Great video for showcasing how ROVR LightCone captures real-world road data and powering physical AI & robotics at scale ↓
Foundational spatial intelligence >>> just visualization data. https://t.co/UDo6BONdbi
Great video for showcasing how ROVR LightCone captures real-world road data and powering physical AI & robotics at scale ↓
Foundational spatial intelligence >>> just visualization data. https://t.co/UDo6BONdbi
Check out how ROVR LightCone captures real-world data on the road — high-precision, survey-level point clouds every mile driven. 🚗🔍
This isn’t just data — it’s foundational information for AI, autonomy, and spatial intelligence.
Full demo 👇
https://t.co/HajXbGdeje
#ROVR #LiDAR #SpatialAI #DePIN
Interesting bull/bear notes from Messari's depin thesis co-written by @dylangbane
What's interesting about point 1 and 3 in the bear cases is that
a) Legacy RTK is a multi-billion dollar market with Geodnet providing a signficantly cheaper/better service - I have no doubts they'll continue to grow revenue here
c) Based on convos with GEOD team a lot of their new demand in 2026 is going to be driven by drones/robotics, niches that are generally faster moving with a lot of new startups
The point is GEOD is going to be the best choice for new robotics/drones startups that are going profilerate like crazy over the next few years, and GEOD will grow with these startups
And we're not talking 5-10% growth, we're talking about some of these teams going 100x in deployments in a couple of years
Attention has shifted to business with real revenue.
This is why I'm so bullish on DePIN this year.
Let's look at @GEODNET as an example:
Top DePIN projects have profitable and growing businesses. These Physical Infra Networks include bandwidth, energy, compute power, location services, and more.
GEODNET provides precise positioning for robotics (robots, drones, vehicles, etc.) with RTK (Real-Time Kinematic) positioning. GPS is not viable since these use cases, such as drone landing, are delicate and require centimeter-level positioning.
GEODNET's decentralized model changes the economics and disrupts the corporate RTK subscription model ($1K+ per month), users can now pay a fraction to access a globally distributed network of base stations.
The network effect is straightforward:
more base stations → better coverage → more customers → more revenue.
GEODNET just published their numbers: $8M ARR, on a path that could reach $50M ARR by 2027 as traction is growing fast + 80% of fees go to $GEOD buybacks
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