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📌 FYI, our newest News Updates can typically be found on our Home Page. After a few days, they get moved here. Every now & then we move everything on this webpage to our "private" (secure) servers. We last did so at 1 PM, Mon, Oct 13, 2025. -----
BREAKING NEWS : 9 AM (La Jolla-time) Friday, Nov 28, 2025 Today, Black Friday, we want to point out what we believe to be an "extremely important point" regarding Apple's App Store to potential Investors & Corp Partners, as well as to select others: 1.) Worldwide, ONLY 500 of the 50.1K who have Downloaded & Installed Photosets over the years have Upgraded to the latest version. 2.) Here in the States, ONLY 299 of the 13.9K who have Downloaded & Installed Photosets over the years have Upgraded to the latest version. The Gist, we want to illustrate just how much control Apple has over apps. Apple's App Store controls "App Discovery". Apple's iOS controls who gets prompted for App Updates, as well as, importantly, who gets prompted for an App Store "Ratings Request". BIG Picture Perspective, was Apple harmed by their Cover Up of the A11/A12 Performance Controller NEON Access Chip Bug, aka "Phil's Bug". Nope, & that's how we, OR really anyone, could prove in the Court of Law that Apple does in-deed represent a Monopoly. And for clarity, it's NOT just their App Store, it's the combination of their App Store + the OS. Food for thought President Trump ! And BTW, Apple's actions resulted in the company leaving, by our count, $113B USD of (mostly high-end) iPhone revenue "on the table" over the years. i.e., Apple's Mgmt simply wasn't aware of the Consequences of their Actions until AFTER we pointed it out. And at that point, they really wanted to suppress knowledge of it ! Tim Cook should have simply Fessed Up to the Mistake & Moved-On. But that's NOT what happened. Photos on one end, Videos on the other end, & Burst Photos, preferably captured in High-Res, with Hish-Speed, & with High-Precision Timing, in the middle. Apple has done well on the end, but piss poor in the middle. Yet, they NEVER Recommend OR Promote Camera Apps in the middle. You now know the reason why. NO ONE should be surprised if Tim Cook & Phil Schiller are both Forced Out by year's end. It's NOT our fault that CNBC has been so oblivious to the obvious. i.e., that under Cook, Apple's iPhone sales haven't come anywhere close to their TAM. It's what happens when you leave out a whole set of Camera Domains & Applications/Use-Cases. From our perspective, the guy who runs Apple is technically incompetent & market opportunity ignorant. Steve Weiss said it best (on CNBC last week): "Apple is (simply) a BIG Tech Utility" Food for thought President Trump ! From our perspective, Cook should have been replaced as Apple's CEO shortly-AFTER the release of the 2017 iPhone X. It's been a Utility since then. It's ONLY bump-up was the result of 5G.
Click on the graph to view the 4K Res version.
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BREAKING NEWS : 4:30 PM (La Jolla-time) Thursday, Nov 27, 2025 FYI, based-upon Investor Interest today, Thanksgiving Day NO less, we've pivoted-back to our ML-focused Uber/Lyft/DoorDash-style business strategy. Generally the same, but NOT exactly as we've described it in the past. This time it reflects how we believe the AI Build-Out will play-out over the next 2-3 years. And naturally it (still) takes into account that our starting point is our Photosets app. Outside of Uber/Lyft/DoorDash, the closest analogy we know of is Cursor. And for clarity, we're Open to talking to ML-focused Investors who can put the pieces of the puzzle together. i.e., from what we've just described, plus some Due Diligence. It's NOT Rocket Science. We do need to mention one key point however, Apple's App Store is catatrophically-broken. It doesn't work well for apps that are Outside of the App Store's focus & obsession. i.e., apps for the Young & the Dumb. Apple knows most Adults in their ecosystem NEVER visit their App Store. That wasn't the case 10+ years ago. The gist, there are UN-Discovered Gem Apps in the App Store. Some, like our Photosets, have Billion Dollar Plus profit-generating potential ! Also, for clarity, we're NOT a start-up, we've been around for ten years. We are a small team of "seasoned" (Cal Poly) EEs. -----
BREAKING NEWS : 9 PM (La Jolla-time) Tuesday, Nov 25, 2025 Rather than refer to it as "AI & ML Guidelines" as we did in our last News Update,
we've decided to call it "AI & ML Insights". That more-accurately reflects our intent. Consider this ... Perhaps the most-important thing everyone could learn about AI & ML is what it excels at, & what it doesn't. BIG picture perspective, it's a Data-driven, Power-driven solution. And, importantly, it's NOT always accurate. And, when it doesn't know the answer, it pretends it does. In its current state, it's best used as a Research Assistant in a field where the User is already, OR at least mostly, an Expert. The gist here, you need to be able to figure-out when it's lying. We'll expand on the Data-driven & Power-driven attributes in a subsequent News Update. OR, perhaps via a Blog. -----
BREAKING NEWS : 6:30 PM (La Jolla-time) Tuesday, Nov 25, 2025 FYI, we've started crafting a set of Guidelines for how to protect one's career
from being taken-over by AI. It's a complicated & dynamic subject. It's also an extremely important subject. If our U.S. President had an Engineering background, that person would be making it a Top Priority. But that's obviously NOT the situation we're ALL in. So, we're gonna take the lead & make it a Top Priority of the Center-Right Independent Thinkers Coaltion (CRITCoal). For which we are the Founders. NOT a political party, NOT yet at least. On a side note, some fasinating & interesting things are happening in the inner solar system right now, but nothing from the White House on it. And naturally here we're referring to 3i/Atlas & R2 Swan. It we had an Engineer OR Scientist as our President, we'd be getting two updates a week right now from the Oval Office on them. We highly-recommend everyone check out GeoPhysicist Stefan Burns on YouTube. -----
BREAKING NEWS : 6 PM (La Jolla-time) Tuesday, Nov 25, 2025 We think US Special Envoy Steve Witkoff needs to explain his actions to the American public. If you're up to date on News, you know precisely what we're talking about. On a side note, Trump can't be happy about it. And once it becomes Common Knowledge,
which we expect will occur over the weekend, he may even Blow a Gasket. And counter to what he claims, he's NOT exactly the Picture of Health. In fact, we suspect something's up, related to his most-recent MRI. And which naturally he isn't telling us ALL the truth. In fact, we doubt Vance even knows about it. For background, do a search for "mri" on our News webpage. -----
BREAKING NEWS : 11 AM (La Jolla-time) Tuesday, Nov 25, 2025 Three more things to announce today: 1.) Some good discussions on CNBC earlier regarding Meta & Google. However, NONE of those discussions mentioned one of the most-important points regarding
Meta's AI Build-Out. i.e., that they've been sending a message to OpenAI: "Don't try to play in our sandbox, we will outspend you !" That has been Crystal Clear to us from the Get Go. Yet, to our knowledge, nobody on CNBC has (ever) mentioned it. 2.) We're convinced Kevin Hassett's appointment as the next Fed Chair "could lead" to a Revolution here in the States ! NOT Rocket Science, he would simply be a puppet of Trump & would very-likely drive Inflation to levels we've NOT seen here in the States since the March 1979 -to- Oct 1981 timeperiod. During that timeperiod, inflation peaked at 14.8% in March 1980. Politics wasn't polarized back then, but certainly is now. We believe the combo of Super-High inflation & polarized politics "could lead" to a Revolution. 3.) We want to make our BIG picture perspective Crystal Clear to potential Investors & Corp Partners. We believe that ANY company wanting to participate in AI & ML, MUST have at least one Business Opportunity outside of AI & ML. i.e., to weather the (market) storms in AI & ML. We have one, & hope to (soon) have two. Photosets (in the App Store) & our (upcoming) BMW N52B30 engine block service. Both represent Billion Dollar Plus revenue-generating opportunities. And for clarity, the ONLY thing holding Photosets back is Apple's App Store. A proper Marketing & Branding Campaign OUTSIDE of Apple's App Store would do wonders for it. Also for clarity, the main problem with Apple's App Store is that under Tim Cook & Phil Schiller, MOST Adults NEVER visit the App Store. i.e., they've given-up on it. That's out of our control. But easily solved by focusing one's Marketing & Branding Campaign elsewhere. -----
BREAKING NEWS : 8:30 AM (La Jolla-time) Tuesday, Nov 25, 2025 FYI, today we'll be working on: 1.) Timmy Outlaw Edition. Here, the focus will be on continuing to define the precise catalysts that we believe will most-influence the (what we believe will be) seven AI Build-Out phases over the next 2-3 years. i.e., Up, Down, Flat, Up, Flat, Down, Flat. And naturally, we're currently in the 1st phase. 2.) Photosets' 3i/Atlas Comet Fragment Detection & Location support. As a reminder, it doubles as the app's Drone Detection & Location support. Also, the key date for WW deployment is Dec 19th +- 2-3 days. 3.) Metal 4 ML-based code development for directly controlling & leveraging the Neural Accelerators in Apple's A19 Pro & M5 chips. 4.) Pricing-out what it would cost to establish an Engine Block services division. For starters, installing ductile iron sleeves in BMW N52B30 engine blocks. Note here that we've pivoted-away from the idea of honing Alusil cylinder walls in favor of installing ductile iron sleeves. That's because BMW N52B30 engine blocks with brand-new ductile iron sleeves would be highly-prized. Note that we plan to price the service at $15K USD. And that that would include the sleeves & a full set of piston rings. Note also that the cylinder walls would need to be lightly-honed before the ductile iron sleeves are installed. Needed for proper install & for proper heat transfer. And for the record, we see this as a Billion Dollar Plus opportunity. Also, as a reminder, we put $10K+ USD into the cylinder head & upgraded VANOS components of our prototype N52B30 earlier this year. Even with 220K+ miles on it, the engine runs strong, but consumes alot of oil. Upgrading the piston oil control rings is the obvious next step. The fact that the cylinder walls are made of Alusil complicates the issue. But also presents significant financial opportunity ! As a reminder, BMW's 2006-2008 E90 sedans were their last with their
highly-prized Hydraulic-assist power steering. -----
BREAKING NEWS : 10 AM (La Jolla-time) Monday, Nov 24, 2025 Three things to announce this morning: 1.) We're now devoting 50% of our Time & Energy to our Timmy Outlaw Edition "reader" app. Over the weekend we updated our outlook for NVIDIA's Data Center sales moving forward. And naturally, it's based-upon the two-Wave AI Build-Out that we've been describing the past few months. Do a search for "build" on our News webpage for background info. 2.) The release of Photosets' "Premium Capture" sub is On Hold. The Features & Capabilities behind the sub are simply worth alot more to us if we keep them strictly for In House use. Here, think Billion Dollar Plus value vs basically nothing INSIDE Apple's App Store. 3.) D.A. Davidson's Gil Luria is now our Top-Ranked Analyst. He used to be #2 with Dan Niles #1. Yesterday, we swap'd their Rankings. -----
BREAKING NEWS : 10 AM (La Jolla-time) Sunday, Nov 23, 2025 Two things to announce this morning: 1.) We're considering resurrecting our Timmy app as a Reader App focused on the AI & ML markets. It's clear to us that what's been missing on CNBC is a "seasoned" EE perspective. As a reminder, our Timmy app was the planet's first-ever (& ONLY) per-Device, per-Qtr iPhone Unit Sales Estimator app on the planet. It made its debut in May of 2018 & (we believe) was at least partially-responsible for Apple to announce on Nov 1, 2018, that they would NO longer report iPhone Unit Sales. Please note that Nov 1, 2018 was just a few days AFTER we discovered what we called the A11/A12 Performance Controller NEON Access Chip Bug, which we later named "Phil's Bug," because if Schiller had done his job, he could have prevented the Chip Bug in the first place. And, importantly, Apple would NOT have felt compelled to try to Cover Up the Chip Bug. Which BTW, has resulted in Tim Cook's BIGGEST screw-up as CEO, Revenue-wise. And specifically here, Cook did NOT know the consequences of his Actions. If he did, he would have simply Fessed Up to the Mistake & Moved On. Instead of trying to cover it up. 2.) We've been Asked & have Agreed, to state precisely why we're devoting Time & Energy to 3i/Atlas. First, we believe it brought Rare-Universe Metals into the inner solar system. Second, we believe our U.S. Govt also knows that, & has instructed NASA to keep that from becoming Common Knowledge. Third, we believe there is a fair chance that Earth could pass thru a Debris Field consisting of some of those Rare-Universe Metals. Fourth, why is Musk ALL of a sudden back in Trump's orbit, & Elon's boy renominated to head NASA ? Here we believe SpaceX may have launched a "secret" probe on the behalf of our U.S. Govt to try to photograph and/or analyze some of those Rare-Universe Metals. Fifth, if Earth does indeed pass thru a Debris Field, we think there is a chance some of those Rare-Universe Metals make it thru the atmosphere. And if so, they will become highly-prized. Certainly more so than gold ! Sixth, NO ONE knows precisely what caused the Younger Dryas. Could have been something similar to what could happen on Dec 19th +- 2-3 days. And for that reason alone, everyone's guard should be up.
