What do you get when a $4 billion wool sneaker brand sells its entire identity for $39 million and reinvents itself as an AI GPU rental company…in 16 days? Finance expert Jaime Peters and leadership researcher Cindy Goodwin-Sak untangle the wild, woolly tale of Allbirds' transformation into NewBird AI, asking the uncomfortable question every manager should face: when a publicly traded company completely abandons its original mission, who exactly authorized that flight path? And, does it even matter if the stock surges 700%?

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit whatcouldtheybethinking.substack.com