Discussion

• @shaughnessy119 Tommy on x

  If AllBirds stops selling shoes us VCs will be without shoes

• @mollyjongfast Molly Jong-Fast on x

  Oh dear

• @pitdesi Sheel Mohnot on x

  Allbirds is becoming an AI company 🙄 I've seen this before, and it was ugly! Long Island Iced Tea company and Kodak both pivoted to crypto, and they were both less than a month from the top of the market 😬 [image]

• @negligible_cap @negligible_cap on x

  The name of the company... NewBird AI. It is a cutting-edge, AI-native cloud infrastructure firm out of- well, they used to be out of San Francisco making sneakers, but forget that, John- they are now awaiting imminent deployment of next-generation GPU compute clusters that have …

• @kakashiii111 @kakashiii111 on x

  A shoe store transitioning to neocloud. Amazing.

• @dogetoshi Steven on x

  Makes sense when you realize that the ls in Allbirds were actually uppercase Is

• @agentchud @agentchud on x

  Crypto bros seen this movie before

• @doublewidecap @doublewidecap on x

  Oh my... we're starting the dot com era where dead companies hang the AI pivot on their company.

• @dylandittrich Dylan Dittrich on x

  Guess the market likes the Allbirds pivot to AI. Imagine traveling back in time to tell somebody this a decade ago... Hey, nice monochromatic wool shoes man. It's gonna be wild when that company pivots to AI compute infrastructure, huh? Welp, see ya later. [image]

• @thestalwart Joe Weisenthal on x

  lmfao

• @geiger_capital @geiger_capital on x

  Absolutely incredible... Allbirds, the shoe brand, is selling all footwear assets, renaming itself “NewBird AI”, and using $50M to buy high-performance GPUs. $BIRD is up +170% this morning. 🚀 [image]

• @upslopecapital @upslopecapital on x

  I'm tired, boss [image]

• @dylandittrich Dylan Dittrich on x

  Well, if you think about Allbirds' customers, maybe a tech pivot makes sense...

• @buysellsmb Will Fry on x

  The new version of “my company sucks so let's buy crypto”

• @samro Sam Ro on x

  Ya know, Berkshire Hathaway was a textile company before it pivoted to insurance, and things worked out great for them.

• @edels0n Ed Elson on x

  Bro

• @deepsailcapital @deepsailcapital on x

  $BIRD - Sells AllBirds assets, then pays a special dividend to existing investors then uses the corporate shell to raise $50m to pivot to fully integrated GPU-as-a-Service (GPUaaS). That's the value of being a US listed company with no assets left, someone will make you a GPU [im…

• @firstadopter Tae Kim on x

  WAT “Allbirds, Inc. .. Announces Expansion into AI Compute Infrastructure” “NewBird AI expects to use initial capital from the Facility to acquire high-performance GPU assets, which will be deployed to serve customers requiring dedicated access to AI compute capacity. NewBird [im…

• @tracyalloway Tracy Alloway on x

  Allbirds, the shoe brand, now says it's an AI compute company. [image]

• @negligible_cap @negligible_cap on x

  *ALLBIRDS ANNOUNCES EXPANSION INTO AI COMPUTE INFRASTRUCTURE $BIRD (Allbirds) is changing their name to NewBird AI and is announced their expansion into AI Compute Infrastructure. The failed shoe business, which recently sold the Allbird's brand and footwear assets to American [i…

• @mikeisaac Rat King on x

  this is just going to be the default for any failing entity that owns a significant amount of real estate able to be converted into data centers im waiting for the arby's server farms

• @bullandbaird Michael Antonelli on x

  Ok...when a shoe company wants to sell its shoes to buy GPUs I'm ready to consider if it's a bubble

• @blindeke Bill Lindeke on bluesky

  BRB taking my shoes off and throwing them in the nearest Cybertruck/dumpster I can find.  [embedded post]

• @ryancordell.org Ryan Cordell on bluesky

  Fun fact: the name will still be relevant, because AllBirds Compute will in fact be powered by “all birds,” using a novel new “flight energy capture turbine” i.e. a hamster wheel but for birds [embedded post]

• @damonberes.com Damon Beres on bluesky

  It just makes sense [embedded post]

• @coachfinstock @coachfinstock on bluesky

  Yeah there's no bubble lol yeah this whole thing isn't a house of cards lol sure AI is real lol [embedded post]

• @jakeweindling Jacob Weindling on bluesky

  This is like the literal definition of a top signal [embedded post]

• @caseynewton Casey Newton on bluesky

  “Dying shoe company becomes compute provider” is easily the best bubble story we have seen so far [embedded post]

• @ernie.tedium.co Ernie Smith on bluesky

  This is insane, but for added context they are selling the shoe brand to someone else, so if you want shoes from a company that doesn't sell GPU compute you could still technically go with Allbirds.  —  ir.allbirds.com/news-release...  [embedded post]

• @shiraovide Shira Ovide on bluesky

  A formerly highflying 2010s online shoe brand is dead, but the remnant ghost company is becoming an AI chip rental service.  —  This encapsulates everything about Silicon Valley in the past 15 years.  It's “we didn't start the fire” lyrics, but Allbirds.  —  ir.allbirds.com/news-…

• @bendwalsh @bendwalsh on bluesky

  most 2026 press release imaginable, not even close ir.allbirds.com/news-release....  [image]

• @davidtaggart David Taggart on bluesky

  In case you are wondering what part of the cycle we are in....Allbirds, the shoe company has sold its shoes business and is now going into AI Compute Infrastructure  —  And today is not April 1st.  —  ir.allbirds.com/news-release...