On a side note, we're thinking about referring to President Trump as "Neville". And naturally after Chamberlain. His so-called Peace Plan for Ukraine is Total BS ! It's crystal clear to us that both Steve Witkoff & Jared Kushner need to be removed from the talks. Trump is on the ropes & he knows it. Putin is on the ropes & he knows it. It's NOT the first time the Leaders of two Countries have tried to cut a deal to save their own asses. -----
BREAKING NEWS : 6 AM (La Jolla-time) Saturday, Nov 22, 2025 Disregard what we stated yesterday regarding MTG. Her background simply isn't clean-enough. CRITCoal will NOT back anyone who claimed the Sandy Hook and Parkland school shootings had been staged. On a side note, today the Team will be working hard on Fast Tracking the completion of Photosets' upcoming 3i/Atlas Comet Fragment Detection & Location support. -----
BREAKING NEWS : 5:30 PM (La Jolla-time) Friday, Nov 21, 2025 FYI, MTG would make a damn good VP candidate for a 2028 Presidential candidate aligned with the Center-Right Independent Thinkers Coalition (CRITCoal), & naturally aligned with Photosets. As a reminder, we are already on the record as having stated that we'd like to use a portion of the proceeds from the unit-sales of Photosets to fund our CRITCoal efforts. -----
BREAKING NEWS : 10:30 AM (La Jolla-time) Friday, Nov 21, 2025 FYI, we're 100% convinced Trump's so-called Peace Ultimatum to Ukraine is simply a form of Wag the Dog. i.e., an attempt to create a distraction away from the release of the Epstein files. NO ONE should be Fooled. The timing makes it a Dead Giveaway ! Why this isn't widely-reported is Extremely Puzzling. Trump is On the Ropes & he knows it. Vance is On the Ropes & he let us ALL know that, just-yesterday. Time for the Center-Right Independent Thinkers Coalition (CRITCoal) to have its Day in the Sun. -----
BREAKING NEWS : 8 AM (La Jolla-time) Friday, Nov 21, 2025 Have you noticed the Pro Stock Analysts on CNBC have now come-around to our way of thinking regarding the state of AI & where it's headed ? We certainly have ! Photosets ? And by that we mean, instead of continuining to work on Photosets, should we be running our own
"AI CapX-lite" Fund OR ETF ? And BTW, NONE of the Pro Stock Analysts on CNBC have yet used the analogy we pointed-out weeks ago, Asynchronous Transfer Mode (ATM) vs. Ethernet. i.e., with Google, Microsoft, Oracle & a few of the other legacy players in the Ethernet-like camp, & most others, the Newbies, in the ATM-like camp. As a reminder, ATM was supposed to take over the world, including to the Desktop. That clearly did NOT happen. Also, for clarity, we're Fast Tracking the completion of Photosets' 3i/Atlas Comet Fragment Detection & Location support. Dec 19th - 5 days OR so is when we MUST have it widely distributed around the globe ! -----
BREAKING NEWS : 5:30 PM (La Jolla-time) Thursday, Nov 20, 2025 FYI, we've been Asked & have Agreed, to Pull Out ALL the Stops to make Photosets the planet's first-ever De Facto Burst Photo Camera App ! Think BIG Picture perspective ! Make NO mistake, Trump is on the ropes. And so is Vance, & he let us ALL know it earlier today. As such, it's time for Independents to act. It's time for Independents to take back our country. The 2028 U.S. Presidential election is NOT that far away ! Make NO mistake, the Center-Right Independent Thinkers Coaltion (CRITCoal) "could be" influential in who wins in Nov of 2028. -----
BREAKING NEWS : 3 PM (La Jolla-time) Thursday, Nov 20, 2025 Today, we've listened to both Dr. Avi Leob's & GeoPhysicist Stefan Burns' take on NASA's 3i/Atlas presentation of yesterday. And while neither would admit it, we will, NASA is covering something up. And we think we know what it is. Has to do with the Rare-Universe Metals associated with 3i/Atlas. The Gist, we believe our U.S. Govt has sent out a probe to try to recover some of those Metals, & doesn't want to tip their hand on it. And naturally this is just pure speculation. But we think we're correct on this. Those images that NASA shared yesterday were way too grainy to take serious ! And NASA didn't address ANY of Avi Loeb's major concerns regarding the Comet. Too much of NASA's presentation yesterday points to a Cover Up. And consider this, ALL of a sudden Musk is back in Trump's orbit. And didn't SpaceX recently send-up a "secret" payload ? And for the record, we're NOT convinced the payload was just Communications Satellites. Add it ALL up & it's starting to make sense to us. As a reminder, it is precisely those Rare-Universe Metals that was the catalyst for us to add Comet Fragment Detection (& Location) support to the next update of Photosets, v25.412. And for clarity, we NO longer believe the Comet disintegrated, but we do believe some of those Rare-Universe Metal pieces did break off. i.e., when 3i/Atlas was closest to the Sun. Do a search for "3i" on our News webpage for background info. -----
BREAKING NEWS : 8 AM (La Jolla-time) Thursday, Nov 20, 2025 We just strumbled-across this article on ArsTechnica that was posted yesterday, & want to give is some visibility on our site. It is generally-aligned with our way of thinking. And importantly, use the link in the article to get to Garnter. It's the first we've seen of that, & it's very-well-aligned with our way of thinking. link to ArsTechnica Hugging Face article Also, we want to make it Crystal Clear to ALL, that we're NO longer confident that what we've been referring to as "the intersection" of AI & the App Store will occur. -----
BREAKING NEWS : 7 AM (La Jolla-time) Thursday, Nov 20, 2025 FYI, we've been Asked & have Agreed, to clarify what we mean by: The Market completely misinterpreted the NVIDIA Earnings Release & Call ! Specifically, we believe NVIDIA's Earnings Release & Call provides NO "additional" Insight into the state of the broader AI Market. It ONLY reflects-upon NVIDIA's performance. And for the record, we see Jensen strictly as a Salesman, doing his best to promote the company's products. Which he naturally should be. Others, like Ives & "Slow on the Draw" Cramer, see him as much more than that. That's where we disagree, BIG time. He's just a Salesman. Just like with Trump, we take everything he says with a Grain of Salt. As a reminder, we are a team of "seasoned" EEs. -----
BREAKING NEWS : 5:30 AM (La Jolla-time) Thursday, Nov 20, 2025 FYI, this morning we want to Summarize & RE-iterate what we stated yesterday: 1.) The Market completely misinterpreted the NVIDIA Earnings Release & Call ! 2.) Our take on the BIG picture perspective remains intact. 3.) We're preparing Photosets for the pivot. -----
BREAKING NEWS : 7:30 PM (La Jolla-time) Wednesday, Nov 19, 2025 After analyzing the NVIDIA Earnings Release & Call, we've concluded the AI Build-Out continues to be driven primarily by two factors: 1.) The need to Defend One's Turf E.g., Google, Meta, etc. 2.) FOMO Most others And, importantly, for both cases, ROI continues to be a NON-factor. As such, the BIG picture perspective that we've been describing remains intact. i.e., that we are in the 7th OR 8th inning of the 1st Wave of AI & that it will (soon ?) crash when ROI expectations get pushed-out, followed by a Reset Period, followed by a healthier, more-sustained 2nd Wave. Timing when the 1st Wave crashes, as well as the duration of the Reset Period, we leave as an Exercise for the Reader. Also, we do expect the S&P 500 to trade at OR just-below 5500 sometime next year. Probably right at the 1st Wave crash. On a side note, we're NO longer confident that what we've been referring to as "the intersection" of AI & the App Store will occur. The general premise behind it remains intact, though. That those AI companies in dire need to show Revenue & Profit will seek it out. Where-ever it is. Technology-focused, UN-Discovered Gem Apps will soon be ALL the Rage ! And in particular, Camera Apps of the type that have been Off the Radar of most but which should NOT have been, will soon represent the High Water Mark, value-wise. And naturally we believe our Photosets is in Pole Position. Prepare yourself for the AI sentiment pivot to ROI. -----
BREAKING NEWS : 1 PM (La Jolla-time) Wednesday, Nov 19, 2025 Some good news to report, we've figured-out an innovative way to achieve the goal we described earlier today without having to develop a dedicated Burst Photo Camera. It definitely helps to Brainstorm ! -----
BREAKING NEWS : 8:30 AM (La Jolla-time) Wednesday, Nov 19, 2025 One more thing to announce. We simply want to make it Crystal Clear to ALL that with the right Corp Partners, Photosets could immediately begin to generate Revenue & Profit. i.e., by leveraging the Marketing strengths of others to help circumvent the limitations of Apple's App Store. Which we've described in detail. NOT Rocket Science, the Profit could then be used to fund the company's ML-focused Burst Photo Camera. Potentially would NOT even need an investment. OR much of one. Also, for clarity, starting with the 2016 iPhone 7+, Apple's first true High-Perf iPhone, Apple has never once come close to capturing their TAM. And we may be the ONLY ones who know that. Go Figure ! There's a reason we refer to CNBC as "CNBC for Dummies". Also, we believe Apple's App Store could experience a Renaissance Period immediately after Tim Cook & Phil Schiller are removed from the picture. To us, Apple's App Store focus & obsession is simply misplaced.
Click on the graph to view the 4K Res version.
