Thesis & Analysis

Thesis & Analysis

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Thesis & AnalysisThesis & Analysis
FOV Robotics Market Map 2026: A Guide to the European Landscape

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

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 & AnalysisThesis & Analysis
Six Shifts Shaping 2026

Six Shifts Shaping 2026

Themes We are Watching and Investing in This Year & Beyond

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
Defence Tech x Spatial Computing

Defence Tech x Spatial Computing

A New Era of Dual-Use Innovation

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
Marketing 101 for Deep Tech

Marketing 101 for Deep Tech

With Jussi Mäkinen CMO and Co-Founder of Distance Technologies

Thesis & AnalysisThesis & Analysis
AI's Leap from Information to Atoms

AI's Leap from Information to Atoms

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

Dave Haynes
Dave Haynes
Thesis & AnalysisThesis & Analysis
Six Shifts Shaping 2025

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 & AnalysisThesis & Analysis
Beyond Screens: How Spatial Computing Enables the Robot Revolution

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 & AnalysisThesis & Analysis
Brands in The Virtual World

Brands in The Virtual World

Why Gaming Platforms & Virtual Worlds are Becoming Staples for Brands

David Ripert
David Ripert
Thesis & AnalysisThesis & Analysis
A Deep Dive into the Industrial Metaverse

A Deep Dive into the Industrial Metaverse

How Digital Twins are Shaping the Future of Industry

David Ripert
David Ripert
Thesis & AnalysisThesis & Analysis
Your Chance to Try Apple Vision Pro, Investor Takeaways and More

Your Chance to Try Apple Vision Pro, Investor Takeaways and More

Testing Vision Pro, 3D Doll Houses and AI Teachers.

Petri Rajahalme
Dave Haynes
Sointu Karjalainen
Petri Rajahalme, +2
Thesis & AnalysisThesis & Analysis
Apple Vision Pro: An Investors Perspective

Apple Vision Pro: An Investors Perspective

What AVP Means For Investor, Founders and The Industry

Dave Haynes
Dave Haynes