2026.04.16: Theater of War
Morning Somewhere
Burnie Burns and Ashley Burns
4.9 • 614 Ratings
🗓️ 16 April 2026
⏱️ 26 minutes
🧾️ Download transcript
Summary
Burnie and Ashley discuss Allbirds, the pivot to AI, valuation unpacking, Avatar leaks, Marvel layoffs, Chinese soft blockades, Sierra Madre, cyanida fish, Tylenol, and the Unabomber.
Transcript
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| 0:00.0 | is biological, is gross. |
| 0:03.3 | Hey, we're recording the podcast. |
| 0:06.3 | Shut up. |
| 0:07.5 | Good morning to you. |
| 0:09.7 | Wherever you are, because it is morning somewhere. |
| 0:14.8 | For April 16th, 2020. |
| 0:17.8 | My ex. |
| 0:18.7 | My name is, I was so happy on the timing. Bernie Burns sitting right over there. She likes the book voice. It's Ashley Burns. I'm actually, everybody. Well, you know, the book voice is a classic. That one doesn't count, by the way. I got that one right. I got mid-sentence. I pivoted. You did. I've very rarely seen a pivot mid-letter. Thank you. Look at that. That's professional work. But you did it. Stand back, everybody. Make some room. Don't get in my way. Dude, I don't know about you. Today, I have got pretty much one topic that I want to talk about it. And people out there probably know about this. And it's one of the things I found out about. It's just really weird. |
| 0:54.4 | So whatever you want to talk about, we'll talk about what you want to talk about first. |
| 0:56.8 | Okay, well, I go weird stuff. Have you ever heard of a company called Allbirds? Make shoes. No, I have not. Wait, wait, wait, allbirds, and they make shoes? They make shoes, yes. Well, no, no, no. I'm not a sneaker guy. Like, there's a lot of people out there who are sneaker heads. That's what they call each other in the industry. |
| 1:13.5 | Allow me to correct myself. They make shoes? Yes. Well, no, no, no. I'm not a sneaker guy. Like, there's a lot of people out there who are sneaker heads. That's what they call each other in the industry. |
| 1:13.5 | Allow me to correct myself. They used to |
| 1:16.7 | make shoes. Now they make AI. |
| 1:20.7 | They make what? Okay. |
| 1:24.1 | So it's a company named Allbirds. Yep. |
| 1:27.0 | They were making shoes. Yep. Like shoes on your feet. Yeah. Like the shoes that you wear, they get you from point A to point B. And now they're an AI company? Yes. Why? Why? I mean, I know why. I guess because it's like the hot new thing. What is it? What isn't it a different new company? I mean, what did they take with them? Kind of. So this is the fun part. So yes, they sold off their shoe business and like all their shoe business assets, this company, Albirds. They've sold it all and now they're going to be an AI company. Thing is, they also sold their name. |
| 2:03.1 | Well, albert. |
| 2:03.9 | They sold the name of Albers. |
| 2:05.1 | How could they not? It's so synonymous with shoes. |
| 2:07.1 | Yeah. |
| 2:07.3 | So now they are making their new company out of the same company is new birds or whatever. |
| 2:15.3 | And it's going to be an AI company. Maybe it's a AI company. So they sold the shoes going all in on AI. For birds that wear shoes? Maybe they're going to make shoes for robots. Here's what happened. Somebody showed up at their conference room and they said, here's a new logo. And there's a picture of a bird wearing shoes. And they go go where'd you get this? And it's like, yeah. |
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