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BREAKING NEWS : 7 AM (La Jolla-time) Wednesday, Nov 19, 2025 FYI, we've pivoted, we've decided to pitch a Partnership with Sony & NVIDIA ! Rather than wait for AI to intersect the App Store, we've decided to pursue what we believe to be a much more pro-Active strategy. Think Burst Photo Camera that doubles as an ML Training Data "acquisition device". And BTW, you can think of the App Store version of Photosets as "the prototype" of what we're after. For background, please see the what's new descriptions for Photosets, starting with v10.26, released Oct 2, 2023. -----
BREAKING NEWS : 9 AM (La Jolla-time) Tuesday, Nov 18, 2025 FYI, we want to make it Crystal Clear to ALL, that our Top Priority remains preparing Photosets as best as possible "for the AI investor sentiment pivot from FOMO to ROI". Which as everyone now knows has begun. As a reminder, we first began making such statements about 2-3 months ago. Back then, Dan Niles made some statements on CNBC that got us thinking. And from that, we refined our strategy BIG time. And, importantly, we began referring to it as "the intersection" of AI & Apple's App Store. Most simply don't know what we know about Apple's App Store. Specifically, that during Tim Cook's reign as CEO, it has become focused-on & obsessed-on apps for the Young & the Dumb. And naturally, to the detriment to apps outside of those categories. Also, for clarity, most Adults have abandoned the App Store, & we're convinced Tim Cook knows that. Why else would it be so focused-on & so obsessed-on apps for the Young & the Dumb ? The Gist, significant Revenue & Profit opportunity exists in the App Store. And we predict AI companies in dire need of Revenue & Profit will soon figure that out ! The valuations of small company App Devs could skyrocket ! NOT Rocket Science, ALL of this is just Basic Common Sense. This isn't our first rodeo ! Also, for clarity, it is the App Devs behind the UN-Discovered Gem Apps that will very-likely benefit the most. -----
BREAKING NEWS : 6:30 AM (La Jolla-time) Tuesday, Nov 18, 2025 Three things to announce: 1.) We want to make it Crystal Clear to ALL that we believe Apple's next CEO should be someone with Software Development (& Services ?) experience. Ideally, it would be someone with a BSEE or equivalent degree from a Top University, & with years of Chip Development experience prior to pivoting into Software Development (& Services ?). That's the norm for most of us who got a BSEE degree. 2.) We're gonna try to get the U.S. Govt to take an Equity Stake in our Alusil Engine Block service. If President Trump is serious about bringing Manufacturing back to the U.S., we have the Perfect Example. Also, on a side note, yesterday we concluded it's probably best to set it up so that the key Cylinder Wall Honing step is done mostly by Women. It's a delicate operation. Please see Mercedes' NANOSLIDE cylinder wall technology for reference. Also, for clarity, we're NO longer looking at it as just a BMW N52 Engine Block opportunity. We've expanded that to include ALL Alusil Engine Blocks. OR more specifically, ALL Engine Blocks with Alusil cylinder walls. Increases the chances that we'll hit our $3B USD Revenue Goal ! 3.) We're Fast Tracking our first-ever Victoria's Secret-like Fashion Show. As a reminder, the theme is Late Bronze Age attire. And for a very specific reason. To illustrate just how fragile specialized civilizations dependend-upon trade really are. Those living 1200 BCE just-before the Collapse probably thought they had it pretty good. -----
BREAKING NEWS : 6:30 PM (La Jolla-time) Monday, Nov 17, 2025 FYI, we've been Asked & have Agreed, to publish our current release schedule for Photosets. We last did so exactly one month ago.
(table last updated 6:30 PM, Mon, Nov 17, 2025)
| Time & Energy |
Version of Photosets |
Comments |
|---|---|---|
| 50% |
v25.412 |
3i/Atlas Comet Fragment Detector / Drone Detector support |
| 25% |
v25.413 |
Next-Gen Multi View Capture support |
| 25% |
v25.414 |
ML-based GDB Object Detection support (1) |
(1) Multiple Use Cases. First up, Female Fitness & Cover/Super-Model Analyzer. -----
BREAKING NEWS : 7 AM (La Jolla-time) Monday, Nov 17, 2025 One more thing to announce today. We expect ASICs to dominate the 2nd Wave of AI, NOT GPUs. The best analogy we know of is Cisco's Enterprise Line of Business in the mid/late 1990s, when the High-Perf network industry pivoted from CPUs to ASICs for multi-layer switching. Cisco's solution dominated. Whose ASIC-based solution will dominate the 2nd Wave of AI is anybody's guess. We mention this because Depreciation has been In the News the last week OR so. And for some UN-known reason, NO ONE is looking at it like we are. Then again, NONE of the so-called Pro Stock Analysts on CNBC have ANY Chip Development experience. The blind leading the blind. And BTW, it's entirely possibly that even for those spending alot right now to Defend their Turf, e.g., Google, Meta, etc., there may be NO subsequent AI Training Build-Out. At least NOT in the next 2-3 years. i.e., that the existing AI Build-Out will be used exclusively for AI Training, while ANY & ALL subsequent AI Build-Out will be used for AI Inference. And it is there that ASICs will dominate. And BTW, the companion software tools will be key. -----
BREAKING NEWS : 6:30 AM (La Jolla-time) Monday, Nov 17, 2025 Two things to announce: 1.) Take-Two's CEO just said something on CNBC regarding AI that caught our attention: "Will give them bigger challenges to pursue" He's the first CEO we know of to say that. And for clarity, he was referring to the company's employees, & in particular, its Game App Devs. Prior to this, ALL we've heard from CEOs regarding AI is related to Efficiency & Job Cuts.
And for clarity, we see AI & we use AI, strictly as a Research Assistant.
And we believe Take Two's CEO is implying the same for his company's employees. Generative AI makes alot of mistakes, so it can really ONLY be used effectively in a particular field by those who are already an expert in that particular field. For some UN-known reason, The Market hasn't yet picked up on that key point. 2.) We're lining-up sponsors for our first-ever Victoria's Secret-like Fashion Show. As a reminder, the theme is Late Bronze Age attire. And BTW, It will represent the first time we showcase Photosets' Next-Gen Multi View Capture support. Also for clarity, we don't plan on releasing the support to the General Public any time soon, because we don't think we can make ANY money with it in Tim Cook's App Store. Tim Cook's App Store does NOT work for apps like Photosets. We will say this, however, Apple's App Store "could" experience a Renaissance Period AFTER Cook & Phil Schiller are both gone ! And from our perspective, it makes sense to plan for that. =====BREAKING NEWS : 12 Noon (La Jolla-time) Sunday, Nov 16, 2025 One more thing to announce today. NO sugar coating it, as we see it, the main problem with Tim Cook is the exact same main problem with President Trump, UN-willing OR simply UN-able (due to a character flaw) to Fess Up to a Mistake. Everybody makes mistakes ! It's part of living. As such, our advise to both, Fess Up & Move On. On a side note, we do want to make it crystal clear to ALL that the Female Late Bronze Age attire & RE-conditioned N52 Engine Blocks that we've hinted at, are both part of our plan. The former for educating about something important, & the latter because it represents an
Un-tap'd financial opportunity. -----
BREAKING NEWS : 8:30 AM (La Jolla-time) Sunday, Nov 16, 2025 Tim Cook stepping-down as Apple's CEO is once-again In the News. As such, we believe now is a good time for us to update our short list of key attributes we believe Apple's next CEO should have: 1.) Pragmatic about AI's ROI potential. As we've stated before, we believe we are in the last innings of the 1st Wave of AI. And that it will soon crash, followed by a Reset Period, followed by a healthier, more-sustained 2nd Wave. 2.) Expert Knowledge of the Pros & Cons of Apple's App Store. Few know just how much Coin Apple has left on the table over the years because of their "stance". OR, just how much UN-tap'd potential still exists. Ideally, Apple's next CEO would be open to our recommendation of making Hump Day, i.e., Wednesday's, "Adults ONLY Day" on their App Store. Specifically, NO Game Apps & NO Little Kid Apps on Wednesday's. Currently, most Adults NEVER visit the App Store (anymore). But that's easily fixed. 3.) Known OR Proven "Camera App" Domain/Application/Use-Case expertise. If Apple has a VP of Applications Engineering, & that person has the "Camera App" experience & expertise we're describing, we believe that person should be at the very top of the list to be Apple's next CEO. 4.) A BSEE (or equivalent) degree from a top U.S. university, plus years of chip & software development experience. 5.) Keen knowledge of how Apple products could be used for "civilian" Drone Detection. This could be the next BIG opportunity in ALL of Tech. And importantly, ONLY 20% or so of it needs to be ML-based. 6.) Keen AI & ML knowledge so that they could potentially cherry-pick opportunities during the Reset Period described in #1 above.
The Gist, we believe Apple ONLY needs some fine-tuning to succeed BIG time. -----
BREAKING NEWS : 6:30 PM (La Jolla-time) Saturday, Nov 15, 2025 Today we think we've figured-out something important related to one of the major AI companies, & we plan to use that Insight as a competitive advantage ! Has to do with a certain type of ML Training Data. While we don't know precisely which AI company, we can say with certainty that it's definitely a company with Deep Pockets. They've effectively locked-out other AI & ML companies, but NOT us & very-likely NOT select others, from a certain type of "Historical" data. Data that can be used to train & verify ML models. Could be Apple, could be OpenAI, we really don't know, but those two are our best guesses. -----
BREAKING NEWS : 8 AM (La Jolla-time) Saturday, Nov 15, 2025 FYI, later today we'll begin Field Testing Photosets' brand-new 3i/Atlas Comet Fragment Detector / Drone Detector support ! -----
BREAKING NEWS : 10 AM (La Jolla-time) Friday, Nov 14, 2025 FYI, we've been Asked & have Agreed, to provide an update on our BMW N52 strategy. Simply put, we're currently focused on just "the engine block" instead of the entire vehicle. i.e., what we had been referring to as our (custom) E90 M3 Lite. And that's because of the N52's Alusil cylinder walls. Which presents both a challenge & a financial opportunity. Our plan is to offer a Service that upgrades the N52's cylinder walls, so that a new set of piston rings would properly seal. The net result would be potentially another 100K+ miles out of the engine. And BTW, our prototype N52 has 221K miles on it. Its cylinder head & VANOS components were upgraded earlier this year. Our N52 runs strong, but burns alot of oil. Read that to mean the compression rings are very-likely OK, but the oil control rings are NOT. And, we suspect that's widespread. And BTW, we expect to do 100 units per month here in San Diego,
& another 5K+ units per month at various other locations. Won't be cheap, we're looking at $10K USD for our service fee, but that will include a set of new High-Perf/High-Reliability U.S. manufactured piston rings. German-manufactured rings currently go for $720 USD for a set of six ! That's 10x what they should cost ! And BTW, tht $720 USD number tells us NO ONE is (currently) rebuilding N52 engines. Also, for clarity, we estimate there are 300K candidate N52 engines in need of a rebuild. Also, for the record, Cosmosent's founder rebuilt the 289 engine in his first car, a 1966 Mustang, when he was 18. And did ALL the NON-Machine Shop work by himself. The proximity of the Machine Shop, Clark's on Stevens Creek Blvd, was key. -----
BREAKING NEWS : 6 AM (La Jolla-time) Friday, Nov 14, 2025 AI coding startup Cursor caught our attention (on CNBC) yesterday. Since then, we've been analyzing their Market & the Key Players. And how we might tie Photosets in. On a side note, we still plan to begin Field Testing Photosets'
3i/Atlas Comet Fragment Detector tomorrow. Which BTW, also doubles as the app's Drone Detector support. -----
BREAKING NEWS : 4 PM (La Jolla-time) Thursday, Nov 13, 2025 We're On Track to begin Field Testing Photosets' 3i/Atlas Comet Fragment Detector on Sat ! Are we out in Left Field OR are we simply ahead of the curve ? Time will tell. Regardless, we're starting to get worried that NO ONE else is seeing what we're seeing. The gist, 1M+ Comet Fragments, with Rare-Universe Metals included, could come raining down on Earth on Dec 19th +- 2-3 days, as Earth passes thru the 3i/Atlas Debris Field. For those who are UN-ware, 3i/Atlas recently broke up into (probably) a million OR more pieces. A Younger Dryas-like event is a real possibility ! -----
BREAKING NEWS : 8 AM (La Jolla-time) Thursday, Nov 13, 2025 Are we out in Left Field OR are we simply ahead of the curve ? And naturally here, we're referring to our recent 3i/Atlas comments. We don't know. ONLY time will tell. We're puzzeled that NO ONE else is seeing what we're seeing. But it's NOT the first time. Regarding Photosets' 3i/Atlas Comet Fragment Detector, today we want to add that we've architected it so that it also works as a Drone Detector. That way there's NO wasted Time OR Energy. And naturally here we're assuming the Worst-Case Scenario that we've described doesn't pan-out. i.e., a Younger Dryas-like event. On a side note, we can't count on Apple OR Google to get the word out. And naturally here, we're referring to our recent 3i/Atlas comments. So, we've picked two influential individials. One works for CNBC & covers the airlines. We mention that because we believe someone needs to put the word out that there "may" be a WW airline stoppage Dec 19th +- 2-3 days. For obvious reasons, you wouldn't want to be flying during that period if Earth is passing thru
the 3i/Atlas Debris Field. -----
BREAKING NEWS : 6:30 PM (La Jolla-time) Wednesday, Nov 12, 2025 FYI, we're Fast Tracking the completion of Photosets' 3i/Atlas Comet Fragment Detector ! And for clarity, the current plan is to align it with Governments around the world. As a reminder, we expect Earth to pass thru the Debris Field on Dec 19th ! Off the radar of most, but should NOT be. -----
BREAKING NEWS : 9:30 AM (La Jolla-time) Wednesday, Nov 12, 2025 Two more things to announce today: 1.) It's clear to us this morning that Apple has asked Google to suppress knowledge of Photosets. BIG difference today vs yesterday, WRT where Photosets lands in Google searches. And naturally, that's a Conspiracy ! So maybe we'll be responsible for the Break Up of two monopolies. 2.) We've been Asked to detail how we're preparing Photosets for what we've described. Sorry, but we can't. Simply too important for us to keep that knowledge In House at this time.
