Thesis & Analysis

Thesis & Analysis

Portfolio InvestmentThesis & AnalysisNewsletter
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
Thesis & AnalysisThesis & Analysis
What is The Future of Education?

What is The Future of Education?

AI, Immersive Tech, and The Startups Building The Future of Education

Petri Rajahalme
Sointu Karjalainen
Dave Haynes
Petri Rajahalme, +2
Thesis & AnalysisThesis & Analysis
Spatial Computing... The New Buzzword for 2024?

Spatial Computing... The New Buzzword for 2024?

What is it, and Why is Everyone Talking About it?

Dave Haynes
Sointu Karjalainen
Petri Rajahalme
Dave Haynes, +2
Thesis & AnalysisThesis & Analysis
Key Themes For 2024 And Beyond

Key Themes For 2024 And Beyond

10 Things We Will be Watching (and investing in!) in 2024

Sointu Karjalainen
Dave Haynes
Petri Rajahalme
Sointu Karjalainen, +2
Thesis & AnalysisThesis & Analysis
The Conundrum of Education

The Conundrum of Education

Duolingo, Robot Teachers, and VR at School. What Does The Future of Education Look Like?

Tiago Correia
Tiago Correia