Kyle Samani

speaker

488 appearances 3 recordings 2 series first heard Oct 2025 last heard 12 Jun

Kyle Samani’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.

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All-In with Chamath, Jason, Sacks & Friedberg · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live · 12 Jun 2026 podcast

Thanks to the besties for organizing.

Today, we're going to be talking about a little known asset, a little crypto asset called GeoNet, which is building the rails for AI.

So let's jump in.

Quick bit about me.

I founded a firm called Multicoin Capital about eight and a half years ago.

I stepped down a few months ago.

And in my time there, I was probably most well known for leading all three rounds of investment in Solana prior to Solana's network launch in 2020.

I've been deep in the crypto space for a very long time.

And I thought this would be a very natural forum to talk about a very interesting investment at the intersection of crypto and AI.

Also, big shout out to David Sachs.

Unfortunately, he's not here, but David did seed Multicoin back in the day.

So thank you, David, for believing in me very early.

All right, let's get into GeoNet.

So the way to understand GeoNet first is to look at GPS.

Probably everyone in this room has been in the situation on the left where you're using your phone and your phone is in the wrong spot, facing the wrong way.

Right here, you can see this guy looks like he's facing a wall, according to his phone.

GeoNet, it fundamentally is a new, it uses a technology called RTK, or real-time kinematics, where you can localize your location down to about two centimeters.

For context, GPS, roughly the precision is about two meters.

So you're getting about 100x accuracy for very precise geolocation.

As you can imagine, any form of kind of robotics can make use of RTK, drones being the very obvious example.

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