Wilfred Waters

Geospatial FM

Science EN ↓ 119 episodes

Obsessed with geospatial foundation models, broadcasting in geospatial and compounding via publicly listed geospatial equities.

Be sure to visit the podcast's website and support the creator: www.geospatial.fm

Author

Wilfred Waters

Category

Science

Podcast website

www.geospatial.fm

Latest episode

Oct 13, 2026

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Episodes

GISMap.online 13.10.2026

My guest is Silas Toms , GIS supervisor at PG&E, which covers the largest land area of any utility in California. Silas has 20 years in geospatial, including time at Zillow, and runs GeoMeetup in SF . Yes, he was the one wearing that tracksuit. The next one is tomorrow. We cover why utilities should separate their systems of record, engagement and monitoring, and how AI changes who builds geos...

How to Make an ETF with Kevin T Carter, Founder of EMQQ Global and EMXETF 06.10.2026

Kevin T. Carter is founder of a couple of investment firms, EMQQ Global and EMXETF . You’ve probably heard of the Magnificent 7. These are stocks from what the West calls Developed Markets. Kevin talked about applying the same idea to emerging markets, he found The MAG 3. Then we moved on to China’s AI Tigers. Kevin challenged our assumptions about US AI leadership with stories from China. Finally...

Claude Native GIS with Dekart 03.10.2026

Today’s episode is with the founder of Dekart , Volodymyr Bilonenko . We cover WHY he made Dekart, the relationship with Kepler , who he competes with and some discussion of specific geospatial needs of mobility companies like Wayve . He then steps through use of a new Claude skill he made called geoSQL . This skill uses a map in the loop, yes Claude checks images of its own maps in the course of...

Mines With PlanetSapling 21.09.2026

Ankur Shah, https://www.linkedin.com/in/ankur-s-803497126/ , is founder and CEO of PlanetSapling ( https://planetsapling.com/ ). He talks us through a dataset of 3,000+ mines he's found the location of, and ownership information about, worldwide. He also takes us through related analyses he's been doing, such as with nature data company Cecil ( https://www.linkedin.com/pulse/mineral-supply...

GE0500 Weekly Wrap and Starting a New Quant Agri Portfolio 27.07.2026

Weekly wrap for 7 days to 7/26/2026 and promo for Quant Agri ( https://quantagri.substack.com/ ) with Ryan Kmetz ( https://www.linkedin.com/in/ryankmetz/ ). I will be incorporating Quant Agri GEOINT-based commodity trading performance going forward, based on a $1,000 starting position.

marimo 23.07.2026

marimo is the fastest growing Python project with 22,000 Github stars . Fantastic episode today, covering: 0:00 - Intro 0:54 - Favorite keyboard 2:35 - What Coreweave's GPUs mean for marimo, such as solving the Travelling Salesman Problem 8:13 - What is the one thing Jupyter Notebooks always gets wrong, but marimo doesn't? 17:43 - UI elements in marimo library like sliders, cascading updates acros...

Mine Tailings Dams with John Metzger of Asset Assurance Monitoring 23.06.2026

Guest:  John Metzger ( LinkedIn ), Founder of Asset Assurance Monitoring ( Website ). "I don't know how, but I recognized it was one of my children. My friend rescued Nicolas, and I thought: Oh my God, at least I managed to catch one." These were the words of a father fleeing the 2015 Bento Rodrigues (Mariana) dam disaster in Brazil ( O Globo , 08/11/2015). Five days later, his daugh...

GEO500 Weekly Wrap + Japan Focus 13.06.2026

I am joined by Robert Cheatham of Japan Earth Observer (https://www.japanearthobserver.com/) for a GEO500 Weekly Wrap. Provisionally, also the PhysicalAI Weekly Wrap. I'll think about it. GEO500 weekly roundup sheet: https://docs.google.com/spreadsheets/d/1AVbN5pQ9kiRmC0Iw2H8stoPJUngrqntA5DRU3Wll2aE/edit?usp=sharing TacticAI: Google's AI system that can help simulate field scenarios and predict op...

Japan Earth Observer 08.06.2026

Today's guest is Robert Cheatham https://www.linkedin.com/in/rcheetham/ and we are talking about Japan Earth Observer , https://www.japanearthobserver.com/. This is a newsletter on the space, Earth observation, and geospatial industry in Japan. It is based on a fantastic effort by Robert to systematically collate every last company in the space and earth observation supply chain in that countr...

Listening for Whales with NV5 Geospatial 29.05.2026

Mark Baumgartner is a senior scientist at Woods Hole Oceanographic Institution . Back in 2011 he and Sarah Mussoline published a paper on how to use computer science to classify whales from sound recordings . This episode is about an evolution of that software by Atle Borsholm from NV5 Geospatial (https://www.nv5geospatialsoftware.com). At the beginning of the episode you will hear a sound recordi...

Rebel Strategy Lab 22.05.2026

Karolina Sarna is founder of the wonderfully named Rebel Strategy Lab . She also writes and codes . On that basis alone I would want to record an episode. Even better though, she is an alumnus of the European Space Agency and Iceye, meaning she has a huge amount to contribute on the subject of earth observation. Iceye, by the way, have already come on the show. So, we covered: - How her background...

GIS at a Nigerian Power Utility and Earth Observation at Proforce Galaxies 11.05.2026

Abdulfatai Sanusi is a geospatial developer at Proforce Galaxies . He tells us the story of an MS Azure to Esri Enterprise migration at a power utility that covers several states in Nigeria. He then moves on to the next phase of his career at Proforce. They are an earth observation satellite design and data pipeline company. He described being a member of a talented team that also develops softwar...

