The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: From $4.1BN to $142M Market Cap; Why Public Markets Have Written Allbirds Off, What Allbirds Need to Do to Get Profitable, Why Growth has Slowed and The Bull Case for Allbirds Next Five Years with Joey Zwillinger, Co-Founder @ Allbirds

Listen Later

Joey Zwillinger is the Co-Founder & CEO @ Allbirds, the company behind the world's most comfortable shoe. In Nov 2021, Joey took the company public and the stock soared to an all-time high of $4BN, today the company has a market cap of $137M. Prior to Allbirds, Joey spent six years at biotechnology firm, Terravia, leading its renewable chemical business, developing and selling high-performance algae-based chemicals into various industries such as CPG, personal care, and industrials.

In Today's Episode with Joey Zwillinger We Discuss:

  1. The Founding Moment:

  • How did Joey's wife's friendship lead to the co-founding of Allbirds?
  • What does Joey know now that he wishes he had known at the founding moment?
  • What does Joey believe he is running away from? What is he running towards?

2. Public Market Performance Review:

  • Why has Allbirds lost 97% of it's value since going public? What mistakes were made?
  • Why has revenue declined for the first time this year?
  • What strategic investments have Allbirds pulled back on or paused entirely?
  • When will Allbirds be profitable?

3. The Competition:

  • How do Allbirds compete and catch up with On and Hoka?
  • What strategic mistakes did Allbirds make in COVID that allowed others to take the crown?
  • Was the movement into running and athletics a mistake for Allbirds?

4. Joey Zwillinger: The Leader and Person:

  • Did Joey take secondaries out during the Allbirds journey?
  • How does Joey reflect on his own relationship to money?
  • How has Joey dealt with the last 12 months personally? How does he manage the stress effectively?

...more
View all episodesView all episodes
Download on the App Store
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The PitchBy Harry Stebbings
  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

478 ratings

More shows like The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

View all
This Week in Startups by Jason Calacanis

This Week in Startups

1,278 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,044 Listeners

The Official SaaStr Podcast: SaaS | Founders | Investors by SaaStr

The Official SaaStr Podcast: SaaS | Founders | Investors

177 Listeners

Founders by David Senra

Founders

1,947 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,289 Listeners

Equity by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Max Zeff, Theresa Loconsolo

Equity

339 Listeners

Y Combinator Startup Podcast by Y Combinator

Y Combinator Startup Podcast

227 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,254 Listeners

No Priors: Artificial Intelligence | Technology | Startups by Conviction

No Priors: Artificial Intelligence | Technology | Startups

127 Listeners

The Ben & Marc Show by Marc Andreessen, Ben Horowitz

The Ben & Marc Show

125 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

466 Listeners

AI + a16z by a16z

AI + a16z

32 Listeners

Lightcone Podcast by Y Combinator

Lightcone Podcast

20 Listeners

Training Data by Sequoia Capital

Training Data

43 Listeners

Uncapped with Jack Altman by Alt Capital

Uncapped with Jack Altman

34 Listeners