Viewpoints

Europe is building the hardtech financing layer

And announcing Slush Minus One 2026

Dave Haynes

Thesis & AnalysisThesis & Analysis

Sep 07, 2026

Your Second Customer Is a Lender

Equity buys the inflection. Debt carries the scale. A guest piece with Tangible Finance.

Sointu Karjalainen, +1

NewsletterNewsletter

Jul 07, 2026

$27.6B in robots. Now the hard part.

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

Dave Haynes

Thesis & AnalysisThesis & Analysis

Jun 16, 2026

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

NewsletterNewsletter

Jun 02, 2026

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

Thesis & AnalysisThesis & Analysis

May 26, 2026

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

NewsletterNewsletter

May 07, 2026

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

Thesis & AnalysisThesis & Analysis

May 06, 2026

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

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

David Ripert

PathwaysPathways

May 06, 2026

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

NewsletterNewsletter

Apr 08, 2026

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

EventsEvents

Apr 07, 2026

Recap - VANTAGE POINT: Robotics Edition 2026

300+ robotics investors, founders, and operators.

Dave Haynes

Thesis & AnalysisThesis & Analysis

Mar 19, 2026

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.