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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.
Appearances
After two years though, they're usually spending about $170,000 per year.
So the average GeoNet customer is growing their revenue with GeoNet about 3x in that second year.
Obviously, then we look at just their customers they've signed up in the last two years.
You can see they 5x their customer base last year.
Those are net new customers.
So applying some pretty simple math here, you can see they have a very clear path to more than 3x this year as this thing ramps up.
Just to wrap things up, summary, GeoNet is the world's largest RTK network, growing the fastest.
It has really obvious network effects and is likely to be a very natural monopoly, growing 3x year over year with a bunch of flagship customers and brands that you all know.
Obviously, we have this huge physical AI tailwind behind us now, robotics and all of the other amazing stuff happening, and they're returning capital to shareholders.
The token does trade on the Solana blockchain.
It trades 24-7.
The ticker is GEOD, G-E-O-D.
So if you want to actually get some GEO tokens, I encourage you to sign up for a crypto wallet, a Solana wallet, and you can go ahead and buy GEO tokens from there.
And with that, I think we are ready for some Q&A.
Awesome.
Oh, sorry.
It's trading about 150 million on a fully diluted basis.
If you were to go look at any of the crypto price websites like CoinGecko or CoinMarketCap, they're going to show you something like 60 or 70 million.
That's because not all of the tokens are floating yet.
But the fully diluted number is about 150.
Showing 281–300 of 488 · page 15 of 25
← Previous
Next →