The 100x Chip Gap: New Think Tank's DUV Warning

New think tank projects stopping chip tool exports could leave China with 100x fewer AI chips than US
AI agents are getting blocked by Yelp, Delta, and banks — sparking a fight over your right to an AI assistant
Moonshot AI launches 'world's first AI native credit card' that trades spending for Kimi Pro access

A Eye on AI - 12:31 PM
In this episode, we examine a new think tank's warning that stopping chip tool exports could leave China with a hundredfold fewer AI chips than the US by the mid-2030s, making DUV controls the most consequential lever in the AI balance. We also cover Treasury Secretary Scott Bessent's remarks on a formal US-China AI competition, Moonshot AI's novel AI native credit card with Agricultural Bank of China and American Express, and how websites like Yelp, Delta, and JPMorgan are blocking AI agents. Plus, we look at affordable AI glasses for travelers, with analysis from Counterpoint's Flora Tang. Tune in for insights on export controls, AI policy, and the business of consumer AI — from think tanks to credit cards, and from agentic commerce to travel tech.

Sources:
- chinatalk.media: https://www.chinatalk.media/p/saif-khan-the-case-for-duv-controls
- timesofindia.indiatimes.com: https://timesofindia.indiatimes.com/technology/tech-news/nvidia-ceo-jensen-huang-says-america-must-work-with-china-on-ai-safety-says-the-us-should-/articleshow/135010780.cms
- SCMP — Asia: https://www.scmp.com/tech/tech-trends/article/3371226/reporters-notebook-kimis-ai-credit-card-turns-spending-computing-quotas-limits?utm_source=rss_feed
- The Verge AI: https://www.theverge.com/ai-artificial-intelligence/1013195/ai-agents-blocked-web
- SCMP — Business (Greater China): https://www.scmp.com/economy/china-economy/article/3370754/ai-glasses-travel-guides-cheaper-china-technical-hitches-slow-adoption?utm_source=rss_feed

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