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C.E.O. Nadia Carlsten defends the company’s surreal pivot from shoewear to A.I.—its plans to take on CoreWeave and Dell, how it raised all that money, and why bespoke is the future for neoclouds. “The origin story doesn’t really matter,” she insists. “The results will speak for themselves.”
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It sounds like a B-plot straight out of HBO’s Silicon Valley: In April, Allbirds, the struggling shoewear company once favored by tech guys, announced that it was pivoting to A.I. and would begin buying up G.P.U.s. In hours, the company’s stock, which had once fallen so far it was in danger of being delisted from the Nasdaq, shot up 600 percent.
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