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Tommo_UK
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
Target Acquired: How Apple Keeps Painting the Bullseye on Its Own Back

Target Acquired: How Apple Keeps Painting the Bullseye on Its Own Back

Apple isn’t being picked on by regulators. It’s practically inviting scrutiny. In trying to protect its moat, it may be digging a reputational trench. Here’s how it got here—and what it must change.

lock-1 By Tommo_UK 04 Jun 2025
With WWDC 2025 Almost Upon Us, Maybe Management Should Drop Acid, Not Drop The Ball.

With WWDC 2025 Almost Upon Us, Maybe Management Should Drop Acid, Not Drop The Ball.

There are reports that Apple’s execs are holding off on launching a chatbot due to “hallucinations” and “philosophical differences.” It worked in the 1980s when Jobs dropped acid to find inspiration for Apple, maybe Tim et al should get high and drop out for awhile?

By Tommo_UK 03 Jun 2025
The Horizon Is the Wrong Place to Aim: Apple, AI, and the Illusion of Perfectionism Safety.

The Horizon Is the Wrong Place to Aim: Apple, AI, and the Illusion of Perfectionism Safety.

Do LLMs need to be perfect? Or just human enough to understand us—and flexible enough to grow with us. This is a question nobody is asking, and Apple has not yet addressed. Even legends like David Parnas are screaming for “safety über alles.” Roll on WWDC 2025. Will it be an Event Horizon moment?

By Tommo_UK 01 Jun 2025
thank you for signing up to .fyi

thank you for signing up to .fyi

In 48 hours, this project born from a friendly-forum-spat-turned-flame-war has evolved into a wonderfully received alt-blog. I’ve held out from starting a blog for years. Decades. But if Donald Trump could get elected a second time, I thought, maybe I should have second thoughts while I still can.

lock-1 By Tommo_UK 31 May 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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