Viewpoints

Game Investors' New Frontier

Why both GDC and GTC revealed the same opportunity

Investing in Nunu.Ai

Training tomorrow's robots in today's games - the virtual-to-physical AI revolution

The $100 Trillion Race

Tech giants are racing to give AI eyes, hands, and physical understanding - here's what it means for investors

AI's Leap from Information to Atoms

The Convergence of Spatial Computing, Physical Understanding, and Robotic Systems

The Digital Prometheus: Why We're Betting on System 2 AI

Building AI that learns and grows alongside humans

The All New FOV Ventures

Your Exclusive First Glimpse at FOV Ventures’ Fresh Identity

Six Shifts Shaping 2025

Key Themes We are Watching and Investing in This Year & Beyond

How Spatial Computing is Powering The Robotic Era

Beyond Screens: How Spatial Computing Enables the Robot Revolution

A Venture Perspective on Robotics' Next Platform Shift and Investment Opportunities

What One "Basic" Demo Reveals About Computing's Future

Plus, XR Slush week events, fundraising insights, and award winners.

Vantage Point: Investing in Gen-AI and Spatial Computing

Blog edition of the roundtable discussions from our recent Vantage Point Demo Day.

How Close are AR Wearables and Do Investors Need to Pay Attention?

The future of wearables, gaming, and more