Welcome to The Nest

Ideas, insights, and conversations shaping AI infrastructure, with Smartbird’s perspective on what matters and what’s next.

Letter To Shareholders
Company Notes Marko Kennelly Ullman Company Notes Marko Kennelly Ullman

Letter To Shareholders

Smartbird has a rare opportunity to build a new company at the start of a major infrastructure transition. Our origin is equally unusual: the company formerly known as Allbirds sold its footwear assets, changed its name, brought in new leadership and raised capital to go all in on AI infrastructure.

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