-----
BREAKING NEWS : 7:30 AM (La Jolla-time) Wednesday, Nov 12, 2025 Two more things to announce today: 1.)
BREAKING NEWS : 6:30 AM (La Jolla-time) Wednesday, Nov 12, 2025 This is a follow-up to what we first posted-about late-yesterday. First, this topic is Off the Radar of most but should NOT be. The possibility of it is very real. If 3i/Atlas did in-deed break-up as some of us believe, Earth will pass thru the Debris Field on Dec 19th ! We're preparing Photosets now ! Another Younger Dryas event ? And for the record, we believe 3i/Atlas was a Comet with Rare-Universe Metals wrap'd around it. If it did break-up, it's now potentially 1M+ comet fragments with those same Rare-Universe Metals included in the Debris Field. Worst-case scenario, when Earth passes thru the Debris Field, the Greenland and/or Antarctica Ice Sheets melt, triggering the AMOC to completely shut down. Best-case scenario, Photosets' End Users use the Tech we're now working-on to locate where the Rare-Universe Metals have landed, & trade those in for U.S. Dollars ! Kind of like a Gold Rush, but more along the lines of a Rare-Universe Metals Rush. You heard it here first ! -----
BREAKING NEWS : 8 PM (La Jolla-time) Tuesday, Nov 11, 2025 Rare Earths is yesterday's news ! If 3i/Atlas really did break-up near the Sun, then the hunt is on for Rare-Universe Metals, & why our U.S. Govt (just) went black (on the comet ?). Photosets ? And by that we mean, is there anything we can do to Photosets to help with the hunt ? Here, think Photosets hook'd-up to (custom ?) external sensors. And BTW, those Comet fragments could come raining down on Earth ! Just like with the Younger Dryas ! On a side note, we'd like to take this opportunity to announce that the release of the next update of Photosets, v25.412, has been delayed a week OR so. Our Photo Annotation & Segmentation tasks for Photoses' upcoming ML-based GDB Detector are more time-consuming than anticipated. And for clarity, it represents the future of Photosets. -----
BREAKING NEWS : 8 AM (La Jolla-time) Tuesday, Nov 11, 2025 FYI, we've been sitting on the fence for far too long. Today, we're making it Crystal Clear to ALL, we believe Tim Cook MUST go as Apple's CEO, as that's very-likely the ONLY way to fix Apple's App Store. High-end iPhone owners, AAPL shareholders, & the shareholders of Apple's own cellular service provider partners, have ALL missed-out on their respective benefits because of Apple's focus & obsession on apps for the Young & the Dumb. Please see our recent News Updates for the details. -----
BREAKING NEWS : 8 AM (La Jolla-time) Monday, Nov 10, 2025 Technically Incompetent & Market Opportunity Ignorant, that's how we see Apple's App Store Mgmt Team. First, they completely Dropped the Ball WRT the "Camera App" Domains/Applications/Use-Cases "in the middle," between Photos on one end & Videos on the other end. That screw-up, by our count, cost Apple $113B+ USD in lost high-end iPhone unit sales. Now, we believe they're oblivious to the obvious WRT "the intersection" of the AI Build-Out & their App Store. This is Apple's next BIG opportunity. But they don't see it. If they did, their App Store would NOT continue to be so focused-on & obsessed-on apps for the Young & the Dumb. There's NO way to sugar coat it, Tim Cook MUST go, because that appears to be the ONLY way to get rid of Phil Schiller, the guy who runs Apple's App Store. And the guy who is very-likely most-responsible for the $113B+ USD screw-up. As a reminder, Phil has NO Engineering OR Software Development experinece, & NO known OR proven "Camera App" Domain/Application/Use-Case expertise. Go Figure ! We encourage Tim Cook to Fess Up to the Cover Up, Pay Up, & Move Forward with this new BIG opportunity.
Click on the graph to view the 4K Res version.
-----
News Update : 6:30 AM (La Jolla-time) Monday, Nov 10, 2025 Today we simply want to announce that we've concluded we know far-more about where the AI Build-Out is headed (near-term) than those on CNBC. We refer to it as the "the intersection" with the App Store. Think FOMO to ROI. Please see our older News Updates for "the Details". -----
News Update : 8 AM (La Jolla-time) Sunday, Nov 9, 2025 FYI, we've been Asked & have Agreed, to clarify our recently-announced pivot. As a reminder, on Friday, we announced: Game Changer realization this morning ! We see it as "the intersection" of Tim Cook's App Store & the AI Build-Out. The Gist, we believe Technology-based / Marketing-limited apps that have significant Revenue-generating potential will soon be in Extremely High Demand ! Most don't know that Tim Cook's App Store has been focused-on & obsessed-on apps for the Young & the Dumb. And that's in-large-part because Tim Cook knows that most Adults never visit the App Store anymore. First, at the core of the Argument is that the driving factor behind AI "is pivoting" from FOMO to ROI. Soon, the companies participating in the AI Infrastructure Build-Out will need to show Profit. Second, we're now referring to such candidate apps as Technology-based / Marketing-challenged. Third, think Corp Partnerships !
Those sufficiently Skilled in the Art should be able to "easily" put the pieces of the puzzle together.
On a side note, based-upon our iPhone "17" family availability checks this morning, the ONLY Next-Gen iPhone still in high-demand is the Base 17 in Sage. Anyone wanting a 17PM, 17P, or Air, can pick it up at the Apple UTC Store today. -----
News Update : 8 PM (La Jolla-time) Saturday, Nov 8, 2025 Two things to announce: 1.) We're now devoting 50% of our Time & Energy to Photosets' upcoming ML-based GDB Object Detector. It's our stake in the ground WRT AI & ML. As a reminder, the GD stands for Gravity-Defying. 2.) The other 50% we're devoting to the next update of Photosets, v25.412, out soon. ● Updated Marketing collateral ● "Premium Capture" sub Priced at $4.99 per Year See the relevant tables on our Photosets User Guide web page ● Next-Gen Multi View Capture support 90% chance it gets included in v25.412 See the relevant tables below -----
BREAKING NEWS : 5:30 PM (La Jolla-time) Friday, Nov 7, 2025 President Trump's weight-loss has become noticeable, & as such, we now believe he won't be able to keep his Health Issue a secret for very much longer. Anyone can independently verify the change in shape of Trump's face via the videos from the White House today. And, just so everyone knows, we put the word out to select others shortly after Trump's recent MRI that we observed a noticeable change in the President, NOT related to his weight, though, & we attributed it to receiving Bad News regarding his MRI. On a side note, Trump's rant today regarding Affordability puts him on-par with Slow Joe. And that says alot. And BTW, Trump's rant today & his recent Actions the past week OR so during the shutdown may be related to his Health Issue. He seems to have gone Off the Rails more than normal. Make No Mistake, we clearly need an Upper Age Limit for someone to be President of our United States. -----
BREAKING NEWS : 9:30 AM (La Jolla-time) Friday, Nov 7, 2025 We just listened to the heated debate on CNBC regarding the Debt-financed AI Build-Out. It reinforced our belief that we need to move forward with our Timmy P/E. As a reminder, Timmy P/E represents a company's Debt-adjusted P/E. -----
BREAKING NEWS : 6:30 AM (La Jolla-time) Friday, Nov 7, 2025 We just listened to Altimter Capital's Brad Gerstner on CNBC. To us, he comes across as a Total Bull Shitter ! Specifically, as just an (early) OpenAI Investor trying to provide cover for Altman. The Market's concerns about the AI Build-Out are legitimate. FOMO is driving AI (sentiment). At some point, perhaps very soon, ROI will drive AI (sentiment). At that point, we believe OpenAI's valuation crashes to 1/5th of what the last set of Investors paid. You heard it here first. -----
BREAKING NEWS : 6 AM (La Jolla-time) Friday, Nov 7, 2025 Game Changer realization this morning ! We see it as "the intersection" of Tim Cook's App Store & the AI Build-Out. The Gist, we believe Technology-based / Marketing-limited apps that have significant Revenue-generating potential will soon be in Extremely High Demand ! Most don't know that Tim Cook's App Store has been focused-on & obsessed-on apps for the Young & the Dumb. And that's in-large-part because Tim Cook knows that most Adults never visit the App Store anymore. Those sufficiently Skilled in the Art should be able to "easily" put the pieces of the puzzle together. As a reminder, the two men who run Apple's App Store, Tim & Phil (Schiller), combined have NO Engineering OR Software Development experience, & NO known OR proven "Camera App" Domain/Application/Use-Case expertise. Go Figure ! Perhaps we should be starting our own (small C Corp) VC firm ! As "seasoned" App Devs, we know some really important things that others simply don't. -----
BREAKING NEWS : 10 AM (La Jolla-time) Thursday, Nov 6, 2025 We now believe Elon Musk has a handshake agreement in place with President Trump, in which Tesla would supply the U.S. Govt with a 1K or so unit "Robot Army". Call it a Pilot Program. On Election day, Trump renominated Elon's boy to run NASA. And he clearly did so in exchange for Elon's assistance to try to get Cuomo elected. We believe the handshake agreement we're describing was part of "that deal". Our take, the Robot Army could be used to NOT ONLY end the Russia/Ukraine war, but also lead to the collapse of Putin's Govt, similar to how President Reagan's Star Wars led to the collapse of the Soviet Union. Make NO mistake, Putin will quickly end the war if/when he thinks he will be forced out. -----
News Update : 8 AM (La Jolla-time) Thursday, Nov 6, 2025 Cosmosent Labs, Inc. is today announcing that the company made important decisions late yesterday, regarding its strategy. Decisions that should significantly differentiate the company in the eyes of Investors & Corp Partners. The decisions can best be described as: 1.) Profit before AI Here we're prioritizing the release of Photosets' upcoming Next-Gen Multi View Capture support. As of today, it's 90%+ done. When released, we plan to use the Revenue it generates to drive our AI & ML efforts. i.e., the services that we've hinted at that will be driven by Photosets' upcoming
ML-based GDB Object Detection support. As a reminder, Next-Gen MVC support will be included as part of Photosets' upcoming "Premium Capture" sub, which we intend to release soon & which will be priced at ONLY $4.99 USD per Year. BIG picture perspective, we want to be known as one of the (probably few) "profitable" AI companies. And for clarity, it's our starting point, having Photosets, that makes it posssible. That ONLY thing that's been holding it back is Apple's App Store. 2.) "App Discovery" Dominance Adults do NOT visit Apple's App Store. They used to, ten plus years ago. But NOT anymore. That presents opportunity. Here we're pursining an AppLovin-like strategy. For the record, we believe Tim Cook's App Store is catastrophically-broken ! It works well for the Young & the Dumb, but NOT so for most Adults. We know how Apple could fix their App Store, but there is NO financial incentive for us to do so. Just the opposite in-fact. Just look at the market cap of AppLovin for evidence of that. On a side note, the acquisition of Forge Global by Charles Schwab has caught our attention ! Also on a side note, we are still expecting the S&P 500 to trade at or just-below
5500 sometime next year. i.e., when ROI replaces FOMO. And naturally here we're referring to AI. For clarity, we've been describing what we're currently in as the 1st Wave of AI. It will crash, there will be a Reset, & then a more-sustained, healthier 2nd Wave will occur. Hopefully, the Reset period doesn't last too many years. -----
News Update : 10:30 AM (La Jolla-time) Wednesday, Nov 5, 2025 FYI, we're now adding "New App Update Available" notification support to our website ! It has Game Change potential ! And more than with just Photosets ! Could be a trend setter. OK, but why ? ONLY 464 of the 13.9K here in the States who have downloaded Photosets have updated to the latest version, v25.411, which BTW, was released over a month ago !
