The 5 Companies Apple Must Buy
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Timestamps:
0:00 Will Ternus take "massively big swings"?
3:19 Round 1: ElevenLabs
4:22 Round 1: Disney
5:54 Round 2: Sony
7:58 Round 2: Boston Dynamics
8:59 Round 3: Perplexity
9:38 PayPal is built for all business. Get started at https://paypal.com/business
11:28 Round 3: DigitalOcean
12:38 More picks: Etched
14:06 More picks: Lucid
15:34 More picks: Superhuman
16:24 More picks: Higgsfield and more
17:45 Fans make their selections
19:23 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
25:13 Stacy Salvi of The90 joins
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34:14 How the app calculates your Sunscore
41:48 Building a UV research dataset
44:45 Should The90 make a version for men?
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Description
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/
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