Latest / The Paul Barron Crypto Show / Tariffs Kill Apple?💀Solana Phone Launch Incoming!🔥

Transcript

Tariffs Kill Apple?💀Solana Phone Launch Incoming!🔥 · The Paul Barron Crypto Show

• 0:05
  Speaker 1: Apple meetings.
• 0:06
  Speaker 2: Some new challenges today will break it down because all
• 0:08
  Speaker 2: of the tariffs have started to open up some wounds
• 0:11
  Speaker 2: we want to check in on. My name is Paul Barren.
• 0:13
  Speaker 2: Welcome back in the tech path. Let's get into it today.
• 0:15
  Speaker 2: I do want to thank our sponsor and that is Tangum.
• 0:18
  Speaker 2: And this is the place for you guys to put
• 0:20
  Speaker 2: and park your coins and you can do this in
• 0:23
  Speaker 2: a self custody way. And this is a self custody
• 0:25
  Speaker 2: wallet works with your iPhone you're Android, and it's very
• 0:29
  Speaker 2: easy to set up and guess what, you guys can
• 0:31
  Speaker 2: do this very inexpensively. All you have to do is
• 0:33
  Speaker 2: go over to tangum dot com, use our link. It's
• 0:35
  Speaker 2: going to give you some additional discount. Then you can
• 0:38
  Speaker 2: start putting your coins in their long term so during
• 0:40
  Speaker 2: these down markets, hold through these and then when it's
• 0:43
  Speaker 2: time to sell, move it to an exchange boom. You've
• 0:46
  Speaker 2: done self custody. Check it out and use our link.
• 0:49
  Speaker 2: It does help the channel. Just as a reminder, if
• 0:52
  Speaker 2: you guys have not seen many of our videos on this,
• 0:55
  Speaker 2: we've covered this quite a bit. The iPhone killer, what's
• 0:58
  Speaker 2: going on with the salon saga, all the narratives that
• 1:02
  Speaker 2: have played into this, and we'll talk about this a
• 1:04
  Speaker 2: little bit, and it's been going back for quite some time.
• 1:06
  Speaker 2: Many of you will probably remember the original solanaphone, which
• 1:10
  Speaker 2: was the saga and its success. I want to get
• 1:13
  Speaker 2: into some of the things on Apple though, because when
• 1:15
  Speaker 2: you look at the Apple cost to be able to
• 1:18
  Speaker 2: produce a phone now and you can kind of see
• 1:20
  Speaker 2: some of the things that within it. A lot of
• 1:22
  Speaker 2: this goes into the countries that are building these, and
• 1:26
  Speaker 2: a lot of these are being tariffed even because they
• 1:29
  Speaker 2: start to trade with each other. This only means that
• 1:31
  Speaker 2: the price of the iPhone is going to be going up.
• 1:34
  Speaker 2: Apple has allegedly flew in multiple planes full of iPhones,
• 1:38
  Speaker 2: so this of course is to avoid tariffs. They are
• 1:41
  Speaker 2: trying to figure something out because the issue is real.
• 1:44
  Speaker 2: Let me go to a quick chaos recap.
• 1:47
  Speaker 1: Take a look.
• 1:49
  Speaker 3: Nearly forty billion dollars in tariff costs. It could take
• 1:52
  Speaker 3: a thirty two percent bite out of its operating profit.
• 1:55
  Speaker 3: Apple customers, they were reportedly rushing to US doors to
• 1:59
  Speaker 3: panic eye devices over the weekend.
• 2:01
  Speaker 4: I would not pay twenty three hundred dollars for an
• 2:04
  Speaker 4: iPhone for the newest iPhone for an Apple iPhone shipments,
• 2:07
  Speaker 4: lowering their estimates three to fourteen percent. We've gotten no
• 2:11
  Speaker 4: word from Apple itself and just a bunch of misinformation
• 2:14
  Speaker 4: from the White House. The President believes the US has
• 2:17
  Speaker 4: has capability to make iPhones.
• 2:19
  Speaker 5: Yeah, I don't think that's the thing. Whatever you thought.
• 2:21
  Speaker 5: Just quoted the price three x stat India has taken
• 2:24
  Speaker 5: like three years to get up to fourteen percent of
• 2:26
  Speaker 5: their iPhone volumes.