Also, End Users will be able to figure-out precisely how many App Updates they've missed-out-on. Some have missed-out-on many hundreds of App Updates !
BIG picture perspective, what we're describing is a way to establish a direct connection with the consumer, & in the process, circumvent Apple's "stranglehold on App Discovery". -----
News Update : 12 Noon (La Jolla-time) Tuesday, Nov 4, 2025 FYI, want to clarity that while Photosets' upcoming Next-Gen Multi View Capture support will be included in the app's "Premium Capture" sub, Photosets' upcoming ML-based GDB Object Detection support will NOT. At least, NOT released to the General Public. That's because we plan to use the GDB Detector for a suite of custom services. Doing so enables us to Hedge our Bets. Important to us, important to potential Investors. -----
News Update : 7 AM (La Jolla-time) Tuesday, Nov 4, 2025 We spoke too soon ! Turns out, there were three new user downloads yesterday. So, we've just pivoted the Base version of Photosets back to a FREE app, so we could let "the Experiment" continue to run. On a side note, we've made the necessary change in App Store Connect to increase the Age Requirement for Photosets from 4+ to 16+. That goes into effect upon the release of the next update, v25.412, out soon. This change was requested by potential Investors. -----
News Update : 5 AM (La Jolla-time) Tuesday, Nov 4, 2025 Cosmosent Labs, Inc. is today announcing that the company is moving forward with its Uber/Lyft/DoorDash-style Business Model. Think custom Burst Photo Capture & Annotation. That's in addition to the company's ML-based GDB Detector. The Base version of Photosets was FREE yesterday & up-through ~5 AM PST today. NOT a single new user download yesterday ! That made our decisions today easy. First, we've pivoted the Base version of Photosets back to $4.99 USD. Second, we're moving forward with adding an Auto-Renewable "sub,"
titled "Premium Capture," priced at $4.99 USD per Year. And BTW, Premium Capture will include Next-Gen Multi View Capture support ! Please see the updated tables on our Photosets User Guide webpage. On a side note, today we'd like to also state that we've NOT yet Agreed to Terms with ANY potential Investors OR Corp Partners, but we're inching closer Day-by-Day. -----
News Update : 7 AM (La Jolla-time) Monday, Nov 3, 2025 FYI, the Base version of Photosets is now FREE ! OK, but why the change ? Four reasons: 1.) Apple has a "Stranglehold on App Discovery" in their App Store. 2.) Opportunity has been passing us by. And here, we're naturally referring to AI & ML. 3.) We want to pursue our Uber/Lyft/DoorDash-style Business Strategy. Think custom Burst Photo Capture & Annotation. Specifically, just leveraging Photosets' advanced Features & Capabilities. And BTW, the core of which is Available in the Base version of Photosets. 4.) A K-shaped Economy has formed. If it wasn't for the AI Build-Out, we'd be in a Recession.
For the Record, Photosets should be the de facto Burst Photo Camera App on the planet. If/when we Agree to Terms, we predict it will achieve that Status within just 1-2 weeks ! Most don't know it, but Tim Cook's App Store is catastrophically broken. And (we believe) cannot be fixed by the two men running it, Tim & Phil,
who combined have NO Engineering OR Software Development experience,
& NO known OR proven "Camera App" Domain/Application/Use-Case expertise. The fact that the AAPL Board hasn't picked up on that should tell you everything you need to know about the AAPL Board. From our perspective, could even be considered a violation of Fiduciary Duty. -----
📌 BREAKING NEWS : 8:30 PM (La Jolla-time) Sunday, Nov 2, 2025 FYI, we want to clarify that our top priority is completing Photosets' ML-based GD Object Detector. And, importantly, that whether we release it to the General Public is still an Open Issue. Things are moving fast now ! As a reminder, the GD represents Gravity-Defying. Also, we've moved Timmy OE to the back burner. It's High Priority, but NOT Highest. -----
📌 BREAKING NEWS : 9 AM (La Jolla-time) Sunday, Nov 2, 2025 FYI, we've been Asked & have Agreed, to provide some clarity regarding Photosets' upcoming GDB Detector support. First, the "GD" stands for Gravity-Defying. Second, the "B" represents a number of things: ● Breasts, Butts, & Bodies. For Female Cover Model & Ad "projections". ● (Surf)boards ● (Golf)balls ● Bombs (i.e., Drones) -----
📌 BREAKING NEWS : 8 AM (La Jolla-time) Sunday, Nov 2, 2025 FYI, today we're looking-into leveraging the ML/Neural Accelerators in the "CPU cores" of the M4 & M5 for Photosets' GDB Object Detection support. The Gist, we're in a very unique position. Photosets is the most-Advanced & highest-Perf Burst Photo Camera App on the planet. And has been for many years. Yet, it has had NO real success in Tim Cook's App Store. As such, we don't have to worry about upsetting (many) End Users if we decide to change things up. E.g., ONLY 272 of the 13.9K here in the States who have downloaded Photosets over the years have updated to the most-recent version, v25.411, which has been out for over a month now. Go Figure ! And BTW, who within Apple controls who gets App Updates ? BIG picture perspective, a K-shaped Economy has formed, & taking into account Photosets' lack of success in Tim's App Store, we now believe it's best for us to "partition" Photosets' features & capabilities. Specifically, along the lines of iPhones for capture, & M4/M5 iPad Pros for GDB object detection (& probably also for crafting multi-scene Videos). And BTW, those sufficiently skilled in the art should appreciate our thinking. Especially when it comes to Corp Partnerships ! As a reminder, for the M4 iPad Pro, Apple referred to the Accelerators in the CPU cores as ML Accelerators. For the M5 iPad Pro, they're now referring to those as Neural Accelerators. i.e., same title as the M5's Accelerators in the GPU cores.
Overview of Apple's Neural Accelerators (table last updated 8 AM, Sun, Nov 2, 2025)
Chip |
Apple's Neural Accelerators |
|
|---|---|---|
In the CPU cores |
In the GPU cores |
|
| M5 (10/22/25) |
✔ (3-4 P, 6 E) |
✔ (10 cores) |
| A19 Pro (9/19/25) |
- |
✔ (6 cores) |
| M4 (5/15/24) |
✔ (3-4 P, 6 E) |
- |
-----
📌 BREAKING NEWS : 8:30 AM (La Jolla-time) Saturday, Nov 1, 2025 Did you know that the M5 very-likely has Neural Accelerators in the GPU cores & in the CPU cores ? We found out ONLY yesterday, on Halloween ! See below for the Details. On a side note, here's the complete list of what we'll be covering with our (upcoming) Timmy OE "Reader App": 1.) Poining-out AI startups we like. 2.) Timmy P/E analysis. As a reminder, the Timmy P/E represents a company's Debt-adjusted P/E ratio. 3.) Pointing-out ML-based Use Cases that leverage the Neural Accelerators in Apple chips, & which can be program'd by Devs via Metal 4's Tensor APIs. 4.) The threats that AI presents to Humanity & to the Planet. See below for one example we believe is very real. Also on a side note, today we want to state that "our Enthusiasm" for aligning Photosets with Apple's App Store took a hit on Sunday, Sept 14th, when we discovered a set of iOS bugs after updating our Dev iPhones to iOS 18.6.2. Photosets had been rock-solid on iOS 17.7. From the release date of iOS 17.7, thru Sunday, Sept 14th, that's what Photosets was built-for. And we ONLY updated our Dev iPhones on Sept 14th because we wanted to verify that Apple's 18.6.2 Image IO "fix" didn't break anything in Photosets, BEFORE exchanging our 15PM iPhones that Friday, Sept 19th, for 17PM iPhones. Apple's Image IO "fix" didn't break anything in Photosets, but we discovered three other iOS bugs that did. One we referred to as a showstopper. We fixed that one ASAP & had an update out on Thurs, Sept 18th, with the fix. The other two remained, both of which cause an UN-acceptable delay. And for clarity, we've since concluded that if Apple's SW Team is gonna be that sloppy with their iOS updates, we need to RE-consider the value of Photosets in the App Store.
i.e., vs using Photosets' advanced Features & Capabilities for "In House activities".
Something we've hinted at many times in the past. The Market's continued enthusiasm for AI & our continued progress on Photosets' ML-based GDB Detector has made it much more of pressing issue. Peloton's "keep your chest listed" TV commerical is the ONLY hint we're gonna provide as to one Use-Case we'll soon be targeting. -----📌 BREAKING NEWS : 8 AM (La Jolla-time) Saturday, Nov 1, 2025 FYI, we felt a new table was needed to help with discussions. And thought others might like to see it as well. In the link, notice the statement that includes: "... complementing the Neural Accelerators in the CPU and GPU ..." link to Apple's M5 announcement For the M4, the ONLY Accelerators are in the CPU cores & Apple refers to them as "ML Accelerators". For the M5, it appears Apple is now referring to those CPU core Accelerators as "Neural Accelerators". We have an M4 iPad Pro in our lab that we want to run some experiments with. Specifically, using the same Metal 4 Tensor APIs that Devs use to program the Accelerators in the GPU cores. Which BTW, is Cosmosent R&D's current focus. Specifically, for Photosets' GDB Detector, which is now an In House ONLY capability.
