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Publications & Research
Solving for General Robotics
Robotics has come a long way since robot arms and industrial assembly. With $19B flowing into the sector in H1 of 2026 alone, that funding will be going towards two remaining frontiers: spatial intelligence and wide deployment. Written by: George Patin | Research Contributor, London Venture Capital Network New Possibilities, New Constraints For fifty years, robotics was a control problem. Machines did exactly what they were programmed to do, operating in constrained and clear
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Solving for General Robotics
Robotics has come a long way since robot arms and industrial assembly. With $19B flowing into the sector in H1 of 2026 alone, that funding will be going towards two remaining frontiers: spatial intelligence and wide deployment. Written by: George Patin | Research Contributor, London Venture Capital Network New Possibilities, New Constraints For fifty years, robotics was a control problem. Machines did exactly what they were programmed to do, operating in constrained and clear
1 day ago4 min read
The New Biology Stack
The convergence of AI, automation, and advanced biology is collapsing the R&D timeline. The science has never moved faster. Now, the trick is getting all this out into the real world. Written by: George Patin | Research Contributor, London Venture Capital Network With biotech, there are two stories: the capital and the science. Writing this from 2026, it looks like the two are beginning to align on a takeoff trajectory. The Big Picture The pandemic was, by all accounts, a boo
Jun 105 min read
The Battlefield Is Now a Beta Test
Defence Tech used to mean decade-long procurement cycles and incumbent contractors. What is now emerging is fundamentally different: startups iterating in active conflict zones, building AI-native platforms, and deploying them within months. We track how that shift happened and what it means for VC at large. Written by: Ilya Vencjuns | Research Contributor, London Venture Capital Network Not long ago, defence was the sector that European VCs simply did not touch. The ethics w
May 285 min read
Next Gen Compute: What's Going to Power the AI Scaleup?
The AI infrastructure race has moved from silicon to energy, from chips to racks, and from the US to everywhere. And now it’s running into a wall. So what’s going to power the next five years of the AI scaleup? Written by: George Patin | Research Contributor, London Venture Capital Network The AI infrastructure buildout has been all over the headlines for over a year now. Endless data centres, Blackwell GPU orders in the tens of thousands, and seemingly never enough compute.
Apr 287 min read
Europe’s Deeptech Renaissance: Will the Trend Hold?
Something is shifting in the European tech landscape. Not a pivot. Not a trend. Something deeper. We went looking for whether it's real, how long it might last, and what could break it. Written by: George Patin | Research Contributor, London Venture Capital Network Over the past three years, the venture capital landscape has changed rather dramatically. Following the pandemic-era boom of 2021, funding across most technology sectors declined by as much as 50-60% as rising int
Mar 25 min read
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