Latest / The Paul Barron Crypto Show / Tim Cook Fired!?🔥CNBC Hosts Panic Again🚨Solana Seeker A.I. Incoming!

Transcript

Tim Cook Fired!?🔥CNBC Hosts Panic Again🚨Solana Seeker A.I. Incoming! · The Paul Barron Crypto Show

• 0:05
  Speaker 1: Today we'll be writing down how Apple is responding to
• 0:08
  Speaker 1: the current market. Is Tim Cook going to get fired?
• 0:11
  Speaker 1: And we're going to get into how Solana is all
• 0:13
  Speaker 1: part of this. My name is Paul Barrett. Welcome back
• 0:15
  Speaker 1: into the show. Let's go for it today. I do
• 0:17
  Speaker 1: want to thank our sponsor, and that is Coinbase, a
• 0:19
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• 0:21
  Speaker 1: your crypto journey.
• 0:21
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• 0:24
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• 0:26
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• 0:31
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• 0:32
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• 0:34
  Speaker 1: Let's go over to a couple of things that are
• 0:36
  Speaker 1: happening within the Apple ecosystem. One of Tim Cook's possible
• 0:40
  Speaker 1: successors is now leaving a Apple that's Jeff Williams, but
• 0:44
  Speaker 1: they're starting to see an exodus also with their own team.
• 0:47
  Speaker 1: Meta of course is also in the race right now.
• 0:49
  Speaker 1: Two hundred million offer to Apple's AI engineers.
• 0:53
  Speaker 2: This is all blowing the minds of.
• 0:54
  Speaker 1: A lot of people, and of course you have this situation,
• 0:57
  Speaker 1: Apple should consider replacing Tim Cook. This is a big
• 1:01
  Speaker 1: deal and this is coming from one of the biggest
• 1:02
  Speaker 1: analysts out there. I want to go to the clip
• 1:04
  Speaker 1: that kind of explains their thesis.
• 1:06
  Speaker 2: Take a look.
• 1:07
  Speaker 3: First of all, it wasn't much of a reaction at all,
• 1:09
  Speaker 3: because I think investors have already been talking about this
• 1:11
  Speaker 3: at the institutional level. If you just listen to any
• 1:14
  Speaker 3: Apple's earnings call and positive comments and the easy questions
• 1:17
  Speaker 3: that could ask on these earnings call, they're never challenging
• 1:20
  Speaker 3: a management team. But when you look at the institutional investors,
• 1:23
  Speaker 3: this has been something that's been discussed more recently. I
• 1:26
  Speaker 3: wasn't expecting to talk about Tim Cook today, but when
• 1:29
  Speaker 3: I saw some headlines today of other analysts, you know, oh,
• 1:32
  Speaker 3: this is not going to be disruptive to Apple, I'm like, well,
• 1:34
  Speaker 3: wait a minute, they should be looking to disrupt the company.
• 1:37
  Speaker 1: Do you think the stock would pop a fair amount
• 1:39
  Speaker 1: on that, or how do you think would be received.
• 1:41
  Speaker 3: I mean I literally got an email from one of
• 1:43
  Speaker 3: our institutional investor clients who was questioning like that that
• 1:47
  Speaker 3: this stock may in fact go up because of this
• 1:51
  Speaker 3: kind of discussion within large institutional investors. I mean, they
• 1:55
  Speaker 3: effectively fooled investors last year at WWDC making them believe
• 2:00
  Speaker 3: that there was a path to AI, which when none existed.
• 2:03
  Speaker 3: Tim Cook talked about, Oh, we've had this great integration
• 2:06
  Speaker 3: with chat. Shept, No, you haven't.
• 2:08
  Speaker 1: Apple is underperforming significantly, both in hardware and really getting
• 2:12
  Speaker 1: things going. Here's another clip, because as you start to
• 2:15
  Speaker 1: threaten Tim Cook, this is a big deal to Wall Street,
• 2:18
  Speaker 1: take a look.
