
Allbirds Pivots to AI While OpenAI Pulls Back, What's Up?
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Episode · 15:19 · Apr 19, 2026
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A shoe company just rebranded as an AI chip leasing business and the market valued it at $148 million. That's either a sign of the times or a warning. This week: Amazon declares war on Starlink, OpenAI quietly retreats from its own data center commitments, and a jury finds Ticketmaster guilty of exactly what everyone already knew.This episode covers Allbirds' AI pivot and why the GPU leasing model probably doesn't work, Amazon's acquisition of Globalstar, OpenAI pulling out of European Stargate projects, the Live Nation antitrust verdict, and the Paramount–Warner Brothers merger talks.CHAPTERS00:00 Allbirds becomes an AI company01:43 Why the GPU leasing model probably doesn't work03:19 Amazon buys Globalstar to compete with Starlink05:52 OpenAI pulls out of European Stargate projects08:22 Ticketmaster found guilty of monopoly10:53 Paramount and Warner Brothers merger fightSOURCESSpaceX AI Data Centers Threaten Astronomy, Scientists Warn: https://www.space.com/space-exploration/satellites/spacexs-1-million-orbiting-ai-data-centers-could-ruin-astronomy-scientists-say Amazon Buys Globalstar Satellite Network to Rival Starlink: https://www.wired.com/story/why-amazon-is-buying-globalstar-and-what-it-means-for-your-iphone/Amazon Acquires Globalstar in Escalating Battle Against Elon Musk's Starlink: https://gizmodo.com/amazon-acquires-major-satellite-operator-as-it-ramps-up-fight-to-beat-elon-musks-starlink-2000746180Jury Finds Live Nation Illegally Monopolized Concerts and Ticketing: https://www.wsj.com/us-news/law/live-nation-illegally-monopolized-concerts-and-ticketing-jury-finds-389afedd?mod=article_inlineLive Nation Ticketmaster Antitrust Trial Verdict Explained: https://apnews.com/article/live-nation-ticketmaster-antitrust-trial-f0ffdd20dd4f64e8b4bb9d97134b826fOpenAI Pulls Out of Second Stargate Data Center Deal: https://www.computerworld.com/article/4159341/openai-pulls-out-of-a-second-stargate-data-center-deal-2.html OpenAI Launches New Cybersecurity Model After Anthropic's Mythos Release: https://www.wired.com/story/in-the-wake-of-anthropics-mythos-openai-has-a-new-cybersecurity-model-and-strategy/Allbirds Turns to AI to Reinvent the Company and Save Its Stock: https://www.cnbc.com/2026/04/15/allbirds-bird-stock-shoes-ai.html Allbirds Secures $50M Convertible Financing Facility: https://ir.allbirds.com/news-releases/news-release-details/allbirds-inc-executes-50m-convertible-financing-facilityFord Partners With Chinese Automakers for Overseas Expansion: https://www.wsj.com/business/autos/ford-will-partner-more-with-chinese-automakers-overseas-66cc23c9?mod=WTRN_pos4FOLLOW GOOD REVENUEYouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auApple Podcast: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473  Hosted on Acast. See acast.com/privacy for more information.
15m 19s · Apr 19, 2026
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