$NATIX is one I've been tracking harder lately.
Everyone's obsessed with cheaper models and more compute. Cool. But that misses the actual bottleneck:
AI and autonomous systems are starving for real-world data.
Not synthetic lab data. Real roads. Real cities. Real weather, traffic, construction, edge cases you can't simulate.
@NATIXNetwork built the largest on-street camera network globally. Multi-camera data at scale. Turning the physical world into training sets for Physical AI.
The thesis is simple: as autonomous systems scale, datasets like this become critical infrastructure. More contributors = more valuable network = stronger moat.
Still early on $NATIX. The data problem is massively underpriced right now. That changes fast once people realize compute without ground truth data is worthless.
Everyone's obsessed with cheaper models and more compute. Cool. But that misses the actual bottleneck:
AI and autonomous systems are starving for real-world data.
Not synthetic lab data. Real roads. Real cities. Real weather, traffic, construction, edge cases you can't simulate.
@NATIXNetwork built the largest on-street camera network globally. Multi-camera data at scale. Turning the physical world into training sets for Physical AI.
The thesis is simple: as autonomous systems scale, datasets like this become critical infrastructure. More contributors = more valuable network = stronger moat.
Still early on $NATIX. The data problem is massively underpriced right now. That changes fast once people realize compute without ground truth data is worthless.