The cursor investor pitch was we're training our own models to do coding. If your amazing model is just an RL repack, you need a new pitch to justify your 50bn valuation
Any investor who believed a team their size and with their capital was training a SOTA base model doesn't understand the space. I fully believe that was some of their investors, but people acting like RL + fine tuning based on their massive user base that's producing qualitatively better outputs than the base model is meaningless aren't understanding what the company is doing.
Could you explain how much improvement RL+fine tuning can give with respect to Composer 2.0 model over Kimi K2.5? I don't fully grasp the work Cursor model has done here.