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$27.6B in robots. Now the hard part.

$27.6B in robots. Now the hard part.

The money has arrived. Whether it can actually build robots is a separate question.

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
Why Physical AI Needs Specialist Capital

Why Physical AI Needs Specialist Capital

Physical AI will be the defining venture cycle of the next decade. The companies that win it will need a kind of capital that very few generalist mega-funds can actually supply.

David Ripert
David Ripert
NewsletterNewsletter
The biggest robotics bet isn't only the robot

The biggest robotics bet isn't only the robot

Why the world we're rebuilding around the robot is one of the most consequential bets in physical AI.

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
Reinventing Reality: How Physical AI Is Redesigning the Built World

Reinventing Reality: How Physical AI Is Redesigning the Built World

How physical AI is quietly redesigning streets, stores and factories for humans and machines to share.

David Ripert
David Ripert
Thesis & AnalysisThesis & Analysis
FOV Robotics Market Map 2026: A Guide to the European Landscape

FOV Robotics Market Map 2026: A Guide to the European Landscape

A field guide to where robotics is being deployed across Europe, why each sector matters, and how the enabling technology stack underneath makes it all possible.

Petri Rajahalme
Sointu Karjalainen
Dave Haynes
David Ripert
Petri Rajahalme, +3
Thesis & AnalysisThesis & Analysis
Europe’s Deep Tech Frontier: AI, Spatial Computing, Robotics, and a New Era of European Sovereignty

Europe’s Deep Tech Frontier: AI, Spatial Computing, Robotics, and a New Era of European Sovereignty

The case for Europe as the defining geography for physical AI.

David Ripert
David Ripert

Archive

NewsletterNewsletter
$27.6B in robots. Now the hard part.

$27.6B in robots. Now the hard part.

The money has arrived. Whether it can actually build robots is a separate question.

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
Why Physical AI Needs Specialist Capital

Why Physical AI Needs Specialist Capital

Physical AI will be the defining venture cycle of the next decade. The companies that win it will need a kind of capital that very few generalist mega-funds can actually supply.

David Ripert
David Ripert
NewsletterNewsletter
The biggest robotics bet isn't only the robot

The biggest robotics bet isn't only the robot

Why the world we're rebuilding around the robot is one of the most consequential bets in physical AI.

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
Reinventing Reality: How Physical AI Is Redesigning the Built World

Reinventing Reality: How Physical AI Is Redesigning the Built World

How physical AI is quietly redesigning streets, stores and factories for humans and machines to share.

David Ripert
David Ripert
NewsletterNewsletter
Europe Builds the Training Ground for Physical AI

Europe Builds the Training Ground for Physical AI

News and investment activity covering the next era of computing - brought to you by FOV Ventures.

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
Europe's Physical AI playbook with Dr.-Ing. Máté Péntek (TUM)

Europe's Physical AI playbook with Dr.-Ing. Máté Péntek (TUM)

A Fireside Q&A on Europe's Physical AI Opportunity

David Ripert
David Ripert
PathwaysPathways
We expected a confidence gap. We found a design gap.

We expected a confidence gap. We found a design gap.

Six months. 21 countries. A clearer answer than I expected to Europe's missing-LP-layer question.

Sointu Karjalainen
Sointu Karjalainen
NewsletterNewsletter
Inside Vantage Point and Doublepoint's Exit to Ōura

Inside Vantage Point and Doublepoint's Exit to Ōura

News and investment activity covering the next era of computing - brought to you by FOV Ventures.

Dave Haynes
Dave Haynes
EventsEvents
Recap - VANTAGE POINT: Robotics Edition 2026

Recap - VANTAGE POINT: Robotics Edition 2026

300+ robotics investors, founders, and operators.

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
FOV Robotics Market Map 2026: A Guide to the European Landscape

FOV Robotics Market Map 2026: A Guide to the European Landscape

A field guide to where robotics is being deployed across Europe, why each sector matters, and how the enabling technology stack underneath makes it all possible.

Petri Rajahalme
Sointu Karjalainen
Dave Haynes
David Ripert
Petri Rajahalme, +3
NewsletterNewsletter
Robots That Predict the Future (And Why Europe's Positioned to Build Them)

Robots That Predict the Future (And Why Europe's Positioned to Build Them)

Plus why 200+ robotics founders and investors are heading to London this March

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
Europe’s Deep Tech Frontier: AI, Spatial Computing, Robotics, and a New Era of European Sovereignty

Europe’s Deep Tech Frontier: AI, Spatial Computing, Robotics, and a New Era of European Sovereignty

The case for Europe as the defining geography for physical AI.

David Ripert
David Ripert
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