The world's largest 3D map. Earn $OVR by mapping real-world locations to fuel Robotics, Vision AI, and XR Become a mapper ๐๐ผ https://nitter.gq/t.co/4o02dhCCWy
Joined May 2019
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Over the Reality ๐ retweeted
DePIN was trading at 50-200x P/S early 2025
Now it's trading at 5-30x P/S
60%+ of active DePIN projects are in the green in the last 3 months
Many appreciated by at least 50% with the highest being Silencio at ~600%
In today's article, we explore
- The state of DePIN 2026
- How do we value them?
- Undervalued DePIN teams in the market right now
There's a good chance "dead" DePIN/DePAI will start coming back to life soon
Agents are consuming 5-20 times more tokens than human chats
Onchain & Decentralized Inference players are filling in that gap with cheap/affordable inference
AI labs are running out of high-quality data (because they've scraped almost all of the internet)
DePIN/DePAI players are starting to fill in that gap
> @silencioNetwork on noise/acoustic data
> @NATIXNetwork on vehicle/street imagery
> @GEODNET on high-precision spatial/geospatial data
> @OVRtheReality on location-based AR/3D data
> @grass on web data/agentic search (LCR)
> and a whole lot more
Might be a good time to start identifying the players that have secured a deal with AI labs (or about to)
Over the Reality ๐ retweeted
LLMs are already beyond human level on โexperimental research taste,โ and the observed improvement rate is 3x yearly. Real-world data will remain the only scarce asset in the Physical AI Models training stack. Thatโs why @OVRtheReality is building the worldโs largest 3D map.
Over the Reality ๐ retweeted
๐ฅ๐ค100 Unitree G1s in one MuJoCo world, tracking kung fu motions with a pretrained whole-body policy, on a real 360ยฐ-scanned plaza.Contacts, knockdowns, pile-ups: all physics.Sim-to-real starts with real environments. @OVRtheReality
Over the Reality ๐ retweeted
Unpopular opinion:
Former DePINs might be some of the most undervalued AI plays right now.
Yes, DePIN had a lot of issues, and hence a very underwhelming token performance. The negative association is definitely understandable.
But what most people don't realize is that thanks to those token incentives, most of these projects are now sitting on incredible data pools. Exactly the kind of data pools the biggest frontier AI labs have insatiable demand for, since data is their single biggest bottleneck in winning the most important tech race humanity has ever seen.
Just to name a few:
@silencioNetwork - $SLC
@OVRtheReality - $OVR
@NATIXNetwork - $NATIX
@grass - $GRASS
And probably a bunch of exciting ones I don't even have on my radar yet (if so, please DM).
I know in fact that these are already working with leading AI labs or well-known big tech companies as actual paying clients, generating serious offchain revenue. More than most of your favorite shitcoins do. And if you do your research, you'll understand that it takes time for that offchain revenue to accrue, but there's strong commitment to route it back to their tokens.
I know it's hard, but instead of chasing memecoins or bidding the same 5 hyped onchain businesses everyone already knows, I can only strongly recommend digging deeper here.
Generational opportunities to be found in DePIN, or whatever you might want to call it nowadays.
Over the Reality ๐ retweeted
And under the hood thereโs a ton of cool stuff: VPS anchoring without prior scanning, new 3D asset generator, support for GSplat assets in the scene, and free test publishing on any OVRLand for 24 hours!
Build on top of the real world, directly from your phone.
The OVER In-App Builder is now live.
Open the app, create an experience, and place 3D assets directly into the physical world around you, in real time.
And if the asset you need doesn't exist, you can create it on the spot with our AI 3D Asset Generator. Just describe what you want, generate it, and place it directly into your experience.
Now available FOR FREE in the OVER app.
link.ovr.ai/download
Over the Reality ๐ retweeted
Simulating a fly brain ๐ชฐ inside of an @OVRtheReality 3D Map! What a time to be alive!!!
Over the Reality ๐ retweeted
We mapped an entire shopping mall - around 50,000 mยฒ - by walking it with an Insta360 X5. 17,959 fisheye camera poses, all registered. Then we relocalized an ordinary phone video against it, frame by frame.
