Frozen AI News archive

3x in 3 months: Cursor @ $28b, Cognition + Windsurf @ $10b

**Cursor** is reportedly fundraising at a **$28 billion valuation with $1 billion ARR**, while the combined **Cognition+Windsurf** entity is fundraising at a **$10 billion valuation** after acquiring Windsurf remainco for $300 million. The competition between AI coding agents intensifies as Cursor focuses on Async SWE Agents and Cognition+Windsurf acquires an agentic IDE. **Alibaba's Qwen3-Coder** gains widespread adoption for coding tasks and integration into tools like **Claude Code** and **LM Studio**. **OpenAI** rolls out **ChatGPT Agent** to all Plus, Pro, and Team users, sparking discussions about an "agentic economy" emphasizing **AI literacy**. **Anthropic's Claude Code** is praised as a premier development tool with active community feedback. **Perplexity's Comet browser assistant** receives positive reviews and new feature showcases. The debate continues on whether AI coding tools will replace developers, with critiques highlighting the ongoing human effort required. A new minimalistic software engineering agent, **mini**, achieves 65% on SWE-bench with just 100 lines of code.

Canonical issue URL

the battle of AI code agents shapes up.

AI News for 7/23/2025-7/24/2025. We checked 9 subreddits, 449 Twitters and 29 Discords (226 channels, and 9460 messages) for you. Estimated reading time saved (at 200wpm): 688 minutes. Our new website is now up with full metadata search and beautiful vibe coded presentation of all past issues. See https://news.smol.ai/ for the full news breakdowns and give us feedback on @smol_ai!

We rarely make fundraising a title story, but last time we checked in on the coding agent startups in the ancient days of May 2025, y'all really liked it:

Neither deal is officially announced, but it is being credibly reported (enough to be common knowledge) that Cursor is fundraising at a $28b valuation with a $1b ARR and the new Cognition+Windsurf (speculated to buy Windsurf remainco for $300m after the $2.4b cash execuhire by Google) is fundraising at $10b valuation.

The IDE startup is now racing to build the Async SWE Agents while the Async Agent startup has acquired the agentic IDE. Both are 3x richer than in May.


AI Twitter Recap

AI Coding & Agents

Model Releases & Performance

Infrastructure, Tooling & Efficiency

Research & New Techniques

Policy, Companies & Broader Impact

Humor/Memes


AI Reddit Recap

/r/LocalLlama + /r/localLLM Recap

1. Chinese AI Model Release Announcements: Qwen3 and GLM-4.5

2. Qwen Model Family: Benchmarks and Applications

3. AI Research: Performance Scaling and Novel World Model Deployments

Less Technical AI Subreddit Recap

/r/Singularity, /r/Oobabooga, /r/MachineLearning, /r/OpenAI, /r/ClaudeAI, /r/StableDiffusion, /r/ChatGPT, /r/ChatGPTCoding, /r/aivideo

1. OpenAI GPT-5 and Leadership Announcements

2. AI Policy, Regulation, and Global Competition

3. AI Developer Tools and Coding Workflows (Claude Code, Traycer, Pixel Art)


AI Discord Recap

A summary of Summaries of Summaries by Gemini 2.5 Pro Exp

Theme 1: The New Coder on the Block: Qwen3-Coder & Kimi K2 Face Off

Theme 2: The GPT-5 Rumor Mill Grinds On

Theme 3: When Tools Turn Treacherous: Bugs and Growing Pains in the AI Dev Stack

Theme 4: Optimizing the Engine Room: Advances in GPU Kernels and Model Performance

Theme 5: Is AI Getting Too Smart, or Too Stupid? Alignment Debates and Safety Scares


