@nataliebarbu: This week, a brand that was once valued at $4 billion just sold for $39 million. Allbirds—the wool sneaker that took over Silicon Valley—just agreed to sell every asset for less than one-tenth of what it raised in its IPO alone. So how does a brand go from unicorn to almost nothing in five years? That's what happens when a shoe company gets funded like a software company. What do you think happens next? Does the brand equity survive, or is this the beginning of irrelevance? #allbirds #startups #venturecapital #founderstory #buildinginpublic
I LOVE their shoes but I feel like I’m the only one
2026-04-02 19:25:22
58
Gluten Free in CLE :
Do we think On Clouds are the next Allbirds?
2026-04-04 02:45:44
21
David_Attenbruh :
Quarter zips are at half mast
2026-04-03 14:42:53
98
CillaInTheCity :
The problem is that these valuations are inflated over trends. This is the core issue. Unicorns should not exist. Not so many, anyway.
2026-04-02 00:54:08
169
krustyCreep :
Companies tend to go downhill after a private equity or go public, it’s always about maximizing quarterly earnings for shareholder value. I’d much rather original owners take their time improving a company overtime than chasing trends.
2026-04-03 02:15:42
6
SARAH ❤️🔥 :
Valuations have become really inflated IMO
2026-04-03 02:52:11
67
FrenchNavy :
I had one pair of all birds and while comfy, I didn’t buy another pair. Actually forgot entirely about them u til I saw this vid.
2026-04-03 03:51:18
8
Barrett Writes :
Because Silicon Valley isn't cool, and doesn't understand cool, so fashion trends from SV "feel" cool when all of their friends create an echo chamber talking about it, but the general public always rejects SV fashion trends. Always.
2026-04-03 13:45:06
22
b1zzyb3e7 :
When I started seeing $60 sales, I knew it was over.
2026-04-03 01:06:43
10
foraluckygirl :
What happened to the “value” of the customer data?
2026-04-01 17:16:21
13
Scott Rising :
DTCs got hooked on cheap cost-per-acquisitions via social and then when CPMs skyrocketed they all found out how hard it is to directly reach customers.
2026-04-02 21:38:34
26
The Houston Foodie :
the designs just got worse and worse
2026-04-03 06:40:26
8
20131968ELF :
Brick and mortar was the mistake
2026-04-03 04:23:34
36
Ari Hoffman :
"Chasing everyone" -Quince
2026-04-03 01:42:29
5
M :
I lovedddd allbirds 💔
2026-04-02 23:55:34
16
Anon :
They went public and lost their quality
2026-04-03 03:42:12
9
TJ Delpil :
was never a fan of it. it was nothing special.
2026-04-02 01:16:34
7
user19374857 :
It was never actually worth 4 billion. This will happen with Tesla eventually too. Over valued
2026-04-03 16:55:32
7
curatedbysarah :
oh wow. but curious of what made its valuation so high in the first place?
2026-04-02 03:05:29
11
ASKAudio - Alex “audio” K. :
I am not proud but I predicted this one and 3 other brands back in 2023.
2026-04-03 08:08:49
0
user8715225432507 :
My husband is obsessed with these and completely gutted that it’s going out of business. But he’s a nerd and my theory is that these shoes only appeal to nerds.
2026-04-05 00:39:00
2
Rock n Air Studio :
I knew Allbirds was 💩 when I started seeing it everywhere at thrift stores
2026-04-04 02:41:25
4
Savannah :
So random but I’m curious what microphone you use?
2026-04-04 03:32:11
0
waitup__ :
Never heard of it
2026-04-01 16:58:17
1
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