• 2:28
  Speaker 6: The reality is it's the most complex supply chain in
• 2:31
  Speaker 6: the world. You build that in the US, there'll be
• 2:33
  Speaker 6: thirty five hundred dollars iPhones.
• 2:35
  Speaker 1: Thirty five hundred dollars iPhones.
• 2:37
  Speaker 6: It would take Apple thirty billion dollars and three years
• 2:41
  Speaker 6: to move just ten percent of the supply chain into
• 2:43
  Speaker 6: the US.
• 2:44
  Speaker 1: Because no company is more.
• 2:47
  Speaker 6: Caught up in this tariff front and center in this
• 2:49
  Speaker 6: Category five storm than Cooper, Tino and Apple.
• 2:53
  Speaker 1: We'll throw the map up hundreds of them. I mean,
• 2:55
  Speaker 1: it is really stunning. I mean we're just putting some
• 2:56
  Speaker 1: of them there.
• 2:57
  Speaker 4: Hundreds You need a million people in the US has
• 3:00
  Speaker 4: probably to run the robots and service them, and the
• 3:03
  Speaker 4: people with the skills to do that live in Asia.
• 3:06
  Speaker 4: Why don't you think this is a buying opportunity for Apple?
• 3:09
  Speaker 5: Oh, this isn't the worst case. If China retaliates or
• 3:13
  Speaker 5: if they invade Taiwan, much worse for Apple.
• 3:17
  Speaker 2: All Right, So you can kind of see this is
• 3:18
  Speaker 2: revealing a very big problem with Apple, and I think
• 3:22
  Speaker 2: this has been something that we've talked about it here
• 3:23
  Speaker 2: on the show quite a bit, a lot of challenges.
• 3:26
  Speaker 2: It will roll over into some other areas, even their
• 3:29
  Speaker 2: staunch supporters. This is Marcus Brownly, he's been doing phones
• 3:33
  Speaker 2: or videos on Apple and very I would say, very
• 3:37
  Speaker 2: pro Apple for the most part.
• 3:39
  Speaker 1: But this latest video that he did explained a.
• 3:41
  Speaker 2: Little bit more around their AI crisis, and that is
• 3:44
  Speaker 2: a big factor going forward because it means that Apple
• 3:47
  Speaker 2: has not been building innovation. And I think that's the
• 3:50
  Speaker 2: challenge that everybody's looking at, just to confirm that. You
• 3:53
  Speaker 2: can kind of see, will Apple release a foldable phone?
• 3:56
  Speaker 1: Not a chance. So again, everybody believes.
• 3:59
  Speaker 2: That Apple has no longer reached a level of innovation
• 4:03
  Speaker 2: that we saw obviously with Steve Jobs. And of course
• 4:05
  Speaker 2: this does flow into where are they going to pick
• 4:08
  Speaker 2: up the cost or the potential sales well, it's going
• 4:11
  Speaker 2: to only come from most likely one place, and that's
• 4:14
  Speaker 2: the app Store. And if it comes from the app Store,
• 4:17
  Speaker 2: they're going to go after all of these services. And
• 4:21
  Speaker 2: this includes products like Patreon and the subscriptions of that.
• 4:25
  Speaker 2: We could probably see that with some substack. There's many
• 4:28
  Speaker 2: products out there that are going to go in this
• 4:30
  Speaker 2: direction if you're purchasing through the app Store, and I
• 4:33
  Speaker 2: think that's only going to flow down further. Now, remember
• 4:36
  Speaker 2: there is an alternative to this. Right now, I'll go
• 4:39
  Speaker 2: quickly over to the Salona Seeker. This is the current
• 4:42
  Speaker 2: phone that is out there by Solana. But right here
• 4:45
  Speaker 2: the price obviously very very competitive. Now, granted, I don't
• 4:49
  Speaker 2: know how much of an impact supply chain is going
• 4:51
  Speaker 2: to get hit with here, and it is a very
• 4:53
  Speaker 2: small number of phones in comparison to the millions and
• 4:56
  Speaker 2: millions of phones that Apple is selling, but early adopter
• 4:59
  Speaker 2: window five hundred bucks.
