Empowering brands with the best end-to-end technology enabled consumer experience since 2015.
Joined September 2015
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Brands today manage hundreds of workflows, thousands of SKUs, and millions of shipment events and customer interactions โ all while competing in a market that changes by the minute.
And with that complexity comes a constant stream of questions:
๐๐ฉ๐ข๐ต ๐ช๐ด ๐ต๐ฉ๐ฆ ๐ด๐ต๐ข๐ต๐ถ๐ด ๐ฐ๐ง ๐ต๐ฉ๐ช๐ด ๐ฐ๐ณ๐ฅ๐ฆ๐ณ?
๐๐ฉ๐บ ๐ฅ๐ช๐ฅ ๐ต๐ฉ๐ช๐ด ๐ฆ๐น๐ค๐ฆ๐ฑ๐ต๐ช๐ฐ๐ฏ ๐ฉ๐ข๐ฑ๐ฑ๐ฆ๐ฏ?
๐๐ฉ๐ข๐ตโ๐ด ๐ฅ๐ณ๐ช๐ท๐ช๐ฏ๐จ ๐ฅ๐ฆ๐ญ๐ข๐บ๐ด?
๐๐ฐ๐ธ ๐ฎ๐ถ๐ค๐ฉ ๐ช๐ฏ๐ท๐ฆ๐ฏ๐ต๐ฐ๐ณ๐บ ๐ช๐ด ๐ข๐ท๐ข๐ช๐ญ๐ข๐ฃ๐ญ๐ฆ ๐ง๐ฐ๐ณ ๐๐๐ 1234?
๐๐ข๐ฏ ๐ธ๐ฆ ๐ณ๐ถ๐ฏ ๐ต๐ฉ๐ช๐ด ๐ฑ๐ณ๐ฐ๐ฎ๐ฐ๐ต๐ช๐ฐ๐ฏ ๐ธ๐ช๐ต๐ฉ๐ฐ๐ถ๐ต ๐ฐ๐ท๐ฆ๐ณ๐ด๐ฆ๐ญ๐ญ๐ช๐ฏ๐จ?
๐๐ฉ๐ฆ๐ฏ ๐ด๐ฉ๐ฐ๐ถ๐ญ๐ฅ ๐ธ๐ฆ ๐ณ๐ฆ๐ฐ๐ณ๐ฅ๐ฆ๐ณ?
๐๐ฉ๐ข๐ต ๐ฏ๐ฆ๐ฆ๐ฅ๐ด ๐ข๐ต๐ต๐ฆ๐ฏ๐ต๐ช๐ฐ๐ฏ ๐ณ๐ช๐จ๐ฉ๐ต ๐ฏ๐ฐ๐ธ?
๐ค๐๐ฒ๐๐๐ถ๐ผ๐ป ๐ฎ๐ณ๐๐ฒ๐ฟ ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป ๐ฎ๐ณ๐๐ฒ๐ฟ ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป.
For years, getting answers meant digging through dashboards, pulling reports, or waiting on support. By the time you found the insight, the moment to act had already passed.
Not anymore.
StordAI has received a major upgrade with three new intelligent assistants: Chat, Search, and Feed.
Chat is our new conversational AI assistant that powers teams to surface answers faster, make smarter decisions, and keep commerce moving at the speed customers expect. Itโs in beta and is free to all Stord customers.
Search is a universal discovery engine, using one bar to find any order, any data, any insight. Feed is a personalized intelligence stream that surfaces what matters most, proactively. Both are coming in Q2.
This is another step forward in building AI-powered intelligence that works alongside brands and operators to drive better outcomes across fulfillment and the customer experience.
Learn more here: stord.com/ai
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Stord retweeted
Jun 11
3,876 days to get to $3 Billion.
Most companies announce a raise and move on. We are just getting started telling the story.
$15B in GMV. Packages touching 1 in 4 U.S. households. Doubling at scale. Software tripled in 2025. AI trained on 8 billion real operational data points, running 100,000 brand interactions in its first 90 days. Stord Labs advancing the physical intelligence layer for commerce further every week.
The headline was the raise. The real story is how we built it.
