Thesis & Analysis
Sep 7, 2026
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13 min read
Equity buys the inflection. Debt carries the scale. A guest piece with Tangible Finance.
Jun 16, 2026
5 min read
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.
May 26, 2026
How physical AI is quietly redesigning streets, stores and factories for humans and machines to share.
May 6, 2026
2 min read
A Fireside Q&A on Europe's Physical AI Opportunity
Mar 19, 2026
18 min read
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.
Mar 3, 2026
The case for Europe as the defining geography for physical AI.
Jan 23, 2026
14 min read
Themes We are Watching and Investing in This Year & Beyond
Jul 7, 2025
A New Era of Dual-Use Innovation
May 1, 2025
10 min read
With Jussi Mäkinen CMO and Co-Founder of Distance Technologies
Mar 3, 2025
8 min read
The Convergence of Spatial Computing, Physical Understanding, and Robotic Systems
Jan 22, 2025
Key Themes We are Watching and Investing in This Year & Beyond
Dec 5, 2024
A Venture Perspective on Robotics' Next Platform Shift and Investment Opportunities
Apr 28, 2024
Why Gaming Platforms & Virtual Worlds are Becoming Staples for Brands
Mar 5, 2024
19 min read
How Digital Twins are Shaping the Future of Industry
Feb 8, 2024
6 min read
Testing Vision Pro, 3D Doll Houses and AI Teachers.
Feb 7, 2024
21 min read
What AVP Means For Investor, Founders and The Industry
Jan 25, 2024
9 min read
AI, Immersive Tech, and The Startups Building The Future of Education
Jan 18, 2024
What is it, and Why is Everyone Talking About it?
Jan 11, 2024
10 Things We Will be Watching (and investing in!) in 2024
Jan 8, 2024
15 min read
Duolingo, Robot Teachers, and VR at School. What Does The Future of Education Look Like?
