#285 | The Data Center Stack, AI Accenture, & more
May 24th | The latest from Bessemer, Slow, Primary, 8VC, Contrary, and others
SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 700+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes & Theses
Roadmap: The AI Data Center Stack (Bessemer Team)
The Best Companies Will Stop Making Software (Phin Barnes, Partner @ The GP)
AI Accenture, Not Accenture for AI (Yoni Rechtman, Partner @ Slow)
Implementations Are The Edge (Emily Man, Partner @ Primary)
Industry Developments & Analyses
Unitree’s IPO Filing: The State of the Robotics Market (Tanay Jaipuria, Partner @ Wing VC)
Robotics Needs Its Missing Standard: An MCP for the Physical World (Jordan Kretchmer, Partner @ Outlander)
The direct-to-consumer advantage in insurance (Amias Gerety, GP @ QED)
The Private Market Is Now The Real Fintech Index (Alex Lazarow, MP @ Fluent)
USMCA and the State of North American Supply Chains (David Talpalar, GP @ Shirlawn Capital)
AI is rebuilding wealth management (QED Team)
The Neocloud Boom (Jamin Ball, Partner @ Altimeter Capital)
Stop talking just about GPUs (Annelies Gamble, Partner @ Zetta)
Agentic commerce: The rise of the delegated buyer (Bessemer Team)
Guides, Case Studies, and Best Practices for Operating
Use AI to Write a Monthly Investor Update (Mandy Cole, Partner @ Stage 2)
To win people over, tell them what they stand to gain (Youssef Kalad, VC @ AlleyCorp)
Additional Reads
Horseshoe Jacobins (Joe Lonsdale, GP @ 8VC)
Ephemeral Margins in AI-Native Services (Rick Zullo, GP @ Equal)
Your AI Bill is Coming Due. Who’s Paying? (Simon Wu, Partner @ Cathay)
The Three Ways Money Dies, and Why I Think Dollar Can Be The Next One (Abhishek Singh, VC @ Riverwalk)
Why America Must Re-Globalize To Win The AI Race (Rob May, GP @ Half Court)
Deep Tech Companies Are Built Different (Leo Polovets, GP @ Humba)
On Grindslop (Will Manidis, Angel)
Observations on Writing with AI (Tomasz Tunguz, MD @ Theory)
The Country of Geniuses Test (Melody Koh, Partner @ NextView)
The Internet Wants Me Dead (Kyle Harrison, GP @ Contrary)
AI is Enabling Atoms, not just Bits (Scott Hartley, GP @ Everywhere)
Notes:
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