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$27.6B in robots. Now the hard part.

Jul 7, 2026

•

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
Dave Haynes

Newsletter

The biggest robotics bet isn't only the robot

Jun 2, 2026

•

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
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
Dave Haynes

Newsletter

Inside Vantage Point and Doublepoint's Exit to Ōura

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
Dave Haynes

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
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
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
Dave Haynes

Newsletter

The Wearable Computing Inflection Point

Oct 7, 2025

•

10 min read

The Wearable Computing Inflection Point

Meta launches, Apple and OpenAI to follow?

Dave Haynes
Dave Haynes

Newsletter

Ray-Bans, Robots, and Real World AI

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
Dave Haynes

Newsletter

The Spatial Computing Race

Jul 14, 2025

•

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
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
Dave Haynes

Newsletter

Is Enterprise XR Viable in 2025?

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
Dave Haynes

Newsletter

Game Investors' New Frontier

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
Dave Haynes

Newsletter

The $100 Trillion Race

Mar 4, 2025

•

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
Dave Haynes

Newsletter

The All New FOV Ventures

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
Dave Haynes

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

Newsletter

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

Nov 5, 2024

•

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

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

Newsletter

What is the Significance of GPT-4o for Spatial Computing?

Jun 5, 2024

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8 min read

What is the Significance of GPT-4o for Spatial Computing?

As Generative AI Funding Drops, GPT-4o Drives Spatial Computing Forward

Dave Haynes
Dave Haynes

Newsletter

The Current VC Climate and Shopping in Roblox

May 8, 2024

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8 min read

The Current VC Climate and Shopping in Roblox

How did Venture fair in Q1 2024, Tips for Founders and unveiling our latest investment.

Dave Haynes
Dave Haynes

Newsletter

These Two Innovations Will Transform How We Experience the Digital World

Apr 2, 2024

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8 min read

These Two Innovations Will Transform How We Experience the Digital World

How Voice & Visual Innovations Are Shaping Our Digital Futures

Dave Haynes
Dave Haynes
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