VC | E467 | Dave Haynes on How AR Glasses, Multimodal AI, and Teleoperated Robots Will Reshape How We Work

EUVC

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 Up
• 06:00 Voice is the Interface: Audio Models Like 11 Labs and AI Acoustics
• 08:45 The Rise of Ambient AI: Talking to Your Computer Like a Human
• 12:10 The Future Is Synthetic: Training Video Models in 3D Engines
• 15:55 Robotics in the Wild: Why Teleoperation Still Matters
• 19:40 The Role of VR in Human-Robot Collaboration
• 23:20 AR Glasses and Continuous Context Capture
• 26:50 Using AI to Wrap Your Day: Follow-Up Summaries from Lifelogging
• 30:10 Beyond SaaS: Why Frontier Tech Is Where Alpha Lives
• 33:00 Convincing LPs to Bet on the Future
• 36:25 Venture in the Age of Disruption: The 10-Year Thesis