X：Kim

claude-opus-4.8 is on Google Vertex 👀

An alien who is in the U.S. temporarily and wants a Green Card must return to their home country to apply. This policy allows our immigration system to function as the law intended instead of incentivizing loopholes. The era of abusing our nation’s immigration system is over.

🚨🇨🇳 BREAKING — China Unveils Gaming GPU To Challenge NVIDIA Video

Jack Clark: - AI will make a Nobel Prize-winning discovery within 12 months (working collaboratively with humans) - Bipedal robots will help with enterprise work ("tradespeople") in 2 years - AI systems will be able to design their own successors by year-end 2028 (i.e., RSI) - Companies run solely by AI will be generating millions of USD in revenue within 18 months - Clark's most conservative prediction is that vast swathes of the economy and society will go through profound changes, potentially including "a machine economy decoupling from the human economy, robots gaining brains, science progressing without humans, and scientific equipment that people hadn't conveived of but which worked".

We are making our discount permanent! 🎉 Enjoy building with DeepSeek-V4-Pro and bring your innovative ideas to life! 🚀

Polsia just raised $30M at a $250M valuation. Approaching $10M annual run rate. One Founder + AI. Zero employees. Polsia runs companies autonomously. It also ran its own fundraising. I just showed up for signatures. Video

NEW: Marc Andreessen declares AGI was achieved three months ago.

We’re giving away $10,000,000 to founders building agent-first businesses. Autonomous, proactive agents will run tomorrow's companies. We're backing 500 founders building them. The Founding 500. hyperagent.com Video

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

what problem do you most hope AI will solve in the future? maybe we can help!

It was so good to meet and hangout with you, my friend !!

On the tube

Cursor's new Composer 2.5 takes third on the Artificial Analysis Coding Agent Index and is ~10-60x lower cost than the higher-effort Opus 4.7 and GPT-5.5 variants above it. This release puts Composer among the leading coding agent models, something that wasn’t clear for past releases @cursor_ai has released Composer 2.5, the latest model in its Composer line. Composer 2.5 scored 62 on our Coding Agent Index, a 14 point gain over Composer 2 (48). This puts it in third place of our tested agents, behind only Claude Opus 4.7 (max) in Claude Code (66) and GPT-5.5 (xhigh reasoning) in Codex (65). These cost $4.10 and $4.82 per task respectively, ~10x the cost of Composer 2.5 Fast ($0.44) and ~60x the cost of Composer 2.5 standard ($0.07). Key results for Composer 2.5 in Cursor CLI: ➤ Cost-quality Pareto frontier: At $0.07 (standard) and $0.44 (Fast) per task, Composer 2.5 is cheaper than every other agent scoring above 60 on the Index. Medium-effort peers cost $1.24–$2.21 per task; higher-effort variants land 3-4 points above at $4.10–$4.82 ➤ Per-benchmark gains vs Composer 2: +35 points on SWE-Bench-Pro-Hard-AA (12% → 47%), +2 points on Terminal-Bench v2 (64% → 66%), and +3 points on SWE-Atlas-QnA (69% → 72%). At 47%, Composer 2.5's score on SWE-Bench-Pro-Hard-AA is comparable to Claude Opus 4.7 (max) in Claude Code ➤ Among the fastest coding agents: Composer 2.5 Fast runs at an average wall time of 6.7 minutes per task, the third-fastest agent on the Artificial Analysis Coding Agent Index, behind only Claude Opus 4.7 (medium) in Claude Code (5.8m) and GPT-5.5 (medium) in Cursor CLI (6.2m) ➤ Fast mode enables better responsiveness at 6x pricing: Fast runs 30% faster than standard Composer 2.5, but is ~6x the cost per task ($0.44 vs $0.07). Token pricing is 6x higher for Fast: $3.00/$15.00 vs $0.50/$2.50 per million input/output tokens Model details: ➤ Base model: Continued training on @Kimi_Moonshot's open weights Kimi K2.5 as with Composer 2, with Cursor reporting ~85% of total compute from its own additional training and reinforcement learning ➤ Pricing: $0.50/$2.50 per million input/output tokens for the standard variant; $3.00/$15.00 for the Fast variant (the default in Cursor) ➤ Available exclusively in Cursor: both Cursor IDE and Cursor CLI, an externally accessible API is not available Congratulations @cursor_ai and @mntruell on the impressive release!