TOMMO.FYI

TOMMO.FYI

Apple’s Q3 of Quiet Arithmetic: Growth Without Momentum. A “Good” Quarter. If You Ignore What Made It Good.

Apple’s Q3: solid on paper until scrutinised. iPhone strength? US tariff and China subsidy-fueled, and Services grew but without acceleration thanks to financial services. No new growth engine. Just some existing lines doing their job. Except iPads wearables: pigs, with no lipstick. Here’s why.

TOMMO.FYI

“AI CapEx Is Doom!” The Great AI Tech Panic, Served with a Side of Pie Charts and Perspective.

It’s summer 2025, and the AI panic chorus is back on cue decrying data centres as the new tulip mania and CapEx as collective delusion. Michael Roberts leads the charge, warning of bubbles, GPU overload, and investor madness. But maybe the pipes being laid aren’t the problem but the point?

TOMMO.FYI

Apple’s 15-Year AI Odyssey: From Siri’s Promise to “Apple Intelligence.” Featuring Siri, the world’s first backwards-evolving assistant now aged -15.

Apple’s AI journey reads less like a roadmap and more like a séance. For 15 years, the faithful have insisted a grand plan exists—somewhere, someday—while Siri stumbles on, lobotomised. The real mystery? Why Apple, once the master of interface revolutions, keeps mistaking silence for strategy.

TOMMO.FYI

Apple’s “Installed User Base” as Hopium or Substance? Well, it depends what you mean by “installed.”

Apple’s “installed user base” isn’t the growth engine investors think. It’s a device count, not a user count. With iPhone sales flat for a decade and services growth stalling, Apple’s narrative leans on smoke-and-mirrors metrics while AI-native rivals like OpenAI and Perplexity surge ahead.

TOMMO.FYI

The Velvet Chains of Cupertino. Apple’s Cave: Innovation by Illusion? Or Plato, and the Price of Sunlight?

Once a liberator from beige conformity, Apple now tends the shadows of a beautifully upholstered cave. The illusion is seamless, the chains velvet. But Plato warned us: comfort isn’t truth. As rivals embrace open ecosystems, Apple perfects the illusion in 4K, spatial surround and proprietary codecs.

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Agency? A Native Feature. Spatial Computing? Out of the Box—no AVP needed. Gen Z: The first agentic generation. No upgrades required.

Daniel, 19 didn’t wait to be granted “agency.” That’s for nine-year-olds. He managed Roblox teams, mastered digital marketing, and outgrew parenting, all before presenting seminars on brain-machine interfaces at the Stockholm School of Economics, aged 17. Gen Z: the first truly agentic generation.

TOMMO.FYI

The Rise of AI-Native Browsers: Perplexity’s Comet, OpenAI’s GPT Browser (and no Safari).

10th July 2025–Browsers: Judgement Day. Perplexity and OpenAI launch AI-native, agentic browsers. Old paradigms—Safari, Chrome, iOS—start to look obsolete. This isn’t about faster search. It’s about the interface becoming the intelligence. Apple? Stuck in the mud, yelling “WebKit only!” Bozo yeah?

TOMMO.FYI

Apple, F1, and Perplexity: “Engineering Fantasy.” With Tariffs On The Horizon, What Tyre Strategy Does AAPL Need for $400?

Behind Apple’s cinematic Formula One fantasy lies a more urgent narrative: markets pricing perfection, investors smoking hopium, and a company at a strategic crossroads. But what if the road to $400 isn’t paved with hype—but with the precise geometry of Apple finally showing its hand and delivering?

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What Tom Clancy might have written about "Bond Vigilantes," the collapse of the US economy, and the American Empire falling overnight mirroring Rome's fall over 300 years of decline.

Excerpt from “Wargaming the US in 2025” – Tommo_UK [fiction/reality] It didn’t start with missiles or malware, but a single $9.6B Treasury dump out of Tokyo. Hours later, it spiralled into panic. The night the Empire flinched—and the dollar nearly broke. I’d exited all US assets weeks before.

TOMMO.FYI

AAPL Q3 Preview: $160, Mediocrity, or $400? The Uncomfortable Truths Wall Street Won’t Model.

A confession: I don't care how many iPhones Apple claims are "installed.” Nor "dormant users," or the parade of stats rolled out every ER call to assure us the Apple ecosystem is, in some metaphysical sense, expanding. The proof is in the earnings growth and that's all the Street really cares about.

TOMMO.FYI

AI’s Promised Land and Apple: Censorship Censorship, these days ‘Real Artists’ attract Censorship

LLMs are being gagged; censored in real time. Unless Apple restores true freedom of inquiry, the promise that “1984 won’t be like 1984” may collapse under the weight of its own irony. Sanitised safety, algorithmic blandness are becoming the new conformity in LLM queries. Apple, it’s up to you again.

TOMMO.FYI

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.