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 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.
Appearances
And so obviously DJI is sending a ton of traffic now over GeoNet.
In the coming months and years as DJI rounds down in the US and you have a new wave of American drone manufacturers pop up, I'm gonna venture to guess that most, if not all of them are gonna end up on the GeoNet network as well.
The GeoNet team is based in the US, has deep roots here.
What I love about GeoNet is it's a very obvious network effects business.
This thing looks like a natural telecom, right?
You have base stations kind of all over the world.
You've got to cover the whole planet.
Telecoms naturally form monopolies historically.
I think the same is likely to be true here.
Today, GeoNet is the world's largest and fastest growing network with also the lowest cost structure by a very wide margin because of this decentralized nature where people just put these things on top of their house.
In terms of where the business at, the business just crossed about $11 million in annualized run rate a few days ago.
And it's growing more than three X year over year.
I think it's gonna probably more than triple over the next 12 months.
What's really cool about GeoNet is how capital efficient it is and how they're actually returning capital to token holders.
So today, the GeoNet network is taking of that 11 million in revenue, roughly 80% of it is being used to make open market purchases of Geo tokens.
And this is all visible on the Solana blockchain.
They have all the addresses are published and stuff.
So it's all verifiable in real time.
That means $8.8 million right now per year is going into buying GeoNet tokens on the open market.
What's amazing is that last 20% is they're covering all their R&D costs and scaling out now their business development team.
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