Jason ✨👾SaaStr.Ai✨ Lemkin(@jasonlk):Interesting. I can only assume that like Twilio, Bird has massively benefitted from agentic and AI spend Twilio seemed left for dead just 18 months ago, with growth having dropped to single digits. Now it is growing 22%+ and accelerating. Bird (a competitor) is seeing the same.

Jason ✨👾SaaStr.Ai✨ Lemkin

@jasonlk

GET funded ➡ $200m Seed/Early A AI+B2B The Agentic Life

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Jason ✨👾SaaStr.Ai✨ Lemkin@jasonlk

2026.09.23 15:55

Interesting. I can only assume that like Twilio, Bird has massively benefitted from agentic and AI spend Twilio seemed left for dead just 18 months ago, with growth having dropped to single digits. Now it is growing 22%+ and accelerating. Bird (a competitor) is seeing the same.

Robert Vis@RobertDVis

2026.09.23 14:10

Bird secures $450M and opens its infrastructure to AI agents. Debt financing led by J.P. Morgan. Still private and independent. Meet Agentic Harness: agents can email, use WhatsApp, make calls—even get their own eSIM. What would you build with it?