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One of the big reasons for the current lack of patriotism and pride in our nation’s history is that about 40 years ago our most prominent storytellers in Hollywood just basically stopped telling stories about American history altogether, unless it has something to do with WW2, civil rights, or slavery. I mean they just released a movie about the meteorologist who did the weather report for D-Day. They’ll give WW2 weathermen their own movies before they tell a story from any other era of American history. The Right has attempted to counteract this a little bit, but “conservative” attempts at American history films and TV shows are invariably hokey and kid friendly, the kind of thing you can watch with your grandmother and your 5 year old, and you’ll all be equally informed and bored by the experience. We need R-rated adult-oriented American history stories. Daniel Boone should have his own series. It would be gritty and violent and not for children, but it would also be phenomenally entertaining and put an American legend back on the cultural map, so to speak. The fact that Daniel Boone hasn’t been depicted on screen at all since like the 60s is a travesty. Throw a dart at that guy’s Wikipedia page and you’ll land on something that could be its own feature length trilogy. That’s just one example. How is there not a great R-rated movie or series about Antietam? Or Kit Carson? Or the Panama Canal? How does Theodore Roosevelt not have like 10 movies about different periods of his life? You could go much farther back to pre-American history. A movie about Cortes’s conquest of Tenochtitlan would be tremendous and horrifying and fascinating, and it would introduce into the public consciousness one of the world’s most incredible stories that most Americans know next to nothing about. And on and on. The possibilities are literally endless. All of these movies, if they’re executed to even a B+ level, could make hundreds of millions of dollars and transform the culture in a way that a million podcast monologues never could. If the Right actually wants to reclaim the culture, this is the place to start.

Another counterparty just filed a defamation suit against Justin Sun. We know this playbook. For us, we have spent 12+ months being the quiet half of a very loud monologue. Sun has made various allegations against FDT for over a year. Nothing he has produced supports them. So he has offered bounties for someone else to find something that does. First $50m. Then $100m. Twelve months later, no one has publicly come forward. At some point a bounty stops being a threat. It starts being a tell. More people are choosing to push back on bad-faith attacks and coordinated lies. That's a good thing.

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Cursor is raising at a $50 billion valuation on the claim that its “in-house models generate more code than almost any other LLMs in the world.” Less than 24 hours after launching Composer 2, a developer found the model ID in the API response: kimi-k2p5-rl-0317-s515-fast. That’s Moonshot AI’s Kimi K2.5 with reinforcement learning appended. A developer named Fynn was testing Cursor’s OpenAI-compatible base URL when the identifier leaked through the response headers. Moonshot’s head of pretraining, Yulun Du, confirmed on X that the tokenizer is identical to Kimi’s and questioned Cursor’s license compliance. Two other Moonshot employees posted confirmations. All three posts have since been deleted. This is the second time. When Cursor launched Composer 1 in October 2025, users across multiple countries reported the model spontaneously switching its inner monologue to Chinese mid-session. Kenneth Auchenberg, a partner at Alley Corp, posted a screenshot calling it a smoking gun. KR-Asia and 36Kr confirmed both Cursor and Windsurf were running fine-tuned Chinese open-weight models underneath. Cursor never disclosed what Composer 1 was built on. They shipped Composer 1.5 in February and moved on. The pattern: take a Chinese open-weight model, run RL on coding tasks, ship it as a proprietary breakthrough, publish a cost-performance chart comparing yourself against Opus 4.6 and GPT-5.4 without disclosing that your base model was free, then raise another round. That chart from the Composer 2 announcement deserves its own paragraph. Cursor plotted Composer 2 against frontier models on a price-vs-quality axis to argue they’d hit a superior tradeoff. What the chart doesn’t show is that Anthropic and OpenAI trained their models from scratch. Cursor took an open-weight model that Moonshot spent hundreds of millions developing, ran RL on top, and presented the output as evidence of in-house research. That’s margin arbitrage on someone else’s R&D dressed up as a benchmark slide. The license makes this more than an attribution oversight. Kimi K2.5 ships under a Modified MIT License with one clause designed for exactly this scenario: if your product exceeds $20 million in monthly revenue, you must prominently display “Kimi K2.5” on the user interface. Cursor’s ARR crossed $2 billion in February. That’s roughly $167 million per month, 8x the threshold. The clause covers derivative works explicitly. Cursor is valued at $29.3 billion and raising at $50 billion. Moonshot’s last reported valuation was $4.3 billion. The company worth 12x more took the smaller company’s model and shipped it as proprietary technology to justify a valuation built on the frontier lab narrative. Three Composer releases in five months. Composer 1 caught speaking Chinese. Composer 2 caught with a Kimi model ID in the API. A P0 incident this year. And a benchmark chart that compares an RL fine-tune against models requiring billions in training compute without disclosing the base was free. The question for investors in the $50 billion round: what exactly are you buying? A VS Code fork with strong distribution, or a frontier research lab? The model ID in the API answers that. If Moonshot doesn’t enforce this license against a company generating $2 billion annually from a derivative of their model, the attribution clause becomes decoration for every future open-weight release. Every AI lab watching this is running the same math: why open-source your model if companies with better distribution can strip attribution, call it proprietary, and raise at 12x your valuation? kimi-k2p5-rl-0317-s515-fast is the most expensive model ID leak in the history of AI licensing.

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