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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 mod
by asar 6mo ago
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.
- Lionga 6mo agoThey 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.
- GenerWork 6mo agoI feel like they've been targeting enterprise pretty hard. I know my company uses them, and the companies that hire us also use Cursor.
- kvetching 6mo agoCursor will definitely win the enterprise for coding. Enterprises aren't going to trust a TUI
- esafak 6mo agoWhy not? That makes no sense to me.
- Squarex 6mo agoAll enterprises I know use GitHub copilot as they already have Office, Teams, … wonder how will it change with the recent pricing changes
- pjmlp 6mo agoI can tell my company wants nothing with them.
- kilroy123 6mo agoI think it's going to be brutal for them to compete with OpenAI and Anthropic. I switched to claude code because of usage. For $200 a month, I would run out of usage halfway through the month. Then be forced to use their composer model or whatever slow, dumb model they served up in their "auto" mode. For that same $200 a month, I could use claude code and basically never hit usage limits. I don't understand what people are doing who run into the limits on that max x20 plan. I NEVER have.
- whywhywhywhy 6mo agoIt's still a VsCode fork just now with a Kimi fine tune and still no moat... I won't debate that it turns out none of this mattered when it came to being as successful company though and kinda makes anyone who tried to roll their own instead of fork look a little silly.
- hkleppe 6mo ago"No moat", well... How I see this is that its so important to bundle the model with the right tooling. Like a racecar, having the best engine doesn't help if the rest of the car lacks other winning properties (reliability, aerodynics etc). So for Cursor, which IMO, they put themself in a strong position by having both a solid IDE __and__ a solid+cost efficient model. Those two working great in combination for the task they are designed to solve (coding) is more important than benchmarks
- aurareturn 6mo agoI doubt it's a brand new model. It's likely just Kimi K2.5 further trained on coding.
- enraged_camel 6mo agoThey didn't say it's a new model... in fact they said exactly what you just said.
- liuliu 6mo agoSince the frontier is only 8-month ahead of DeepSeek, it is hard to see how model training can be a moat as all the tricks are available from open labs in China. You really just need <100m to bootstrap at this point.
- onlyrealcuzzo 6mo ago> 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...
- kkukshtel 6mo agoAnd its still just a vscode fork
- icemelt8 6mo agoCursor 3 is a complete rewrite, its no longer a fork.
- gkbrk 6mo agoIt's still a VSCode fork. Even Cursor's own About window tells you it's VSCode. Cursor Version: 3.4.20 VSCode Version: 1.105.1
- muhfournik 6mo agoI believe the agent view is a complete rewrite, and maybe the other parts but not the editor itself
- alach11 6mo agoIsn't a large user base and the data collected from those users a moat of sorts?
- AussieWog93 6mo agoHonestly the data itself is probably worth heaps even in the company itself collapses. Early attention engineering when humans were still in the loop!!!
- NitpickLawyer 6mo ago> Early attention engineering when humans were still in the loop Exactly. Cursor was the first product used by tons of devs on real codebases. Just the signal "acceptance rate" is huge and can't be easily captured w/ synthetic data.
- deleted 6mo ago[deleted]
- wg0 6mo agoThis was the only way forward.
- antirez 6mo agoHow much the RL they are doing really improves Kimi K2.5 is to be seen. So, right now, the ground truth is that they combined what they had with a strong open weights model. The RL improvement may be both marginal (since may folks report strong results with vanilla K2.6) and may mostly bias the model towards coding tasks: when a model like this is trained to be generalist, there is a tension between being good at one thing and the other, in terms of SFT and RL. You can see this in the DeepSeek v4 Flash training report for instance but it is a known fact. So if you have the GPUs and a decent RL pipeline that does not run the model you can indeed specialize it a bit more for a given task at the expenses of tasks people will not do inside Cursor. But, so far, the measurable reality is that Cursor uses an open weight model like most could do, and the RL story could be partilly a marketing move to call to Composer 2.5 more than a real strong gain, given that there is no way to verify and K2.5 was already strong. And we also know that they had to partner to do the training, which is also not a good news.
- the_duke 6mo agoIn my opinion cursor actually has one of the best harnesses again at the moment.
- make3 6mo agowhy is that part impressive specifically? they got purchased by SpaceX, they have access to infinite compute and cash now. & now they're still losing all of their users to Claude Code and Codex.
- DeathArrow 6mo ago>& now they're still losing all of their users to Claude Code and Codex. Why pay for Cursor when I can use GLM 5.1, Kimi K2.6, MiniMax M2.7, Xiaomi MiMo V2.5 Pro and Deepseek v4 for cheap and use whatever harness I want, including Claude Code. It's not like Cursor harness is the best out there. And even if I want to edit the code, I don't need to run the agent harness in an IDE.
- make3 6mo agothese are in the trillion parameters range, not sure it's actually that cheap to have at a reasonable speed without quality degradation & without like.. your own DGX B200
- DeathArrow 6mo agoI didn't say to run them at home. There are some cheap coding plans that gets you plenty of usage for the Chinese models.
- wmichelin 6mo agoNot a cursor shill by any means, I do use it at work but that's because it's what they pay for. But Cursor has a CLI harness.
- DeathArrow 6mo ago>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.
- farco12 6mo agoOne would hope the vscode fork with a $50B valuation and no moat, would wisely spend the money they raised to build a moat.