Apple Should Acquire Disney, Robinhood, Uber or these Companies, All-In Podcast Host Says
Key takeaways
- Apple’s new CEO may consider a big acquisition—especially in AI or logistics—to accelerate growth, but the company’s cash position limits the size of any deal.
- Apple cash reserve $147 billion (Q3 2026)
- Perplexity AI valuation $30 billion
- Wispr Flow valuation $2 billion
What happened
Apple co‑founder Jason Calacanis tweeted a list of ten companies—five public and five private—that he believes Apple should acquire to accelerate growth, especially in AI and logistics. The list includes Perplexity AI, Wispr Flow, Superhuman, Exo Labs, Robinhood Markets (HOOD), Go.AI, Digital Ocean, Disney (DIS), DoorDash (DASH), and Uber. Calacanis highlighted the potential value of Perplexity at $30 billion and noted Apple’s cash position of $147 billion at the end of Q3 2026.
Why it matters
Apple’s new CEO John Ternus is looking to shift strategy after a long period of organic growth. A big acquisition could give Apple a foothold in AI, streaming, or logistics—areas where competitors like Google, Meta, and Amazon are investing heavily. The suggested targets range from modest $1‑$2 billion deals (e.g.,…
Short-term and longer-term
Short-term. Apple’s acquisition chatter is likely to influence short‑term price action.
Longer-term. From a longer‑term view, Apple’s potential acquisitions could redefine its Services segment and create new revenue streams.