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David Ripert
David Ripert

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

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

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

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

Thesis & Analysis

Europe’s Deep Tech Frontier: AI, Spatial Computing, Robotics, and a New Era of European Sovereignty

Mar 3, 2026

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13 min read

Europe’s Deep Tech Frontier: AI, Spatial Computing, Robotics, and a New Era of European Sovereignty

The case for Europe as the defining geography for physical AI.

David Ripert
David Ripert

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

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

Thesis & Analysis

Brands in The Virtual World

Apr 28, 2024

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10 min read

Brands in The Virtual World

Why Gaming Platforms & Virtual Worlds are Becoming Staples for Brands

David Ripert
David Ripert
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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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