Discord: High level Discord summaries

Perplexity AI Discord


OpenAI Discord


Unsloth AI (Daniel Han) Discord


LMArena Discord


Cursor Community Discord


HuggingFace Discord


Moonshot AI (Kimi K-2) Discord


LM Studio Discord


Latent Space Discord


GPU MODE Discord


Eleuther Discord


Yannick Kilcher Discord


aider (Paul Gauthier) Discord


Nous Research AI Discord


Notebook LM Discord


Manus.im Discord Discord


MCP (Glama) Discord


LlamaIndex Discord


DSPy Discord


Torchtune Discord


MLOps @Chipro Discord


Modular (Mojo 🔥) Discord


Cohere Discord


tinygrad (George Hotz) Discord


LLM Agents (Berkeley MOOC) Discord


Codeium (Windsurf) Discord


Nomic.ai (GPT4All) Discord


The Gorilla LLM (Berkeley Function Calling) Discord has no new messages. If this guild has been quiet for too long, let us know and we will remove it.


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Discord: Detailed by-Channel summaries and links

Perplexity AI ▷ #announcements (1 messages):

Perplexity AMA, Residency Program


Perplexity AI ▷ #general (1261 messages🔥🔥🔥):

Comet Browser, AI-Driven Vine Reboot, OpenAI and Apple Partnership, Gemini vs ChatGPT Research Capabilities, NSFW AI Options


Perplexity AI ▷ #sharing (5 messages):

Shareable Threads, Replit Business, Instagram Reels


Perplexity AI ▷ #pplx-api (2 messages):

Search Domain Filter, Structured Output Issues


OpenAI ▷ #ai-discussions (1107 messages🔥🔥🔥):

Morality of AI, Robocop metaphor, AI & psychosis, Utility in AI morality integration, Feeling AI


OpenAI ▷ #gpt-4-discussions (16 messages🔥):

GPT Teams Gmail Connector, ChatGPT Agent Mode Usage Limit, Model Discussions vs UI Discussions, ChatGPT UI Delays and the Agent Rollout, O3 Discussion


OpenAI ▷ #prompt-engineering (4 messages):

Prompt design, Personal thoughts structuring, Introspective thoughts, Cognitive support


OpenAI ▷ #api-discussions (4 messages):

Introspective Prompt Design, Cognitive Support, Model Guidance Through Reactions


Unsloth AI (Daniel Han) ▷ #general (544 messages🔥🔥🔥):

Audio Upscaling, Qwen3-Coder, Mugi's Return, Vision Models Chat, GRPO and Reasoning


Unsloth AI (Daniel Han) ▷ #introduce-yourself (2 messages):

``


Unsloth AI (Daniel Han) ▷ #off-topic (9 messages🔥):

Gemma 3 4B, ELiTA and TaMeR papers, Model self-awareness


Unsloth AI (Daniel Han) ▷ #help (102 messages🔥🔥):

IK Quant Performance, Vision model multi-GPU training, Unsloth Permission Error, VLM finetuning, Torch Dynamo Recompilation


Unsloth AI (Daniel Han) ▷ #showcase (1 messages):

TTS Model, MediBeng Dataset, Bengali-English Code-Switching


Unsloth AI (Daniel Han) ▷ #research (1 messages):

noimnull: Does anyone know any good dataset consisting of python unit tests


Unsloth AI (Daniel Han) ▷ #unsloth-bot (81 messages🔥🔥):

LoRA loading with vLLM, Qwen3-235B training on Runpod, Llama Scout GPU memory errors, FastVisionModel multi-GPU support, Custom loss functions and memory usage


LMArena ▷ #general (567 messages🔥🔥🔥):

GPT-6, LMArena Discord Bot, Video Arena, GPT-5 release date speculation, Starfish model


Cursor Community ▷ #general (310 messages🔥🔥):

Cursor File Deletion Bug, Flutter Setup Issues, Pricing Confusion, Claude Code Integration, Unlimited Agents Removed


Cursor Community ▷ #background-agents (3 messages):

Background Agents Looping, Background Agents Port Forwarding, Background Agents Start Script


HuggingFace ▷ #general (216 messages🔥🔥):

LLM Datasets, Image Classification, AI Action Plan, Qwen3-Coder, Hugging Face Inference API


HuggingFace ▷ #today-im-learning (2 messages):

Data Needs, Image Analysis


HuggingFace ▷ #cool-finds (2 messages):

