Cursor's Mixture-of-Kittens kernel runs 2.37x faster than the strongest public baselines on NVL72 racks — and Cursor open-sourced it the same week Anthropic signed large-scale leases on that exact GPU class. Both facts are real. Both are happening this week. Gavin Baker's read on the infrastructure layer sharpens the gap: pricing power has shifted to whoever owns the physical GPUs, not whoever ships the tokens, with one high-profile cluster expected to nearly double in cost within seven months. Cursor just handed the field a free efficiency lever on hardware Anthropic is paying a rising premium to rent.

The bind underneath this is a diverging capital bet. Cursor is compounding on the software layer — open-sourcing kernel work that makes the same iron go further, building leverage into the stack itself. Anthropic is compounding on raw compute access, betting that owning the capacity is the moat. The first strategy gets cheaper as the kernel improves. The second gets more expensive as Baker's rental curve climbs. Those two strategies don't end in the same place.

Top developments

  • Cursor open-sources Mixture-of-Kittens, its MoE training megakernel for NVL72 racks — Mixture-of-Kittens (MoK) fuses all Mixture-of-Experts communication and computation into a single, fully deterministic kernel targeting NVIDIA GB300 NVL72 racks — the same GPU class Anthropic recently leased at scale. It runs up to 2.37x faster than the strongest public baselines and, in production across tens of thousands of GPUs, lifted Cursor's end-to-end training throughput 1.41x over its previous DeepEP-based stack. The code is available on GitHub.

  • Cloudflare open-sources Cloudflare OS, a Sandstorm revival built on Workers where every app runs in its own fine-grained sandbox — Cloudflare Workers Principal Engineer Kenton Varda revives his decade-old Sandstorm vision as an AI workspace: every document and mini-app ("Gadget") runs in an isolated Workers sandbox, so non-technical users can generate and modify their own apps without security teams objecting. The model inverts SaaS — everyone runs and can modify their own copy of the code — and the same agent that operates an app is the one that rewrites it. A "Gatekeepers" connector system (a superset of MCP) handles safe access to external services and internal data.

  • Liquid AI ships LFM2.5-2.6B, an agentic on-device model that out-scores 9B rivals on tool-use benchmarks — Pre-trained on ~34T tokens with a 128K context window, LFM2.5-2.6B runs fully on phones, laptops, and robots — no cloud API required, so inference cost is essentially zero. Despite being ~4× smaller than Qwen3-9B, it beats it on ToolSandbox (77.83 vs 76.44) and IFStruct (85.49 vs 78.50), giving on-device agentic deployments a concrete benchmark to point at. Ships day-one with llama.​cpp, MLX, vLLM, SGLang, and ONNX support across AMD, Qualcomm, Apple, NVIDIA, and Intel hardware.

  • Active npm supply-chain worm compromises keyv and cacheable — tens of millions of weekly downloads at risk — On August 4, a maintainer-account compromise caused at least ten packages in the keyv and cacheable namespaces to ship a malicious preinstall hook that downloads a standalone Bun runtime, harvests AWS/GCP/Azure/GitHub/npm credentials, then republishes trojanized versions of every other package the stolen token can reach — self-propagating worm-style. The hook also plants autostart payloads in .​claude and .​vscode that fire when a developer or AI coding agent opens a cloned repo. Critically, [email protected] carried a passing npm provenance attestation, showing that signature verification alone doesn't stop a compromised maintainer account. npm has scrubbed the poisoned versions; rotate any credentials that touched these packages and audit your lockfile. Disabling lifecycle scripts (--ignore-scripts) blocks the preinstall vector but may break packages requiring install-time builds.

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Continuing threads

Funding & deals

  • HappyRobot raises $150M Series C at $1.2B valuation to scale enterprise voice AI — HappyRobot, the enterprise voice-agent platform founded by Pablo Palafox, closed a $150M Series C led by Prysm Capital and co-led by Eurazeo, minting a unicorn two years after deploying its first agent at a US freight broker. The company now runs its full platform across 150+ enterprises in supply chain, energy & utilities, telecom, insurance, and airlines — 5× growth since its Series B.

  • Bending Spoons acquires Airtable for ~$1.3B as Airtable CEO spins out AI-agent business Hyperagent beforehand — Italian software holding company Bending Spoons (fresh off its Nasdaq IPO) agreed to buy the core Airtable no-code database business at roughly 2.7× its ~$480M ARR — a steep drop from Airtable's 2021 peak valuation of $11B. Before closing, Airtable CEO Howie Liu quietly transferred the newer AI-agent platform, Hyperagent, into a separate entity he retains, letting him pocket acquisition proceeds while continuing to build in the competitive AI-agent space. Bending Spoons' playbook — detailed in a recent interview — is to acquire "predictable" legacy software brands and optimize them; whether the rump Airtable fits that mold or whether Hyperagent can stand alone in a crowded market is sharply debated.