Perspectives

Perspectives on the rapidly evolving geospatial landscape. We dissect M&A, technology shifts, and GTM strategies.

Read Geospatial Licensing: AI Extraction Risk, Not Just Training
August 11, 2026
Strategic Advisory

Geospatial Licensing: AI Extraction Risk, Not Just Training

Most GeoAI teams aren't training models — they're shipping AI features that extract information from licensed imagery. The licenses restrict that too.

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Read Ground Truth in the Age of Generative Cartography: What the Google Earth Rollback Actually Signals
August 4, 2026
Market Analysis

Ground Truth in the Age of Generative Cartography: What the Google Earth Rollback Actually Signals

Google pulled its 'Create Image' feature from Google Earth within 48 hours of launch after researchers used it to fabricate a nuclear facility in Iran and a collapsed Eiffel Tower. Here's why the failure wasn't generative AI itself, but fusing fabrication with geolocated authority inside the world's most trusted mapping platform.

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Read The Resolution Illusion: How AI Super-Resolution is Rewriting the Rules of the Aerial Imagery Market
June 12, 2026
Market Analysis

The Resolution Illusion: How AI Super-Resolution is Rewriting the Rules of the Aerial Imagery Market

Planet's new SuperRes model and ESA's open-source SEN2SR framework are closing the resolution gap between satellite and manned aerial imagery. Here's why custom aerial survey firms face the most immediate displacement risk, and why sub-10cm archives just became the industry's most valuable training asset.

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Read The Crumbling Wall: Why the Roof Report Monopoly is Stalling
May 26, 2026
Market Analysis

The Crumbling Wall: Why the Roof Report Monopoly is Stalling

A landmark Federal Circuit ruling has declared the core software patent behind the roof-report monopoly 'obvious,' stripping EagleView and Pictometry of their legal moat. Here's what it means for contractors, solar installers, insurance carriers, and the distressed-debt investors still holding legacy paper.

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Read The Property Intelligence Pivot: Why Nearmap is No Longer "Just" an Imagery Company
April 7, 2026
Strategic Advisory

The Property Intelligence Pivot: Why Nearmap is No Longer "Just" an Imagery Company

Nearmap is abandoning the 'pixels-as-a-product' model to own the entire customer workflow. Discover how strategic acquisitions like Betterview and ITEL are driving the shift toward Agentic AI and the 'Virtual Underwriter'.

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Read Ctrl+F for the Earth: The High-Resolution Search Revolution
March 2, 2026
Market Analysis

Ctrl+F for the Earth: The High-Resolution Search Revolution

The aerial imagery market is shifting from an Extracted Features Market to a Reasoning Market. Learn how Vexcel Intelligence's Embeddings API is bringing Google Earth Engine's planetary search capabilities to the high-resolution space.

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Read The Geospatial Shift: Why You’re No Longer Buying Pictures
January 27, 2026
Market Analysis

The Geospatial Shift: Why You’re No Longer Buying Pictures

The geospatial imagery market is pivoting from static pixels to AI-native intelligence ecosystems. Discover how firms are moving from 'A-La-Carte' reports to unified platform intelligence, led by Eagleview's recent strategic overhaul.

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