Gaslighting AI, Reddit Prompt Engineering


HuggingFace ▷ #i-made-this (10 messages🔥):

AI Tutor Scoleaf, Jupyter Lora Training System, Common Pile Caselaw Dataset, Bengali-English TTS Model


HuggingFace ▷ #core-announcements (1 messages):

LoRA, H100, RTX 4090


HuggingFace ▷ #agents-course (1 messages):

smolagents, llamaindex


Moonshot AI (Kimi K-2) ▷ #announcements (1 messages):

Kimi K2 bot, k2-space channel, Community Roles


Moonshot AI (Kimi K-2) ▷ #general-chat (158 messages🔥🔥):

Kimi K2 server in Europe, Vibe Coding, AI dependence concerns, Meta's Superintelligence Team, Kimi K2 vs Qwen 3 Coder


LM Studio ▷ #general (112 messages🔥🔥):

Image support in LM Studio, Learning hacking with AI, LLM plugins, MCP Servers for Web Searches, LLM tierlists


LM Studio ▷ #hardware-discussion (17 messages🔥):

Vulkan Runtime, ROCm Support, Strix Halo, HIP Alternative, PyTorch Wheels


Latent Space ▷ #ai-general-chat (81 messages🔥🔥):

AI Eating Search, uv vs npm, ElectricSQL + TanStack, GPT-5 launch, Context Engineering in AI Agents


Latent Space ▷ #ai-announcements (5 messages):

GEO/AI SEO podcast, nitter.net maintenance, AI Engineering podcast


GPU MODE ▷ #general (9 messages🔥):

Ginkgo usage, Allreduce for float8_e4m3, Sparse matrix solver, PETSc and MAGMA, DistOp.all_reduce method


GPU MODE ▷ #triton (14 messages🔥):

Triton Warmup Bug, Block Ptr vs Tensor Descriptor


GPU MODE ▷ #cuda (2 messages):

Nsight Copilot, Nvidia


GPU MODE ▷ #torch (1 messages):

PyTorch 2.7 stride fix, float8_e8m0fnu edge case


GPU MODE ▷ #jobs (2 messages):

AMD Hiring, GPU roles


GPU MODE ▷ #beginner (7 messages):

Voltage Park, Google Cloud Storage, Amazon S3, HF hub


GPU MODE ▷ #torchao (3 messages):

NVFP4 support, global_scale calculation, llm-compressor, vllm, FP8_E4M3_DATA


GPU MODE ▷ #off-topic (4 messages):

Remnote, X CLI Tool


GPU MODE ▷ #self-promotion (5 messages):

Metal Kernels Generation with LLMs, Metal profiling on macOS, Triton for bioinformatics, Needleman-Wunsch algorithm


GPU MODE ▷ #🍿 (1 messages):

Boehm-style article, Leaderboard code


GPU MODE ▷ #reasoning-gym (1 messages):

``


GPU MODE ▷ #status (1 messages):

TriMul challenge utils module, Reference Kernels, DisableCuDNNTF32


GPU MODE ▷ #factorio-learning-env (22 messages🔥):

Value Accrual Time Mismatch, Closed Database Error, Postgres DB Integration, LuaControl::can_place_entity function


GPU MODE ▷ #cutlass (1 messages):

GEMM All-Reduce Fused Kernel


Eleuther ▷ #general (16 messages🔥):

Olympiad problems vs Open-ended math research, AI alignment starting points, AI safety and alignment prompt engineering critique, Mtech dissertation topics, AI Enthusiast Intro


Eleuther ▷ #research (23 messages🔥):

Supervised Learning Halt Action, KV Cache Sharing, MoE Research Focus


Eleuther ▷ #interpretability-general (1 messages):

alofty: This is sick!


