FOV Ventures | Activity

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

viewpoints.fov.venturesSEP 7, 2026

SEP 7, 2026

New Fund

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 Fund II in market

FOV Ventures

viewpoints.fov.venturesJUN 16, 2026

JUN 16, 2026

Essay

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

FOV Ventures

viewpoints.fov.venturesJUN 16, 2026

JUN 16, 2026

Essay

Published a newsletter thesis on the missing middle layer in Physical AI, including robot-ready infrastructure, digital twins, V2X, and warehouse operating systems.

The biggest robotics bet isn't only the robot

Distance TechnologiesMakiinaLevtekFOV Ventures

viewpoints.fov.venturesJUN 2, 2026

JUN 2, 2026

Essay

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

Distance TechnologiesMakiinaLevtekSpogen AI FOV Ventures

viewpoints.fov.venturesMAY 26, 2026

MAY 26, 2026

Milestone

Portfolio company Distance Technologies announced a Kia collaboration to integrate its panoramic Lightfield HUD into the Kia Vision Meta Turismo concept car.

Distance Technologies

Distance TechnologiesFOV Ventures

viewpoints.fov.venturesMAY 7, 2026

MAY 7, 2026

Essay

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

viewpoints.fov.venturesMAY 6, 2026

MAY 6, 2026

Milestone

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.

Edailabs

Edailabs FOV Ventures

viewpoints.fov.venturesAPR 8, 2026

APR 8, 2026

Exit

Doublepoint, a FOV Ventures portfolio company building gesture recognition technology, was acquired by Ōura (an $11B company). This was FOV Ventures' first Finnish exit.

Doublepoint

Doublepoint FOV Ventures

viewpoints.fov.venturesAPR 8, 2026

APR 8, 2026

Milestone

Launched comprehensive robotics market map guide to European landscape, signaling deep sector expertise and positioning.

Fov

FovFOV Ventures

linkedin.comMAR 19, 2026

MAR 19, 2026

Exit

Portfolio company Doublepoint acquired in merger/acquisition.

Doublepoint

Doublepoint FOV Ventures

pitchbook.comMAR 2026 ouraring.com viewpoints.fov.ventures docs.doublepoint.com

MAR 2026

Essay

Published comprehensive thesis on AI, robotics, spatial computing, and gaming tech convergence reshaping computing in 2026.

Six Shifts Shaping 2026

FOV Ventures

viewpoints.fov.venturesJAN 23, 2026

JAN 23, 2026

FOV Ventures Activity

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.

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.

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.

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.

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.

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.

Launched comprehensive robotics market map guide to European landscape, signaling deep sector expertise and positioning.

Portfolio company Doublepoint acquired in merger/acquisition.

Published comprehensive thesis on AI, robotics, spatial computing, and gaming tech convergence reshaping computing in 2026.