Dave Haynes

Viewpoints is brought to you by FOV Ventures, the leading European fund investing in founders building the Metaverse. This newsletter covers all the updates from FOV Ventures as well as a monthly digest of news, viewpoints and investment activity from the world of Metaverse, XR and Spatial Computing.

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

Thesis & Analysis

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, +1

Newsletter

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

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

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

Newsletter

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

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

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, +3

Newsletter

Robots That Predict the Future (And Why Europe's Positioned to Build Them)

Mar 3, 2026

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7 min read

Robots That Predict the Future (And Why Europe's Positioned to Build Them)

Plus why 200+ robotics founders and investors are heading to London this March

Dave Haynes

Newsletter

The Startups Leading Europe's Robotics Moment

Feb 5, 2026

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8 min read

The Startups Leading Europe's Robotics Moment

Our 2026 investment focus, 10 pre-seed robotics startups redefining what's possible, and Vantage Point: Robotics Edition in March

Dave Haynes

Thesis & Analysis

Jan 23, 2026

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14 min read

Six Shifts Shaping 2026

Themes We are Watching and Investing in This Year & Beyond

Dave Haynes

10 Early-Stage Startups to Watch in 2026

Jan 23, 2026

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8 min read

10 Early-Stage Startups to Watch in 2026

Europe’s Next Robotics Wave

Dave Haynes

Dec 2, 2025

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10 min read

Our Biggest Slush Yet

OpenAI, new investment rounds, and more!

Dave Haynes

Newsletter

Samsung launches Gemini-powered Galaxy XR

Nov 4, 2025

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10 min read

Samsung launches Gemini-powered Galaxy XR

XR headsets - each with different strategies, and all creating opportunities for builders.

Dave Haynes

Newsletter

Oct 7, 2025

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10 min read

The Wearable Computing Inflection Point

Meta launches, Apple and OpenAI to follow?

Dave Haynes

Newsletter

Aug 7, 2025

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8 min read

Ray-Bans, Robots, and Real World AI

Why smart glasses are the interface layer for the trillion-dollar spatial computing shift

Dave Haynes

Newsletter

Jul 14, 2025

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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

Thesis & Analysis

Jul 7, 2025

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13 min read

Defence Tech x Spatial Computing

A New Era of Dual-Use Innovation

Dave Haynes

Newsletter

Why Every Tech Giant is Betting on Smart Glasses Now

Jun 5, 2025

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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

Newsletter

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

Newsletter

Apr 2, 2025

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8 min read

Game Investors' New Frontier

Why both GDC and GTC revealed the same opportunity

Dave Haynes

Newsletter

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

Thesis & Analysis

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

Newsletter

Feb 4, 2025

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7 min read

The All New FOV Ventures

Your Exclusive First Glimpse at FOV Ventures’ Fresh Identity

Dave Haynes

Thesis & Analysis

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, +3

Dave Haynes

Europe is building the hardtech financing layer

Your Second Customer Is a Lender

$27.6B in robots. Now the hard part.

The biggest robotics bet isn't only the robot

Europe Builds the Training Ground for Physical AI

Inside Vantage Point and Doublepoint's Exit to Ōura

Recap - VANTAGE POINT: Robotics Edition 2026

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

Robots That Predict the Future (And Why Europe's Positioned to Build Them)

The Startups Leading Europe's Robotics Moment

Six Shifts Shaping 2026

10 Early-Stage Startups to Watch in 2026

Our Biggest Slush Yet

Samsung launches Gemini-powered Galaxy XR

The Wearable Computing Inflection Point

Ray-Bans, Robots, and Real World AI

The Spatial Computing Race

Defence Tech x Spatial Computing

Why Every Tech Giant is Betting on Smart Glasses Now

Is Enterprise XR Viable in 2025?

Game Investors' New Frontier

The $100 Trillion Race

AI's Leap from Information to Atoms

The All New FOV Ventures

Six Shifts Shaping 2025

Viewpoints

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