The 5 Companies Apple Must Buy

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Today’s show:
Wall Street suspects new Apple CEO John Ternus may do something predecessor Tim Cook almost never did: writing a huge check.
So Jason and Lon are playing “fantasy draft” with Apple’s balance sheet, choosing five real companies to acquire over five “rounds.” Disney buys them a ton of IP and unlocks theme park synergies. Sony gets them a gaming console and massive anime distribution. Boston Dynamics buys them lots of robots, while Etched nets them cheaper inference. So many options!
Then, we chat with Stacy Salvi of The90. Her wearable pendant tells you exactly how much sun damage you’re accumulating, long before you start to burn.
Guest
The90: https://the90.com/
Stacy Salvi on LinkedIn: https://www.linkedin.com/in/stacysalvi/
Relevant Links
John Ternus becomes Apple CEO: https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/
Analyst: Ternus could bring bigger acquisitions: https://9to5mac.com/?p=1065466
“Grok Has Money” meme origin: https://x.com/gmfarcaster/status/2026318035103965414
Sunlight linked with lower COVID-19 deaths: https://www.ed.ac.uk/news/2021/sunlight-linked-with-lower-covid-19-deaths
Reid Hoffman: “If there aren’t any typos in this essay, we launched too late”: https://www.linkedin.com/pulse/arent-any-typos-essay-we-launched-too-late-reid-hoffman/
Draft Picks
ElevenLabs: https://elevenlabs.io/
Disney: https://thewaltdisneycompany.com/
Sony Group: https://www.sony.com/en/
Crunchyroll: https://www.crunchyroll.com/
Boston Dynamics: https://bostondynamics.com/
Perplexity: https://www.perplexity.ai/
DigitalOcean: https://www.digitalocean.com/
Etched: https://www.etched.com/
Rivian: https://rivian.com/
Lucid Motors: https://lucidmotors.com/
Superhuman: https://superhuman.com/
World Labs: https://www.worldlabs.ai/
PrismML: https://prismml.com/
Liquid AI: https://www.liquid.ai/
Kagi: https://kagi.com/
Sonos: https://www.sonos.com/en-us/shop
Whoop: https://www.whoop.com/
Oura: https://ouraring.com/
Peloton: https://www.onepeloton.com/
Timestamps:
00:00:00 Will Ternus take "massively big swings"?
00:03:43 Round 1: ElevenLabs
00:04:46 Round 1: Disney
00:06:18 Round 2: Sony
00:08:22 Round 2: Boston Dynamics
00:09:23 Round 3: Perplexity
00:10:02 AD: PayPal is built for all business. Get started at https://paypal.com/business
00:11:52 Round 3: DigitalOcean
00:13:02 More picks: Etched
00:14:30 More picks: Lucid
00:15:58 More picks: Superhuman
00:16:48 More picks: Higgsfield and more
00:18:09 Fans make their selections
00:19:47 AD: Got a new business idea? @northwestagent helps you bring it to life. Get a free domain, email, phone number, and more, with no purchase required! Learn more at www.northwestregisteredagent.com/twistdomain
00:25:37 Stacy Salvi of The90 joins
00:29:28 AD: Thanks to our partner, Odoo, the all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist
00:34:38 How the app calculates your Sunscore
00:42:12 Building a UV research dataset
00:45:09 Should The90 make a version for men?
Names & Links
Stacy Salvi - https://www.instagram.com/stacysalvi/
The90 - https://the90.com/
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