Molly O’Shea@MollySOShea9h ago

NEW: Stord’s $3B Bet on Robotics, AI & Physical Infrastructure From Thiel Fellow at 19 to building a $1B+ revenue business Founder & CEO Sean Henry (@seanhenry) @GetSTORD stats: › 100M packages/year › ~$20B in GMV › $1B+ revenue this year, after 10Xing in 4 years › 8B operational data points The goal is to level the playing field with Amazon Prime for the other 2/3 of commerce on the internet. I sat down with Sean in Cap Ferrat to talk about the company's $250M Series F, its massive bet on robotics & AI, plus why he believes the biggest value from this technology may ultimately accrue to physical businesses, not the AI and robotics companies themselves. We get into: › The data advantage behind 100M packages a year › Why humanoids may be the wrong form factor for warehouses › How acquisitions & vertical integration are accelerating Stord's scale › Going from Thiel Fellow at 19 to building a $1B+ revenue business Sean also explains the flywheel behind Stord: more volume creates greater density, lower costs and faster delivery, which in turn makes the company more competitive as it scales. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Sean Henry, Founder & CEO at Stord (00:41) What Stord is building in logistics (02:42) Why robotics is finally ready for the real world (04:37) How Stord is teaching robots to work (06:09) Do humanoid robots actually make sense? (07:20) Why owning the whole supply chain matters (10:01) The problem that started Stord (11:53) The Thiel Fellowship lesson: Build a monopoly (13:10) Hot take: Why AI and robotics will become commodities