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: the90.com

Stacy Salvi on LinkedIn: linkedin.com/in/stacysalvi

Relevant Links

John Ternus becomes Apple CEO: apple.com/newsroom/2026/04/tim-cook-to-become-…

Analyst: Ternus could bring bigger acquisitions: 9to5mac.com/?p=1065466

“Grok Has Money” meme origin: x.com/gmfarcaster/status/2026318035103965414

Sunlight linked with lower COVID-19 deaths: ed.ac.uk/news/2021/sunlight-linked-with-lower-…

Reid Hoffman: “If there aren’t any typos in this essay, we launched too late”: linkedin.com/pulse/arent-any-typos-essay-we-la…

Draft Picks

ElevenLabs: elevenlabs.io

Disney: thewaltdisneycompany.com

Sony Group: sony.com/en

Crunchyroll: crunchyroll.com

Boston Dynamics: bostondynamics.com

Perplexity: perplexity.ai

DigitalOcean: digitalocean.com

Etched: etched.com

Rivian: rivian.com

Lucid Motors: lucidmotors.com

Superhuman: superhuman.com

World Labs: worldlabs.ai

PrismML: prismml.com

Liquid AI: liquid.ai

Kagi: kagi.com

Sonos: sonos.com/en-us/shop

Whoop: whoop.com

Oura: ouraring.com

Peloton: onepeloton.com

Timestamps:

Will Ternus take "massively big swings"?

Round 1: ElevenLabs

Round 1: Disney

Round 2: Sony

Round 2: Boston Dynamics

Round 3: Perplexity

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Round 3: DigitalOcean

More picks: Etched

More picks: Lucid

More picks: Superhuman

More picks: Higgsfield and more

Fans make their selections

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Stacy Salvi of The90 joins

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How the app calculates your Sunscore

Building a UV research dataset

Should The90 make a version for men?

Names & Links

Stacy Salvi - instagram.com/stacysalvi

The90 - the90.com

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