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Thesis & Analysis

Thesis & Analysis

Thesis & Analysis

Your Second Customer Is a Lender

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
Dave Haynes
Sointu Karjalainen, +1

Thesis & Analysis

Why Physical AI Needs Specialist Capital

Jun 16, 2026

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5 min read

Why Physical AI Needs Specialist Capital

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.

David Ripert
David Ripert

Thesis & Analysis

Reinventing Reality: How Physical AI Is Redesigning the Built World

May 26, 2026

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5 min read

Reinventing Reality: How Physical AI Is Redesigning the Built World

How physical AI is quietly redesigning streets, stores and factories for humans and machines to share.

David Ripert
David Ripert

Thesis & Analysis

Europe's Physical AI playbook with Dr.-Ing. Máté Péntek (TUM)

May 6, 2026

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2 min read

Europe's Physical AI playbook with Dr.-Ing. Máté Péntek (TUM)

A Fireside Q&A on Europe's Physical AI Opportunity

David Ripert
David Ripert

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
Sointu Karjalainen
Dave Haynes
David Ripert
Petri Rajahalme, +3

Thesis & Analysis

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

Mar 3, 2026

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13 min read

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 & Analysis

Six Shifts Shaping 2026

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
Dave Haynes

Thesis & Analysis

Defence Tech x Spatial Computing

Jul 7, 2025

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13 min read

Defence Tech x Spatial Computing

A New Era of Dual-Use Innovation

Dave Haynes
Dave Haynes

Thesis & Analysis

Marketing 101 for Deep Tech

May 1, 2025

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10 min read

Marketing 101 for Deep Tech

With Jussi Mäkinen CMO and Co-Founder of Distance Technologies

Thesis & Analysis

AI's Leap from Information to Atoms

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
Dave Haynes

Thesis & Analysis

Six Shifts Shaping 2025

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
Petri Rajahalme
Sointu Karjalainen
David Ripert
Dave Haynes, +3

Thesis & Analysis

Beyond Screens: How Spatial Computing Enables the Robot Revolution

Dec 5, 2024

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18 min read

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 & Analysis

Brands in The Virtual World

Apr 28, 2024

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10 min read

Brands in The Virtual World

Why Gaming Platforms & Virtual Worlds are Becoming Staples for Brands

David Ripert
David Ripert

Thesis & Analysis

A Deep Dive into the Industrial Metaverse

Mar 5, 2024

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19 min read

A Deep Dive into the Industrial Metaverse

How Digital Twins are Shaping the Future of Industry

David Ripert
David Ripert

Thesis & Analysis

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

Feb 8, 2024

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6 min read

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 & Analysis

Apple Vision Pro: An Investors Perspective

Feb 7, 2024

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21 min read

Apple Vision Pro: An Investors Perspective

What AVP Means For Investor, Founders and The Industry

Dave Haynes
Dave Haynes

Thesis & Analysis

What is The Future of Education?

Jan 25, 2024

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9 min read

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 & Analysis

Spatial Computing... The New Buzzword for 2024?

Jan 18, 2024

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9 min read

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 & Analysis

Key Themes For 2024 And Beyond

Jan 11, 2024

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19 min read

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 & Analysis

The Conundrum of Education

Jan 8, 2024

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15 min read

The Conundrum of Education

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

Tiago Correia
Tiago Correia
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