this post was submitted on 15 Apr 2026
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A shoe company going into AI? What could go wrong?
The other shoe could drop.
They should tread carefully and not focus solely on AI.
What do AI companies need? A place to house their datacenters. What does this failing shoe company likely have? Empty warehouses, and I bet they're located close to good power infrastructure with proper zoning to get datacenters installed before the locals can change the zoning to keep them out.
if we’re assuming that they can actually achieve what they’re saying (and not doing a pump and dump) the market would have already shifted infrastructure-wise and the cost to setup would have increased.
We’d be presuming that Allbirds owns their warehousing space. For all I know they could be drop-shipping from third-party warehousing.
The retail investor market is full of ASSumptions.