Will, I could not agree more.

LLMs are powerful at reading and reasoning over the internet, but they are still blind to the physical world.

AI models need real-world sensing. Satellite data is already becoming a foundational input for the next generation of AI, and the companies that can turn raw Earth observation into decision-ready intelligence will own some of the most valuable vertical layers.

AI agents will be powerful only if they know what is actually happening on the ground.