Newsletter
Mar 3, 2026
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7 min read
Plus why 200+ robotics founders and investors are heading to London this March
Thesis & Analysis
13 min read
The case for Europe as the defining geography for physical AI.
Feb 5, 2026
8 min read
Our 2026 investment focus, 10 pre-seed robotics startups redefining what's possible, and Vantage Point: Robotics Edition in March
Jan 23, 2026
14 min read
Themes We are Watching and Investing in This Year & Beyond
Europe’s Next Robotics Wave
Dec 2, 2025
10 min read
OpenAI, new investment rounds, and more!
16 min read
Michael Rubloff on Gaussian splatting and where the opportunities are for founders building spatial infrastructure
Nov 6, 2025
The Female LP Pathways Survey launches to uncover the journeys, barriers, and opportunities for women in venture.
Nov 4, 2025
XR headsets - each with different strategies, and all creating opportunities for builders.
Oct 7, 2025
Meta launches, Apple and OpenAI to follow?
Aug 7, 2025
Why smart glasses are the interface layer for the trillion-dollar spatial computing shift
Jul 14, 2025
From the godmother of AI's bold prediction to Google's $100M smart glasses bet to defence tech convergence - more in spatial computing's big summer.
