Smartbird
Organization
Smartbird (formerly Allbirds, Inc.) is an American publicly traded company that pivoted from sustainable footwear and apparel into the artificial intelligence sector. Following the divestiture of its footwear assets in 2026, the company rebranded to Smartbird to focus on providing AI computing infrastructure.
What experts have said about Smartbird
2 statements · 1 mixed · 1 neutral
Smartbird has transformed from a shoemaker into an AI firm.
“it's a shoemaker turned AI firm”
Open the episode · SpaceX Falls for the First Time, CarMax Drops, Allbirds Changes Name to SmartbirdListen at 3:53
Smartbird is trying to capitalize on enthusiasm for AI.
“they're trying to capitalize on the AI frenzy”
Open the episode · SpaceX Falls for the First Time, CarMax Drops, Allbirds Changes Name to SmartbirdListen at 4:08
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
2 episodes featuring Smartbird
The Rules of Investing
Dent sees room for equities despite late-cycle risks
The episode tests whether investors should stay exposed to expensive markets while AI spending, geopolitics and rising yields reshape the opportunity set.
Sep 25, 2026 · 44 min
Stock Movers
SpaceX stock slips below Amazon as CarMax drops and Allbirds rebrands
This episode highlights how major market players are navigating valuation pressures, retail slowdowns, and radical tech pivots.
Jun 17, 2026 · 7 min