Allbirds pivoting to AI after selling its brand and footwear assets… that’s a pretty wild move!!
Like… from sneakers to AI infrastructure? GPUs?
I get that AI is where all the money is flowing right now, but it honestly feels like every company suddenly finds an “AI angle” the moment growth slows.. Not saying it can’t work, but this feels less like a natural transition and more like a full identity switch.. At the same time, the market clearly rewards anything tied to AI, so I kinda get why they’re doing it
Are we actually looking at a serious pivot here, or just another “AI = stock goes up” moment?
Is this something that could actually turn into a real long-term play, or just hype cycle 2.0?
And realistically… would you even try to be early on something like this, or just sit back and see how it plays out??
Anyways, this is the article that I found that shook me up!
[https://www.ebc.com/forex/allbirds-stock-soars-on-ai-pivot-after-brand-sale-and-50m-raise](https://www.ebc.com/forex/allbirds-stock-soars-on-ai-pivot-after-brand-sale-and-50m-raise)