Allbirds
2 statements across 1 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 17, 2026 by Jessica Lessin · across every show →
Everything said about Allbirds, oldest first
Apr 17, 2026 neutral
Jessica Lessin: Allbirds Sold for $40M to Pivot to AI Infrastructure
“Was once valued at more than four billion, sold this month for about forty million, and this shell company for shell listing has informed people via a regulatory filing, it is going to pivot its business To AI compute infrastructure with a long-term vision to …”
Apr 17, 2026 bearish
Sam Lessin: Fund Started Selling Allbirds at Series B
“Then it was the B. Because it was getting so, it was great product. Like we love the product. Great, great products. But the math became simple, which is the only way it made sense to hold it is if you believe that Allbirds was the next Nike. And we're like, w…”