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
📺 Watch the episode here or stream it on Spotify or Apple Podcasts—now with chapters for easy navigation on the Spotify/Apple episode 🎧
✍️ Show notes
Multimodal by Default
AI has rapidly shifted from text-only to multimodal capabilities—images, audio, video, and text are now first-class citizens. That means richer input, more intelligent context, and broader application possibilities.
Voice-First Interaction is Here
Tools like AI Acoustics and 11 Labs are making voice interfaces not just viable—but delightful. AI now cleans up and enhances voice in real time, enabling natural conversation with your devices.
Synthetic Data, Real Value
Projects like CoCosmos use 3D engines to generate synthetic video data for model training. It’s faster, cheaper, and unlocks new possibilities for video-based AI.
Robots + Humans: The Hybrid Model
Despite advances in autonomy, real-world robots still require human oversight. That’s where VR comes in—teleoperation from a first-person perspective is becoming a critical feature of field robotics.
AR Glasses Are the New Interface Layer
Dave uses his AI-powered AR glasses 80% of the time—just for the audio. Now imagine layering in memory, summarization, and intent detection. The future isn’t screen-first—it’s context-first.
Daily Wraps from Your Day
Imagine a 10-minute wrap-up every evening where your AI assistant tells you what to follow up on based on everything it saw and heard. With AR glasses, that’s within reach.
Why VCs Must Lean In Now
The SaaS era isn’t over—but its playbooks are played out. The next wave of value creation lies in new interfaces and machine collaboration. The funds who see that—and allocate accordingly—will be the ones writing the future.
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