Hardware Podcasts

Allbirds collapses, SpaceX IPO targets $1 trillion, Iran buys a Chinese spy satellite, Sony Honda AFEELA canceled, Slate raises $650M, lab-grown chocolate.

Go/No-Go · 30 Apr 2026 · 29m

What this episode covers

The hosts analyze the collapse of D2C brand Allbirds, which sold its assets for $39 million after failing to sustain quality and relevance, and SpaceX's confidential IPO filing targeting a $1 trillion valuation driven by Starlink revenue. They discuss Iran's acquisition of a Chinese spy satellite via an in-orbit delivery model to bypass export controls, and the cancellation of the Sony Honda AFEELA EV joint venture due to market misalignment and Honda's financial struggles. The episode also covers Slate Auto's $650 million raise for a low-cost EV pickup, Stellantis's global recall of 700,000 vehicles for fire risks, and the emergence of lab-grown chocolate by Celeste Bio to stabilize cocoa prices.

Most relevant to

large enterprises, companies scaling up and early-stage companies

Topics

Mentioned

Companies
Allbirds, NewBird AI, SpaceX, X, XAI, Earth Ico, Citrini Research, Slate Auto, Stellantis, Celeste Bio
Products
Starlink, Sony Honda AFEELA

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