I'm curious how you obtained the graphs you present here, and the data behind them. For example, you show 2 graphs together, one labelled "iOS Apps released each month - Y/Y%" and the other "iOS Apps released each month - TTM Y/Y%". The only difference in the label there is "TTM", which means "trailing 12 months". However, it is clear the graph labelled "TTM" does not show the trailing 12 months - the horizontal axis runs from Feb 2022 to Dec 2025. So this graph is labelled erroneously - which is the first problem I will point out.
In fact the horizontal axis on the "TTM" version is exactly the same as the non-"TTM" version. Therefore the 2 graphs are ostensibly exactly the same graph, except for the vertical axis scale running up to 30% on the second graph, while the first runs to 70%. These graphs should therefore be the same shape, and the marked points (25%, 29%, 40%, 47%, 30%, 38% and 60% on the first graph, 5%, 6%, 10%, 14%, 16%, 19%, 24% on the second) should be the same on both graphs. Yet the graphs have a completely different shape, and those marked points do not agree.
Nor do the graphs seem to agree with other providers of iOS app release statistics. "42matters" for example shows app releases as being essentially flat for the last 3 months of 2025 (https://42matters.com/ios-apple-app-store-statistics-and-trends) at around 58k/month.
Can I confirm the URL of the source? I couldn't find anything by searching for "iOS Apps released each month - Sensor Tower and Wells Fargo Securities LLC". (It does seem a bit strange that Wells Fargo Securities would be providing charts of this nature).
Can I ask if these graphs weren't themselves AI generated and are not in fact completely "hallucinated"? This conclusion does seem to fit the evidence a lot more than the purported explosion in "agentic apps". Indeed, perhaps this is the reason the app store is *not* being swamped with AI generated apps?
It's interesting how clearly you've articulated the current interplay between AI Capex and traditional consumer spending in driving GDP, really highlighting a shifting economic landscape. One might also consider the qualitative aspect of this investment, especially in emerging tech, and how it aligns with broader societal human capital development goals, beyond just capital expenditure.
Isn't the fact that AI adoption among workers in OECD countries is higher than the global south more just down to the fact that a far higher proportion of workers in those countries spend their working day sat in front of a computer?
I can't see exactly how Colombian coffee farmers are going to use chatgpt to optimise their workflows.
Great charts. One question I’m curious about: how should we think about the durability of consumer-driven growth versus AI CapEx–driven growth across the cycle?
In other words, do you see AI investment as eventually substituting for consumer demand (via productivity, lower prices, new goods), or is the base assumption still that the U.S. consumer remains the primary amplifier even in an AI-heavy growth regime?
Curious how you’re framing that transition internally.
The OnlyFans chart as published is incorrect — please correct it.
When you scraped the data from my original chart, you erroneously added the word "time" to the headline.
This is a chart showing US consumer credit and debit card spending via the Consumer Edge panel. It is not a measurement of time.
Original source is The New Consumer and Coefficient Capital: https://newconsumer.com/trends/consumer-trends-2026/ and https://www.coefficientcap.com/consumer-trends/consumer-trends-2026/
Author can’t even be bothered to properly cite or proof read, you think he will make corrections?
I'm curious how you obtained the graphs you present here, and the data behind them. For example, you show 2 graphs together, one labelled "iOS Apps released each month - Y/Y%" and the other "iOS Apps released each month - TTM Y/Y%". The only difference in the label there is "TTM", which means "trailing 12 months". However, it is clear the graph labelled "TTM" does not show the trailing 12 months - the horizontal axis runs from Feb 2022 to Dec 2025. So this graph is labelled erroneously - which is the first problem I will point out.
In fact the horizontal axis on the "TTM" version is exactly the same as the non-"TTM" version. Therefore the 2 graphs are ostensibly exactly the same graph, except for the vertical axis scale running up to 30% on the second graph, while the first runs to 70%. These graphs should therefore be the same shape, and the marked points (25%, 29%, 40%, 47%, 30%, 38% and 60% on the first graph, 5%, 6%, 10%, 14%, 16%, 19%, 24% on the second) should be the same on both graphs. Yet the graphs have a completely different shape, and those marked points do not agree.
Nor do the graphs seem to agree with other providers of iOS app release statistics. "42matters" for example shows app releases as being essentially flat for the last 3 months of 2025 (https://42matters.com/ios-apple-app-store-statistics-and-trends) at around 58k/month.
Can I confirm the URL of the source? I couldn't find anything by searching for "iOS Apps released each month - Sensor Tower and Wells Fargo Securities LLC". (It does seem a bit strange that Wells Fargo Securities would be providing charts of this nature).
Can I ask if these graphs weren't themselves AI generated and are not in fact completely "hallucinated"? This conclusion does seem to fit the evidence a lot more than the purported explosion in "agentic apps". Indeed, perhaps this is the reason the app store is *not* being swamped with AI generated apps?
It's interesting how clearly you've articulated the current interplay between AI Capex and traditional consumer spending in driving GDP, really highlighting a shifting economic landscape. One might also consider the qualitative aspect of this investment, especially in emerging tech, and how it aligns with broader societal human capital development goals, beyond just capital expenditure.
Isn't the fact that AI adoption among workers in OECD countries is higher than the global south more just down to the fact that a far higher proportion of workers in those countries spend their working day sat in front of a computer?
I can't see exactly how Colombian coffee farmers are going to use chatgpt to optimise their workflows.
I suggest your iOS submission graphs are fake and AI generated. Kindly explain or retract.
(TLDR in case my comment below is too long. You're obviously reading this, because you've corrected the issue with the graph Dan objected to.)
Great charts. One question I’m curious about: how should we think about the durability of consumer-driven growth versus AI CapEx–driven growth across the cycle?
In other words, do you see AI investment as eventually substituting for consumer demand (via productivity, lower prices, new goods), or is the base assumption still that the U.S. consumer remains the primary amplifier even in an AI-heavy growth regime?
Curious how you’re framing that transition internally.
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very interesting and informative