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The Spatial Computing Race

Jul 14, 2025

•

10 min read

The Spatial Computing Race

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.

Dave Haynes
Dave Haynes

Thesis & Analysis

Defence Tech x Spatial Computing

Jul 7, 2025

•

13 min read

Defence Tech x Spatial Computing

A New Era of Dual-Use Innovation

Dave Haynes
Dave Haynes

Newsletter

Why Every Tech Giant is Betting on Smart Glasses Now

Jun 5, 2025

•

8 min read

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 Investment

Why We Invested in Spogen.ai

May 27, 2025

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6 min read

Why We Invested in Spogen.ai

Bringing Intelligence to the Machine Cabin

Newsletter

Is Enterprise XR Viable in 2025?

May 7, 2025

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9 min read

Is Enterprise XR Viable in 2025?

How Startups Need to Position and Market themselves

Dave Haynes
Dave Haynes

Thesis & Analysis

Marketing 101 for Deep Tech

May 1, 2025

•

10 min read

Marketing 101 for Deep Tech

With Jussi Mäkinen CMO and Co-Founder of Distance Technologies

Newsletter

Game Investors' New Frontier

Apr 2, 2025

•

8 min read

Game Investors' New Frontier

Why both GDC and GTC revealed the same opportunity

Dave Haynes
Dave Haynes

Portfolio Investment

Investing in Nunu.Ai

Apr 1, 2025

•

8 min read

Investing in Nunu.Ai

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

Newsletter

The $100 Trillion Race

Mar 4, 2025

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7 min read

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 & Analysis

AI's Leap from Information to Atoms

Mar 3, 2025

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8 min read

AI's Leap from Information to Atoms

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

Dave Haynes
Dave Haynes

Portfolio Investment

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

Feb 10, 2025

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5 min read

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

Building AI that learns and grows alongside humans

Newsletter

The All New FOV Ventures

Feb 4, 2025

•

7 min read

The All New FOV Ventures

Your Exclusive First Glimpse at FOV Ventures’ Fresh Identity

Dave Haynes
Dave Haynes
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