The 5 Companies Apple Must Buy

This Week in Startups · · 50 min

Jason Calacanis and Stacy Salvi debate which five companies Apple should acquire, then Salvi discusses her UV-tracking wearable startup, The 90.

Watch the episode 50 min · YouTube

The gist

  1. Apple should buy companies that open new categories like robotics, cloud, or gaming rather than small technical teams, given its $5 trillion market cap.
  2. An AI voice acquisition like 11 Labs could fix Siri as voice becomes the main interface for in-car and hands-free use across Apple devices.

What they recommend · 1 pick

Whoop Health & fitness

"My Whoop doesn't record this, correct? So this is a unique device."

Also mentioned

4:22 Disney · "I'm going with Disney. Disney is a large company that if you were to have on your devices, every Disney..."
5:54 Sony · "Sony, I'm picking Sony for number two. The big one here is the PlayStation. I think Apple immediately gets..."
6:44 Crunchyroll · "Sony owns Crunchyroll, the number one anime owner and streaming system in the West. Imagine the power of..."
7:58 Boston Dynamics · "I'm going to skate to where the puck is going, which is Boston Dynamics. Eventually Apple will have no..."
8:59 Perplexity · "I'm going with Perplexity. Apple is in this amazing position of not being invested in just one model or one..."
10:48 Spotify · "Looking at something like Spotify — they already have Apple Music. I don't think it's going to really help..."

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