• 5:00
  Speaker 1: This might be the time to.
• 5:01
  Speaker 2: Get a new phone and start the shift if you
• 5:05
  Speaker 2: look at some of the potential comparisons. Here's an example
• 5:10
  Speaker 2: of the Display versus n iPhone sixteen, which is the
• 5:13
  Speaker 2: current phone out there, almost match for match. Then you
• 5:16
  Speaker 2: go further into this you can kind of see right
• 5:18
  Speaker 2: here on the telephoto lens. I think at some point,
• 5:21
  Speaker 2: even if this tariff thing, well it's not even if
• 5:24
  Speaker 2: when this tariff thing subsides and it will or Apple
• 5:27
  Speaker 2: gets a carve out, I think the damage has already
• 5:30
  Speaker 2: been done. It has revealed two things about Apple. One
• 5:34
  Speaker 2: it's unprepared for innovation, and two the market clearly sees
• 5:39
  Speaker 2: they are dependent on countries that could easily start to
• 5:42
  Speaker 2: cause an impact Apple overall. Right, here is the ship
• 5:47
  Speaker 2: date for the Seeker. It looks like it's going to
• 5:49
  Speaker 2: come out in summer. We'll see if that does happen.
• 5:52
  Speaker 2: I won't believe it until I see it in my hands,
• 5:55
  Speaker 2: and when that occurs, then I can start looking at
• 5:57
  Speaker 2: an Apple shift over. And I think some of the
• 5:59
  Speaker 2: phones that will we'll see in the market will be
• 6:02
  Speaker 2: pretty significant because but just remember with the Seeker, the
• 6:06
  Speaker 2: opportunity here is pretty crazy because the amount of AI
• 6:11
  Speaker 2: agents DeFi what we'll see in terms of Web three
• 6:15
  Speaker 2: functionality is going to be unbelievable, and I think that's
• 6:18
  Speaker 2: only going to make the phone even that much more desirable.
• 6:21
  Speaker 2: Let's take a look at Salona's events. The one I'm
• 6:23
  Speaker 2: targeting right now is the Accelerate event. This one is
• 6:26
  Speaker 2: the first event in the United States that's going to
• 6:28
  Speaker 2: be held in New York on May nineteenth and twentieth.
• 6:33
  Speaker 2: Could this be the place where they actually launched the
• 6:36
  Speaker 2: Saga we'll see or the Seeker. I think this is
• 6:38
  Speaker 2: a possibility. We'll see how it goes. I want to
• 6:41
  Speaker 2: show you something here in terms of the amount of
• 6:43
  Speaker 2: advertising that is spent right now by Apple estimated seven
• 6:47
  Speaker 2: hundred and seventy five million dollars right now in advertising
• 6:50
  Speaker 2: and marketing efforts, and a lot of this is allocated
• 6:53
  Speaker 2: to YouTube. You can kind of see the ads, what
• 6:55
  Speaker 2: they're spending on, et cetera. And I think this is
• 6:58
  Speaker 2: a factor going forward because when you look at the
• 7:00
  Speaker 2: market and the potential of some of these other phones,
• 7:04
  Speaker 2: understanding how to market to Gen Z and millennials, you've
• 7:09
  Speaker 2: got to look at influencers and what Saga has been
• 7:12
  Speaker 2: able to do and could be able to do. Seeker,
• 7:14
  Speaker 2: I should say, as Lana is be able to penetrate
• 7:17
  Speaker 2: that potential influencer market. Here's Joe Rogan now following the Seeker.
• 7:21
  Speaker 2: So it's something to keep an eye on, you know,
• 7:23
  Speaker 2: in terms of how marketing will maybe make its way
• 7:27
  Speaker 2: into mainstream, because that's going to be a key thing
• 7:29
  Speaker 2: for Solana and their phone. On top of all these
• 7:32
  Speaker 2: creators coming in now you've got the potential for more
• 7:36
  Speaker 2: shilling to happen. And this is going to happen in
• 7:37
  Speaker 2: the way of digital collectibles digitals out there that will
• 7:40
  Speaker 2: make their way into web three phones like the Saga.
• 7:43
  Speaker 1: With that, you've got to look at.
