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Allbirds, Inc. Announces Expansion into AI Compute Infrastructure

ir.allbirds.com

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Re: Allbirds, Inc. Announces Expansion into AI Compute Infrastructure

#11
post #7

It's not an expansion. The first line says they sold the shoe business which will continue under someone else. The company is changing names and its line of business.

That doesn't cause it to make any more sense. The leadership tab still shows the CEO is the same guy from the past 5 years, previously the President of Mountain Hardware and before that a VP at North Face, with a degree in Forestry Science.

What on earth qualifies this guy or this company to build out GPU as a service infrastructure?

The CTO is at least, as should be expected of any CTO, an actual engineer with a technical background, but he's been working in engineering leadership for Allbirds for the past 9 years, and as far as I'm aware, at no point in that duration did they own or operate data centers.

Skills can't seriously be that fungible that a complete lack of any domain-relevant experience means nothing. I have no idea how reputable "Chardan" is as an investment bank, but how on earth did they sell this to investors and who did they sell to? What on earth is a "convertible financing facility?" If I web search that, every result is a press release about Allbirds. Did this bank invent some new form of finance that only Allbirds has ever used?

Re: Allbirds, Inc. Announces Expansion into AI Compute Infrastructure

#13
I knew something was up when every morning I'd find my Allbirds mysteriously on top of my keyboard. And coincidentally, someone has been using all of my Claude tokens every night...

But my jogging has been great recently! I've been posting PBs on Strava, though I don't remember creating a Strava account any time... hmmm...

Re: Allbirds, Inc. Announces Expansion into AI Compute Infrastructure

#18
post #6

On top of this whole thing just being ridiculous, $50mm is also just not a very impressive amount of money to build out an AI data center.

If you can somehow get your hands on a dozen NVL72 racks and duct tape them together in such a way to rent them out as a service, you can make your money back in less than 2 years at current demand pricing. $50M is more than enough to get this going.

Re: Allbirds, Inc. Announces Expansion into AI Compute Infrastructure

#19

The shoe company? Edit: The shoe company.

I basically clicked in to this post because I thought it was funny that an AI company had the same name as a shoe company.

But, no, it’s actually the same company.

And a failed shoe company at that… I beleive they sold out for around $40M, which isn’t zero, but a lot less than the rounds of funding they raised.

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