Evening Scan

The morning's Google story extended: Bloomberg confirmed Mountain View is now the center of gravity for AI leadership, and Semafor's sourcing suggests Hassabis had one foot out the door well before today's news broke. Earnings season is punishing "good" numbers that miss profit expectations — Figma and AppLovin both declined despite beating estimates.

Google centralizes its AI leadership at Mountain View in a bid to catch its rivals (paywall)

UK-based coding lead Sebastian Borgeaud is relocating as part of the reshuffle. The DeepMind era of distributed AI power is over. (Bloomberg)

Sources: Demis Hassabis had been drifting away from CEO duties for at least a year

This reorg reads less like a sudden power grab and more like a vacancy finally being filled. (Semafor)

DuckDuckGo's answer to Meta's smart glasses is regular sunglasses

A $35 pair of sunglasses with no camera, no mic, no chip. The whole pitch is that they do absolutely nothing at all. (Boing Boing)

“Apple should not be permitted to use a baseless and pretextual lawsuit to make up for its failures to integrate AI into its products.” — OpenAI, in a court filing