David Friedberg
👤 SpeakerAppearances Over Time
Podcast Appearances
This is J-Cal slop.
Guys, time to upgrade the planes.
Hey, guys, I don't need the PC-24.
I'll take somebody's G650.
Whoever's got a G650, go up to the 800.
It's going to be trickle down to J-Cal.
Let's do it.
I'm giving up my United Platinum status.
Trickle down avionics.
All right, listen.
Story number two.
This is pretty good.
Okay, number two, Allbirds.
Speaking of data centers, Allbirds just pivoted from ugly sneakers, disgraciad, to AI, and the stock has ripped.
Talking about peak bubble behavior, podcasts getting bought by frontier models and sneaker companies pivoting to data centers.
Allbirds, as you know, is the ugliest sneakers on the planet.
And this became a massive delusion in our industry that this company was worth billions of dollars.
They went public in 2021.
This might be one of the peak Zerk moments, raised $350 million in their IPO.
Sachs, were you an investor in this thing?