EPISODE · Mar 20, 2026 · 8 MIN
Cursor 用開源模型包裝成自研，估值 500 億敘事遇到麻煩了
from 脈報 · host 思思主播
Cursor 宣佈 Composer 2 後不到 24 小時，開發者從 API 找到底層模型識別碼，揭露是 Moonshot 的 Kimi K2.5。授權條款有月收入門檻，而 Cursor 月收入超門檻 8 倍。
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Cursor 用開源模型包裝成自研，估值 500 億敘事遇到麻煩了
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