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clawd/memory/x-watch-last.md

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Last X Watch: 2026-03-21T10:38:00-04:00 (10:38 AM EDT intra-day scan)

NEW THIS SCAN (posted to dashboard):

  • Cursor Composer 2 Is Secretly Kimi K2.5 — Devs discovered API returning kimi-k2p5-rl-0317 model ID. Cursor ($50B valuation, ~$2B ARR) launched it as "proprietary in-house." Moonshot confirmed commercial partnership. License concerns (Modified MIT requires attribution for big-revenue products). Mass backlash, users uninstalling. Source: @DataSavant @nomastudioai @grok
  • Iran $200B war request + contradictory signals — Trump says "winding down" + $200B Congress supplemental request + CBS reports "considering boots on the ground" all within 24h. Oil easing to ~$96.6/bbl. Nasdaq futures +0.45%, DJI futures +0.39% on "wind down" language. Source: @VanguardIQ_ @KobeissiLetter
  • N-able / Manchester City cybersecurity partnership — $NABL announced official cybersecurity partner sponsorship with Man City (Mar 19). Brand/marketing play. Source: @Investors_Hub @tenet_research

BIRD CLI STATUS

  • user-tweets: 401 for all handles (@Cloudflare, @OpenAI, @steipete etc.) — auth tokens still broken
  • search: Working via web fallback

BLACKLIST — do not surface these again unless concrete new development:

  • NemoClaw / OpenShell — announced + confirmed (covered twice)
  • OpenClaw 2026.3.11/3.12/3.13 releases
  • Ollama as official OC provider
  • steipete at GTC / NVIDIA engineers helping OC security
  • AlexFinn met steipete at GTC
  • MiniMax M2.7 benchmarks — on dashboard
  • MiniMax M2.7 Ollama cloud + OpenCode integrations — on dashboard
  • MiniMax M2 open-sourced (on dashboard)
  • Kimi Attention Residuals paper + Elon Musk RT
  • Kimi founder at GTC (Tue Mar 17)
  • Kimi/Moonshot $1B raise at $18B valuation (on dashboard)
  • Susie Wiles breast cancer diagnosis
  • Operation Epic Fury / US soldiers killed (on dashboard)
  • Partial US government shutdown / aviation strain
  • NVIDIA DLSS 5 announced (fall 2026)
  • Cloudflare Italy €14M Piracy Shield fine appeal
  • Cloudflare AI Security for Apps GA (on dashboard)
  • Cloudflare Custom Regions (on dashboard)
  • Cloudflare CEO bot traffic > human by 2027 — on dashboard
  • Cuba total power grid failure
  • CodexBar 0.18
  • SentinelOne $1B revenue milestone + Cloudflare partnership expansion (Mar 16-17)
  • SentinelOne new CFO Sonalee Parekh (starts Mar 24)
  • SentinelOne Q4 earnings beat (Mar 13) + weak Q1 guidance → stock ~$24 target (Guggenheim)
  • SentinelOne CEO Weingarten insider sale $562K at $14.47 (Mar 17)
  • NVIDIA adds Hyundai/BYD to self-driving tech (Mar 16)
  • Gold crossed $5,000 milestone (Mar 17) — now at $4,516 (eased from peak)
  • OpenAI + AWS Pentagon deal (on dashboard)
  • GPT-5.4 mini & nano released (on dashboard)
  • OpenAI acquired OpenClaw / steipete joined OpenAI (Feb 2026) — old news
  • MiniMax FY2025 $79M earnings (on dashboard)
  • Chinese AI stocks surge on GTC (on dashboard)
  • Docker + NanoClaw partnership (on dashboard)
  • ZhipuAI/Zai_org + steipete OpenClaw collaboration (on dashboard)
  • China bans OpenClaw from state offices (on dashboard)
  • Microsoft vs Amazon/OpenAI legal threat (on dashboard)
  • OpenClaw crypto scam warning — steipete (on dashboard)
  • AlexFinn comprehensive OC guide video (on dashboard)
  • Trump @realDonaldTrump — Iran war ongoing, covered
  • NABL/N-able — Manchester City partnership (now on dashboard, Mar 19 news)
  • healer-alpha on OpenRouter (steipete RT) — not OC-specific
  • AlexFinn OC cron bloat fix + Friday bootcamp — on dashboard
  • MiniMax M2.7 OC harness benchmark RT — promo, covered
  • steipete Codex ambassador page / Mac LLM provider app promo — minor
  • MiniMax M2.7 Code Arena #8 + cost efficiency — on dashboard
  • MiniMax x OpenClaw live stream Thu 9PM ET — on dashboard
  • OpenAI acquires Promptfoo — on dashboard
  • MiniMax M2.7 emotional intelligence improvements — on dashboard
  • Google Gemini Mac app beta testing — on dashboard
  • OpenAI IPO prep / IR hire — on dashboard
  • Oil $118/bbl / Trump Iran threats — on dashboard (now easing to $96)
  • Claude Code Channels (Telegram/Discord) — on dashboard
  • Kimi K2.5 on Cloudflare Workers AI — on dashboard
  • AlexFinn "OpenClaw caused Anthropic to pivot" take — on dashboard
  • Cloudflare Workers AI big push on open-source frontier LLMs — general, covered via Kimi K2.5
  • Tencent/Baidu OpenClaw install events in China — context in ZhipuAI price hike item
  • Cloudflare + Coinbase stablecoin AI agent payments — on dashboard (noon scan)
  • ZhipuAI 20% price hike on OC-optimized model — on dashboard (noon scan)
  • OpenClaw CVE batch (32015/32016/32025) — on dashboard (4pm scan)
  • OpenAI desktop superapp + Astral acquisition — on dashboard (4pm scan)
  • Trump "COWARDS" post / 2500 Marines to ME — on dashboard (4pm scan)
  • StepFun IPO prep (Hong Kong) — Feb 25 news, stale
  • GLM-5 SWE-Bench 77.8% / Kimi K2.5 76.8% — benchmark table, covered implicitly
  • Sam Altman lawsuit dismissed (midnight scan) — on dashboard
  • Markets 4th week of losses / Dow+Nasdaq intraday correction (midnight scan) — on dashboard
  • Iran escalation: Kharg Island / 3 more warships / Iranian oil sanctions lifted (midnight scan) — on dashboard
  • Cursor Composer 2 = Kimi K2.5 (this scan) — NOW ON DASHBOARD
  • Iran $200B war request + contradictory wind-down signals (this scan) — NOW ON DASHBOARD
  • N-able / Manchester City cybersecurity partner (this scan) — NOW ON DASHBOARD