← Back to Spatial Capital

SPATIAL CAPITAL / INSIGHTS

Signals from
what comes next.

Ideas and research on physical AI, essential systems, and the founders building for the world ahead.

WRITING FROM SPATIAL CAPITALEXPLORE THE ARCHIVE ↓

Stay close to what’s changing.

For more updates, subscribe to our newsletter.

Get the newsletter ↗

From Simulation to Reasoning in Physical AI

Will the Future of Simulation Be Generative?

Will AI’s Future Form Factor Be AR Glasses?

We’re Planning for the Wrong Economy

The J-Curve in Venture Capital

The Race Into Autonomy Goes Into Overdrive

The First Wave of Physical AI

Spatial Computing Demystified

Photogrammetry, NeRFs, and Gaussian Splats

The Rise of Spatial Intelligence

Physical AI and Situational Computing

Expanding AI’s Peripheral Vision

NVIDIA Cosmos: The First World Foundation Model

Technology, Storytelling and Transformation

Foundation Models Meet The Real World

Deepfakes and VASA-1

AI’s Visionary Shift

AI Glasses as the Next Computing Platform?

AI and Ethics in VC

Advancements in AI Vision