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Tommo_UK
Apple: “Curate No Evil.” Or How the AI Commentariat Missed the Plot (Again) And Apple Might Miss the Moment (Again).

Apple: “Curate No Evil.” Or How the AI Commentariat Missed the Plot (Again) And Apple Might Miss the Moment (Again).

Every tech leap sparks fear—but when platforms respond with curation over trust, the result is control, not safety. As Apple courts AI it must choose: be the Safari for AI, or the AOL. The future won’t belong to those who try to “tame” but those who let it breathe. “Curated Safety” is not an option.

lock-1 By Tommo_UK 25 Jun 2025
Perplexity & Apple Up In A Tree. K-I-S-S-I-N-G to $400. Part 3 – Readers Respond and A Conclusion

Perplexity & Apple Up In A Tree. K-I-S-S-I-N-G to $400. Part 3 – Readers Respond and A Conclusion

In Part 3, we dive into reader reactions—from DropBox déjà vu to Apple’s ticking clock—and close with a no-bullshit call to arms. This isn’t about demos or GPU counts. It’s about shipping something useful now. Because Perplexity isn’t just another LLM. It’s the one that already works.

lock-1 By Tommo_UK 23 Jun 2025
Perplexity: The OS 9-to-OS X Moment for Apple AI, Why “Real Artists Ship” Still Matters, How Apple Could Own AI by this Christmas—and Hit $400 by 2027

Perplexity: The OS 9-to-OS X Moment for Apple AI, Why “Real Artists Ship” Still Matters, How Apple Could Own AI by this Christmas—and Hit $400 by 2027

Buying Perplexity gives Apple an instant AI OS, a live interface, and reclaims its instinct. It bridges FMF, replaces Google’s crutch, turning Siri from joke to conductor. Skip 18 months of build, own the narrative—and make $400 AAPL feel underpriced by 2027. The shortcut—shipping—is the product.

lock-1 By Tommo_UK 22 Jun 2025
Apple and Perplexity: Not a Search Story—A Shipping Story. $30B to “replace Google” Would Be Strategic Malpractice.

Apple and Perplexity: Not a Search Story—A Shipping Story. $30B to “replace Google” Would Be Strategic Malpractice.

Apple’s rumoured interest in Perplexity isn’t about replacing Google Search—it’s about something far bigger. This isn’t a search deal. It’s a shipping one. If Apple wants to light up its AI stack in 2025, Perplexity may be the fabric it needs—already built, already live, already scaling. “All ready”

lock-1 By Tommo_UK 21 Jun 2025
The Vision Thing: Why Execution Is the New Charisma And What Lessons Apple Could Learn From it’s Past.

The Vision Thing: Why Execution Is the New Charisma And What Lessons Apple Could Learn From it’s Past.

There’s a moment in every great story where dreams become tangible. The sketch on the napkin becomes the prototype, and the prototype becomes the product that changes everything. But we’re living in a tech world that increasingly forgets that middle step. Vision is everywhere. Execution is MIA.

lock-1 By Tommo_UK 15 Jun 2025
AAPL - $160 or $400 ? When Where, How or If: In Response to Subscribers' Questions

AAPL - $160 or $400 ? When Where, How or If: In Response to Subscribers' Questions

Apple seems to have rediscovered its long-MIA vision—but execution still lags behind. As investors weigh looming tariffs, flat earnings, and trust erosion, the question isn’t whether Apple can imagine the future. It’s whether it can deliver it, and by when. Vision is back. Now it has to earn faith.

lock-1 By Tommo_UK 13 Jun 2025
The AAPL Church, Forums, and the Unbearable Need of Being Holier than “Right.”

The AAPL Church, Forums, and the Unbearable Need of Being Holier than “Right.”

This is not just about Apple. It’s about the culture of discourse collapse, and passive censorship by conviction. WWDC25 didn’t just spark debate—it lit a bonfire of tribalism. From a pulpit, dissenters weren’t debated—they were excommunicated. Discourse dies one holy rebuttal at a time.

lock-1 By Tommo_UK 12 Jun 2025
POST-WWDC25: Dissonance Engine in Full Force. Battle of the Analysts, and a future at a paradigm shift moment.

POST-WWDC25: Dissonance Engine in Full Force. Battle of the Analysts, and a future at a paradigm shift moment.

Apple is now at the mercy of forces once considered beneath its: presidential whim, trade tariffs, and global supply chain geopolitics. The era of “making its own weather” is over. Apple is reacting, not directing.” This "orthodoxy" is now looking more like a ritual rain dance of superstition.

lock-1 By Tommo_UK 08 Jun 2025
SenseOS: The AI Interface Apple Already Built (But Never Launched)

SenseOS: The AI Interface Apple Already Built (But Never Launched)

You didn’t ask. It just knew. Because it’s been learning — not just from your words, but from you. Not Apple. Not Siri, but SenseOS - the AI Apple could and should have launched a year ago at WWDC2024, but didn’t. How about ‘25?

By Tommo_UK 06 Jun 2025
Apple Pay: The Wallet That Never Opened. How Apple Fumbled the Future of Finance

Apple Pay: The Wallet That Never Opened. How Apple Fumbled the Future of Finance

Apple had the rails, the trust, and the devices. It could have built the most powerful financial platform on Earth. But instead of revolutionising money, it sent us a credit card—via Goldman Sachs.

lock-1 By Tommo_UK 05 Jun 2025
Apple’s App Store Appeal Rejected: Ninth Circuit Nixes Dodging: Comply or “go to jail and pick up the soap.”

Apple’s App Store Appeal Rejected: Ninth Circuit Nixes Dodging: Comply or “go to jail and pick up the soap.”

On the afternoon of 4th June 2025, Apple has lost its emergency motion to pause the enforcement of a court-ordered App Store reform. The Ninth Circuit has refused to shield Cupertino from a federal ruling that found it in contempt of court. Judgment Day looms.

By Tommo_UK 04 Jun 2025
EVERFAUX CAPITAL: AAPL  IS A BUY SELL HOLD, TARGETS $160-$260, PONDERS WWDC

EVERFAUX CAPITAL: AAPL IS A BUY SELL HOLD, TARGETS $160-$260, PONDERS WWDC

The ultimate Pre-WWDC Quantum Analyst Note: hyperbolic preamble, elaborate commentary, and a magnificently unearned tone of faux-certainty blanketing pure guesswork. Sell-Side meets Stoppard, and just enough jargon to be credible if read in a hurry by a Bloomberg terminal or quoted by Mark Gurman.

lock-1 By Tommo_UK 04 Jun 2025
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tommo.fyi

AAPL, AI, tariffs, tantrums and geopolitics. Sharp analysis, irreverent incisive commentary, no pom-poms. Welcome to tommo.fyi

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