Allbirds Leases AI Chips While OpenAI Cuts Data Centers, Why?

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 also brought Amazon declaring war on Starlink, OpenAI quietly retreating from its own data center commitments, and a jury finding Ticketmaster guilty of exactly what everyone already knew.

CHAPTERS
00:00 Allbirds becomes an AI company
01:43 Why the GPU leasing model probably doesn't work
03:19 Amazon buys Globalstar to compete with Starlink
05:52 OpenAI pulls out of European Stargate projects
08:22 Ticketmaster found guilty of monopoly
10:53 Hollywood Takes on Paramount and Warner Brothers merger
14:43 Key takeaway & closing

SOURCES
- SpaceX 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-2000746180
- Jury 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_inline
- Live Nation Ticketmaster Antitrust Trial Verdict Explained: https://apnews.com/article/live-nation-ticketmaster-antitrust-trial-f0ffdd20dd4f64e8b4bb9d97134b826f
- OpenAI 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-facility
- Ford Partners With Chinese Automakers for Overseas Expansion: https://www.wsj.com/business/autos/ford-will-partner-more-with-chinese-automakers-overseas-66cc23c9?mod=WTRN_pos4

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