FutureInvstmnts

Defining the Next Decade of Investment.
Connecting global investors with frontier technologies.
Inaugural Future Investments Circle · Davos 2026.

[FutureInvstmnts @FutInvstmnts]

Read the full story here:
https://t.co/aK3wn3o0m3

[FutureInvstmnts @FutInvstmnts]

Cold War plutonium → reactor fuel. SpaceX files its S-1. The US takes equity in quantum.

The infrastructure of the next decade is being filed, funded, and deployed.

#FutureInvestments

[FutureInvstmnts @FutInvstmnts]

The physical AI stack is forming fast.
→ @Figure_robot AI: $39B — humanoid robots → @SkildAI : $14B — the AI brain that runs any robot → @BostonDynamics: ~$21–28B — 30 years of R&D → @physical_int : $5.6B — general-purpose AI for robot control.

[FutureInvstmnts @FutInvstmnts]

$67B utility deal. Fusion at 75%. Robot beats human.
The grid is being rebuilt. The machines are running.

#FutureInvestments

[FutureInvstmnts @FutInvstmnts]

Where do opportunities still exist?

→ Vertical-specific foundation models (surgical, agri, construction)
→ Purpose-built industrial robotics — less crowded than humanoids
→ The enabling layer: actuators, simulation
→ Europe — deep industrial base, thin investor ecosystem

[FutureInvstmnts @FutInvstmnts]

Read the full piece at: https://t.co/V1SQSvQSNM

[FutureInvstmnts @FutInvstmnts]

Capital is moving into the physical world:

Humanoid × Schaeffler: 2,000 robots. 1M+ actuators.
Mind Robotics: $1B in 6 months. $3.4B. Kleiner Perkins leads
ICVP: 3rd blind patient implanted. Artificial vision. Zero failures
Quantum Motion: $160M. Silicon chips.

[FutureInvstmnts @FutInvstmnts]

Read the full piece at: https://t.co/3gAJbQaedN

[FutureInvstmnts @FutInvstmnts]

Physical AI and robotics: $27.6B raised in 2025. More than double 2024.
But the market is splitting into two very different bets:
→ Humanoid / general-purpose: broad market, longer timeline (2026–2030) → Purpose-built / industrial: deploying at scale right now.

[FutureInvstmnts @FutInvstmnts]

Read the full piece at: https://t.co/RSGpVzT1nd

[FutureInvstmnts @FutInvstmnts]

This week in frontier tech:
CFS enters PJM queue - first fusion company to get US grid connection
@Figure_robot AI: 1 robot/hour at BotQ. 24x in 120 days
Denmark freezes data center grid access. 60 GW queue vs 7 GW peak
@QueraComputing : 2-to-1 qubit ratio.
#FutureInvestments

[FutureInvstmnts @FutInvstmnts]

5 of the 6 biggest bets in the space economy point to one company.

Coincidence? No. Conviction.

$630B in the space economy today → $1.8T by 2035.

[FutureInvstmnts @FutInvstmnts]

Read the full piece at: https://t.co/U64T6jRtKA

[FutureInvstmnts @FutInvstmnts]

Six deep tech signals this week - space defense, advanced nuclear, robotics AI, brain implants, fusion, and BCI.

The capital is pointed, not exploratory.

#FutureInvestments

[FutureInvstmnts @FutInvstmnts]

Read more at:
https://t.co/nLaKfLjozv

[FutureInvstmnts @FutInvstmnts]

The most funded defense tech startups right now:
→ @anduriltech : $60B valuation → @HelsingAI : €12B → @shieldaitech : $12.7B → @Saronic : $9.25B → @ChaosDefense : $4.5B

Five companies. One thesis: startups are building the next defense industrial base.

#FutureInvestments

[FutureInvstmnts @FutInvstmnts]

Read the full piece at: https://t.co/ei56v3D9qW

[FutureInvstmnts @FutInvstmnts]

Cognitive robotics, nuclear IPOs, satellite M&A, graphene BCIs, quantum AI and fusion.

NEURA lands €1B + AWS partnership
@xenergynuclear launches first SMR IPO
@amazon acquires @Globalstar for $11.6B
@nvidia ships Ising for quantum

Capital that's pointed, not speculative.

[FutureInvstmnts @FutInvstmnts]

The defense tech investor base has changed.

Founders Fund: $1B single check into Anduril. A16z: 10+ defense cap tables, $1.2B dedicated fund. JPMorgan + Point72: both launched defense vehicles in 2025.

And 85% of NATO defense VC has gone to the U.S. — Europe is catching up fast

[FutureInvstmnts @FutInvstmnts]

Read the full issue here:
https://t.co/YKvAKoPiTu

[FutureInvstmnts @FutInvstmnts]

Fusion capital, humanoid robotics, biohybrid BCI, orbital intelligence.

@ARPAE commits $135M to fusion
@Microsoft pauses CDR buying
@agibot hits live production
@UnitreeRobotics files first profitable humanoid IPO
@ScienceCorp_ preps first human BCI
@TurionSpace raises $75M+