Daydream raises $50M seed round in two months Julie Bornstein unveils AI shopping engine at BoF VOICES 2024 Daydream launches publicly with 8,500+ brand partners iPhone app with Apple Visual Intelligence goes live Nov 2025 Nordstrom.com: from $10M to $350M - five years, one visionary The Yes acquired by Pinterest in 2022 Beauty Insider loyalty program - Sephora's billion-dollar idea Stitch Fix hits $1B revenue with Julie Bornstein as COO Daydream raises $50M seed round in two months Julie Bornstein unveils AI shopping engine at BoF VOICES 2024 Daydream launches publicly with 8,500+ brand partners iPhone app with Apple Visual Intelligence goes live Nov 2025 Nordstrom.com: from $10M to $350M - five years, one visionary The Yes acquired by Pinterest in 2022 Beauty Insider loyalty program - Sephora's billion-dollar idea Stitch Fix hits $1B revenue with Julie Bornstein as COO
Julie Bornstein, Founder and CEO of Daydream
Julie Bornstein — The woman who taught retail to dream in AI
Founder & CEO  ·  Daydream

Julie
Bornstein

E-Commerce Pioneer  ·  Serial Founder  ·  AI Retail

She's been solving the same problem since Amazon launched and she thought: "If you can do this for books, you can do this for fashion." Three decades later, she's doing it.

Founder $50M Raised AI x Retail Harvard MBA
$50M Seed Round in 2 Months
35x Nordstrom.com Growth ($10M-$350M)
$1B+ Stitch Fix Revenue as COO
8,500+ Brands on Daydream at Launch
Nordstrom Sephora Urban Outfitters Stitch Fix The Yes Pinterest Daydream Harvard Business School Robertson Stephens Donna Karan Starbucks Redfin Sweetgreen Net-A-Porter Jimmy Choo Forerunner Ventures Index Ventures Google Ventures Nordstrom Sephora Urban Outfitters Stitch Fix The Yes Pinterest Daydream Harvard Business School Robertson Stephens Donna Karan Starbucks Redfin Sweetgreen Net-A-Porter Jimmy Choo Forerunner Ventures Index Ventures Google Ventures

The woman who's been solving the same problem for 25 years - and just raised $50M to finish the job

In the late 1990s, watching Amazon sell books to people who described what they wanted in plain English, Julie Bornstein had the thought that became a career. Not a career moment. A career.

The insight was simple: if you can match someone to a book based on what they tell you they like, you can match them to a dress. To a shoe. To a look. The complicated part - the part that ate two decades and a string of executive roles at some of the most recognizable names in American retail - was that fashion doesn't behave like books. It's seasonal, tactile, size-dependent, subjective. The taxonomy alone could break you.

Bornstein grew up in Syracuse, New York, the middle of three sisters, in a house where her father was an infectious disease doctor who tinkered with early computers and her mother was a psychiatric social worker who ran three things simultaneously. She came away with a chip on her shoulder and a sense that problems were there to be solved, not endured. By the time she graduated Harvard College with a BA in Government and then Harvard Business School in 1997, she had been orbiting the fashion-and-technology intersection long enough to know it was underbuilt.

She spent a brief stint at Donna Karan in merchandising, touched investment banking at Robertson Stephens (where she worked on retail IPOs), did a year or two at Starbucks in business development, and then in 2000 took a phone call from Nordstrom that changed everything. The company was launching Nordstrom.com, and they needed someone who could figure out how to sell clothes on the internet. She elbowed her way in. What happened next became something of a legend in e-commerce circles: in five years, she grew the business from $10 million to $350 million in annual sales. Dan Nordstrom reportedly said she was "10 years ahead of her time." That she had, essentially, invented e-commerce at Nordstrom.

"If you can do this for books, you can do this for fashion."
Julie Bornstein - the thought that launched a career

Urban Outfitters followed, then Sephora - where Bornstein spent eight years as Chief Digital Officer and eventually CMO. The Sephora chapter is probably the most decorated. She quadrupled the e-commerce business, overhauled the digital infrastructure, and launched Beauty Insider, the loyalty program that became an industry benchmark and is still running today. She didn't just execute on someone else's vision. She invented the playbook that others have been copying ever since.

Then Stitch Fix. She had been on the board since 2012, watching the data-science-meets-personal-styling concept develop. In 2015 she joined as COO. The job was big: strategy, marketing, creative, warehouse operations, client service, and a 3,400-person stylist organization. Under her watch, Stitch Fix crossed the $1 billion revenue mark in under three years. She left in 2017, before the IPO, in the kind of departure that generates speculation. She's said little about it publicly. What she did next says more.

She founded The Yes in 2018. The premise: an AI-powered fashion app that learned your taste and built a personalized feed. Machine learning. Computer vision. A proprietary product taxonomy granular enough to distinguish sleeve shapes. It launched in 2020, adjusted its timing around COVID-19, and was acquired by Pinterest in 2022. Bornstein ran Pinterest Shopping for about six months before deciding she wasn't done building.

Breaking News

In June 2024, Bornstein's new company Daydream announced a $50 million seed round - led by Forerunner Ventures and Index Ventures, with Google Ventures and True Ventures participating - raised in approximately two months. She described the fundraising advantage plainly: a track record is a shortcut. The AI boom didn't hurt either.

Daydream is her most ambitious thesis yet. The platform is a conversational AI search engine for shopping: you describe what you want in natural language ("something to wear to a 1920s-themed party," "a blazer that works in a meeting and on a weekend"), and Daydream surfaces relevant products from a catalog of thousands of brands in real time. No ads. No algorithm tuned to boost whoever paid most. Commission-based revenue. The discovery layer, not the fulfillment layer.