Over the next few months we are pulling back the curtain on all of it: how Stord grew to approaching $1B in revenue in 10 years, how we built vertically integrated software born inside real world industrial operations and extended it to tens of millions of front end consumers, how we applied AI to physical operations at a scale nobody else has, and how we've made 10 acquisitions that each compound the whole network as our applied software and hardware transforms them.
We are competing in a nearly $2T industry. The flywheel we built in Atlanta is expanding globally, with more news coming soon.
We are not done building. We are not done telling this story.
We are accelerating.
May 26
Ten years ago I started Stord because nobody had built the infrastructure for what happens after a consumer clicks buy.
Today we raised $250M at a $3 billion valuation.
Commerce now has the physical intelligence layer that merchants deserve.
Full piece: stord.com/blog/the-physical-โฆ
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Stord retweeted
Jun 9
Most companies say they are AI-first. We deployed it first. Here are the receipts. ๐งต
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Building the physical intelligence layer for commerce requires people who have been at this frontier for decades. Nirmal Doshi is one of them.
Two decades at the frontier of robotics and real operational complexity. Amazon. Agility Robotics. Symbotic. Eight patents. And he is part of a wave of talent joining Stord from leading robotics and AI companies.
Most companies deploy robotics on fragmented systems. We deploy them on a decade of vertical integration, a unified software stack, and $15B in real GMV underneath.
That changes what is possible.
The most exciting chapter of this is just beginning.
Jun 5
Building the physical intelligence layer for commerce requires people who have been at this frontier for decades. Nirmal Doshi is one of them.
Two decades at the frontier of robotics and real operational complexity. Amazon. Agility Robotics. Symbotic. And he is part of a wave of talent coming to Stord from leading robotics and AI companies.
Most companies deploying AI and robotics are doing it on top of fragmented systems. We deploy them on a decade of vertical integration, a unified software stack, and $15B in real GMV with 8 billion real-world data points annually underneath. That changes what is possible.
The most exciting chapter of this is just beginning.
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Stord retweeted
Jun 2
Elon Musk has an equation for building physical systems. It has built trillions in value.
Question the process. Delete what doesn't need to exist. Simplify. Optimize. Then automate.
Automation is the last step. Not the first.
That is the exact path Stord took. A decade of process, software, and scale before we went hard on hardware. The hard-coded robots of the last decade break the moment SKU mix changes. Agentic robotics solve this, but only if the software underneath them is unified enough to give them something real to learn from.
Nobody else in this industry has that foundation. Stord does. That is why the timing is now.
Thank you @TBPN for having me on.
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Stord retweeted
May 29
3 billion vs $2.92 trillion.
~1,000x different in valuation.
This week TechCrunch and many others called Stord an "Amazon competitor."
Here's what most people get wrong about that ๐งต
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Stord retweeted
May 27
Molly O'Shea at Sourcery put together the best breakdown of the Stord story I've read.
"The question is not whether Stord becomes the consolidated infrastructure layer for independent commerce โฆ The question is how large that layer gets, and on what timeline."
Thanks for covering @MollySOShea
sourcery.vc/p/icymi-stord-raโฆ
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"Amazon makes you feel like a SKU. Stord makes us feel like a brand." โ Imran Jawaid, Founder, @wearedoingwell
"The technology meets the needs of our global operation. That matters when you're scaling across markets simultaneously." โ @DannyYeung_, CEO, @Prenetics
"Network scale and technology years ahead of what most fulfillment partners offer." โ Victor Tam, CEO, @MonosTravel
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"We've become heavy users of StordAI. It accelerated how fast our team can act." โ Josh Bultz, COO, @trueclassictees
"We spend less time managing operations and more time building the brand." โ Arjan Singh, Co-Founder, Jolie
"StordAI Chat is a CEO's dream." โ Nick Stachel, @ClimaticHealth
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Stord retweeted
May 28
The next generation of physical intelligence will not be built in simulation.
Stord Labs is our physical intelligence lab at our Atlanta HQ where we develop and deploy AI and agentic robotics that scale across nearly 100 facilities on a single unified stack. Applying cutting edge technology to real world outcomes.
The physical intelligence era for commerce is here.
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9 of the 10 largest US companies by revenue operate physical networks at scale.
You can't replicate that with pure software.
That's the physical intelligence layer for commerce.
Watch @seanhenry explain what it means and why it matters on @BloombergTV.
