Apple’s rumoured $3000 foldable isn’t innovation so much as more unecessary iteration. After Vision Pro, Apple appears to be saying yes to another product that confuses technical possibility with user need. When self-restraint disappears, even great companies forget what their core product is for.
Jobs - the leader who vowed to go thermonuclear on Google’s Android, was replaced by a leader who now peddles the snake oil of “collaboration” as a strategy. Two quotes, two eras – and one culture that traded conviction for cowardice. Tim’s goose is now cooked by his own Greek tragedy of errors.
Apple just delivered another record quarter on the back of Jobs‑era hardware and services, yet still chose to rent Google’s Gemini for AI rather than ship its own, exposing a 15‑year failure to turn Siri and its vast device base into a genuine intelligence platform.
Tim of Oz pulls buyback and Gemini‑rent levers behind a curtain. Yoda Federighi meditates serenely amid failed “Siri 2.0” and “Intelligence” promises, while Safety-First Ternus, new“Product Bro”, stalks centre stage. Fifteen years of compounded strategic errors, finally come home to roost in 2026.
My Take: Apple’s Next Big Risk Isn’t AVP. It’s making John Ternus CEO. Nice Guy, Wrong Job.. But with misses in mixed reality, AI, smart home, autonomy and the iPhone Air, he’s the wrong leader for a company that’s arguably lost an edge. Apple needs fresh vision, not a hardware continuity candidate.
News
LinkedIn’s AI “thought leaders” are multiplying like MLM recruits - all hype, zero insight frantic self-promotion. While they chase dopamine metrics, Apple sits silent, plotting 2026. This is what happens when the loudest voices in AI peddle fiction instead of offering insight.
Dan Ives waves the pom-poms again: robotaxis everywhere, “Apple to $5T,” and “Palantir to $1T.” Behind the hype sits the machinery, the pupeteers, rumours feeding analysts feeding markets while reality lags. This piece dissects the puppetry, not the cheer and does not mention the AVP.
At $272, Apple is being valued on an AI revival and a foldable that exists largely in rumour and analyst imagination. This piece explains why today’s narrative misreads Apple’s past decisions, misunderstands its current structure, and overstates what can realistically arrive next.
The Official “virtual twin” of Mark Gurman citing Tommo_UK as the mind behind Mark’s Apple analysis wasn’t on my 2025 bingo card. No satire here, just a screenshot doing all the work. Sometimes the truth lands funnier than parody.
Apple’s senior talent appears to be fleeing while analysts cheerlead from the sidelines. Evercore calls Siri 2.0 “real” as if that’s news, ignoring that Apple is now renting its AI brain from Google. This isn’t a comeback story but a leadership vacuum dressed as optimism, with pom-poms.
TOMMO.FYI
Markets are at a precipice of the traditional strong end of year, but has that already been spent in the enormous run-up since the April? Four charts, one long-form commentary: I believe in booking gains, pocketing cash, and being able to buy dips. “You don’t have to sell out, just raise some cash.”
Feature
Apple’s ATH of $263 isn’t just a milestone but an epiphany. After a decade of iteration, the company’s next act won’t be defined by chips or devices, but the culture it chooses to rebuild. FAANG was about products; MANGO? Cognition. Can Apple still “Think Different,” and fix its stifling culture?