The Role of Geospatial Data in AI, LLMs, and the Next Wave of Tech Innovation

When people talk about AI, the focus is usually on large language models, GPU power, or the next wave of multimodal capabilities. But there’s a quietly growing field that could be just as important: geospatial technology.
In the latest episode of the podcast, I sat down with Justus Killian, partner at Space Capital, a venture capital firm exclusively focused on the intersection of space, geospatial data, and emerging tech. What makes this conversation different? Justus breaks down why understanding “where” is just as important as understanding “what” in the world of modern AI.
We explore how:
- Satellites became billion-dollar data businesses, not just hardware startups
- Geospatial data is moving beyond maps and into automated decision-making pipelines
- The next breakthroughs in AI may come from models that understand location context
- Investing in geospatial companies requires deep technical insight — from sensors to users
Justus also shares how VC firms are increasingly realizing that spatial data isn’t niche — it’s foundational. And as LLMs start consuming more types of data, the question becomes: how do we feed AI the spatial awareness it lacks?
“The real value of space isn’t getting there—it’s the data you bring back.”
Listen to the full episode for a wide-ranging discussion on satellites, AI, geospatial investing, and the quiet tech revolution happening above our heads.