#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.

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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)

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Notes:

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