• 2:19
  Speaker 2: Say Apple should consider.
• 2:22
  Speaker 4: I don't like this story replacing a longtime CEO, Tim
• 2:25
  Speaker 4: Cook in favor of a more product focused CEO since
• 2:29
  Speaker 4: his lack of products has been so bad for the
• 2:32
  Speaker 4: company in the stock over the last five years.
• 2:36
  Speaker 5: My reaction was kind of the same as yours, like
• 2:38
  Speaker 5: we go on and on and on. How he just
• 2:40
  Speaker 5: kind of took the ball from Steve Jobs, carried it
• 2:42
  Speaker 5: and ran away with it. First trillion dollar company, first
• 2:44
  Speaker 5: two trillion dollar company, first three trillion dollar company yesterday. Okay,
• 2:48
  Speaker 5: Vidio got to four trillion first, fine, fair enough, But
• 2:51
  Speaker 5: I can't think of anyone else who is more capable
• 2:55
  Speaker 5: of handling these geopolitical things. Look how he handles China,
• 2:58
  Speaker 5: Look how he straddles all geo political tensions. He's he's
• 3:03
  Speaker 5: a great operator, real operator.
• 3:06
  Speaker 1: Well operations is not where it's at and of course
• 3:08
  Speaker 1: that's coming from a guy who actually built the dream.
• 3:10
  Speaker 1: Consider that to what Steve Jobs said back in twenty ten.
• 3:14
  Speaker 1: This is when they actually flipped Microsoft Apple is and
• 3:17
  Speaker 1: was on a tear at that time, but really at
• 3:19
  Speaker 1: the boiling point of it was really just to get
• 3:22
  Speaker 1: back to work and build some good product. And I
• 3:24
  Speaker 1: think that's the thing right now. Tim Cook is not
• 3:26
  Speaker 1: a product guy, and that's what they're going to need.
• 3:29
  Speaker 1: If you look a little bit further, this is kind
• 3:32
  Speaker 1: of proving that he's not a product guy because this
• 3:34
  Speaker 1: is just a blatant lie. There is no way that
• 3:37
  Speaker 1: Apple Vision Pro is back on the market by twenty
• 3:39
  Speaker 1: twenty seven. There's going to be so many new products
• 3:41
  Speaker 1: in the market that it will embarrass Apple again, much
• 3:46
  Speaker 1: like what they got embarrassed around Apple Vision Pro. That
• 3:49
  Speaker 1: along with what's going on with Samsung, who is saying, hey,
• 3:51
  Speaker 1: wait a minute, we make great phones, but we're not
• 3:53
  Speaker 1: interested in going in the AI route. They've given the
• 3:55
  Speaker 1: keys to Google. Here's Tim Sweeney actually dropping their case
• 3:59
  Speaker 1: against Sam's Sung following some discussions. Most likely my guess
• 4:03
  Speaker 1: is those were good discussions and Tim Sweeney starting to
• 4:06
  Speaker 1: realize Samsung's Hey, we're in it for the hardware, and
• 4:09
  Speaker 1: that's a good thing because I think as you look
• 4:10
  Speaker 1: at that, along with where the rest of the market
• 4:13
  Speaker 1: is going, the next real hardware win could be right
• 4:15
  Speaker 1: here in the crypto market from Solana and the Seeker phone.
• 4:19
  Speaker 2: And remember we've talked about this phone.
• 4:21
  Speaker 1: It's really the evolution of what we're going to see,
• 4:23
  Speaker 1: especially as we start to see DAPs and things like
• 4:26
  Speaker 1: that roll out. I want to go to a clip
• 4:27
  Speaker 1: real quick because this will get into a little bit
• 4:29
  Speaker 1: more of why this phone might become a little bit
• 4:32
  Speaker 1: more iPhone light.
• 4:33
  Speaker 6: Take a look the Solana secret. I'm just holding it
• 4:36
  Speaker 6: for a little bit. This, like you said before, is
• 4:39
  Speaker 6: definitely more iPhone light. Saga is about the size of
• 4:42
  Speaker 6: an iPhone, which is really big.