QuantAgri - predictive agricultural insights 28.04.2026

Ryan Kmetz is back to talk with us about https://quantagri.substack.com/ . This initiative began in January 2026. It is about analyzing satellite data to predict the monthly World Agricultural Supply and Demand Estimates (WASDE) reports. Ryan proposes a novel approach and shares some eye raising stats about lead times and profitability. This episode is inspiration for how we are all equipped to pr...

Openclaw for Geospatial Monitoring Dashboards and Behavioral Investing 10.03.2026

This was quite the episode! We return for Round 2 with Nelson Roque . He is Assistant Professor of Human Development and Family Studies at Penn State. He walked us through OpenClaw . Nelson is an incredibly useful guest because he is able to cover both podcasts I have run - The Behavioral Investor and this one, Geospatial FM . A significant message from The Behavioral Investor was the effect of de...

Geoharbor - Hearding the Data Engineering Cats 01.03.2026

Geoharbor is a solution from SketchMyView . It is a way to avoid notebook hell. This is done through all data engineers on a team using a common framework. I recommend a watch to see Rakesh showing it in action.

Seerab Technologies on How to Win Uber Tech Prizes 10.02.2026

We are privileged today to share an episode with a Pakistani geospatial firm, Seerab Technologies . Zulkifil is a co-founder and has been with the company nearly 10 years. They have their own platform for real estate developers to help customers understand the context of proposed property purchases. He gave a simple example, a property with a large hole in it is hard to spot if you don’t have a te...

Thoughts on Weather Foundation Models with Alex Merose 3/3 30.01.2026

This is episode 3/3 with Alex Merose about his thoughts on weather foundation models. He is a member of the technical staff at Open Athena . In this episode, Alex steps through system characteristics of weather foundation models and how we can approach building them. Toward the end, the episode touches on an example of applying these approaches to a simulation of the Earth’s weather over a period...

Thoughts on Weather Foundation Models with Alex Merose 2/3 21.01.2026

This is episode 2/3 with Alex Merose about his thoughts on weather foundation models. He is a member of the technical staff at Open Athena In this episode, Alex steps through ML weather models, their history and how they work. Links to items discussed: ECMWF Reanalysis v5 (ERA5): https://www.ecmwf.int/en/forecasts/dataset/ecmwf-reanalysis-v5 I got fooled by AI-for-science hype—here's what it taugh...

Thoughts on Weather Foundation Models with Alex Merose 1/3 13.01.2026

This is episode 1/3 with Alex Merose about his thoughts on weather foundation models. He is a member of the technical staff at Open Athena . In this episode, Alex steps through the background on doing weather prediction, from early efforts around a century ago to numerical and physics based models. This prepares us for later episodes on machine learning or AI based approaches. Links to items discu...

GEOINT and World Models with Mark Munsell 07.01.2026

Mark Munsell is Distinguished Fellow of Artificial Intelligence at Lindenwood University and Executive Director at GeoSTL . He is also Former Chief AI Officer at the US National Geospatial-Intelligence Agency. As such, he has rich experience for us to mine. We used it to navigate the AI hype and transition from LLMs to world models. If you want to get an impression of him outside this episide, her...

UN Letter of Urgent Appeal to AECOM about NEOM 31.12.2025

The Geospatial FM podcast topic profile: 1. Data engineering for geospatial 2. GEOSPATIAL FOR WORLD MODELS (foundation models are so last week) 3. GEOSPATIAL IN PREDICTION MARKETS (spatial finance is so 2022) 4. In this context, stocks, globally 5. Human rights outcomes of these stocks Item 5 is always number 1. So we are finishing the year with that focus. Let's look at this BBC article about a m...

Voting in the Geospatial Economy 27.10.2025

Ryan Kmetz is Research Director at IQSpatial . We are privileged to have his time in this episode. He talked with us about economic conditions faced by geospatial workers in the US. We reflected on the emergence of a protest movement, the No Kings march a couple of weekends ago. We observed how this has emerged in the context of very high cost of living, lack of wage growth, high costs of housing...

Apache Sedona and SedonaDB in Microsoft Fabric 22.10.2025

0:00 - Motivation for Microsoft to compete with Esri 1:20 - Who is Rakesh and data engineering services of SketchMyView 6:40 - Deploying a land and planning GIS for the UK government with Microsoft Synapse 22:25 - Is there a similarity between Synapse and Fabric? 26:26 - ACID compliance, delta files, lakehouses, bronze, silver, gold layers 35:18 - Apache Sedona in Fabric tutorial 57:20 - Why is it...

LocationIntelligence.US 13.10.2025

Having started his career at USGS in 1980, Joe Francica is a veteran of the geospatial industry. He has a lot of experience in publishing, for example as Editor In Chief of (the now shuttered) Directions Mazagine…and he has been host of On Point with Korem. Joe’s latest venture is www. LocationIntelligence.us . In my endless search for the world’s geospatial companies, I came across his Guide to t...

GeoRiskAI 07.10.2025

Arham Ansari confronts some challenges that most of us in the liberal democratic Western world do not. For example, in a small town near Delhi in northern India he only has 8-10hrs of power per day. There had also been a blackout the whole 3 days prior to the first day of recording the episode. India is not a wealthy country and he cannot afford to pay for expensive cloud computing/storage service...

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