(table last updated 9 AM, Sat, Nov 1, 2025)
Chip |
ML Accelerators |
Neural Accelerators |
||
|---|---|---|---|---|
| CPU |
GPU |
CPU |
GPU (1) |
|
| M5 (10/22/25) |
✔ |
- |
- |
✔ |
| A19 Pro (9/19/25) |
- |
- |
- |
✔ |
| M4 (5/15/24) |
✔ |
- |
- |
- |
(1) Devs can program the Neural Accelerators in the GPU cores via Metal 4's Tensor API. We're now investigating if the same holds true for the Accelerators in the CPU cores. -----
📌 BREAKING NEWS : 6 PM (La Jolla-time) Friday, Oct 31, 2025 We've made an Important Decision, there will be NO "Premium" sub. And thus, NO Next-Gen MVC or GDB Detector. And, we're ALL-in on Timmy OE ! Just a Business Decision. For clarity, we're keeping Next-Gen MVC & the GDB Detector for In House use. On a side note, earlier we forgot to include that Timmy OE will also cover: 4.) The threats that AI presents to Humanity & to the Planet. This past Monday we posted the following: We think we figured-out how AI will attempt to take down ALL major countries on the planet. It will take its cue from the Late Bronze Age Collapse. As a reminder, specialist civilizations based-upon trade are fragile. The Late Bronze Age Collapse is probably the best example of that. Of which much has been written. AI will use that data to learn ! Safeguards need to put in place ASAP !
We stand by those statements. Furthermore, if left UN-check'd, we believe it will happen sooner than most could have ever expected. -----
📌 BREAKING NEWS : 8:30 AM (La Jolla-time) Friday, Oct 31, 2025 Today we're making it official, we're moving forward with our Timmy Outlaw Edition app,
& importantly, we're positioning it as a "Reader App". Its focus will be: 1.) Poining-out AI startups we like. 2.) Timmy P/E analysis. As a reminder, the Timmy P/E represents a company's Debt-adjusted P/E ratio. 3.) Pointing-out ML-based Use Cases that leverage the Neural Accelerators in Apple chips, & which can be program'd by Devs via Metal 4's Tensor APIs. As a reminder, there is a dedicated Neural Accelerator in each GPU core in the 19 Pro & M5 chips. The Neural Accelerators work "in conjunction with" the chip's main Neural Engine.
And BTW, our current plan is to make Timmy OE a FREE Ad-based app. -----
📌 BREAKING NEWS : 6:30 AM (La Jolla-time) Friday, Oct 31, 2025 FYI, we're currently devoting most of our Time & Energy to Photosets' upcoming ML-based GDB Detector. Our stake in the ground WRT AI. From a Tech Perspective, think Neural Accelerators + Metal 4's Tensor APIs tied-into Photosets' Capture Engine. And for clarity, we currently have NO plans to release it to the General Public. Apple's App Store does NOT work for Photosets. NEVER has ! Apple's App Store is too focused-on & too obsessed-on apps for the Young & the Dumb. That's NOT our Photosets ! -----
📌 BREAKING NEWS : 5 PM (La Jolla-time) Thursday, Oct 30, 2025 We're going to see if we can get access to one of Apple's AI Inference Data Center servers via a Pilot Program. Apple didn't mentioned anything about their AI Inference servers today, OR the App Dev tie-in that we detailed the past few days, but that doesn't mean they aren't thinking about it. Only one way to find out. We need to ask. And BTW, we came up with the idea, we believe we should get First Mover status. And for clarity, we'd like to use Apple's AI Inference servers for part of Photosets' upcoming GDB Detector support, where the GD represents Gravity-Defying. -----
📌 BREAKING NEWS : 8:30 PM (La Jolla-time) Wednesday, Oct 29, 2025 We've been Asked & have Agreed, to begin pointing-out startup AI companies that we believe in, as a way to try to circumvent Apple's "Stranglehold on App Discovery" ! The gist, influential others are taking notice of what we've posted lately. And importantly, have convinced us that our AI & ML technical & market knowledge could be used to help Photosets (finally) gain traction in Apple's App Store. It's worth a shot ! And who knows, could be the start of something BIG. Without further ado, here's the first AI startup we want to point out: link to Fireworks AI Series C announcement On a side note, we used to have a 2nd app in the App Store, called Timmy. Timmy was a per-Qtr, per-Device iPhone Unit Sales Estimator App. And intended for those who "really know" the smartphone market. It made its debut in the App Store in May of 2018. On Nov 1st, 2018, Apple announced they would NO longer report iPhone Unit Sales. Apple would never admit it, but Timmy was the catalyst for that announcement. In fact, that was Timmy's ONE & ONLY BIG impact. The day BEFORE Apple made their BIG iPhone announcement in Sept of 2019, they pulled Timmy from the App Store. And gave us a Total BS reason for doing so. OK, so where are you going with this ? We have an app "placeholder" in place, called Timmy Outlaw Edition. And as of today we're considering making that a "Reader App" covering precisely what we've detailed. -----
📌 BREAKING NEWS : 10:30 AM (La Jolla-time) Wednesday, Oct 29, 2025 FYI, we've had CNBC on ALL morning, & we now want to RE-iterate that we believe the S&P 500 will trade at OR just-below 5500 sometime next year. i.e., a 20% drop from 6,900. Simply put, we believe the Fed's rate cuts won't improve the Job Market. The Market is rewarding companies for cutting their employment numbers to pay for their AI infrastructure investments. We now think it could have a Snowball Effect. And, importantly, causing the Snowball to roll right off the cliff. The net result, ANY hope of near-term ROI (also) rolled right off the cliff. Fewer jobs means fewer paying customers. The AI build-out will soon stall-out ! Irrespective of the "promises". As a reminder, we believe we are in the 7th or 8th inning of the 1st Wave of AI. The 1st Wave will crash, the Market will reset, & then there will be a healthier, more-sustained 2nd Wave. Those with Dry Powder could do well during the Reset period. NONE of this is Rocket Science & NONE of this should be surprising to those who have been paying close attention to AI & ML. And BTW, CNBC has mostly-become a Cheerleading Platform for the sales-men & women who run particular public & private AI-related companies. (Many of) You know who they are ! Also, for clarity, we don't think we're heading into a Recession, but it will come close. NO ONE can debate that an UN-healthy K-shaped Economy has formed. -----
📌 BREAKING NEWS : 8 AM (La Jolla-time) Wednesday, Oct 29, 2025 FYI, we expect Nvidia's stock to take a hit on Thurs if our prediction comes true ! i.e., a new entrant into the AI Inference Data Center server market. Please see our recent News Updates for the details. OK, but how is this related to Photosets ? Has to do with the dedicated Neural Accelerators inside each GPU core in Apple's A19 Pro & M5 chips, & the fact that Devs can program those Accelerators via Metal 4's Tensor APIs. That's Cosmosent R&D's current Tech focus. i.e., leveraging the Perf benefits for Photoses' next set of Enhancements. BIG picture perspective, Apple has taken the CPU (core) about as far as it can go. The GPU, with dedicated Neural Accelerators working in conjunction with the main (16-core) Neural Engine, is the next step. And importantly, Apple has a BIG advantage over its competitors. Everyone with a 17P or 17PM iPhone has access to the same "core technology" that's in the M5 & by extension, what we believe Apple's 1st set of AI Inference servers will be based-upon. i.e., the M5 chip. Again, please see our recent News Updates for the details. Why CNBC isn't reporting on this "as a possibility" is Extremely Puzzling ! If our prediction comes true & CNBC doesn't report on the possibility BEFORE Apple makes their announcement, CNBC should then change their name to "CNBC for Dummies". You heard it here first. -----
📌 BREAKING NEWS : 6 PM (La Jolla-time) Tuesday, Oct 28, 2025 Two things to announce: 1.) As we stated 10:30 AM yesterday, we're expecting Apple to announce on Thursday that they've entered the AI Inference Data Center "server market". And specifically here, that their servers will be available for purchase "by others". Today, we want to add that we believe their "pitch" will focus on the dedicated Neural Accelerator in each GPU core, which Devs can program via Metal 4's Tensor APIs. And for clarity, while Apple has two applicable CPUs, the A19 Pro & the M5, both new, we expect Apple to announce ONLY M5-based servers on Thursday. And here's the kicker, everyone with a 17P or 17PM iPhone will have (access to) the same "core technology". As such, if Apple comes up with an appropriate program for Devs that enables them to tie-into their AI Inference Data Center servers, Apple could quickly dominate the market opportunity. It ALL depends-upon what Apple says on Thursday. If covered & "pitched" well, we believe Apple will get a $100B+ USD market cap "pop" on Thursday. You heard it here first. Also, for the record, our focus right now is on the "core technology" that we've just described for our (upcoming) Sora 3-like solution. Super-High-End compared to OpenAI's solution. 2.) Trump's team is looking-into whether some of Biden's pardons can be reversed. That got us thinking. Can the next U.S. President reverse some of Trump's pardons ? We've got a few thousand on our list we'd like reversed ! -----
📌 BREAKING NEWS : 12 Noon (La Jolla-time) Tuesday, Oct 28, 2025 We just listened to U.S. Sec of Interior Doug Burgum on CNBC. NO way to sugar coat it, the Dude is Dumb ! He needs to change his pitch to: "Winning the AI ROI Race". And focus on doing so without destroying the climate ! He's clearly just listening to the sales-men & women who run the dominate AI companies. i.e., the CEOs of those companies. And BTW, Jim Cramer has also clearly fallen down the same Rabbit Hole. On a side note, Ray Dalio is basically saying the same thing that Dan Niles is,
the ONLY Analyst we really follow. Reading between the lines, if we assume the Market is "mostly" looking 6+ months out, once we get the next 50-75 basis point cuts, the AI Bubble may "begin to" burst. That means the Dec-Jan timeframe. -----
📌 BREAKING NEWS : 11 AM (La Jolla-time) Tuesday, Oct 28, 2025 FYI, we just announced on the App Store: Cosmosent Labs, Inc. is now ... Think (High-End) Burst Photo-based Annotation using Photosets as the starting point. Details to follow ... Please see the what's new description for Photosets v11.1, which was released on Nov 21, 2024, for some important background on how we got here. Note also that Photosets' Next-Gen Multi View Capture & GDB Detector, both of which have NOT yet been released, were also instrumental in our decision. BIG picture perspective, Photosets is Light Years Ahead of ALL Camera Apps in Burst Photo Technology & Domain/Application/Use-Case support. Yet has NEVER really gained traction in Tim's App Store. Has nothing to do with the app, ONLY with Tim's App Store. As such, today we're pivoting. Also, importantly, we believe we are in the 7th OR 8th innining of the 1st Wave of AI. At some point, FOMO will be replaced by ROI concerns. And for clarity, we mean 7th OR 8th inning of a nine-inning game. NOT an 18-inning game, like last night's Game #3 of the World Series. The gist here, we believe near-term profit is key to success. Furthermore, we believe the rug will (ultimately) be pulled from under many,
perhaps most, newer AI-focused companies. We have No Corp Debt. And an app that could sell well if we had an appropriate Marketing Budget. We're open to selling shares. And BTW, our valuation is alot higher than most would probably think. i.e., based-upon Photosets' status in Tim's App Store. Those who know Our Story know the reason why. -----
📌 BREAKING NEWS : 6:30 AM (La Jolla-time) Tuesday, Oct 28, 2025 Four things to announce today: 1.) ONLY 67 people got Photosets during our 1.5-day Promotional Experiment. It is what it is. 2.) We're on track to release the next update of Photosets, v25.412, by Friday. 3.) AI Threats to Humanity & the Planet are now part of the charter for the Center-Right Independent Thinker's coalition. See our two Breaking News updates of yesterday for important background. 4.) This AI startup article on CNBC caught our attention yesterday: Mercor article -----
