GEODNET (GEOD)

Burns don’t lie.

We kicked off the year strong, and the GEOD burn curve is telling a clear story.

Strong fundamentals underneath. https://t.co/yMG8Rcx0yZ

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

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