Direct-to-satellite is becoming table stakes. The data is the moat.
Satellite connectivity is commoditizing fast. Why we build on open standards — and why validated data, not the radio, is what lasts.
Talking to a satellite straight from a tag—no towers, no gateways—feels like magic the first time you see it work on open range. It won’t feel special for long.
Non-terrestrial networking is now a 3GPP standard, with chips from multiple vendors and several live networks. Over the next few years, “works without towers” goes from a differentiator to a checkbox. That’s good for ranchers and researchers—and it means a satellite radio is the wrong thing to build a company on.
So we build on open standards
We use a standards-based NTN stack instead of a proprietary one, so the same tag isn’t locked to a single network or carrier as the market shifts. Ride the curve; don’t bet the company on it.
The data is the moat
What lasts isn’t the link. It’s validated, research-grade data—a ground-truth record of the rare events that matter, collected on real range and published so others can check it. That’s the part no one can commoditize, and it’s where we spend our time.