• 7:45
  Speaker 2: The kind of explosion that we're seeing. This of course
• 7:47
  Speaker 2: is coming from the Pokemon cards, but the point being
• 7:50
  Speaker 2: is that this may be a new cycle of adoption
• 7:54
  Speaker 2: that could occur in mobile devices. We've seen this before,
• 7:57
  Speaker 2: remember Apple did this with the iPhone store, what we
• 8:01
  Speaker 2: saw on podcasts, all sorts of things that really started
• 8:04
  Speaker 2: to make their way into kind of the fabric of
• 8:07
  Speaker 2: mobile life. And I think that might be changing now
• 8:10
  Speaker 2: when you look at the prices. This is the Saga,
• 8:13
  Speaker 2: this is the original phone, so it's old two years old.
• 8:16
  Speaker 2: You can get a used one out there for like
• 8:18
  Speaker 2: three hundred bucks, but it's no NFTs on it. Now
• 8:23
  Speaker 2: if you throw the NFTs on it, well that changes
• 8:25
  Speaker 2: the game.
• 8:26
  Speaker 1: Guys.
• 8:26
  Speaker 2: Now you're talking about sealed with the sim and it
• 8:30
  Speaker 2: includes unclaimed air drop tokens, all of that value right
• 8:33
  Speaker 2: now already built into that phone. That's the other thing
• 8:35
  Speaker 2: that was always the killer about this. Seventeen hundred bucks
• 8:38
  Speaker 2: for that phone right now, So that is another one
• 8:41
  Speaker 2: now you've got.
• 8:42
  Speaker 1: Of course Apple.
• 8:43
  Speaker 2: I shouldn't say Apple claiming this because this actually came
• 8:46
  Speaker 2: out of China claiming that the This was a news
• 8:50
  Speaker 2: outlet in China claiming that the Apple Vision Pro is
• 8:53
  Speaker 2: entered mass production.
• 8:54
  Speaker 1: There's no way that this has occurred.
• 8:57
  Speaker 2: And this, I think is just again more fun that's
• 9:00
  Speaker 2: coming out of I should say, more news that's being
• 9:03
  Speaker 2: put out to basically say, hey, nothing to see here
• 9:06
  Speaker 2: right now with Apple's problems overall, with the tariff situation.
• 9:10
  Speaker 2: With that said, this slowness around the Vision Pro has
• 9:15
  Speaker 2: only opened up an opportunity, and opportunities have come from
• 9:18
  Speaker 2: companies like x Reel. The likelihood of this device making
• 9:21
  Speaker 2: its way into mainstream is now real, and we'll probably
• 9:26
  Speaker 2: see more advancements in this even when we look at
• 9:28
  Speaker 2: the potential of what Meta has been able to do.
• 9:31
  Speaker 2: The other killer app here is Shaga Cloud Gaming, and
• 9:34
  Speaker 2: this of course is Salona's cloud gaming service and the
• 9:37
  Speaker 2: functionality of this is very efficient, but this could essentially
• 9:40
  Speaker 2: replace the app store.
• 9:42
  Speaker 1: That's the idea of where this could go.
• 9:44
  Speaker 2: And if you get developers starting to adopt this and
• 9:46
  Speaker 2: you get a little bit of a run up here,
• 9:48
  Speaker 2: aligned with Tariff's lack of innovation, all of that means
• 9:52
  Speaker 2: one thing, and that means growth. Gaming of course, will
• 9:54
  Speaker 2: be a big part of that. If you look at this,
• 9:56
  Speaker 2: this is just showing the capacity of what Shaga can do.
• 10:00
  Speaker 2: This is almost real time and the opportunity Remember this
• 10:02
  Speaker 2: is cloud all right, so the opportunity.
• 10:05
  Speaker 1: Here is pretty dynamic. Keep an eye on that one.
• 10:08
  Speaker 1: Let me go to a clip real quick.
• 10:09
  Speaker 2: This is the Shaga CEO talking about Microsoft using Solana
• 10:13
  Speaker 2: as white label.
• 10:14
  Speaker 1: Take a look.
