GEODNET retweeted
Whichever machines win, they all need centimeter accuracy outdoors.
That gap is a product, and @GEODNET sells the fix.
A spray drone, tractor or delivery robot pays for RTK corrections to get centimeter accuracy, and GEODNET collects that revenue in fiat.
80% of that revenue buys $GEOD on the open market and burns it, so demand for positioning becomes buying pressure.
The chain is already working. GEOD burned 3,050,000 tokens in the past month, and the burn now offsets around 80% of new issuance.
We think this is the most overlooked part of the robotics boom.
People talk about the humanoid, the chip and the model, and very few talk about positioning.
Specialized machines pay first and humanoids add to the demand later, and each new machine is one more subscription feeding the burn.
GEODNET already runs the largest RTK network in the world, built by operators who paid for the hardware themselves.
A network like that takes years to place.
We are extremely bullish on $GEOD, because it is tied directly to demand for positioning in physical AI.
We think the market still prices it like a small project.
Always fun listening to Mike Horton, founder of @GEODNET .
Interesting take on humanoids versus specialized machines here and I agree. imho we'll see a mix, with specialized machines paying back first.
Whatever form they take, they all need to know exactly where they are and regular GPS is not good enough outdoors, since it can be off by a few meters.
GEODNET runs the world's largest RTK network, with centimeter-level precision, 22K+ base stations in 175 countries.
That is what the rails for physical AI look like🦾
GEODNET retweeted
$GEOD just lit up Gainesville.
Normal GPS is a few metres. This gets you to a centimetre. Seven cities this week.
GEODNET just lit up Gainesville, Florida, and that’s one of seven new cities the network added this week.
Normal GPS gets you within a few metres. GEODNET’s RTK network gets you to within a centimetre. Regular people stick small base stations on their roofs and earn $GEOD tokens for the coverage. It’s already the biggest network of its kind.
Gainesville’s a smart place to switch on. It’s home to the University of Florida’s engineering and agriculture research, and centimetre precision is exactly what autonomous tractors and precision farming need.
The network grows because Physical AI demands it. A delivery robot, a farming drone, a self-driving car, they can’t work safely if their location is only accurate to a few metres. A few metres is the difference between staying in your lane and hitting the kerb.
So seven cities in a week is pretty impressive. It’s the positioning layer robots actually need, being built city by city.
GEODNET retweeted
AI can think. But can it navigate the real world?
GEODNET builds precision positioning for drones, robots and autonomous machines.
I investigated $GEOD's commercial traction, token burns, dilution—and the key question: who captures the value?
GEODNET retweeted
GEODNET now pays up to 6x to put stations where no RTK coverage exists.
Same hardware, up to 36 $GEOD a day instead of 6.
Every gap that closes makes the network more useful for the drones, tractors and robots that depend on it. Here is how StableHex works.
6x is for remote areas with zero coverage (200 spots), 4x for weak coverage (1,000 spots) and 2x for areas that need reinforcement (2,000 spots).
At around $0.25 per GEOD, the 6x maximum of 36 GEOD a day works out to about $9.
Spots go to the first eligible station deployed in each hex. It needs 98% uptime over 7 days to claim a spot and 99.5% or better to earn the full bonus.
The base reward still pays daily, and the bonus is released at the end of each 30 day period based on uptime.
GEODNET retweeted
🌍 GEODNET is evolving into the rails for Physical AI.
From centimeter-level positioning to verified real-world intelligence, @GEODNET is building the infrastructure that connects AI to the physical world.
🤖 AI needs more than data. It needs to understand, navigate, and interact with reality.
GEODNET is laying the rails. The Physical AI revolution is coming. 🚀
#GEODNET #PhysicalAI #DePIN #AI #Web3
Token2049 is crazy.
People pay $500+ for a ticket, walk around a massive hall full of empty booths, then happily queue for 30 minutes to get a $10 T-shirt.
Honestly, if you want people at your booth:
Forget the product.
Build the best tagline.
Give away the coolest merch.
Create the biggest FOMO.
Apparently that’s the meta.
GEODNET retweeted
Great day for networking and discussing reindustrialization @Stanford DEFCON 2026.
Building a robust on-shore drone industrial base was a key topic in every panel.
stanforddefcon.org
GEODNET retweeted
🚨BREAKING: Tom Lee says BitMine will "STOP" buying ETH at 5% "hard cap."
"We only need to get another 100,000 ETH to get to 5%," Lee said on stage at Token2049.
Lee called 5% BitMine’s “hard cap,” saying it optimizes shareholder value.
GEODNET retweeted
Replying to @GEODNET
Is that precision in your pocket or are you just happy to see me?
GEODNET retweeted

Delphi Digital@Delphi_DigitalOct 2
United States!
United StatesConnected via WebLocation may be affected by a proxy or VPN.Account-level information, not a live location or per-post device.
GEODNET is building the positioning layer for physical AI.
Its correction data gives drones, farm machinery and surveying equipment centimeter-level accuracy. That data comes from about 22K base stations that operators have installed across 174 countries.
@GEODNET counted more than 150 enterprise customers on that network in August. Equipment and software partners extend that base, since a single integration can put the service in front of many end users.
Positioning is an ongoing need for those customers and much of their spending recurs. Revenue reached an estimated $2.8M in Q3, more than double the $1.2M from a year earlier.
Physical AI will put more robots, farm equipment and drones to work outdoors, and each needs accurate positioning to do useful work.
Replying to @KryptoInsider1
This is exactly the gap we built the H1 chip for. Flight control, AI, and secure comms in one chip, with @GEODNET's RTK network built in for sub centimeter positioning. No separate GNSS chip needed, and no dependency on foreign hardware!
90% of global drones rely on foreign supply chains. The @HyfixAI H1 solves this. 🇺🇸🚁
Made in America, the H1 chip delivers low-cost, sub-centimeter RTK spatial intelligence for autonomous drones & robotics—powered by @GEODNET.
Securing the supply chain for Physical AI. 🌐
📺 Full breakdown video 👇
#MadeInUSA
GEODNET retweeted
Replying to @GEODNET
This is so huge in construction. When using it with my drone surveying I have saved soo much money and generated massive jobs. The geo-measure is the future of surveying. When I went out a construction site was blown away asking where my base station was and asking how I was getting so accurate coordinates!!! Guess what im emulating emlid and others paying 1/4 the price 😆
GEODNET retweeted
I have been saying Physical AI is eventually a >$1Q market.... physical labor and population size will no longer limit industrial output.
GEODNET retweeted
Setting up over known monuments today.
@GEODNET's GEO-MEASURE
store.geodnet.com/products/g…
Scaling 1 million daily drone deliveries on @UberEats isn't just a logistics challenge—it's a spatial hardware challenge. 🚁📦
Standard GPS drift can lead to missed drop-offs or safety hazards. By combining our @HyfixAI RTK GNSS modules with @GEODNET’s global correction network, autonomous hardware gets sub-inch positioning confidence in real time.
The physical infrastructure layer for autonomous flight is officially here. ⚡
#AgTech #Robotics #SpatialIntelligence #RTK #DroneDelivery
Scaling to 1 million daily drone deliveries on @UberEats is a massive milestone for autonomous logistics. 🚁
But delivering a meal directly to a suburban backyard or designated landing pad requires sub-inch precision. Standard phone GPS (which drifts by meters) simply won't cut it. That's where @GEODNET RTK comes in!
Centimeter-level RTK spatial infrastructure is the quiet backbone making safe, high-density aerial corridors possible. The future of last-mile delivery is here. ⚡
#DroneDelivery #PhysicalAI #RTK #AutonomousVehicles #GEODNET































