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# Meta's Glasses Blitz, OpenAI's Awkward Paper Trail, Deals Desk
- URL: https://adjacent.media/scan/2026-09-25-am/
- Published: 2026-09-25T10:12:42.000Z
- Updated: 2026-09-25T10:12:42.000Z
- Description: Meta spent the week trying to bury Apple’s AR ambitions under a pile of Connect announcements, OpenAI’s internal tensions with Apple spilled into court filings, and DeepSeek built a real business while attention stayed on chatbots. The AI money keeps moving at data-center speed.
- Author: Jonathan Greene
- Tags: #scan-am, #scan

Meta spent the week trying to bury Apple's AR ambitions under a pile of Connect announcements, OpenAI's internal tensions with Apple spilled into court filings, and DeepSeek built a real business while attention stayed on chatbots. The AI money keeps moving at data-center speed.

> **$1B** — DeepSeek's annualized revenue run rate, up from under $500M a few months ago, as it lines up a $7.5B raise. *(The Information)*

---

### Connected World

#### [Meta ditches the camera on its newest smart glasses](https://www.theverge.com/tech/999281/ray-ban-meta-audio-glasses-meta-connect-2026?ref=adjacent.media)

A camera-free Ray-Ban is either a privacy olive branch or an admission the "pervert glasses" backlash actually landed. *(The Verge)*

#### [Meta is trying VR glasses (again), this time with more IMAX](https://techcrunch.com/2026/09/23/meta-is-trying-vr-glasses-again-this-time-with-more-imax/?ref=adjacent.media)

Sixth the weight, third the cost, half the specs of Vision Pro — Meta's betting good-enough beats premium. *(TechCrunch)*

#### [Apple's spatial computing strategy was on full display at Meta Connect](https://appleinsider.com/articles/26/09/24/apples-spatial-computing-strategy-was-on-full-display-at-meta-connect?utm%5Fsource=rss)

The loudest signal about Apple's roadmap this week came from a rival's keynote. *(AppleInsider)*

#### [Meta says users will be able to video chat with Muse, agents will get their own email addresses](https://www.theverge.com/tech/999454/meta-muse-ai-agent-video-chat-connect-2026?ref=adjacent.media)

Giving an AI agent its own inbox is a small feature with large identity-and-liability implications. *(The Verge)*

#### [An interview with Mark Zuckerberg on the products released at Connect](https://thenewthings.com/p/exclusive-mark-zuckerberg-interview?gift%5Fcontent=35f85554-017d-4002-8d60-fb5459b6c734&ref=adjacent.media)

He confirms the camera-free Ray-Bans were in the works before the backlash — timing that's convenient either way. *(The New Things)*

### Machines & Minds

#### [ChatGPT as an extension in Siri dramatically underperformed, says OpenAI](https://appleinsider.com/articles/26/09/24/chatgpt-as-an-extension-in-siri-dramatically-underperformed-says-openai?utm%5Fsource=rss)

The Apple-OpenAI marriage was rocky in private; now it's rocky in court filings too. *(AppleInsider)*

#### [Court docs: OpenAI says Apple's ChatGPT integration "dramatically underperformed"](https://www.ft.com/content/256c4b36-a6c8-49ee-aa15-81cb089b2ced?ref=adjacent.media) (paywall)

Same complaint, more legal weight — OpenAI apparently considered suing Apple over how the deal played out. *(FT)*

#### [OpenAI's Colin Jarvis says enterprise AI is stuck on deployment, not models](https://thenextweb.com/news/openai-colin-jarvis-enterprise-ai-deployment-fde-humanx?ref=adjacent.media)

The models are fine; getting enterprises to actually ship anything with them is the bottleneck. *(The Next Web)*

#### [Gemini 4 is almost ready, says new Google DeepMind chief](https://www.theverge.com/tech/999802/google-deepmind-gemini-4-timeline-koray-kavukcuoglu?ref=adjacent.media)

Google is playing catch-up on release cadence even as it claims the model itself is ahead. *(The Verge)*

### Connected World

#### [Flock Safety is weighing a potential sale](https://www.semafor.com/article/09/23/2026/flock-safety-weighs-selling-itself?ref=adjacent.media)

Convenient timing — this drops right as senators grill the surveillance-camera company over privacy concerns. *(Semafor)*

#### [Schneider Electric nears deal to acquire Shelly Group at €1.27B valuation](https://www.bloomberg.com/news/articles/2026-09-24/schneider-electric-said-near-deal-for-smart-device-firm-shelly?ref=adjacent.media) (paywall)

Smart-home hardware keeps consolidating into industrial giants looking for edge-device footholds. *(Bloomberg)*

#### [India's outsourced software industry grows 9.5% to reach $239 billion](https://www.theregister.com/channel/2026/09/24/indias-outsourced-software-industry-grows-95-percent-to-reach-239-billion/5298721?ref=adjacent.media)

If AI was going to gut IT outsourcing, the numbers haven't gotten the memo yet. *(The Register)*

### Connected World

#### [Samsung's 85-inch screen made convention visitors think it was real](https://www.yankodesign.com/2026/09/24/samsungs-85-inch-screen-made-convention-visitors-think-it-was-real/?utm%5Fsource=rss&utm%5Fmedium=rss&utm%5Fcampaign=samsungs-85-inch-screen-made-convention-visitors-think-it-was-real)

A TV so good people forgot it was a TV — the highest compliment a display can get at a trade show. *(Yanko Design)*