• 10:15
  Speaker 7: We're developing both clients that are like iOS and Android
• 10:20
  Speaker 7: and Windows notes. There could be a way in which,
• 10:24
  Speaker 7: like in the future, like you would possibly start to
• 10:27
  Speaker 7: see like Xbox Cloud maybe using a white label the
• 10:32
  Speaker 7: Shaga solution where like just using the computer units like
• 10:36
  Speaker 7: the PCs that are closer to where their demand is.
• 10:40
  Speaker 7: Once you reach the threshold where like you can play
• 10:44
  Speaker 7: games faster than it takes for you to download them,
• 10:48
  Speaker 7: then like you will move into this next paradigm where
• 10:52
  Speaker 7: like why having a gaming console when like you can
• 10:55
  Speaker 7: have a phone and like something to like make it
• 10:58
  Speaker 7: comfortable for you to play. So it's definitely going to
• 11:01
  Speaker 7: be like a screen and a controller. We believe that
• 11:04
  Speaker 7: what tree gaming is going to become like a very
• 11:07
  Speaker 7: cool thing and like, look what I have might be over.
• 11:10
  Speaker 2: There could be a possibility that this could occur in
• 11:14
  Speaker 2: terms of cloud gaming. For Microsoft, the possibility of that
• 11:18
  Speaker 2: in terms of what it's capable of could be a
• 11:21
  Speaker 2: big deal. So we'll see if that actually comes to
• 11:23
  Speaker 2: fruit here in the future. But what is happening right
• 11:27
  Speaker 2: now on Shaga is the fact that you've got web
• 11:30
  Speaker 2: three games out there that are rewarding people. And this
• 11:34
  Speaker 2: of course is star atlus right here. You can actually
• 11:36
  Speaker 2: do clips of you guys showing Shaga and action. This
• 11:39
  Speaker 2: is on YouTube, x, Twitch, etc. They're paying creators to
• 11:43
  Speaker 2: go out and do this. This will be good because
• 11:45
  Speaker 2: it will only showcase the benefit of cloud gaming, and
• 11:48
  Speaker 2: I think that is the factor that everybody needs to understand.
• 11:51
  Speaker 3: Now.
• 11:52
  Speaker 2: The reality is the gaming market is absolutely ginormous, So
• 11:56
  Speaker 2: can they make a dent in this because web three gaming.
• 11:59
  Speaker 1: Is a very all part of it.
• 12:00
  Speaker 2: When you take a look at the TVL and the
• 12:03
  Speaker 2: app revenue chart, remember that the way this works is
• 12:06
  Speaker 2: the app developers the games, they actually get revenue from this,
• 12:10
  Speaker 2: versus what you see in the app store over on Apple,
• 12:15
  Speaker 2: where they're going to be raising the cost of what
• 12:17
  Speaker 2: you have to do to get in there. So this
• 12:18
  Speaker 2: might be a pathway for Solana and also the ecosystem
• 12:23
  Speaker 2: of gaming as well as just mainstream adoption really taking
• 12:27
  Speaker 2: off pretty soon, so keep an eye on that. Just
• 12:30
  Speaker 2: as an update, the markets are obviously responding to Trump's
• 12:33
  Speaker 2: tariffs the pause, i should say on tariffs, and Bitcoin
• 12:37
  Speaker 2: has had a rip where we're trading now at almost
• 12:40
  Speaker 2: eighty two. Solana is trading right now at one eighteen,
• 12:44
  Speaker 2: so up considerably almost twenty percent from yesterday's load around
• 12:48
  Speaker 2: one hundred bucks. So this might be a good time. Guys,
• 12:50
  Speaker 2: is this the bounce everybody's been looking for? All of
• 12:53
  Speaker 2: this happening to Apple right now? Is there a long
• 12:55
  Speaker 2: term effect of where this could play into web three?
• 12:58
  Speaker 2: Let me know in the comments down. Hello, make sure
• 13:01
  Speaker 2: and subscribe to the show. If you're not in the
• 13:03
  Speaker 2: diamond circle, get in on that. It's our own special
• 13:06
  Speaker 2: email group and it's very easy to join and it's free.
• 13:09
  Speaker 2: Also follow me on x Apple baron We'll catch you
• 13:12
  Speaker 2: next time right here on Techpath