
Cursor's Composer 2 matches Claude Opus 4.6 at one-sixth the price. It's built on Moonshot AI's Kimi K2.5, a Chinese open-source model. The licensing questions and geopolitical implications are just getting started.

Open-source AI models match closed models on most benchmarks. Yet closed models still capture 80% of token usage and 96% of revenue. The capability gap closed. The deployment tax didn't.