
Episode #107
Pivot Retail AI Briefing — Apr 17, 2026
Hosts: Carlos Mendez & Suki Nakamura In this episode: • Today we're breaking down Allbirds' jaw-dropping pivot to AI, ChatGPT taking over drive-thrus, and Amazon's growing seller revolt. • Okay Carlos, I have to start with Allbirds because this is absolutely wild. The sustainable shoe company that built its entire brand on merino wool an... • Let's examine the data here, Suki. Allbirds peaked at a $7 billion valuation in 2021. They sold for $39 million—that's a 99.4% decline. Their stock wa... • But Carlos, think about what this represents! Yes, it's desperate, but it shows how transformative AI has become. Companies are literally abandoning t... • The numbers reveal this...