99.9% of frames relocalized. Median pose jitter: 1.7 cm.
Over the Reality ๐ retweeted
360ยฐ Structure-from-Motion is hard (distortion, scale, driftโฆ the usual suspects). @pdx_music and the @OVRtheReality devs just showed 3.9 cm median agreement vs LIDAR + 0.08% drift over 118 m. Thatโs the kind of result that moves the needle. ๐
"Survey-grade" deserves a number, not an adjective.
LIDAR on the same pole as our 360ยฐ camera. One walk, two independent reconstructions.
3.9 cm median agreement. 0.08% drift over 118 m. Plus a 2.9% scale offset we traced instead of dividing out.
research.ovr.ai/posts/2026-0โฆ
Over the Reality ๐ retweeted
In Feb 2024 YC made a call for stablecoin startups and frontrun the stablecoin meta
Now they are calling for data for the real world startups, the request is spot on of DePIN projects that raised 2022-2024.
We've seen pitches in all of these listed categories and led the seed for @daylightenergy.
Might be still hidden opportunities for those teams still building here:
@OVRtheReality
@WeatherXM
@Hivemapper
@GEODNET
Data for the Real World
@sdianahu & @_austintindle
AI has become superhuman at code, language, and images because it has enormous amounts of data to learn from. But our understanding of the physical world is still limited by sparse sensors and models built largely on intuition.
Cheaper sensors and better foundation models could unlock entirely new datasets for energy, agriculture, logistics, construction, and the climate. Once you can accurately model the physical world, you can begin to control it.
Over the Reality ๐ retweeted
Visualizing Large Scale Gaussian Spalts on Mobile with @sparkjsdev RAD.
This beast was built by the @OVRtheReality โ kudos for pushing mobile 3D this hard!
Test it yourself ๐: app.freegaussian.ai/spark-viโฆ
P.S. Got 360 videos? Turn them into Gaussian Splats FOR FREE at freegaussian.ai (also by the same team)
Over the Reality ๐ retweeted
ใใฃใไธๅบฆใใฎๅ ดใๆฎใใ ใใง
ๅพใใ3D Gaussian Splatใจใใฆ
็ฉบ้ใๅๅฉ็จใงใใใ
FreeGaussian ๏ผ@FreeGaussian๏ผใฏ
ๆขๅญใฎๅ็ใใใใชใ360ยฐๅ็ปใงใ
ใใฉใฆใถใงๅๆง็ฏใใฆ.splatใจ็น็พคใพใงๆใกๅธฐใใใ
ใ่จ้ฒใใฏใใใ็ด ๆใงใฏใชใใ็ฉบ้ใใฎใใฎใธ
่ฉณ็ดฐใฏ๐งต
Over the Reality ๐ retweeted
Vibe-coding the new browser viewer for city-scale 3D maps. There's something magic about speaking code into existence โ everyone should try it.
Over the Reality ๐ retweeted
And this is what I mean by city scale 3D Map! 30 minutes mapping with @insta360 X5, making our hometown, Udine, machine readable.
Over the Reality ๐ retweeted
Big thanks @DAnconia_Crypto for the shoutout ๐
Calling @OVRtheReality the โsleeper pick of DePINโ hits different.
From an AR/XR NFT project in 2020 โ quietly built one of the largest real-world image datasets: 95M+ images, 900TB, 200K locations.
Now those pixels are feeding next-gen world models at the biggest AI labs.
The future ahead is massive.
Real data ร DePIN ร AI = unstoppable.
Grateful to be seen. The journey is just getting started ๐ฅ
$OVR #DePIN #PhysicalAI
Over the Reality ๐ retweeted
Mark my words: Half a million locations (OVRLand spatial domains) mapped by year end! Empowering machines to see the world at unprecedented scale! $OVR
We just reached a new all-time high in weekly mappings, with +6,532 new locations mapped in a single week, a +402% increase vs our weekly average. ๐
In just 7 days, the OVER 3D Mapping Database grew from 186,808 to 193,340 3D mapped locations.
This acceleration is being driven by high-quality Insta360 X5 mapping and a rapidly growing global community contributing real-world spatial data at scale.
