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E467 | Dave Haynes, FOV Ventures: How AR Glasses, Multimodal AI, and Teleoperated Robots Will Reshape How We Work

13 May 2025

Description

In this episode, Andreas Munk Holm talks with Dave Haynes at FOV Ventures to unpack how the evolution of multimodal AI, audio intelligence, and teleoperation are driving a new wave of human-computer interaction. From audio-enhancing models like AI Acoustics to video synthesis via 3D engines, and from VR-powered robot control to wearable AI glasses—you'll get a front-row seat to the technologies that are redefining the frontier of ambient computing.Dave shares how AR glasses are already unlocking new workflows, why multimodal models are changing the way we use AI daily, and what this means for investors eyeing the next trillion-dollar opportunity. If you’ve ever wondered what comes after mobile and SaaS, this is it.Here’s what’s covered:02:30 From Text to Multimodal: How AI Has Leveled Up06:00 Voice is the Interface: Audio Models Like 11 Labs and AI Acoustics08:45 The Rise of Ambient AI: Talking to Your Computer Like a Human12:10 The Future Is Synthetic: Training Video Models in 3D Engines15:55 Robotics in the Wild: Why Teleoperation Still Matters19:40 The Role of VR in Human-Robot Collaboration23:20 AR Glasses and Continuous Context Capture26:50 Using AI to Wrap Your Day: Follow-Up Summaries from Lifelogging30:10 Beyond SaaS: Why Frontier Tech Is Where Alpha Lives33:00 Convincing LPs to Bet on the Future36:25 Venture in the Age of Disruption: The 10-Year Thesis

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