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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