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Europe is building the hardtech financing layer

Sep 8, 2026

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6 min read

Europe is building the hardtech financing layer

And announcing Slush Minus One 2026

Dave Haynes
Dave Haynes

Thesis & Analysis

Your Second Customer Is a Lender

Sep 7, 2026

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13 min read

Your Second Customer Is a Lender

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

Sointu Karjalainen
Dave Haynes
Sointu Karjalainen, +1

Newsletter

$27.6B in robots. Now the hard part.

Jul 7, 2026

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6 min read

$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 & Analysis

Why Physical AI Needs Specialist Capital

Jun 16, 2026

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5 min read

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

Newsletter

The biggest robotics bet isn't only the robot

Jun 2, 2026

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5 min read

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 & Analysis

Reinventing Reality: How Physical AI Is Redesigning the Built World

May 26, 2026

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5 min read

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

Newsletter

Europe Builds the Training Ground for Physical AI

May 7, 2026

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4 min read

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 & Analysis

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

May 6, 2026

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2 min read

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

Pathways

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

May 6, 2026

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4 min read

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

Newsletter

Inside Vantage Point and Doublepoint's Exit to Ōura

Apr 8, 2026

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7 min read

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

Events

Recap - VANTAGE POINT: Robotics Edition 2026

Apr 7, 2026

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8 min read

Recap - VANTAGE POINT: Robotics Edition 2026

300+ robotics investors, founders, and operators.

Dave Haynes
Dave Haynes

Thesis & Analysis

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

Mar 19, 2026

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18 min read

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
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Viewpoints is brought to you by FOV Ventures, the leading European fund investing in the next era of computing


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