Ed Sim warns of an open-weight squeeze: no Kimi K2.5, no $50B Cursor
AccBalanced · x · 2026-11-15
In newsletter #524, Ed Sim flags a risk (not prediction) of a broad squeeze on Chinese open-weight models, noting Nvidia's own Hugging Face filing warns restrictions could materially affect the platform. Cursor's Composer 2 started from Kimi K2.5 with continued pre-training and large-scale RL before its $50B exit; without such bases, startups must burn resources to catch up. Less financing plus model restrictions could mean fewer independent model builders and more startups dependent on big-lab APIs.
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