At public launch in June 2025, Daydream had over 8,500 brand partners - including Net-A-Porter, Altuzarra, Jimmy Choo, Doen, Alo Yoga, and La DoubleJ. By November 2025, an iPhone app was live, leveraging Apple's Visual Intelligence framework to let users shop directly from screenshots. The platform had become, in the words of its founder at BoF VOICES 2024, "the ChatGPT of shopping."

What makes Bornstein interesting is not the resume - though the resume is objectively remarkable. It's that she has been solving variations of the same problem since 2000, and each iteration has been more sophisticated than the last. Nordstrom.com was about proving the channel existed. Sephora was about proving loyalty could be digital. The Yes was about proving taste could be computed. Daydream is about proving that natural language is the right interface for commerce - that the search box is broken, and conversation is what replaces it.

"I may not have youth, but I have so much experience."
Julie Bornstein - on serial entrepreneurship

She is analytical and creative in roughly equal measure - "right-brain/left-brain balanced," as she's put it - which helps explain why she's equally comfortable in conversations about machine learning and conversations about hem lengths. She trusts her own shopping instincts as product data. She describes herself as a rule-breaker. She volunteers that "the process of elimination is as valuable as finding the perfect thing," which is either a philosophy about curation or a therapy insight, or both.

Outside the office, she runs. She's into film and politics. She has two children, Lucy and Sam, with her husband Brian Birtwistle, who she met at Harvard Business School. She volunteers her time, holds board seats at Redfin, WW (formerly Weight Watchers), and Sweetgreen - and has been vocal about supporting working mothers in tech, something she's navigated personally for the better part of two decades.

The question people keep asking about Daydream is whether generative AI can actually solve the fashion discovery problem, or whether it's the same problem dressed in new infrastructure. Bornstein's answer, essentially, is that it's a different problem now because the language models are finally good enough. For 25 years, the gap between what a shopper could express and what a search engine could process was too wide. Natural language closes that gap. "I just remember thinking, someday I would like to build a search and discovery platform that just helps you find the right stuff," she told Fortune in 2025. "Someday" has arrived.

There's nothing better than when you show the product to someone and they get excited. We're all such harsh critics of our own product.

I like to break the rules. The process of elimination is as valuable as finding the perfect thing.

I loved the pace, working with investors, and being able to start from scratch building things the right way.

Current search tools feel dry and aren't personalized - even with generative AI advances. We're fixing that.

Building the e-commerce canon, one company at a time

📈

Nordstrom.com: 35x Growth

Grew online sales from $10M to $350M in five years. Dan Nordstrom: "She invented e-commerce at Nordstrom."

💎

Beauty Insider

Launched Sephora's loyalty program as CDO - it became the industry benchmark and runs to this day.

🧹

Stitch Fix to $1B

As COO, helped scale Stitch Fix to over a billion dollars in revenue in under three years.

🅾

The Yes - Pinterest Exit

Founded and sold The Yes, an AI-powered fashion app, to Pinterest in 2022.

🤖

$50M in Two Months

Raised Daydream's seed round in approximately two months, led by Forerunner and Index Ventures.

🌎

8,500+ Brand Partners

Launched Daydream with over 8,500 brand partners at public debut in June 2025.

The E-Commerce Resume: Revenue Impact by Era
Nordstrom.com
$10M → $350M
Sephora Digital
4x E-Commerce Growth
Stitch Fix COO
Scaled to $1B+
The Yes Exit
Acquired by Pinterest
Daydream Raise
$50M Seed in 2 Months

25 years in the making

1997
Harvard Business School - MBA. Joins Robertson Stephens as investment banker covering retail IPOs.
1998-1999
Starbucks + Donna Karan - Business development and fashion merchandising. Two worlds, one trajectory.
2000-2005
Nordstrom.com - Joins at launch and grows online sales from $10M to $350M. "She invented e-commerce at Nordstrom." - Dan Nordstrom
2005-2007
Urban Outfitters - Head of E-Commerce. Builds the digital business from scratch.
2007-2013
Sephora - Chief Digital Officer, then CMO. Launches Beauty Insider. Quadruples e-commerce. Defines modern retail loyalty.
2012-2015
Stitch Fix Board - Joins as board director, studying the data-driven personal-styling model up close.
2015-2017
Stitch Fix COO - Joins full-time. Oversees strategy, marketing, 3,400 stylists, warehouse operations. Company hits $1B+.
2018-2022
The Yes - Founder & CEO - Builds AI-powered personalized fashion app. Launches 2020. Acquired by Pinterest 2022.
2022
Pinterest - VP of Shopping post-acquisition. Leads Pinterest shopping for six months.
2023
Daydream - Co-Founded - Partners with Lisa Yamner, Richard Kim, and Dan Cary. Stealth mode begins.
2024
$50M Seed Round - Forerunner Ventures, Index Ventures, Google Ventures, True Ventures. Raised in two months.
2025
Daydream Launches - Public beta June 2025 with 8,500+ brands. iPhone app with Apple Visual Intelligence, November 2025.

The details that don't fit on a deck

Her father was an early computer tinkerer - the tech seed that grew into a career spanning four decades.
She grew up the middle of three sisters in Syracuse, NY, with a self-described "chip on my shoulder" that she turned into fuel.
She's commanded $50,000-$100,000 per speaking appearance - and still shows up at conferences to talk about search boxes.
Her Pinterest handle is @julesborn - fitting for the woman who once ran Pinterest Shopping.
She simultaneously sits on boards for Redfin (real estate), WW / Weight Watchers (wellness), and Sweetgreen (food) - retail expertise with range.
Outside work: running, film, politics. Three things that require stamina, narrative, and strong opinions.
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