Samani: Satellite networks cannot compete on cost with GEODNET ground stations
Kyle Samani · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live · Jun 12, 2026 · at 52:59
Kyle Samani responds to David Friedberg's question regarding potential competition from microsatellite location networks.
0:00 / 0:10exact quote · 10.7s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“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.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Kyle Samani
Samani: Crypto projects focused on distributed AI training will not work
“The distributed training stuff, there's a whole bunch of people trying it. I, I'm pretty skeptical. I don't think any of it's going to work.”
Samani: Solana can process over one billion daily transactions under a penny each
“Modern blockchains like Solana can actually process now more than a billion transactions in a day at an average cost of less than a penny per transaction.”
Samani: Congress will pass the Clarity Act by early 2026
“And in the next few months, we expect Congress is going to pass the Clarity Act, which is going to answer a number of open questions about how crypto market structure should be regulated.”
Samani predicts DeFi access directly through Robinhood, Coinbase, and SoFi apps
“Soon, you're going to be able to access crypto-native protocols, such as JITO, Drift, Kamino, and a lot of others, directly from these regulated financial super apps.”