Tax Alpha Insider is pivoting to AI infrastructure
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The agenda should be available by mid-next week.
I’ve owned 3 pairs of Allbirds. Two pairs fell apart. One pair of green loafers is going strong. I wear them approximately twice a year.
So, you can imagine my (and everyone’s) surprise when Allbirds belly flopped, then abruptly pivoted to… AI infrastructure.
Everyone pounced… but one company (below) pulled off a pretty amazing pivot decades ago, and maybe Allbirds will too?
Who knows… maybe they’ll prove everyone wrong?
Nintendo has a famous pivot story.
Latest coverage
Recently updated paper on SSRN.
TGIF.