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Stord retweeted
May 27
On Bloomberg last night, I was asked why Amazon drives more than a third of U.S. e-commerce.
It is not because of their storefront.
It is not because of their payments.
It is not even because of product selection.
It is because consumers trust their deliveries.
That trust is built on physical infrastructure at scale with intelligence layered on top. And that is what Stord is building for every independent merchant.
The most defensible companies in the world combine software intelligence with physical execution. Today, 9 of the 10 largest U.S. companies by revenue operate physical networks at scale. Software alone cannot replicate the outcomes created when you control the movement of physical atoms.
That is the physical intelligence layer for commerce.
And that is what Stord Labs is built to advance.
Deploying AI and robotics against real operational complexity, in the real world, across a vertically integrated network operating at scale.
@bloombergtv
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Stord retweeted
May 26
Most people still underestimate what happens when you deeply integrate physical infrastructure and software at scale.
Chad saw the compounding defensibility of that combo eight years ago.
Neither of us predicted where AI and robotics would be today, but we built exactly the foundation needed to capture it. The wave arriving right now makes the opportunity bigger than anything we originally imagined.
$15B in GMV, 10x over the past 4 years, 1 in 4 US households, physical intelligence layer live.
Yet, it feels like day one.
May 26
Stord Raises a $250 Million Series F at a $3 Billion Valuation
Eight years ago, I met a 20-year-old Georgia Tech dropout in Atlanta who told me he was going to build an Amazon Prime-like fulfillment network for every brand. It was ambitious yet easy to understand. I led the seed round and have served as a board observer ever since.
Today, Stord announced a $250 million Series F at a $3 billion valuation, doubling the companyโs valuation in just twelve months.
Sean Henry and Jacob Boudreau have built a great business. However it wasn't easy. We navigated two significant supply chain disruptions in covid and tariffs. But the north star has stayed the same: allow every brand to deliver the kind of consumer experience that used to require Amazon-scale infrastructure.
In a world of AI, where software becomes increasingly easy to build, businesses like Stord that deeply integrate bits and atoms are more defensible than ever. Today, Stord delivers packages to 20% of US addresses, powered by a network of physical assets tied together with powerful custom-built software. If you step into a Stord 1P warehouse, as I did last week, the operational complexity will amaze you. Thatโs both the challenge and the moat.
Along the way, we introduced Sean to our friends at Kleiner Perkins, Founders Fund and Bond Capital, who joined us for the journey. Itโs been a career highlight for me to work with this team and Iโm excited to see what we can accomplish in the next eight years and beyond.
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Stord has raised $250M at a $3B valuation.
For decades, one company has owned the physical experience of commerce. Every brand that isnโt Amazon has been building around that gap.
Today that changes. The physical intelligence layer for independent commerce is here.
stord.com/blog/the-physical-โฆ
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Stord retweeted
May 26
From day one, Stord was built on a single bet: the most durable advantages in commerce would be built at the intersection of software intelligence and physical operations.
Today, we announce $250M at $3B to to advance the physical intelligence layer for independent commerce.
stord.com/blog/the-physical-โฆ
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Stord Inc., a logistics technology startup, raised $250 million in a new funding round to expand its fulfillment operation and help merchants better compete with Amazon.com Inc. bloomberg.com/news/articles/โฆ
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Stord retweeted
May 26
Ten years ago I started Stord because nobody had built the infrastructure for what happens after a consumer clicks buy.
Today we raised $250M at a $3 billion valuation.
Commerce now has the physical intelligence layer that merchants deserve.
Full piece: stord.com/blog/the-physical-โฆ
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Stord retweeted
May 14
25-35% of support tickets are WISMO. Over 50% during peak.
5-15 minutes per investigation.
StordAI Chat answers the same question in seconds.
Trained on millions of real shipment events, not a general-purpose model.
The answer was always in the data. Now you can just ask.
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Stord retweeted
May 7
E-commerce has a dashboard problem.
You must log in to find out what's wrong.
Feed flips that model entirely.
Today we're launching StordAI Feed, a personalized intelligence stream that tells you what needs attention before you even think to ask.
Stockout risk. SLA exposure. Rising returns. Demand shifts.
Feed catches them first.
More intelligent capabilities on the way.
Chat. Search. Now, Feed. Real intelligence for real operations.
stord.com/ai
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