We Fixed It, You're Welcome

Allbirds’ AI Reboot: Bold Leap or Giant Misstep

April 28, 2026·1h 3mconversationalbusiness
AI Summary (6-min read)
TLDR
Allbirds, once a $4 billion sustainable footwear darling of Silicon Valley, has collapsed to a $21 million market cap and announced a radical pivot to become an AI infrastructure company—sparking a 400% stock surge. The panel, led by host Aaron and joined by financial expert Todd M. Schoe

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Guest

T

Todd M. Schoenberger

conversational on We Fixed It, You're Welcome

Mentions

Books, people, and resources mentioned in this episode.

People

Todd M. Schoenberger

Companies

AllbirdsCrosscheck MediaCrosscheck ManagementNVIDIAOracleLululemonNetflixAmazonNintendo

Topics

Artificial IntelligenceBusiness ModelsEntrepreneurshipFundraisingScalingStartupsTech IndustryVenture Capital

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