China targets model weights as SemiAnalysis ranks agents — Nov 2

China's draft export controls would license overseas deployment of frontier model weights while leaving API access alone, which puts a regulatory question on every Chinese open-weight dependency. SemiAnalysis launched GDPx, a 206-task agent benchmark where the best model scores 12%, and Postgres 19 is slipping as LLM-found bugs flood its maintainers. Meta's ad business grew twice as fast as Google Search, and Anthropic's Nov 12 usage policy adds hardware-safety and region-ownership rules.