Five items this morning, and four of them are really one item wearing different clothes: who gets to decide how fast AI moves, and on whose hardware. China’s AI Plan Now Runs on Huawei’s Delivery Calendar Liang Wenfeng rarely says anything in public, so the framing matters. Training DeepSeek’s models on Huawei silicon is, in his words, one of the company’s biggest bets. He called it a bet, which is a stronger word than a company hedging against tighter export controls would reach for.

Google has released its Lyria 3.5 music generation model inside Google Flow Music, citing improvements in musicality, lyric handling, vocal quality, and creative control over the previous version. The listed improvements are worth reading closely because they describe where generative music has actually been failing. Musicality is the catch-all for structure: whether a generated track has a discernible arrangement rather than a texture that continues for two minutes. Lyric quality has been the weakest link in every commercial system, since a model that produces plausible melody and instrumentation frequently produces words with no internal logic.

I’ve been dismissive of the line that AI would create more jobs than it destroys. It always sounded like something you say to a select committee — technically unfalsifiable, emotionally reassuring, and never accompanied by a name or a wage. I assumed the people saying it couldn’t produce a single worker who was better off. They can now. It’s just nobody they were talking about. OpenAI, Google, Meta, and BlackRock are recruiting electricians and carpenters by the thousands, at some of the highest pay the construction trades have ever seen.