God Mode Podcast

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Anthropic Nerfed Claude Opus by 73% | Claude Code Hits $2.5B ARR | Anthropic Pre-IPO Shares at $900B | Tesla AI5 Tapes Out | Allbirds Pivots to AI Compute | EP09

Explore episode Apr 18, 2026

History doesn't repeat itself, but it definitely does rhyme.

Ben

Anthropic Nerfed Claude Opus by 73% | C…

Where this was said

Allbirds 910% AI Pivot: Peak Frothiness and Meme Stock Warning

At 1:02:56 · chapter starts 1:00:00

Business

Allbirds 910% in a Day: Peak AI Frothiness Has Arrived

Anthropic Nerfed Claude Opus by 73% | Claude Code Hits $2.5… · Apr 18, 2026 Business

Allbirds stock surged 910% in one day on an AI pivot announcement — for a company that was selling all assets for $39M and was weeks from Nasdaq delisting. Ben draws a direct line to the 2017 Long Island Iced Tea blockchain pump. History rhymes.

Business

Allbirds up 910% in one day

Anthropic Nerfed Claude Opus by 73% | Claude Code Hits $2.5… · Apr 18, 2026

Allbirds stock surged 910% in a single day, adding $143 million in market cap, after the near-bankrupt shoe company announced an AI pivot — echoing Long Island Iced Tea's 380% blockchain-name pump in 2017.

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I would mute my mic and literally just share my screen.

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The first person I gave it to, they got an application error, but they still managed to use some of the core features and were able to still use the app. Yes, there were bugs. Yes, there were issues, but the main idea of the app was working. So as long as what you're trying to solve works, I think you can ship anything.

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When I saw that people are repeating, how do I find a niche? I was like, okay, that is the demand. I see the demand.

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I don't mean the whole Twitter build in public where you document the process of you building your SaaS. I genuinely think that's a whole bunch of rubbish, but that's my personal opinion on it. I think that you should build your product with your users.

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Word of mouth was so big for me at the beginning just because it solves a pain point. That is so big people will end up telling other people. I ask them, where did you come from? They'd be like, oh, my friend told me.

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Most people see that, and what they'll do still is go in the server and be like, 'Hi, I've got this tool, please use it.' But you just look like spam. You look like an annoying person. And I think the main thing you have to do first is build maybe a bit of rapport in the community.

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Just crazy to think like there's these tiny places of pockets on the internet. It's pretty cool. A million different places to go find people. You just got to like understand a certain niche really well to know where to go look.

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My funnel is super simple. You just write content every single day and push that audience or traffic to your waitlist landing page and you collect those emails because from those emails you will get your first 100 customers.

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