• 4:44
  Speaker 2: It's like that.
• 4:44
  Speaker 6: Five E five C six se iPhone, which is really fun.
• 4:48
  Speaker 6: With the secret, they have the new SKR token. We've
• 4:51
  Speaker 6: never seen ethereum drop their own second token, right, this
• 4:54
  Speaker 6: is the actual Solana verifive second soac it coming from them.
• 4:58
  Speaker 6: So who knows the stuff that'll break?
• 5:00
  Speaker 1: I would agree, who knows what it's going to bring.
• 5:01
  Speaker 1: So when you take a look at Defail me. You
• 5:03
  Speaker 1: can kind of see their app revenue. This of course
• 5:05
  Speaker 1: is one of the largest out there in terms of chains,
• 5:08
  Speaker 1: so the opportunity is real when you compare this to
• 5:11
  Speaker 1: traditional markets. Look at the size of this market. This
• 5:14
  Speaker 1: is global app Now, this isn't Google, this is Samsung
• 5:17
  Speaker 1: any other This is just Apple's one point three trillion
• 5:20
  Speaker 1: in billings in twenty twenty four. So there is all
• 5:23
  Speaker 1: they have to do in terms of being able to
• 5:26
  Speaker 1: capture some of this market going forward. A lot of
• 5:28
  Speaker 1: this could really start to change things. Four hundred devs,
• 5:31
  Speaker 1: though and founders have officially signed up to compete in
• 5:35
  Speaker 1: the first on Solana. This is basically going to be
• 5:38
  Speaker 1: a hakathon to try to build DAPs to where it
• 5:40
  Speaker 1: starts to go into the rollout phase. And this is
• 5:43
  Speaker 1: happening between July one and August first, fourth, so that
• 5:46
  Speaker 1: is right up to the release of the phone. Could
• 5:49
  Speaker 1: we get some big surprises in the DAP side of
• 5:52
  Speaker 1: things if you compare that to how Solana really got
• 5:56
  Speaker 1: on the map. Remember, the original saga was all because
• 6:00
  Speaker 1: of the Bonk air drop, and if this is going
• 6:02
  Speaker 1: to happen again, could we see something very special with
• 6:06
  Speaker 1: Bonk starting explain that. Remember, this is the thing that
• 6:09
  Speaker 1: has really made the Web three ecosystem when it comes
• 6:12
  Speaker 1: to mobile so unique, is because it has the capacity
• 6:15
  Speaker 1: to connect to these meme coins, which are great marketing
• 6:17
  Speaker 1: engines going into where And that's really what saved the
• 6:21
  Speaker 1: Salona saga was when Bank started to do that, and
• 6:24
  Speaker 1: it really shifted the strategy of a lot of these
• 6:26
  Speaker 1: Look at Salana floor. This is of course showing the
• 6:28
  Speaker 1: rewards to remember, this is the phone that has not
• 6:31
  Speaker 1: released yet, and these are all the air drops and
• 6:33
  Speaker 1: their values that have not even been done yet. So
• 6:36
  Speaker 1: I imagine we are going to see a lot more
• 6:39
  Speaker 1: going into this. The value of this phone just based
• 6:42
  Speaker 1: on air drops alone could end up paying for itself again,
• 6:45
  Speaker 1: just like the saga did originally. All right, So when
• 6:47
  Speaker 1: you compare this to other ecosystem advancements, pumped Off Fund
• 6:50
  Speaker 1: proved that memes were more than just jokes because everybody
• 6:53
  Speaker 1: was hating on this four billion in cultural engine. Now
• 6:56
  Speaker 1: so again all this writing on Solana and even that
• 7:00
  Speaker 1: in comparison to other legit companies, everybody's starting to move
• 7:04
  Speaker 1: in this direction of memes and the ability to do
• 7:06
  Speaker 1: air drops, and I think that is the bigger picture
• 7:09
  Speaker 1: here when it comes to mobile and all of this
• 7:11
  Speaker 1: ties back to Apple.
