$GEOD will becoming the precision infra layer for Physical AI.
Every autonomous tractor, drone, warehouse robot and surveying system needs centimetre level positioning that standard GPS simply cannot provide and
@GEODNET is already the largest decentralised network selling that correction data at commercial scale.
↪ 22K+ stations
↪ Highest fee DePIN at ~$11M ARR compounding 170% YoY
80% revenue buyback currently creates a mechanical floor near $0.11 (well below the $0.18 price) and the multiple has already compressed from 24x to 9.5x while fees roughly 3x'd.
This is the only liquid pure play whose fee line is a high frequency consumption tax on the real world deployment of machines. As robot density rises, this data will become mandatory recurring infra.
h/t to
@Blockworks for the data