GEODNET

includes GEODNET Foundation

4 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Jun 12, 2026 by Kyle Samani · said 40 times in 1 episodes since 2026 · across every show →

Mentions by year, the whole family

brought up most by Kyle Samani (34), Chamath Palihapitiya (6)

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Everything said about GEODNET, oldest first

Jun 12, 2026 bullish
Prediction Open · timeframe Jun 2027
Samani: GEODNET revenue will more than triple in the next 12 months
“In terms of where the business at, the business just crossed about eleven million dollars in annualized run rate a few days ago. And it's growing more than three X year over year. I think it's gonna probably more than triple over the next 12 months.”
Kyle Samani Jun 12, 2026 ▶ 46:24 All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Jun 12, 2026 bullish
Prediction Open · timeframe Jun 2031
Samani: Satellite networks cannot compete on cost with GEODNET ground stations
“There's no chance they can compete on cost, because just sending things to space, satellites, that's so, I mean, these GeoNet base stations are a few hundred bucks. Like, you're just not gonna compete on cost with GeoNet.”
Kyle Samani Jun 12, 2026 ▶ 52:59 All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Jun 12, 2026 bullish
Assertion Supported
Samani: GEODNET uses 80% of its revenue to buy back tokens
“So today the GeoNet network is taking, of that eleven million in revenue, roughly excuse me, 80% of it is being used to make open market purchases of Geo tokens. And this is all visible on the Solana blockchain. They have all the addresses are published and st…”
Kyle Samani Jun 12, 2026 ▶ 46:40 All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Jun 12, 2026 neutral
Assertion Partly supported
Samani: GEODNET trades at a $150M fully diluted market cap
“It's trading about a hundred and fifty million on a fully diluted basis.”
Kyle Samani Jun 12, 2026 ▶ 48:40 All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
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