Shoe company Allbirds pivots to AI — and the stock goes up 580%

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https://pivot-to-ai.com/2026/04/16/shoe-company-allbirds-pivots-to-ai-and-the-stock-goes-up-580/

Long Island Iced AI

https://www.youtube.com/watch?v=SEzV1m1DKbA&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20260416-shoe-company-pivots-to-ai-stock-goes-up-580 - podcast

time: 5 min 52 sec

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Nothing matters anymore. How does a shoe company pivot to ai? It doesn’t.

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Surely this will be the Pets.com of the AI bubble

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he / him

@frank @dgerard

Dammit, they just missed their shot at a Superbowl ad

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fully integrated GPU-as-a-Service (GPUaaS) and AI-native cloud solutions provider.

Aren’t all of the GPUs spoken for the next several years spoken for?

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They’ll promise to Jensen to give him their shoes

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And sales will most likely go down.

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It’s just financialization, like Boeing has been doing for decades. The only real product is stock trading and shareholding for the sake of stock trading and shareholding.

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5

I was recommended allbirds by my piano teacher. They suck

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