Aleksandar Tomic
ON THE RECORD · 5 verbatim quotes · every quote source-verified
“To use a metaphor, there were people during the gold rush mining for gold, and then there were those selling the picks and shovels for the prospectors. Apple has really stayed in the picks-and-shovels lane,”
Aleksandar Tomic · said date not stated · reported 2026-09-01
Tomic argues that focusing on its core products could help Apple lead the AI boom in the long run.
“They have not done any kind of data centre, industrial-grade chips, but they have developed their own chips that they put into the Macs and MacBook Pros that allow people to run local LLMs [Large Language Models] and so on. The iPhone becomes kind of an AI access engine.”
Aleksandar Tomic · said date not stated · reported 2026-09-01
Tomic notes Apple has developed its own chips for Macs and MacBook Pros that allow users to run local Large Language Models.
“I think it’s [Meta] in an unenviable spot, because it’s facing pressure from multiple fronts,”
Aleksandar Tomic · said date not stated · reported 2026-08-19
Tomic described Meta as facing pressure from multiple fronts amid the lawsuit and other business challenges.
“These verdicts are going to put pressure on their advertising business. The AI development seems to have stalled, and the virtual reality thing seems to be dead on arrival, at least for now. So the only bright spot is that they might be able to get into the AI infrastructure game, but that is no guarantee.”
Aleksandar Tomic · said date not stated · reported 2026-08-19
Tomic discussed the pressures on Meta's advertising, AI, and virtual reality businesses.
“This is the tobacco litigation of the information age. They [the plaintiffs in the Meta lawsuit] have identified this addiction component of social networks. Now that there is a judgement against Meta, I would be shocked if we don’t see everybody else getting sued, and once they get sued, it will be pretty much the same,”
Aleksandar Tomic · said date not stated · reported 2026-08-19
Tomic compared the social media litigation to the 1990s tobacco lawsuits and predicted more companies would face similar suits.