Language Geospatial Models (GeoAI) and the Investment Opportunity

In the past we have invested in some companies that are incorporating/using Language Geospatial Models (GeoAI). One of the most recent is:

Zebra Technologies (ZBRA) – GeoAI has been expanded by Zebra Technologies to include warehouse automation and smart manufacturing. Their methods enable robots to navigate, recognize impediments, and optimize inventory movement using real-time geospatial intelligence through edge AI and LiDAR-based spatial awareness.

A couple others on our watchlist that are also currently using or soon will be using GEOAI include:

• BlackSky (BKSY)

• Planet Labs (PL)

• Sidus Space (SIDU)

• Jenoptik AG (JEN.DE)

Besides the difficulties with potential misinterpretation and complex adaptability, these models do require a massive amount of processing power, but current chips and large computers can handle it. Once science/physics has solved a few more equations, besides what Google already did on a tiny scale, quantum computers will be able to handle this processing in milliseconds.

Quantum computing is a fascinating area where we have also invested some money in the past, but it is still 3-5 years at the soonest.