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
With a business like this, of course, like it's a pretty small network of customers.
The guys who work at John Deere know the guys who work at DGI, who know the guys who work at TomTom.
And so this thing is now growing virally amongst this kind of core community of customers.
And as you can imagine, with customers who sign up for a service like this, they tend to ramp up their usage of that service over time.
So once someone starts rolling out GeoNet in the first year, they're usually spending about $60,000 per year.
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.
Showing 101–120 of 488 · page 6 of 25
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