📌 BREAKING NEWS : 6 PM (La Jolla-time) Monday, Oct 27, 2025 We forgot to add earlier that it was this CNBC segment early today that got us thinking about the threat that AI poses: link to CNBC article -----
📌 BREAKING NEWS : 1 PM (La Jolla-time) Monday, Oct 27, 2025 We think we figured-out how AI will attempt to take down ALL major countries on the planet. It will take its cue from the Late Bronze Age Collapse. As a reminder, specialist civilizations based-upon trade are fragile. The Late Bronze Age Collapse is probably the best example of that. Of which much has been written. AI will use that data to learn ! Safeguards need to put in place ASAP ! -----
📌 BREAKING NEWS : 10:30 AM (La Jolla-time) Monday, Oct 27, 2025 On Thursday, we predict Apple will announce that it's entering the AI Inference Data Center market. And specifically here, that their Servers will be available for purchase "by others". Prior to this, it's been assumed that their Servers would be used strictly for In House purposes. As a reminder, just within the past few days, Apple began shipping AI servers from its manufacturing site in Houston, Texas. And BTW, the software, including the Libs, will be key to Apple's success. We believe their chips are extremely well-positioned WRT matrix multiplication. On a side note, Qualcomm's announcement today may have been intended to try to cut Apple off at the pass. Also on a side note, our updated custom iPhone Total Available Market (TAM) graph could be out by 1 PM. ALL off the radar of most, but should NOT be. -----
📌 BREAKING NEWS : 7:30 AM (La Jolla-time) Monday, Oct 27, 2025 FYI, Photosets has been experiencing a surge in New Downloads since we pivoted the Base version to FREE, & it's ALL thanks to a particular Web Referrer who put the word out. Apple gets NO credit ! That shouldn't come as a surprise to ANY of you who know Our Story. And BTW, we're on track to release the next update of Photosets, v25.412, later this week. -----
📌 BREAKING NEWS : 4:30 PM (La Jolla-time) Saturday, Oct 25, 2025 FYI, we plan to release Photosets' "Premium" sub just-before Thanksgiving. And, we intend to price it at $49 USD per Year. And BTW, we've received "the check," so as Agreed, the Base version is now FREE ! -----
📌 BREAKING NEWS : 8 AM (La Jolla-time) Saturday, Oct 25, 2025 FYI, we want to clarify that we plan to release Photosets' "Premium" sub just-before Thanksgiving. As a reminder, we intend to price it at $49 USD per Year. And we intend to offer it strictly via this website. Also, importantly, you will need an AmEx card to purchase it. As a reminder, the app's (upcoming) "Premium" sub adds/will-add the following to the Base version: ● 2x the Capture Durations Except for 8 Mpx, which is Max'd-Out in the Base version. 100% done ! ● Next-Gen Multi View Capture support 90% done ! ● GDB Detector support i.e., our ML-based Female Fitness Analyzer. 80% done ! -----
📌 BREAKING NEWS : 10 PM (La Jolla-time) Friday, Oct 24, 2025 We've concluded that Apple will ONLY help us if our knowledge has become Common Knowledge. As such, this weekend, we're going to prioritize updating our custom Reported iPhone Revenue graph. It's basically a Total Available Market (TAM) graph that adds the Burst Photo Camera Tech "component" that Apple has left "on the table" over the years. And very specifically, we want to present the updated version on CNBC. We doubt even the AAPL Board knows what we know ! Same holds true for High-End iPhone owners, AAPL shareholders, & the Boards of Apple's (own) cellular service provider partners. And it's NOT a small number. By our count, $113B USD from the release of the 2016 7+ to April 4, 2023, when we stopped analyzing it. Others can debate our number, but they can't debate the underlying facts. Photos on one end, Videos on the other end, & Burst Photos in the middle. Apple has done very well on the ends, but piss-poor in the middle. Piss-Poor defined: $113B USD left "on the table". That's NOT Trump change !
Click on the graph to view the 4K Res version.
Note that we have NOT updated the graph since April 4, 2023.
And it's for a very good (personal) reason.
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📌 News Update : 8 PM (La Jolla-time) Friday, Oct 24, 2025 FYI, we're making it Official, we've updated our strategy for Photosets so that it's well-aligned with the new K-shaped Economy. $5 Base for the Leg, Base + $49 per Year "Premium" sub for the Arm. The app's (upcoming) "Premium" sub adds/will-add the following to the Base version: ● 2x the Capture Durations Except for 8 Mpx, which is Max'd-Out in the Base version. 100% done ! ● Next-Gen Multi View Capture support 90% done ! ● GDB Detector support i.e., our ML-based Female Fitness Analyzer. 80% done ! -----
📌 News Update : 10 AM (La Jolla-time) Friday, Oct 24, 2025 (This update is mostly for our potential Investors & Corp Partners) Two things to announce: 1.) We're on track to release the next update of Photosets, v25.412, no later than Monday. 2.) Our Business Strategy has recently been heavily-influenced by the following: i.) The fact that a K-shaped Economy has formed. ii.) Our strong desire to leverage Photosets to capitalize ASAP in select AI & ML "vertical" market opportunities. iii.) Our discovery of iOS-related Bugs on Sept 14th. Specifically, with iOS 18.6.2. There were three, one we considered a show stopper. We resolved that one & released v25.409 on Sept 18th with the fix. Two others remain, both of which cause UN-acceptable delays: ● Gesture: system gesture gate timed out. ● AVAssetWriter startWriting iv.) Our strong belief that we are in the 7th OR 8th inning of "the 1st Wave" of AI. And that at some point, ROI will matter, & Sentiment will abruptly pivot. At that point, profitable AI & ML ventures will dominate the News. And especially those with NO Corp Debt. -----
📌 News Update : 9 PM (La Jolla-time) Thursday, Oct 23, 2025 We've come up with a brand-new sales pitch: Photosets is an app by Engineers, for Engineers, & other like-minded individuals. Don't let its status in Tim's App Store fool you. Tim's NOT an Engineer, neither is Phil. -----
📌 BREAKING NEWS : 5 PM (La Jolla-time) Thursday, Oct 23, 2025 We predict most, perhaps ALL, Center-Right & Center-Left 2028 U.S. Presidential candidates will pledge to tear down Trump's 90,000 square foot Ballroom (on the White House grounds) on Day 1. And that such a pledge will very-soon become a Rallying Cry. Also, hard to see how this won't negatively effect the mid-terms for the Republicans. Trump's actions very-likely just lost the House (for his party). And BTW, NONE of this is Rocket Science. Just Basic Common Sense. -----
📌 BREAKING NEWS : 2:30 PM (La Jolla-time) Thursday, Oct 23, 2025 The term "K-shaped Economy" will very-likely become Common Knowledge within just 1-2 weeks from now. Someone needs to inform President Trump that if he doesn't act soon that very-likely will be "the defining term" of his 2nd Term. On a side note, we believe it's now prudent for us to to begin investigating how we could capitalize on what we expect to be "significant" AI data center over capacity. FOMO has been driving (Enthusiasm for) AI. At some point, ROI, OR more-precisely, lack there of, will be driving AI. We predict that will lead to "significant" AI data center over capacity. We want First Mover Status in that arena ! Figuring-out how-best to capitalize will be NON-trivial. -----
📌 News Update : 7:30 AM (La Jolla-time) Thursday, Oct 23, 2025 Two things to announce today: 1.) We've made an important decision regarding Photosets' (upcoming) Next-Gen MVC & GDB Detector. Both will require the app's (upcoming) "Premium" sub, which we now plan to make Invite-based. 2.) To date, ONLY 260 of the 13.9K here in the States who have downloaded Photosets have updated to v25.411, which was released on Oct 3rd. We'll soon be using that against Apple both in the Court of Law & in the Court of Public Opinion. "Court Discovery" is a powerful tool ! And the one we prefer to use. We want to know "precisely" what was their last App Update & how many App Updates each of those
13.9K - 260 End Users (here in the States) has missed-out on ! Likewise for WW, 50.1K - 435. -----
📌 BREAKING NEWS : 6 PM (La Jolla-time) Wednesday, Oct 22, 2025 NO so-called Guideline says we can't use Photosets for political purposes here in the States. E.g., helping our Center-Right Independent Thinkers (CRIT) coalition gain traction. For clarity, we plan to use a portion of the proceeds from App Store unit sales of Photosets to fund the efforts of our CRIT coalition. It's Crystal Clear to us that Trump has gone Off the Reservation ! Biden went way too far to the Left, Trump has now gone way too far to the Right. ONLY a Center-Right Political Party has ANY real chance of saving America ! And BTW, when was the last time you heard Trump talk about the U.S. National Debt ? Which BTW, just passed $38T USD ! Off the radar of most, but should NOT be. link to the Debt Clock On a side note, we think Trump should tell Ukraine we're gonna give them three Tomahawk cruise missiles "to use at their discretion". That will get Putin to the negotiating table. After some saber rattling of course. Trump's new Sanctions on Russia won't work. -----
📌 News Update : 4:30 PM (La Jolla-time) Wednesday, Oct 22, 2025 Peloton's "Keep your chest lifted" TV commercial is probably the best TV commercial we've seen in over a year. And, it's well-aligned with Photosets' GDB Detector. -----
📌 News Update : 10:30 AM (La Jolla-time) Wednesday, Oct 22, 2025 Two more things to announce today: 1.) A month OR so back we starting predicting that The Markets would peak on Nov 1st, +- 10 days. We posted about it on our website, & then we forgot about it. Appears to now be playing-out. To those of you who have received emails from us in the fairly-recent past, check your emails. Also, look for our comments regarding the 1st Wave of AI. That also appears to now be playing-out. And BTW, ALL the relevant info that we had on our website was moved to our secure servers the last time we clean'd-up our News webpage, which was Monday, Oct 13th. 2.) NOT just us, we believe EVERY iPhone App Dev with an appropriate starting point should be considering pivoting their focus to AI-generated Videos. Sora by OpenAI is at the top of the FREE charts today. And while we believe OpenAI "missed the mark" with their app, it will continue to generate alot of interest. From Zuckerberg, Super Angels, VCs, & the like. And for clarity, we're NOT fans of Generalized AI. We believe AI is best used as a Technical Assistant. And that perhaps the best near-term Use Case is producing AI-generated Videos. We're pursuing a particular niche to showcase what we believe. i.e., Victoria's Secret-like Fashion Shows with a Late Bronze Age (attire) theme. -----
📌 News Update : 8 AM (La Jolla-time) Wednesday, Oct 22, 2025 FYI, we're On Track to Release the next update of Photosets, v25.412, by week's end. It includes a number of Important under the hood improvements. Also, we've moved the MVC Tech Specs from our Photosets User Guide webpage back to the bottom of this webpage, so that we can more-easily update it & more-effectively reference it to others. -----
📌 News Update : 9:30 PM (La Jolla-time) Tuesday, Oct 21, 2025 FYI, we've been Asked & have Agreed, to provide more details regarding our recently-announced pivot. First, we want to point-out that Cosmosent Labs, Inc. is a California C Corp. And that we have NO Corp Debt. ALL technical members of the company have a BSEE. Many from Cal Poly, SLO. Second, over the past six OR so months we've been working on the following: ● ML-based GDB Detector where the GD represents Grafity-Defying, & the B term could represent a number of things. Initially it was ALL-about Drone Detection, but in May we pivoted to female body parts. Think of it as a Fitness Detector. We've made good progress on it. ● Next-Gen Multi View Capture support Most of the low-level SW Dev is done. ALL that's needed now is to wrap-up the MVC master's UI. That, plus lots of Field Testing. Third, our newly-established AI Studios will be leveraging our ML-based GDB Detector & Next-Gen Multi View Capture support. This is key ! Fourth, for now, we're focused on just a few specific "vertical" Use-Cases. Fifth, we know more about Apple's App Store than ALL of the so-called Analysts on CNBC who cover AAPL for a living, combined. It's truly sad how little they actually know. -----