Eleuther ▷ #lm-thunderdome (23 messages🔥):

Global MMLU filters, loglikelihood requests discrepancy, Zeno interface, Seq2Seq models loglikelihood


Eleuther ▷ #gpt-neox-dev (1 messages):

HPC, Operating Systems


Yannick Kilcher ▷ #general (43 messages🔥):

US Tech Industry vs Copy-Pasting, Slow State Vector Attention Heads, Energy-Based Models, Meta SI Labs Salaries, Transformers as Fixed-Point Algorithms


Yannick Kilcher ▷ #paper-discussion (1 messages):

erkinalp: a good negative results paper for discussion: <#1392972270615662652>


Yannick Kilcher ▷ #ml-news (12 messages🔥):

US AI Investment, Meta SI Labs Salaries, Trump's AI Action Plan


aider (Paul Gauthier) ▷ #general (35 messages🔥):

Qwen3-Coder in Aider, Textualize 4.0 release, Charm's Wish in Python, Experimental Aider Frontend in Textualize, Claude Code Router


aider (Paul Gauthier) ▷ #questions-and-tips (15 messages🔥):

Gemini Pro, ChatGPT Agents, Aider tips


Nous Research AI ▷ #general (24 messages🔥):

Kimi K2, China open source models, COCO-CONVERTER, Psyche office hours, LLM prompts/evals for a b2b service


Nous Research AI ▷ #interesting-links (3 messages):

AI Tutor, Scoleaf feedback, Online Courses, Education Reform


Notebook LM ▷ #use-cases (3 messages):

Source IDs in Notebooks, Publishing Notebooks, File format, Constella UI


Notebook LM ▷ #general (24 messages🔥):

PDF upload issues, NB PRO account problems, Audio review prompts, Google Docs source updating, Chat history saving


Manus.im Discord ▷ #general (27 messages🔥):

Manus.im issues, Manus Internal Changes, Competition in Agentic Space, Shareholder influence, Recovering files and session


MCP (Glama) ▷ #general (17 messages🔥):

MCP Servers, Env Vars, AI security checks, xdg portal, benchmark MCP server


MCP (Glama) ▷ #showcase (1 messages):

Augments, Claude Code, Real-time access to Frameworks


LlamaIndex ▷ #blog (4 messages):

LlamaIndex State Management, FlowMaker: Visual Agent Builder, LlamaIndex AI Agent Meetup, Production Document Parsing


LlamaIndex ▷ #general (6 messages):

LlamaReport Open Source Alternatives, vllm Local Hosting with Cerebrium


DSPy ▷ #general (6 messages):

Feature Requests, lm_usage troubleshooting, GPT-4.1 usage


DSPy ▷ #examples (2 messages):

DSPy Tutorial Issues, Hugging Face Dataset Lib Update


Torchtune ▷ #dev (8 messages🔥):

HF Format Saving, DCP Saver for Recipe States, Checkpointing Abstraction, HF Checkpointer Resuming, DCP Speedups


MLOps @Chipro ▷ #events (7 messages):

Data + AI Happy Hour, Virtual Events, SF Meetup


Modular (Mojo 🔥) ▷ #general (3 messages):

Mojo compiler, Linux, Windows, WSL


Modular (Mojo 🔥) ▷ #max (3 messages):

Prefix Cache, Token Hashing, Mojo integration for Token Hashing


Cohere ▷ #🧵-general-thread (1 messages):

alphzme: cohere a ai group that makes good ai api


Cohere ▷ #🔌-api-discussions (1 messages):

Vector Weighting, Image Vectorization, Text Vectorization, Cohere Unified Vectors


Cohere ▷ #👋-introduce-yourself (2 messages):

Freelance AI Training, LLM Prompt Evaluation, Multilingual Data Annotation, Content Moderation for Conversational AI, AI Project Collaboration


tinygrad (George Hotz) ▷ #general (2 messages):

Tinygrad Motivation, Onnx export limitations, GPU Utilization


LLM Agents (Berkeley MOOC) ▷ #mooc-questions (2 messages):

Large Language Model Agents, Berkeley MOOC iteration


Codeium (Windsurf) ▷ #announcements (1 messages):

Kimi K2 Model, Windsurf AI, Model Integration


Nomic.ai (GPT4All) ▷ #general (1 messages):

Local Docs usage, Expansive Local Docs