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Thesis & Analysis

Six Shifts Shaping 2025

Jan 22, 2025

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14 min read

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

Newsletter

How Spatial Computing is Powering The Robotic Era

Dec 5, 2024

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9 min read

How Spatial Computing is Powering The Robotic Era

Dave Haynes
Dave Haynes

Thesis & Analysis

Beyond Screens: How Spatial Computing Enables the Robot Revolution

Dec 5, 2024

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18 min read

Beyond Screens: How Spatial Computing Enables the Robot Revolution

A Venture Perspective on Robotics' Next Platform Shift and Investment Opportunities

David Ripert
David Ripert

Newsletter

What One "Basic" Demo Reveals About Computing's Future

Nov 5, 2024

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7 min read

What One "Basic" Demo Reveals About Computing's Future

Plus, XR Slush week events, fundraising insights, and award winners.

Dave Haynes
Dave Haynes

Newsletter

Vantage Point: Investing in Gen-AI and Spatial Computing

Oct 23, 2024

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11 min read

Vantage Point: Investing in Gen-AI and Spatial Computing

Blog edition of the roundtable discussions from our recent Vantage Point Demo Day.

Dave Haynes
Dave Haynes

Newsletter

How Close are AR Wearables and Do Investors Need to Pay Attention?

Oct 1, 2024

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7 min read

How Close are AR Wearables and Do Investors Need to Pay Attention?

The future of wearables, gaming, and more

Dave Haynes
Dave Haynes

Newsletter

What's Coming Up in Spatial Computing?

Sep 3, 2024

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8 min read

What's Coming Up in Spatial Computing?

Events, Meta's latest moves, and New Games Launch

Dave Haynes
Dave Haynes

Newsletter

How Should Founders Prepare for Demo Days?

Aug 6, 2024

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9 min read

How Should Founders Prepare for Demo Days?

and Find Out Who is Speaking at Vantage Point Demo Day.

Dave Haynes
Dave Haynes

Portfolio Investment

Why We Invested in Iconic Games

Jul 11, 2024

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4 min read

Why We Invested in Iconic Games

Iconic raises $4m to disrupt AAA gaming using AI

Dave Haynes
Dave Haynes

Newsletter

Launching Our Demo Day for Founders and Investors

Jul 9, 2024

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6 min read

Launching Our Demo Day for Founders and Investors

Plus, a look at XR without the glasses!?

Dave Haynes
Dave Haynes

Portfolio Investment

Brainspark Games raises £1.4M

Jun 18, 2024

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4 min read

Brainspark Games raises £1.4M

AI-driven immersive education has the chance to disrupt education.

Dave Haynes
Dave Haynes

Portfolio Investment

Backing The World’s First Glasses-Free Mixed Reality Solution.

Jun 13, 2024

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4 min read

Backing The World’s First Glasses-Free Mixed Reality Solution.

Why We Invested in Distance

Dave Haynes
Petri Rajahalme
Sointu Karjalainen
Dave Haynes, +2
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