Apple Should Acquire Disney, Robinhood, Uber or these Companies, All-In Podcast Host Says

All-In Podcast co-host and venture investor Jason Calacanis has outlined a strategic acquisition wish list for Apple Inc. under its new CEO John Ternus. Calacanis suggested that Apple deploy its substantial capital reserves into high-impact acquisitions across artificial intelligence, fintech, and logistics to accelerate growth. His recommended targets span ten private and public companies, including Robinhood Markets, Walt Disney, DoorDash, Uber Technologies, and AI search firm Perplexity AI. Historically, Apple has favored internal product innovation over mega-acquisitions, with its $3 billion purchase of Beats in 2014 standing as its largest transaction to date. However, analysts note that growing competition in artificial intelligence and services could incentivize Apple to rethink its conservative M&A strategy. While Apple closed its fiscal third quarter with $147 billion in cash reserves, pursuing mega-cap targets like Disney ($180 billion) or Uber ($145 billion) would exceed its immediate cash balance and require significant debt financing or equity issuance. Market observers will watch Ternus's tenure to see if Apple adopts a more aggressive capital allocation posture.