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Thesis & AnalysisThesis & Analysis
Defence Tech x Spatial Computing

Defence Tech x Spatial Computing

A New Era of Dual-Use Innovation

Dave Haynes
Dave Haynes
NewsletterNewsletter
Why Every Tech Giant is Betting on Smart Glasses Now

Why Every Tech Giant is Betting on Smart Glasses Now

Inside our newest deal, Distance's breakthrough demos, and the platform shifts reshaping computing

Dave Haynes
Dave Haynes
Portfolio InvestmentPortfolio Investment
Why We Invested in Spogen.ai

Why We Invested in Spogen.ai

Bringing Intelligence to the Machine Cabin

NewsletterNewsletter
Is Enterprise XR Viable in 2025?

Is Enterprise XR Viable in 2025?

How Startups Need to Position and Market themselves

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
Marketing 101 for Deep Tech

Marketing 101 for Deep Tech

With Jussi Mäkinen CMO and Co-Founder of Distance Technologies

NewsletterNewsletter
Game Investors' New Frontier

Game Investors' New Frontier

Why both GDC and GTC revealed the same opportunity

Dave Haynes
Dave Haynes
Portfolio InvestmentPortfolio Investment
Investing in Nunu.Ai

Investing in Nunu.Ai

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

NewsletterNewsletter
The $100 Trillion Race

The $100 Trillion Race

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

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
AI's Leap from Information to Atoms

AI's Leap from Information to Atoms

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

Dave Haynes
Dave Haynes
Portfolio InvestmentPortfolio Investment
The Digital Prometheus: Why We're Betting on System 2 AI

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

Building AI that learns and grows alongside humans

NewsletterNewsletter
The All New FOV Ventures

The All New FOV Ventures

Your Exclusive First Glimpse at FOV Ventures’ Fresh Identity

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
Six Shifts Shaping 2025

Six Shifts Shaping 2025

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

Dave Haynes
Petri Rajahalme
Sointu Karjalainen
David Ripert
Dave Haynes, +3
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