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

- Show: [Go/No-Go](https://hardwarepodcasts.com/podcast/go-no-go)
- Published: 2026-04-30
- Length: 29m
- Page: https://hardwarepodcasts.com/podcast/go-no-go/2026-04-30-allbirds-collapses-spacex-ipo-targets-1-trillion-iran-buys-a-chinese-spy-satelli
- Listen: https://rss.com/podcasts/go-no-go/2782435

## Summary

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.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/go-no-go/2026-04-30-allbirds-collapses-spacex-ipo-targets-1-trillion-iran-buys-a-chinese-spy-satelli#t=0) Introduction and Allbirds Collapse
- [4:09](https://hardwarepodcasts.com/podcast/go-no-go/2026-04-30-allbirds-collapses-spacex-ipo-targets-1-trillion-iran-buys-a-chinese-spy-satelli#t=249) SpaceX IPO and Starlink Revenue
- [7:11](https://hardwarepodcasts.com/podcast/go-no-go/2026-04-30-allbirds-collapses-spacex-ipo-targets-1-trillion-iran-buys-a-chinese-spy-satelli#t=431) Iran Spy Satellite and Citrini Research
- [12:44](https://hardwarepodcasts.com/podcast/go-no-go/2026-04-30-allbirds-collapses-spacex-ipo-targets-1-trillion-iran-buys-a-chinese-spy-satelli#t=764) Sony Honda AFEELA Cancellation
- [18:32](https://hardwarepodcasts.com/podcast/go-no-go/2026-04-30-allbirds-collapses-spacex-ipo-targets-1-trillion-iran-buys-a-chinese-spy-satelli#t=1112) Slate Auto EV Pickup and EREV Trends
- [22:54](https://hardwarepodcasts.com/podcast/go-no-go/2026-04-30-allbirds-collapses-spacex-ipo-targets-1-trillion-iran-buys-a-chinese-spy-satelli#t=1374) Stellantis Recall and Lab-Grown Chocolate

## Topics

- [Direct-to-consumer & e-commerce](https://hardwarepodcasts.com/topic/direct-to-consumer)
- [Fundraising & investors](https://hardwarepodcasts.com/topic/fundraising)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Quality & yield](https://hardwarepodcasts.com/topic/quality-and-yield)
- [Materials & manufacturing processes](https://hardwarepodcasts.com/topic/materials-and-processes)

## Most relevant to

large enterprises, companies scaling up, early-stage companies

## Mentioned

- Allbirds (company)
- NewBird AI (company)
- SpaceX (company)
- Starlink (product)
- X (company)
- XAI (company)
- Earth Ico (company)
- Citrini Research (company)
- Sony Honda AFEELA (product)
- Slate Auto (company)
- Stellantis (company)
- Celeste Bio (company)

## Related episodes from other shows

- [EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs](https://hardwarepodcasts.com/podcast/the-circuit/2026-05-26-ep-166-nvidia-earnings-dell-tech-world-and-storage-shock-tech-ipos) (The Circuit)
- [Planet: Will Marshall and Robbie Schingler](https://hardwarepodcasts.com/podcast/how-i-built-this/2021-12-13-planet-will-marshall-and-robbie-schingler) (How I Built This)
- [OpenAI's SORA 2 Drops + WE CALLED THE BUBBLE TOP + Shopping Agents Win](https://hardwarepodcasts.com/podcast/built-2-scale/2025-10-03-openais-sora-2-drops-we-called-the-bubble-top-shopping-agents-win) (Built 2 Scale)
- [Space Difficulties and Lost Heroes - Wanzing Workshop Whemmle](https://hardwarepodcasts.com/podcast/the-amp-hour/2014-11-06-space-difficulties-and-lost-heroes-wanzing-workshop-whemmle) (The Amp Hour)
- [Good Energy Citizen](https://hardwarepodcasts.com/podcast/the-amp-hour/2024-05-08-good-energy-citizen) (The Amp Hour)

## Citing this page

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