• r/RunningCirclejerk r on reddit

  Allbirds announces stunning pivot from shoes to AI, stock explodes more than 300%

• r/wallstreetbets r on reddit

  Allbirds, Inc. Executes $50M Convertible Financing Facility Agreement; Announces Expansion into AI Compute Infrastructure

• r/Allbirds r on reddit

  Apparently Allbirds is now “NewBird AI”

• @packym Packy McCormick on x

  if demand for compute is basically infinite, ailbirds isn't even close to fully valued here and never will be [image]

• @ashleymayer Ashley Mayer on x

  If they're successful in this, they have the opportunity to launch the funniest possible corporate swag. 👟

• @mdudas Mike Dudas on x

  the allbirds core customer remains the same [image]

• r/BetterOffline r on reddit

  Allbirds is turning into an AI compute provider, because of course it is

• @krishnanrohit Rohit on x

  Allbirds becoming NewBird AI sounds like such a parody, a perfect commentary on the current cycle

• Teresa Mastrangelo Teresa Mastrangelo on linkedin

  Allbirds - a shoe company - sold its assets for $39M a few weeks ago - then announced the execution of a definitive agreement with an institutional investor …

• Ehsan Etezad Ehsan Etezad on linkedin

  📢 If you bought $1,000 worth of Allbirds this morning, by the afternoon, you would have $11,000 😂😂😂 …

• Craig Reishus Craig Reishus on linkedin

  This has to be the most head-scratching move I've seen in a very long time.  I had to check the calendar to make sure it wasn't April 1st. …

• Scott Newton Scott Newton on linkedin

  A sign we may be reaching another Pets dot com moment, AKA the peak of the bubble.  —  Today on silly street: …

• @baddestmamajama Jessica Ellis on bluesky

  When this bubble bursts I will not have even a gram of sympathy in my whole heart.  It is so obviously a scam www.cnbc.com/2026/04/15/a...

• r/nottheonion r on reddit

  Struggling shoe retailer Allbirds makes bizarre pivot from shoes to AI, stock explodes more than 400%

• r/business r on reddit

  Struggling shoe retailer Allbirds makes bizarre pivot from shoes to AI, stock explodes more than 400%

• r/30ROCK r on reddit

  We're still gonna sell popcorn, just no more airplanes

• Kevin Chaplin Kevin Chaplin on linkedin

  I had to check to date to see if this was an April Fools joke.  But apparently it's not.  Allbirds (the sustainable footwear brand) shifted from selling shoes to selling AI. …

• @nickharkaway.com Nick Harkaway on bluesky

  Now lying on the floor checking my shoes to see if I still own a pair of their trainers.  Not sure whether to put them in a box for later resale as iconic or shred them in protest.  —  techcrunch.com/2026/04/15/a...

• @mims Christopher Mims on bluesky

  I thought the Allbirds pivot to becoming an AI company was a joke but no, it's completely real:  —  “This recalls the time in 2017 when the Long Island Iced Tea company pivoted to the blockchain”  —  techcrunch.com/2026/04/15/a...

• @stevekovach Steve Kovach on bluesky

  A shame Red Lobster didn't think about pivoting to AI data centers before going bankrupt  —  www.bloomberg.com/news/article...

• r/news r on reddit

  Struggling shoe retailer Allbirds makes bizarre pivot from shoes to AI, stock explodes more than 700%

• r/literaciafinanceira r on reddit

  Allbirds announces stunning pivot from shoes to AI, stock explodes more than 700%

• Hana Kajimura Hana Kajimura on linkedin

  I was quietly making peace with the Allbirds story ending and reflecting on what (if anything) I had to say that hadn't already been reported. …

• @nicholasgrossman Nicholas Grossman on bluesky

  The dot com bubble bursting didn't end the internet.  But it did end the notion that putting any business online would succeed.  —  The housing bubble bursting didn't end mortgage-backed securitization.  But it did end the notion that everyone should be buying it and there was no…

• @vincemancini Vince Mancini on bluesky

  “Allbirds is pivoting from shoes to AI” feels like an April Fool's Day joke that escaped containment. www.cnbc.com/2026/04/15/a...

• @seldo.com Laurie Voss on bluesky

  We heard you like our shoes so WE ARE AN AI INFRA COMPANY NOW https://ir.allbirds.com/news-releases/ news-release-details/allbirds-inc- executes-50m-convertible-financing- facility

• r/economicCollapse r on reddit

  Perfectly normal economy that isn't about to shit itself inside out

• r/Anticonsumption r on reddit

  Struggling shoe retailer Allbirds makes bizarre pivot from shoes to AI, stock explodes more than 40

• r/GodAwfulMovies r on reddit

  The Wool Dasher Mizzle us up to something.  This could have serious consequences for the Podcastaverse.

• r/gme_meltdown r on reddit

  Allbirds sold its failing shoe-selling business and ip rights last month for $39 million.  This month Allbirds announces its going to be an ai company now! …

• r/economicCollapse r on reddit

  Struggling shoe retailer Allbirds makes bizarre pivot from shoes to AI, stock explodes more than 700%

• r/programmingcirclejerk r on reddit

  Allbirds [...] Announces Expansion into AI Compute Infrastructure