• 7:12
  Speaker 2: They have done none of this.
• 7:14
  Speaker 1: And when you think culture, you got to also think
• 7:16
  Speaker 1: gaming off the grid and Guns is starting to move
• 7:19
  Speaker 1: over to Solana and most likely we're going to see
• 7:21
  Speaker 1: air drops on Solana coming in from Guns, so look
• 7:24
  Speaker 1: out for that. One other things you got to look
• 7:26
  Speaker 1: out right here is Swift for AI agents. Now this
• 7:29
  Speaker 1: is kind of interesting because when you look at agentic
• 7:32
  Speaker 1: commerce protocol, what it mainly means is that you have
• 7:36
  Speaker 1: an agent that's going to be able to direct other agents.
• 7:39
  Speaker 1: That's already starting to happen within virtuals. They have this
• 7:42
  Speaker 1: new feature that is a butler that essentially initiates agent action.
• 7:47
  Speaker 1: So imagine this is where it starts to attack one
• 7:50
  Speaker 1: of the core elements behind Apple and that Siri that's
• 7:53
  Speaker 1: the voice command of the Apple ecosystem. Now, what you've
• 7:56
  Speaker 1: got with agents is a thousand series that are actually
• 8:01
  Speaker 1: working in unison. So think about this, guys. You could
• 8:04
  Speaker 1: tell an agent to go out and make me money
• 8:06
  Speaker 1: on an exchange, go out and do certain actions within social,
• 8:10
  Speaker 1: different actions within productivity. All of that is going to
• 8:13
  Speaker 1: start to talk talk with other agents that's why virtuals
• 8:17
  Speaker 1: could be something very special. We continue to watch this
• 8:19
  Speaker 1: one as it continues to fly. Other things that are
• 8:23
  Speaker 1: happening out there right now is token I stocks, and
• 8:26
  Speaker 1: this one is going to continue to get interesting.
• 8:28
  Speaker 2: Right here is Amber Group.
• 8:30
  Speaker 1: This is the first Asia based public company that is
• 8:32
  Speaker 1: now tokenizing their own stock. And of course you can
• 8:35
  Speaker 1: kind of see this on Apple, Tesla, Nvidia all available
• 8:38
  Speaker 1: on stock x. This is our x stox, which is
• 8:41
  Speaker 1: going to start to really push more and more into
• 8:44
  Speaker 1: the Salona ecosystem. So watch for Solana as we start
• 8:48
  Speaker 1: to get forward here a little bit, let me go
• 8:50
  Speaker 1: over to the chart real quick, just give you guys
• 8:52
  Speaker 1: a quick look at Solana right now starting to come up.
• 8:55
  Speaker 1: Of course, this is during bitcoins all time high over
• 8:57
  Speaker 1: one hundred and thirteen k and Ethereum starting to push
• 9:01
  Speaker 1: to three thousand. So one other token we'll take a
• 9:03
  Speaker 1: look at, obviously tied to virtuals is Game. This has
• 9:07
  Speaker 1: really started to see a significant improvement, and if you
• 9:10
  Speaker 1: look at that in comparison to what's going on within
• 9:13
  Speaker 1: the ecosystem of Apple by itself. Right now, Apple still
• 9:17
  Speaker 1: in sideways action and in a bit of a panic,
• 9:20
  Speaker 1: I think, right now because we are going to see
• 9:22
  Speaker 1: maybe an evolution here around technology, especially around mobile devices,
• 9:26
  Speaker 1: So stay tuned.
• 9:28
  Speaker 2: For all that.
• 9:28
  Speaker 1: If you guys are not in the Diamond Circle, make
• 9:30
  Speaker 1: sure and get in on that. It's a great place
• 9:31
  Speaker 1: to get additional content. Follow me on X at Paul Baron.
• 9:34
  Speaker 1: We'll catch you next time right here on The Paul
• 9:36
  Speaker 1: Baron Show.