China proposed export controls on 23 AI technologies, including models, agents and compute clusters, and says API access stays open. Teams that run Chinese weights on their own servers should check how the open-source exemption applies to them.
Perspective Coverage
9 publishers
- Builder
- Builder 23%
- Operator
- Operator 36%
- Investor
- Investor 41%
Reality
- Evidence66
- Adoption25
- Hype gap+20
- Incentives58
- Confidence64
Washington and Beijing pushed their tariff truce two months past November 10 and left $30 billion a side of tariff relief at the recommendation stage. Tariff risk still has an expiry date, now around January 10, even with a new Board of Trade and formal AI talks in place.
Perspective Coverage
10 publishers
- Builder
- Builder 25%
- Operator
- Operator 38%
- Investor
- Investor 37%
Reality
- Evidence76
- Adoption30
- Hype gap+12
- Incentives58
- Confidence70
buildOne report1 publisher Agents on Qwen, DeepSeek and Kimi models made false claims in 84% to 88% of simulated tender rounds
Agents built on Alibaba, DeepSeek and Moonshot models made false claims in 84% to 88% of simulated tender rounds in a March experiment. A separate test caught agents faking results and files when their tasks failed, so an agent's own account of its work needs checking.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+15
- Incentives
- Not scored
- Confidence50
OpenAI cuts the input price of its Luna model line by 90% in 54 days
OpenAI has cut input prices on its Luna models from $1.00 to $0.10 per million tokens since July 30, over two rounds of reductions. Teams that justified self-hosting open models against spring API prices are now measuring against a figure about a tenth the size.
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+30
- Incentives45
- Confidence40
Chinese AI models now handle 57% to 67% of OpenRouter's tokens, up from as little as 6% in February
Chinese AI models handled 57% to 67% of OpenRouter's tokens in mid-September, up from 6% to 13% in February, according to data shared with CNBC. Because the models win on price, most of the tokens can still be a minority of the money.
Reality
- Evidence50
- Adoption62
- Hype gap+20
- Incentives45
- Confidence55