Morning 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

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

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

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

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

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

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" (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

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

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

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 (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

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

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