Analysis and commentary on Apple and AAPL market performance by Tommo_UK
TOMMO.FYI
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.
TOMMO.FYI
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.
TOMMO.FYI
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”
TOMMO.FYI
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.
TOMMO.FYI
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.
TOMMO.FYI
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.
News
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.
TOMMO.FYI
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?
TOMMO.FYI
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.
TOMMO.FYI
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.
TOMMO.FYI
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.
News
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.