▶ 41:55 · $GEOD · Kyle Samani pitches Geonet as a decentralized RTK network riding robotics and physical AI demand

episode briefing

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

2026-06-12 · 9 company · 0 thematic

sentiment

9 bull0 bear0 neu

speakers

Managing partner and CIO of Atreides Management, a technology-focused hedge fund. He previously ran the Fidelity OTC fund for years and is one of the most-followed voices on semiconductors, AI infrastructure and growth tech.

jason calacanis

Angel investor, host of This Week in Startups and co-host of the All-In podcast. An early investor in Uber, Robinhood and Calm.

Co-founder and managing partner of Multicoin Capital, a thesis-driven crypto investment firm.

quote

“Geonet is the world's largest and fastest growing network... growing 3x year over year... we have this huge physical AI tailwind behind us now, robotics and all the other amazing stuff happening.”

—kyle samani

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