Mike shared that Geodnet is on track to hit 20,000 live stations globally by the end of 2025. That’s a major milestone for coverage and density.

What makes it more impressive is that the network already generates $4 million in annual recurring revenue, nearly double where it stood just seven months ago.

Their customers include:

• Large module manufacturers like Quectel (who just reaffirmed a public partnership)
• Robotics and AR startups
• Drone fleet operators
• Construction and geospatial intelligence firms

The business model is robust: customers pay for API access to Geodnet’s correction data. Some of these clients are already generating significant volume, while others are just beginning to scale—giving Geodnet a strong growth pipeline.

Expanding Across LATAM and APAC

Geodnet’s international growth is worth highlighting.

• Brazil: Despite logistical hurdles and high import taxes, Geodnet has seen excellent progress, working with partners to overcome complexity and scale hardware deployments.
• Southeast Asia: This region continues to mature, though challenges remain—particularly in markets like Japan and South Korea, where rooftop access for hardware is limited due to urban density and apartment living.

Still, the team is optimistic. With the right incentives and tools like “super hexes” (higher-yield deployment incentives), these gaps are closing fast.

From GNSS to Robotics: The Next Evolution

One of the most exciting parts of the conversation was Mike’s explanation of where Geodnet is heading next: autonomous robotics.

“Localisation is a superpower,” he said. “If a robot knows where everything is—to the centimeter—it can collaborate, move faster, and radically increase productivity.”

The team is now building a platform for robotic geospatial intelligence:

• RTK positioning as a service
• Geopulse quests for data collection
• SDKs for integration into ground robots, drones, and autonomous vehicles

This unlocks a decentralised robotics stack that can be built on top of Geodnet—where anyone can deploy sensors, collect data, and contribute to a global intelligence layer.

RTK on Phones: The Solana Seeker Integration

Another exciting development is Geodnet’s collaboration with Solana Mobile on the Seeker phone.

This device will include:

• A dual-band GNSS chip tuned for RTK
• Preloaded Geodnet SDK
• Support for real-time accuracy and proof-of-location
• A mobile-native version of Geopulse quests

For developers, this means location-based apps can now operate with higher accuracy and authenticity—without the need for extra hardware.

It also addresses one of the biggest security holes in Android: the mock location feature. Geodnet’s SDK provides cryptographic location validation, making it possible to build apps that can trust where users really are—a key requirement for use cases like:

• Anti-spoofing in DePIN mining
• Location-gated experiences or content
• KYC and regulatory compliance
• Geo-anchored AR environments

Together, ROVR and Geodnet are targeting:

1. OEMs and Tier 1s in Automotive: Many of Geodnet’s chipset customers are now interested in ROVR’s data.
2. Autonomy Startups: Instead of spending $2M+ to collect initial datasets, early-stage robotics companies can use ROVR rigs with Geodnet RTK to gather the data they need to train models and simulate autonomy.
3. Smart City + Infra Mapping: From tree encroachments on power lines to road compliance, ROVR can deliver drone-quality mapping—from the road.

ROVR also supports private datasets for enterprise clients, a major revenue unlock.

A New Model for Token Alignment

The partnership between Geodnet and ROVR introduces a novel business model:

• Geodnet provides RTK access to ROVR for free.
• In return, 20% of ROVR’s revenue will be used to buy and burn $GEO tokens.

This aligns incentives across both ecosystems:

• ROVR gets a low-cost bootstrapped service
• $GEO holders benefit from network growth
• Builders get a scalable, decentralised mapping and positioning stack

It’s reminiscent of Helium’s subDAO model—but applied in a more targeted and revenue-aligned way.

Why This Matters: Avoiding Centralised Physical AI

The most important takeaway from Mike?

“The last thing we want is all the world’s robots or self-driving cars run by one company. That’s extractive, dangerous—and it’s already happening.”

Geodnet and ROVR are building an open alternative: decentralised infrastructure for a world increasingly defined by intelligent machines and physical AI.

• Decentralised RTK → Precision
• Decentralised LiDAR → Perception
• Decentralised compute → Autonomy
• Shared tokens → Aligned incentives

This is the DePIN thesis in action: unlocking scale through decentralisation and rewarding the people who build and operate the physical infrastructure.