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Sourcery

Sourcery

The $3B Company Trying to Beat Amazon Prime

Sep 29, 2026 · 15m

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Stord is on track to cross $1 billion in annual revenue this year after 10Xing the business over the last four years. The goal: level the playing field with Amazon Prime for the other two-thirds of commerce on the internet. I sat down with Stord Founder & CEO Sean Henry in Cap Ferrat to talk about the company's $250M Series F, its massive bet on robotics and AI, and why he believes the biggest value from this technology may ultimately accrue to physical businesses, not the AI and robotics companies themselves. Stord now processes roughly 100 million packages a year reaching about one-third of U.S. households, representing nearly $20 billion in GMV and generating around 8 billion operational…