Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
FOV Ventures published a guest piece with Tangible Finance on why hardtech companies need debt financing in addition to equity, arguing that equity buys the inflection while debt carries the scale.
"Your Second Customer Is a Lender" - thesis essay on debt financing for hardtech
FOV Ventures' Dave Haynes published an analysis on the record $27.6B in robotics funding in 2025, arguing the real challenge is whether the money can actually build robots.
"$27.6B in robots. Now the hard part." - thesis essay by Dave Haynes
FOV Ventures is raising Fund II, focused on Physical AI, Robotics and Spatial Computing. David Ripert's essay states "The LPs we are talking to for Fund II keep telling us the same thing..." and "Focus beats frenzy. That is the bet we are making with Fund II."
FOV Ventures' Venture Partner David Ripert published an analysis arguing that Physical AI will be the defining venture cycle of the next decade, and that specialist capital is needed to support it.
"Why Physical AI Needs Specialist Capital" - thesis essay by David Ripert
Published a newsletter thesis on the missing middle layer in Physical AI, including robot-ready infrastructure, digital twins, V2X, and warehouse operating systems.
Published a Physical AI thesis arguing that streets, stores, warehouses, fields, and hospitals are being redesigned for shared human-machine environments.
Reinventing Reality: How Physical AI Is Redesigning the Built World
Portfolio company Distance Technologies announced a Kia collaboration to integrate its panoramic Lightfield HUD into the Kia Vision Meta Turismo concept car.
Published a Q&A on Europe's Physical AI opportunity, emphasizing built-environment use cases, industrial demand, sovereignty, and research-to-revenue execution.
Europe's Physical AI playbook with Dr.-Ing. Mate Pentek
FOV Ventures portfolio company Edailabs (Emma) was named to the VivaTech Top 100 2026 - the only edtech company selected from 100 startups across 12 countries and 28 sectors. Emma has the 2nd highest retention rate globally among language learning apps.
Doublepoint, a FOV Ventures portfolio company building gesture recognition technology, was acquired by Ōura (an $11B company). This was FOV Ventures' first Finnish exit.