📌 News Update : 5:30 PM (La Jolla-time) Tuesday, Oct 21, 2025 This update is directed to Super Angels & VCs who we have NOT yet talked to. Simply put, rather than answer each new inquiry directly, we thought it best to provide an Overview of where we currently stand that we could point to. BIG picture perspective, we are in the process of pivoting from iPhone Camera App Developer to Next-Gen Hollywood-like Studio. We have one app in Apple's App Store, Photosets, that is Light Years Ahead of ALL other Camera Apps in Burst Photo Technology & Domain/Application/Use-Case support. Very specifically, though, Photosets has NEVER gained traction in Apple's App Store. Has nothing to do with the app itself, ONLY with Apple's App Store. Apple's App Store is focused-on & obsessed-on apps for the Young & the Dumb. That's NOT our Photosets. So what then does an App Developer do in such a situation ? And taking into account that AI continues to be ALL the Rage. NOT Rocket Science, we take what we've accomplished & apply it to select AI & ML "vertical" Market Opportunities. Also, for clarity, we fully intend to keep the Base version of Photosets in Apple's App Store. Doing so enables us to more-effectively promote our Uber/Lyft/DoorDash-style Business model. -----
📌 News Update : 11 AM (La Jolla-time) Tuesday, Oct 21, 2025 We've been Asked & have Agreed, to clarify whether our newly-established Hollywood-like Studio will be producing AI-generated content. Yes, it will. But NOT in the same way that we believe ALL others do. We believe our approach is both unique & innovative. Our starting point is our Photosets Burst Photo Camera App. And its Next-Gen Multi View Capture support will play a key role. And BTW, feel free to refer to our new division as Cosmosent AI Studios. -----
BREAKING NEWS : 7:30 AM (La Jolla-time) Tuesday, Oct 21, 2025 Forgot to mention something important. The firsts of our Victoria's Secret-like Fashion Shows will have a Late Bronze Age theme. Intended to educate. i.e., that specialist civilizations based-upon trade are fragile. -----
BREAKING NEWS : 7 AM (La Jolla-time) Tuesday, Oct 21, 2025 Regarding what we stated yesterday, we've been Asked (by potential Investors & Corp Partners) & have Agreed, to NOT share anything (important) with Apple. On a side note, today we've officially established a brand-new division within Cosmosent Labs, Inc. From a high-level perspective you can think of it as a Hollywood-like Studio. The Gist, rather than continue to fight an Uphill Battle in Apple's App Store, we'll simply be using Photosets' advanced Features & Capabilities (In House) to craft unique & innovative
super-short-form, multi-scene Videos. First up, Victoria's Secret-like Fashion Shows ! And BTW, today we bump'd-up the price of the Base version of Photosets by ONE U.S. Buck. Now stands at $9.99 USD. -----
BREAKING NEWS : 9:30 AM (La Jolla-time) Monday, Oct 20, 2025 The gist of Apple's newest App Dev Poll is that they're worried about third-party App Stores. We've decided to take the lead in helping Apple fix their own. Hump Day is (the) key ! i.e., one day per week (specifically, Wednesdays) where Apple's App Store does NOT Recommend OR Promote ANY Game Apps & does NOT Recommend OR Promote ANY Little Kid Apps. Hump Day would then be "the one day of the week" that many Adults would visit Apple's App Store. Currently, most Adults NEVER visit Apple's App Store. And Apple knows that fact ! That's why their App Store has been so focused-on & obsessed-on Apps for (as we phrase it) the Young & the Dumb. And BTW, we are Uniquely Qualified to take the lead on this. Most who know Our Story will very-likely agree. And BTW, we've had CNBC on ALL morning, & "most" really don't know anything about AAPL. Specifically, to us, Evercore ISI & Loop Capital appear to be Totally Clueless. Here are the results of our Daily Availability Snapshot: ● 17PM in silver: 11/4-11/11 ● 17P in silver: 10/28-11/4 ● 17 in sage: today at Apple UTC ● Air in cloud white: today at Apple UTC Josh "may" have some (legit) Insight. Veritos ? Time will tell. -----
News Update : 12 Noon (La Jolla-time) Sunday, Oct 19, 2025 We've been Asked (by potential Investors & Corp Partners) & have Agreed,
to focus on the R&D tasks at hand. Read that to mean NO (more) beating up on Tim Cook & Phil Schiller at the present time. -----
BREAKING NEWS : 11 AM (La Jolla-time) Saturday, Oct 18, 2025 There's NO way to sugar coat it, Tim Cook should NOT be running Apple ! And the best evidence we have to back that up is Phil Schiller, Tim's pick to run Apple's App Store. Phil is directly responsible for Apple having left $113B+ USD of high-end iPhone revenue "on the table" over the years. Specifically, since the release of the 2016 iPhone 7+. As a reminder, the 7+ was Apple first-ever "true" High-Perf iPhone. And for clarity, Photosets first-became a rare, true Burst Photo Camera App on the 7+. Earlier today, we posted on the App Store: The Single-Best App you've NEVER heard of ! Just took Apple's App Store Dev Poll, & ripped on Phil ! If Phil had done his job, Photosets would be Top of the Charts ! ...
We think it's time for us to make our case to President Trump ! Photos on one end, Videos on the other end, & Burst Photos, preferably captured in High-Speed & with High-Precision Timing, in the middle. Apple has done well on the ends, but piss-poor in the middle. Referring to the Graph, the Orange Line represents the TAM. It includes the missing "in the middle" revenue. Also, for clarity, if Phil had done his job, the A11/A12 Performance Controller NEON Access Chip Bug, aka "Phil's Bug," would very-likely never have occurred. And Apple would then NOT have felt compelled to try to Cover It Up. i.e., by intentionally suppressing Photosets, the best app in its category. High-End iPhone owners, AAPL shareholders, & Apple's own cellular service provider partners, have ALL missed-out on their respective benefits. We believe it is 100% accurate to state that Apple has left as much High-End iPhone revenue on the table since the release of the 7+, as they have received from Google during the same timeperiod. Also, for clarity, it's Crystal Clear to us that Apple didn't know the financial consequences of their Actions. i.e., suppressing knowledge of Photosets. An entire set of Domains & Applications/Use-Cases were suppressed. And with it, ANY & ALL associated iPhone Unit Sales. We believe it is 100% accurate to state that Apple's App Store Mgmt Team is Technically Incompetent & Market Opportunity Ignorant. Analysts & others can debate our numbers, but NO ONE can debate the underlying facts. Tim Cook is off in China doing who knows what, when he should be back in Cupertino asking Phil to explain his Actions. Perhaps that will happen later this week, with the AAPL Board in attendance. If so, would love to be a Fly on the Wall. Regardless, we think it's time for us to make our case to President Trump ! The Santos distraction will die down in a few days. We can offer something with serious legs.
Click on the graph to view the 4K Res version.
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News Update : 11 PM (La Jolla-time) Friday, Oct 17, 2025 As many of you know, we took down alot of the Information on our website this past week. And we did so to make it harder for potential competitors to figure-out what we're up to. However, that move led to a relatively-high volume of inquires this past week from potential Investors & Corp Partners. As such, we felt a new High-Level Implementation Timeline table was necessary. Most of it is straight-forward. Regarding Priority #4, we believe OpenAI missed the mark with their Sora 2 app. But, it's NOT Rocket Science. We believe they will pivot towards what we envision for our Sora 3-like support. See our News Update of earlier today. Regardless, their Horizontal Use Case strategy is very different from our Vertical Use Case strategy. There are Pros & Cons with both strategies. For example, the Use Cases we target we should be much better at than OpenAI. And for clarity, our starting point is Photosets' 10-bit 422 4K Burst Photo Capture Engine. On a side note, we're ALL convinced the ONLY reason Trump commuted the sentence of former Rep. George Santos today was for Distraction Purposes. Very likely to try to delay the release of the Epstein files.
(table last updated 11 PM, Fri, Oct 17, 2025)
| Priority |
Version of Photosets |
Comments |
|---|---|---|
| #1 |
v25.412 |
Important Refinements |
| #2 |
v25.413 |
1st cut of Next-Gen Multi View Capture support (8-bit) |
| #3 |
v25.414 |
1st cut of GDB Object Detection support (8-bit) |
| #4 |
TBD |
1st cut of Sora 3-like support (10-bit) |
| #5 |
TBD |
"Premium" sub |
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News Update : 8:30 AM (La Jolla-time) Friday, Oct 17, 2025 Three things to announce: 1.) Photosets as a Sora 3-like app ? That's how we want potential Investors & Corp Partners to start thinking about where we could take Photosets. And specifically, for Hollywood studios. About 120 miles north of us here in La Jolla. OR, perhaps for our own future studio (here in La Jolla). And for clarity, Photosets represents Foundational Technology for getting there. Anyone sufficiently skilled in the art will very-likely be able to make the connection. Which leads us to #2 today. 2.) We've changed-up our website. We don't want to make it easy for competitors to figure-out what we're up to. Starting today, we'll ONLY "point-out" what we consider to be relevant Info, mostly on CNBC: CNBC: Uber's AI data labeling CNBC: D.A. Davidson's Gil Luria 3.) We fully expect the 1st Wave of AI Hype to soon come crashing down. Once the Market starts looking past the three expected near-term rate cuts, the (1st) Wave will Crash. And for clarity, the one Analyst whose opinion we respect the most is Dan Niles. His philosophy of where we're ALL headed is well-aligned with our own. Simply put, at some point, perhaps soon, ROI will matter. It is our strong opinion that we are in the 7th OR 8th inning of the 1st Wave of AI. And that it will soon crash. And then after some period of time, there will be a 2nd, much more sustained Wave of AI, driven by ROI & vertical Use Cases. Our vertical Use Case is Photosets as a Sora 3-like app. Targeting both Hollywood Studios & Hollywood-like Studios. -----
BREAKING NEWS : 9:30 AM (La Jolla-time) Sunday, Oct 12, 2025 Cosmosent Labs, Inc. is today announcing that the company has figured-out how to have an AppLovin-like impact, in the neoteric vertical use case ML-based App Dev space. We refer to it as "Volpi 2.0" ! And naturally named after one of the best, if NOT the best,
Chief Strategy Officers BIG Tech has ever known. mid-to-late 1990s, specifically. i.e., before he officially became Chief Strategy Officer. Of course, we're gonna need Investors & Corp Partners to pull this off. But we are in a very good position to do so. And for clarity, this builds upon something important we had announced just yesterday: On a side note, today we concluded that as the AI Hype continues to wane, small App Devs that are highly-profitable will become En Vogue. Read that to mean we need to step-up our Marketing & Business Development efforts. The Gist here, small company App Devs with vertical use case "low-level ML skills"
will soon be in very high demand. Discovery is key, kind of like App Discovery here, but NOT quite the same. Those sufficiently skilled in the art should have NO problems figuring-out where we're going with this. And for clarity, if Apple's App Store wasn't so focused on & obsessed on apps for the Young & the Dumb, & thus so catastrophically broken, "we" probably would NOT have been able to figure this out. Furthermore, we believe Tim Cook & Phil Schiller have NO Insight into their own App Store ! That provides opportunity for others. Just like with AppLovin. Food for thought ! -----