Large-scale Datasets like this are becoming increasingly valuable for AI companies training Vision Foundation Models, Robotics systems, and real world AI.
As demand for real-world visual data continues to rise, expect Over the Reality to become one of the key providers for next-generation visual AI models, as shown by the deal we already closed with one of the top 5 most valuable companies in the world.
And the map is still growing, with our next milestone set at 500,000 mapped locations, hundreds of millions of images, and thousands of terabytes of data in the Over the Reality dataset.
Over the Reality ๐ retweeted
Thanks for the shoutout @leonidas_xyz! At @OVRtheReality, weโre proud to offer a non-extractive approach to data collection, rewarding our mappers with $OVR tokens for their efforts. Join us building the DePIN foundation of Physical AI, one 3D map at a time.
it was about time to finally get attention on this. might be a huge catalyst for DePIN and data collection networks like @OVRtheReality
when i last checked the data quality on both platforms, Over actually had way better imagery than Niantic.
the video below is a random example of two data sets near Times Square and Union Square that i picked for comparison.
explore it yourself, it is wild how much high quality 3d imagery they have already collected
some more background on Over:
Over has built a highly advanced 3D imagery data engine with more than 195,000 mapped locations and 93 million images collected.
by coordinating a global community of mappers to scan high-traffic locations, Over may have built one of the largest 3D mapping datasets in the world.
data is scarce, and real-world data is even harder to gather at scale.
this proprietary dataset can power a wide range of Physical AI use cases, from training vision foundation models to enabling accurate visual positioning systems and supporting AI-driven XR publishing and browsing.
Over the Reality ๐ retweeted
it was about time to finally get attention on this. might be a huge catalyst for DePIN and data collection networks like @OVRtheReality
when i last checked the data quality on both platforms, Over actually had way better imagery than Niantic.
the video below is a random example of two data sets near Times Square and Union Square that i picked for comparison.
explore it yourself, it is wild how much high quality 3d imagery they have already collected
some more background on Over:
Over has built a highly advanced 3D imagery data engine with more than 195,000 mapped locations and 93 million images collected.
by coordinating a global community of mappers to scan high-traffic locations, Over may have built one of the largest 3D mapping datasets in the world.
data is scarce, and real-world data is even harder to gather at scale.
this proprietary dataset can power a wide range of Physical AI use cases, from training vision foundation models to enabling accurate visual positioning systems and supporting AI-driven XR publishing and browsing.
POKรMON GO PLAYERS TRAINED 30 BILLION IMAGE AI MAP
Niantic says photos and scans collected through Pokรฉmon Go and its AR apps have produced a massive dataset of more than 30 billion real-world images.
The company is now using that data to power visual navigation for delivery robots, letting them identify exact locations on city streets without relying on GPS.
Source: NewsForce
Over the Reality ๐ retweeted
A huge milestone achieved by @OVRtheReality ๐
One of the largest companies on the planet acquired a license from Over the Reality 3D mapping dataset
This is one of the most successful projects on $PEAQ
But @peaq has many more great protocols like it ๐
Over the Reality ๐ retweeted
The ChatGPT moment for robots hasn't happened yet - but the infra is being built by a lot of Web3 robotics teams
@OverTheReality is among the early builders here
They built a visual positioning system using 180K+ 3D maps for centimeter-level accuracy, infra that robotics desperately need.
I spoke with their co-founder @diego_DDT, and we discussed:
02:41 - Visual Positioning System for 5cm accuracy
11:09 - 360 cameras capturing 10-20x more data
13:44 - Anti-cheating systems for incentivized mapping
18:42 - Robot localization in unmapped environments
23:34 - Training vision models on real-world datasets
Over the Reality ๐ retweeted
In the age of abundant intelligence, software is not a moat. Just dream it, and sooner than you expect, youโll be able to code it. You know what you cannot vibe-code? Real-world data! Thatโs why at @OVRtheReality weโre building the worldโs largest 3D map.
Intelligence is about to be abundant, machines will be HUNGRY for REAL-WORLD DATA. While AI thrives, the 3D maps from @OVRtheReality remain SCARCE. Join us in mapping the world! ๐๐