The 5 Companies Apple Must Buy

Hosts argue Apple's ~$4-5T balance sheet could easily absorb transformative acquisitions like Disney, Sony, or Boston Dynamics without denting its cash pile.

• Draft format: Jason Calacanis and Lon (co-host) each pick 5 real companies Apple could acquire with its ~$4-5 trillion market cap, treating any purchase as "a rounding" error.
• Overlapping top picks: Both hosts independently chose ElevenLabs (voice AI to fix Siri, valued $5-10B) and Perplexity (model-agnostic AI router/search) as near-consensus picks.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.