At @Revolution's Rise of the Rest Seed Fund, we back visionary founders building early-stage companies #BeyondSiliconValley.
Joined May 2014
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Rise of the Rest retweeted
Two years ago, Hermeus hadn’t flown an aircraft. Today, we’ve reached supersonic flight, and our latest aircraft will push to Mach 2+.
Inspired by Kelly Johnson’s “one miracle per program” mantra, each Quarterhorse tackles a new set of engineering challenges and takes us one step closer to building the world's fastest operational aircraft.
We break down our rapid roadmap to high-Mach flight below.
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"Some of the largest industries in the world are up for grabs, but it’s going to require a partnership-centric, policy-centric, perseverance-centric strategy."
@SteveCase sat down with @GrahamWinfrey to talk investor conviction & AI's #ThirdWave. 🌊 ⤵️ inc.com/graham-winfrey/steve…
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We made the cover of the @SDbusiness! 🗞️
Trust & Will Trust Company launched on Oct 14, making us the first digital estate planning platform to serve as a regulated corporate fiduciary. Plan it, sign it, and trust it, all in one place.
Read the feature: sdbj.com/finance/financial-p…
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“Optimism is at the heart of the American dream.” It’s the habit behind much of what the country has built: believing things can get better, then getting to work.
Catch @SteveCase among @Forbes’ 250 Greatest Living Optimists. 🔮 forbes.com/sites/alexknapp/2…
Rise of the Rest retweeted
@seanhenry on @business - why scale matters in commerce, and what AMS Fulfillment adds to Stord.
10M+ annual orders, nearly 1M+ square feet, and 20+ years of operational data join the network.
More brands bring more volume. More volume lowers costs and speeds up delivery. Every order feeds the network intelligence we build through Stord Labs. That scale and vertical integration make our flywheel spin faster, so independent brands can get Prime-level delivery without giving up their customer relationship.
bloomberg.com/news/videos/20…
Rise of the Rest retweeted
@HousingWire's The Builder's Daily's team will integrate Acres’ Homebuilder Market Intelligence through a new partnership to bring greater transparency to nationwide homebuilding activity.
Check out the full details with the link in the comments. 🔗
#HousingMarket #Homebuilding
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We are thrilled to announce the launch of the @trustandwill Trust Company, a Nevada-chartered retail trust company with the legal authority to serve as a professional corporate trustee.
For nearly a decade, Trust & Will has helped more than one million families start their estate plans. Now the company can step into the role that matters most at the end of the process: acting as the neutral, professional fiduciary who administers a trust when the time comes. It is the natural completion of the company's mission to help every family leave their legacy.
More than 6,100 trusts now carry that designation, holding $6.5 billion in assets across more than 60,000 individual assets.
The Trust & Will Trust Company is open and serving families today, with more exciting news coming soon!
More info in the press release: prnewswire.com/news-releases…
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Today we closed a $400 million credit facility, led by Citi and joined by Morgan Stanley and JPMorgan, at nearly double what we went out seeking.
With the Series F, that's $650 million in capital and committed credit behind Stord this year alone.
Concurrently, Bill Zerella joins as CFO and Mark Wayland joins as CRO.
🤖 Made with AI
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$3.7 BILLION in investment.
14,000 jobs.
Welcome to Baltimore County, @anduriltech!
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“I don't think value is going to keep accruing to AI & robotics. I think it actually accrues to the application layer & to the real world.”
“Long term, it's these super fast growth AI companies and robotics that end up commoditized by how low the cost becomes to replicate them internally across companies & for individuals even.”
— Stord CEO @seanhenry
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
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The founder of AOL, @stevecase - on the real-world threat AI presents, and what must be done to make it safe.
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Four decades in tech taught me the window for responsible policymaking closes fast. AI leaders pledged last week to police themselves. A good start, but only policy makes safeguards stick. In today's @nytimes, my case for a federal AI disclosure law. nytimes.com/2026/09/21/opini…
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Pratt & Whitney has licensed another American company to build its F100 fighter jet engines for the first time in history.
That company is Hermeus.
Domestic propulsion has hit a massive supply crunch, and engine availability was the single biggest bottleneck looming over scaling the Quarterhorse program.
By bringing production in-house, Hermeus becomes one the first vertically integrated airframer capable with propulsion capability, securing our vehicle production while injecting critical engine capacity back into the defense industrial base.
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We are officially a 2026 winner at the @Finovate Awards, in the “Best Fintech Partnership” category for our work with @FifthThird! 🏆
Check out the full list of winners: lnkd.in/eCDB3WGH
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D.C. is a tech town, and its many builders, backers, and champions are making sure its impact is seen and felt beyond the beltway. 🏛️📍
Congrats to @washingtonian's #TechTitans, including our own @SteveCase, @TedLeonsis, @tigesavage, @tdklein, & @dhall3. washingtonian.com/2026/09/08…
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Anduril is partnering with Hermeus. The first commercial deal to integrate Anduril’s mission autonomy system with a third-party Group 5 aircraft shows just how fast Hermeus’ Quarterhorse program is moving.
Together, Hermeus and Anduril are realizing a new era of military aviation that combines autonomy and speed, unlocking new concepts of operation that will transform what’s possible in military aviation.
Rise of the Rest retweeted
The abundance modern technology offers is a marvel. But the more it fills our lives, the more we seek what it can’t replicate.
In the ‘80s, futurist John Naisbitt called this idea “high tech/high touch.” I write why AI has made that idea urgent again. bloomberg.com/opinion/articl…
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I'm hiring a Chief of Staff, to work directly with me.
Stord has grown rapidly since we closed a $250M Series F at a $3B valuation. And that's on the back of revenue that's already grown 10x in four years.
We're doubling at scale, launching new products, closing acquisitions, and building at the frontier of physical AI, all at once. Your role will span everything I work on.
Get in touch and show me why thats you...