PRO Briefing

How to build an AI email manager with Claude and n8n

How to build an AI email manager that classifies 40+ categories, drafts context-aware replies, and waits for your approval. Complete tutorial with code.

Marcus Schuler · 17 min read · Mar 3
From Today's Analysis
“Meta reversed the Horizon Worlds VR shutdown in under 24 hours. But the real story is the institutional pattern: $80 billion spent, 200,000 users at peak, and a stock market that rewards retreat. The same playbook now drives $135 billion in AI spending.”
From: Meta's $80 Billion Metaverse Failed. The Playbook Survived.
05 Deep Dives
Meta's $80 Billion Metaverse Failed. The Playbook Survived.
Analysis

Meta's $80 Billion Metaverse Failed. The Playbook Survived.

Meta told Horizon Worlds users VR was shutting down on Tuesday. By Wednesday, CTO Bosworth reversed the whole decision on Instagram Stories. Under 24 hours. But the real story isn't the shutdown or the save. It's the pattern underneath: $80 billion in Reality Labs spending, a user base that peaked at 200,000, and a stock market that rewarded Meta for walking away. The same playbook now runs again, this time backed by $135 billion in AI capex.

Maria Garcia
Maria Garcia Mar 19 · Analysis

AI moves fast. We move first.

Delivered to your inbox at 6 AM Pacific, every weekday.

ESC